Summary
Overview
Work History
Education
Skills
Timeline
Generic

Stephanie O'Connor

Cheshire

Summary

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

10
10
years of professional experience

Work History

Accounting Department Supervisor

Barker Specialty
01.2024 - Current
  • Manage a team within the accounting department; ensuring workflow is completed efficiently and accurately.
  • Streamlined accounts payable and receivable processes, improving overall operational efficiency.
  • Manage high volume of incoming vendor invoice and distribute work appropriately
  • Assist with solving issues related to errors on invoices and/or Sales orders
  • Maintained positive relationships with key vendors through clear communication and prompt payment processing.
  • Managed a team of accountants for timely month-end closing and accurate financial statement preparation.
  • Mentored junior staff in accounting principles, fostering professional development and team cohesion.

Licensed Loan Originator

Northeast Financial
09.2023 - 12.2024
  • - Work with Realtors and other referral sources to generate leads
  • - Navigate changing market to find unique products and solutions for client needs

Licensed Loan Originator

BestWay Mortgage Corp
01.2018 - 12.2021
  • - Developed and maintained relationships with real estate agents, financial planners, and individual borrowers.
  • - Obtained, verified, and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • - Met with applicants to obtain information for loan applications and to answer questions about the process.
  • - Analyzed potential loan markets to develop prospects for new loans.

Retirement Readiness Customer Service

Voya Financial
09.2015 - 09.2017
  • - Inbound Calls to service 401k accounts, including answering any general plan questions as well as performing requested transactions, enrollment, allocation changes, loan transactions, assisting with hardship paperwork.
  • - Attrition prevention team, worked with department supervisors and director to identify issues relating to employee retention and coming up with solutions to identified issues.
  • - Series 6 License (expired)

Education

Associate Degree Program - Business Administration

Naugatuck Valley Community College
11-2025

Business Administrative Courses

Post University Online
01.2017

Skills

  • Customer Service
  • Communication
  • Detail oriented
  • Problem Solving
  • Accounts payable management
  • Journal entries
  • Staff training and development
  • Meticulous attention to detail

Timeline

Accounting Department Supervisor

Barker Specialty
01.2024 - Current

Licensed Loan Originator

Northeast Financial
09.2023 - 12.2024

Licensed Loan Originator

BestWay Mortgage Corp
01.2018 - 12.2021

Retirement Readiness Customer Service

Voya Financial
09.2015 - 09.2017

Business Administrative Courses

Post University Online

Associate Degree Program - Business Administration

Naugatuck Valley Community College