Recently certified bookkeeping/accounting professional with 15+ years of prior experience in the banking and mortgage industries. Adept at collecting and analyzing complex financial data. Eager to transition to a dedicated accounting support role after a career break.
Completed intensive, 15-week Accounting for Small Business Certificate Program through Merrimack College in 2023, including training in general accounting principles, Excel, QuickBooks, and financial and managerial accounting.
Currently serves as Treasurer for homeowners community. Analyze Incoming funds and expenditures and prepare and present Balance Sheet/Budget at annual meeting.
8 years of experience as a Sr. Mortgage Loan Officer at Royal Bank of Canada. Managed pipeline of mortgage loans from origination to timely close. Communicated with and compiled documentation from all parties involved in loan process, including real estate agents, appraisers, underwriters, closing specialists, and title attorneys.
As Auto Leasing Manager for savings bank, played a key role in the creation of a new Auto Leasing Department. Set up and maintained accounting software; maintained post/reconcile general ledger; responded to customer inquiries; documented procedures; and processed sales and use taxes. Managed accounts receivable, including billing and processing incoming payments, lease payoffs, and vehicle disposition. Created procedures manual for training and quality control purposes.
Proficient in MS Office Suite, including Intermediate Excel. Basic proficiency in QuickBooks Online and familiarity with Salesforce. Proficient in Encompass Loan Origination software, Fannie Mae DU-Desktop Underwriter, and Freddie Mac LP-Loan Prospector.
B.S. in Business Administration from West Virginia University and Small Business Accounting Certificate from Merrimack College.