Strategic professional specializing in long-term growth strategies and resource allocation. Expertise in operations management, including budget oversight, accounting, payroll, and human resources. Skilled in coordinating complex projects, ensuring alignment with business goals while maintaining high levels of organization and efficiency.
Overview
18
18
years of professional experience
3
3
Certifications
Work History
Mortgage Loan Officer
Quontic Bank
Remote, IN
09.2025 - Current
Structured mortgage loans to align with client needs and ensure compliance.
Educated clients on mortgage products and financing options, enabling informed decision-making.
Guided clients through mortgage application processes and documentation requirements.
Guided clients on FHA, VA, and conventional mortgages, ensuring alignment with their financial goals.
Collaborated with real estate agents to facilitate efficient transaction processes, enhancing client experience.
Real Estate Agent
Self-Employed
LaPorte, IN
04.2013 - Current
Conducted comprehensive market analysis to accurately assess property values and identify emerging trends, guiding clients' investment decisions.
Provided expert advice on real estate investment opportunities.
Guided clients through buying and selling processes, ensuring informed decisions and smooth transactions.
Negotiated contracts and agreements between buyers and sellers.
Managed all documentation related to real estate transactions.
Coordinated property showings and open houses for potential buyers.
Developed targeted marketing strategies that increased listing visibility and attracted potential buyers.
Built strong relationships with clients through excellent communication.
Managed foreclosure territory, assisted investors with portfolio and property management, and facilitated real estate transactions, enhancing client satisfaction and investment success.
Office Manager
Dream Works Renovations
LaPorte, IN
05.2008 - 12.2020
Managed all finances including accounts receivable/payable, subcontractors, budget, investments, inventory, payroll, human resources, and tax filings.
Tracked invoices and payments, ensuring accurate accounts receivable and payable.
Monitored payments due from clients and promptly contacted clients with past due payments.
Coordinated daily office operations for renovation projects and facilitated effective client communications.
Managed scheduling for contractors and project timelines to ensure efficiency.
Maintained vendor relationships to ensure timely delivery of renovation materials that supported project schedules.
Oversaw inventory management for renovation supplies and office materials.
Assisted with the preparation of budgets, forecasts and financial statements.
Accountant/Bookkeeper
Fay’s Marina
LaPorte, IN
08.2015 - 09.2016
Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
Prepared financial statements and reports for management review.
Monitored cash flows and prepared weekly cash projections to facilitate effective cash management.
Reported financial results, including balance sheets, income statements, cash flow statements, to enable informed management decision-making.
Reconciled bank statements with internal records regularly.
Created journal entries accurately and on time to ensure timely month end close processes.
Collaborated with team to streamline accounting processes, enhancing overall workflow efficiency.
Assisted in budgeting and forecasting for seasonal expenses, ensuring accurate financial planning.
Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
Conducted daily bookkeeping for marina operations, ensuring accurate records of customer transactions.
Sales Auditor and Payroll
Costco
Mishawaka, IN
09.2014 - 08.2015
Audited sales transactions for accuracy and compliance with company policies.
Analyzed sales trends to inform management decisions and optimize sales strategies.
Identified potential fraud or abuse through detailed analysis of financial documents, including invoices and bills of lading.
Prepared detailed reports on audit findings, enabling upper management to make informed decisions.
Reviewed inventory records to identify discrepancies, recommending corrective actions to enhance accuracy.
Collaborated with team members to ensure accurate data entry in sales systems, improving overall audit integrity.
Communicated effectively with departments to resolve audit-related issues promptly.
Payroll Clerk
Bruno Enterprises
LaPorte, IN
11.2013 - 06.2014
Processed payroll for 400 employees, calculating wages and deductions to ensure timely and accurate payments.
Calculated accurate wages, including overtime, salary increases and bonuses.
Prepare and distribute paychecks and direct deposit notifications securely.
Process payroll data accurately for all employees biweekly.
Maintain employee records in payroll software system efficiently.
Verify timecards and attendance records for accuracy and compliance.
Ensure compliance with federal and state payroll regulations consistently.
Prepared and submitted tax documents, including W-2 forms, 1099s, and 941s, to ensure compliance with government regulations.
Assist in tax preparation by compiling necessary payroll documentation.