Theresa Beasley
Bloomfield,NM
Summary
Find gainful employment & an atmosphere to learn & grow. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
HR/Bookkeeper
New Mexico Alternative Care
Farmington, NM
02.2024 - 11.2024
- Payroll, Account Receivable and Payable
- Collecting payments from customers, reconciling bank accounts and credit cards
- Update policies and procedures, onboarding, Performance management, administering benefits, handling employee relations, and ensuring compliance with employee laws
Teller/Financia/Consultant 1
Sandia Laboratory Federal Credit Union
Farmington, NM
05.2023 - 01.2024
- Helping members with financial products and solutions both short term and long-term financial objectives
- Calibrated other departments such and Investments, Mortgage, and business lending
- Helping Customers with personal loans, Auto loan, Credit cards and CD’s
- Teller line all transactions, holds on accounts, and payments
Transaction Coordinator
Cornerstone Home Lending
Farmington, NM
03.2016 - 12.2022
- Company Overview: Union Home Mortgage, Waterstone Mortgage, Major Mortgage (worked with all the same people Just change company names)
- Monitor Key Dates related to loan transactions & respond accordingly
- Send loan forms, disclosures & other supporting documents needed for completion; Collect items
- Manage Loan Officers database
- Maintain Customer Contact to ensure follow up of Applications & answer Customer Inquiries
- Collect & prepare customer documentation
- Order out 4506T, SSA, Credit Supplements & WVOE’s as needed
- Submit applications to processing & assist processor in clearing conditions
- Help aid production & underwriting
- Union Home Mortgage, Waterstone Mortgage, Major Mortgage (worked with all the same people Just change company names)
Education
Medical Assistant
San Juan College
Farmington, NM11-2007
High School -
Bloomfield High School
Bloomfield, NM01.1992
Skills
- Financial statements expertise
- General ledger maintenance
- A/P and A/R
- Accounting
- Tax document preparation
- Quickbooks
- Cash flow management
- Expense tracking
- Budget support
- Vendor management
- Financial reporting
- Data inputting
- Bank statement reconciliation
- Risk management
- Invoice processing
- Customer relations
References
- Wanda Seiz, 505-517-0151
- Kathi Giguere, 505-320-4169
Affiliations
- I Enjoy time with my family, camping , and fishing.
Certification
Certified Medical assistant
Phlembotomy licenses
Timeline
HR/Bookkeeper
New Mexico Alternative Care
02.2024 - 11.2024
Teller/Financia/Consultant 1
Sandia Laboratory Federal Credit Union
05.2023 - 01.2024
Transaction Coordinator
Cornerstone Home Lending
03.2016 - 12.2022
Medical Assistant
San Juan College
High School -
Bloomfield High School