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Trudy Watkins
Naples,FL
Summary
Driven Bookkeeping Administrative Assistant with a proven track record at The Garage Auto and Tire, adept in accounts receivable management and bank reconciliation. Excelled in processing financial documents and enhancing audit processes, demonstrating meticulous attention to detail and strong problem-solving abilities. Achieved efficient, error-free closings by leveraging exceptional communication and organizational skills.
Overview
10
10
years of professional experience
Work History
Bookkeeping Administrative Assistant
The Garage Auto and Tire
03.2024 - Current
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Inspected account books and recorded transactions.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Closing Specialist
Blume and Long
09.2014 - 03.2024
- Interpreted borrower's assets and income to satisfy loan conditions and requirements.
- Audited variety of critical financial documents for completeness and accuracy, noting and resolving deficiencies and errors.
- Managed final steps of closing process to mitigate risk and errors, achieving timely and efficient closings.
- Confirmed accurate fundings, lien payoffs and final mortgage recordings by collaborating with real estate agents, loan officers, and attorneys.
- Liaised between closing companies and borrowers to close home loans.
- Coordinated with sellers, buyers, escrow agents, and real estate agents to complete loan submissions and scheduled closing dates.
- Reviewed funding packages by calculating fees and arranging for disbursement of loan funds.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
- Consulted with clients to recognize needs and provide tailored solutions.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
- Prepared deeds and leases, closing statements and purchase agreements.
Education
High School Diploma -
Cocoa High School
Cocoa, FL05.1989
Skills
- Accounts receivable management
- Payroll Processing
- Invoice Processing
- Bank Reconciliation
Software
Microsoft word
Timeline
Bookkeeping Administrative Assistant
The Garage Auto and Tire
03.2024 - Current
Closing Specialist
Blume and Long
09.2014 - 03.2024
High School Diploma -
Cocoa High School
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