Proficient finance assistant focused on data accuracy and efficient financial operations. Strengths include problem solving and effective communication, contributing to timely invoice processing and effective client relationship management.
Overview
6
6
years of professional experience
Work History
Finance Assistant
Mid Florida Homeless Coalition Inc.
Inverness, Florida
04.2025 - Current
Supported daily financial operations for a nonprofit organization assisting the homeless.
Processed invoices and expense reports to ensure timely payments.
Assisted in maintaining accurate financial records and documentation.
Managed data entry for financial transactions in accounting software.
Responded to inquiries regarding financial policies and procedures effectively.
Organized filing systems for easy access to financial information.
Prepared invoices for customers and suppliers.
Account Manager
JD Byrider/CNAC Financing
Carmel, Indiana
04.2022 - 11.2024
Managed customer accounts and ensured timely follow-ups on inquiries.
Developed relationships with clients to understand their financing needs.
Coordinated with internal teams to resolve client issues effectively.
Educated customers on financing options and payment structures.
Managed multiple accounts simultaneously while meeting deadlines.
Resolved customer complaints in a timely manner.
Maintained accurate records of all customer interactions in the CRM system.
Negotiated contracts with clients to maximize profitability.
De-escalated customer interactions by providing alternative solutions to issues.
Pre Charge Off Loan Specialist
Mrs Bpo LLC
Cherry Hill, New Jersey
11.2019 - 06.2021
Communicated with clients regarding loan status and required information.
Analyzed financial statements to assess borrower creditworthiness and risk levels.
Maintained accurate records of loan transactions and client interactions.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Processed loan modifications when requested by customers or required by lenders.
Analyzed financial statements of clients to assess their ability to repay loans.
Collected payments from borrowers on past due accounts and worked out payment plans when needed.
Rehousing Case Manager at Plymouth Area Coalition for the Homeless (Baymont)Rehousing Case Manager at Plymouth Area Coalition for the Homeless (Baymont)