Talented professional, knowledgeable leader and dedicated problem solver who brings years of valuable expertise to forward company objectives through outstanding motivation, focus, and ambition.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Accounting Technician
BHHS Alliance Real Estate
12.2022 - 05.2024
Enhanced financial accuracy by diligently reconciling accounts, identifying discrepancies, and resolving issues promptly.
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Reduced errors in financial reporting through meticulous attention to detail and thorough review of financial statements.
Facilitated smooth financial operations by processing invoices accurately and efficiently, avoiding late payment penalties or disputes.
Supported smooth payroll administration through diligent record-keeping, proper deductions calculation, and prompt issue resolution.
Streamlined accounting processes by implementing efficient software solutions and organizational methods.
Gathered, evaluated and summarized account data in detailed financial reports.
Product Support Representative II
Jack Henry & Associates
08.2022 - 12.2022
Exceeded performance metrics consistently, setting a benchmark for quality within the team.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Managed high-stress situations effectively, remaining calm under pressure while maintaining focus on delivering exceptional service levels at all times.
Promoted a positive work environment by actively participating in team meetings and sharing best practices with colleagues.
Office Manager/Project Coordinator
K4 Konstruction
07.2021 - 03.2022
Managed seven employees with continuous coaching and mentoring.
Developed internal requirements and standards to minimize regulatory risks and liability across programs.
Completed bi-weekly payroll for 20+ employees.
Drove implementation of accounting, invoicing, and payroll software to automate office operations.
Analyzed and solved multi-faceted problems that effected executive leaders and business initiatives.
Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
Implemented project management techniques to overcome obstacles and increase team productivity.
Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using Quickbooks software.
Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
Kept projects on schedule by managing deadlines and adjusting workflows.
Financial Representative Sr Consultant - Team Lead
Regions Bank
01.2016 - 07.2021
Lead market in loan production over multiple quarters
Revenue leader in market in 2018
Worked in a team environment to achieve the overall goals of the branch
Generate new revenue through business and consumer channels
Be knowledgeable of products and services offered
Facilitate warm handoffs for MLOs and FAs
Coach and develop associates through role playing and coaching conversations
Facilitate customer satisfaction by executing personal communication and frequent follow-ups
Resolve customer and associate issues or complaints
Active in recruiting and hiring of new associates
Certification
Diversity and Inclusion Executive Certificate - Cornell University
Life and Health Insurance Producer License
Property and Casualty Insurance Producer License
Timeline
Accounting Technician
BHHS Alliance Real Estate
12.2022 - 05.2024
Product Support Representative II
Jack Henry & Associates
08.2022 - 12.2022
Office Manager/Project Coordinator
K4 Konstruction
07.2021 - 03.2022
Financial Representative Sr Consultant - Team Lead