Sumara Espinoza
Summary
Finance professional prepared to drive impactful funding strategies and operations. Managing funding processes. Focused on team collaboration and achieving results.
Experienced administrative professional prepared for this role with strong background in office administrative, scheduling, and communication. Skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams.
Overview
12
12
years of professional experience
Work History
Finance Funding Specialist
Erus Energy
08.2017 - 01.2024
- Finance Coordinator of the initial and final funding of the loan with all the required approvals
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Review install photos, project plans equipment verification with lender, Goodleap,Sunlight, Commonbond, Mosaic, Dividend.
- Manage multiple projects to meet funding deadline
- Interface with clients and coworkers offering high level of customer service
- Post funding ,accounts receivable, creating invoices and posting payments. Completing projects with any of the lenders.
- Affirmed loan document accuracy to protect lenders from potential fraud.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
Administrative Assistant
Clinica La Familia
07.2012 - 08.2017
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Preparing patients charts, pulling insurance, verifying insurance , private insurances, medicaid, medicare.
- Updating financial and personal information and collect patient charges
- Coordinated office supply inventory management, proactively ordering necessary office supplies.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture.
- Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Education
No Degree -
Phoenix Community College
Phoenix, AZHigh School Diploma -
Peoria High School
Peoria, AZ05-2010
Skills
- Multitasking
- Customer service
- Attention to detail
- Active listening
- Loan servicing
- Microsoft Word, Excel, Outlook, Smartsheet’s, QuickBooks
- Experience in Solo Solar proposal software Oracle NetSuite
- EClinicalWorks
- Knowledge and understating of medical insurances
- Data Entry Experience
- Bilingual communication
- Calm and professional under pressure
References
Abraham Sabbagh
CEO Erus Energy
630-209-3906
abrahamsabbagh@gmail.com
Luis Arenas
Finance Manager Erus Energy
602-829-8827
Tonyalee Sloan Wilson
VP of Operations at Erus Energy
tonyaleesloan@yahoo.com
480-490-0474
Timeline
Finance Funding Specialist
Erus Energy
08.2017 - 01.2024
Administrative Assistant
Clinica La Familia
07.2012 - 08.2017
No Degree -
Phoenix Community College
High School Diploma -
Peoria High School
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