Accomplished bookkeeping and accounting professional with expertise in managing accurate financial records and generating detailed reports. Known for improving financial processes and fostering teamwork with clients and colleagues. Committed to confidentiality and problem-solving in fast-paced settings.
Overview
9
9
years of professional experience
Work History
Senior Accounting Associate
Aprio
Conyers, GA
03.2023 - Current
Led accounts payable/receivable, ensuring timely and accurate processing
Verify daily deposits to ensure accuracy
Accurately enter and code invoices for payment
Perform bank reconciliations to ensure financial accuracy
Manage vendor profiles and records within Sage Intacct
Accurately record credit card transactions
Collaborated on special projects to enhance financial operations
Provide backup support when needed
Coordinated resolution of vendor inquiries, maintaining strong professional relationships
Assisted in 1099 form preparation, ensuring compliance with regulatory standards
Facilitated efficient credit card payment processing to ensure financial accuracy
Dispatch Coordinator
Southeastern Appliances and More
Covington, Ga
05.2021 - 12.2022
Coordinated and planned daily schedules for the delivery and installation team.
Monitored appliance load board to determine scheduling requirements.
Verified the accuracy of products, parts, and supplies on tickets.
Oversaw appliance billing processes, ensuring accurate completion.
Handled all appliance receiving
Oversaw DispatchTrack functions for accurate data upload by the installation team.
Directed the installation team to ensure accurate loading of product, supplies, and parts.
Coordinated delivery updates with customer service for effective issue resolution.
Managed the processing of vendor return claims.
Performed regular audits to ensure accurate inventory tracking.
Mortgage Loan Originator
Homestar Financial
Cumming, Ga
11.2020 - 05.2021
Analyzed applicants' financial and credit information for pre-qualification.
Collected and verified applicant documentation during the mortgage loan application process.
Enhanced customer satisfaction through comprehensive product knowledge.
Guaranteed successful loan closings through consistent interaction with applicants and stakeholders.
Consistently recognize, cultivate, and sustain a strong network of business referral sources to explore new mortgage lending prospects.
Ensured adherence to professional ethics and compliance with all regulatory and legislative policies.
Mortgage Loan Originator
Amerisave Mortgage
Atlanta, Ga
04.2020 - 07.2020
Guided borrowers through AmeriSave's offerings by understanding their requirements.
Managed pipeline of purchase and refinance transactions.
Applied cutting-edge tools to evaluate borrowers' fit with available lending opportunities.
Built lasting relationships through top-tier customer service.
Demonstrated expertise in loan programs and financing options.
Dispatch Coordinator
Southeastern Appliances and More
Covington, Ga
04.2016 - 04.2020
I held multiple roles at Southeastern, culminating in the position of Dispatch Coordinator.
Coordinated and planned daily schedules for the delivery and installation team.
Monitored appliance load board to determine scheduling requirements.
Verified the accuracy of products, parts, and supplies on tickets.
Oversaw appliance billing processes, ensuring accurate completion.
Handled all appliance receiving
Oversaw DispatchTrack functions for accurate data upload by the installation team.
Directed the installation team to ensure accurate loading of product, supplies, and parts.
Coordinated delivery updates with customer service for effective issue resolution.
Managed the processing of vendor return claims.
Performed regular audits to ensure accurate inventory tracking.