• Open, close, and submit changes for bank accounts within the FOC (Family of Companies - all subsidiaries of Rocket). • Setup corporate entities, work on other legal docs related to bank accounts, wires, and other misc bank docs.• Completed special projects for the Finance team incl. updating bank accounts & financial systems for 2 corporate name changes, transitioning the accounting & finance teams from “Rocket Mortgage” to “Rocket Central” in the treasury systems, and helped the teams update procedures for a newly public company.• Systems troubleshooting with the integrations/APIs between GTreasury, Workday & multiple bank platforms. • Worked with external & internal IT teams to resolve bank file integration errors, ACH/Wire issues. • Maintained the TMS (GTreasury) setup including user accesses, bank accounts, & automated reports sent from the system to various leaders & executives.• Admin for multiple bank platforms used by the accounting and finance teams to add/remove/update users and entitlements. (Also for emergency wire transfers).• Worked with other directors and leaders in treasury and accounting to submit banking related changes for their teams.• Worked with internal & external auditors to update treasury team procedures & system’s access controls, & responded to audits for a large public company. • Wrote SQL rules for an erp tool that the warehouse team used to allocate loans to specific warehouse lines.

• Assist B2B partners (3rd party banks and credit unions that use Rocket resources to write and fund loans) & operations with pricing and rate lock issues• Support the pricing desk with auditing of pricing, pipeline management, and quality control• Provide management reporting on the pipeline, questions, requests, and production• Identify and communicate opportunities for improvement related to pricing, the pipeline, and the mortgage process.

• Inventory balancing on driver delivery routes.• Reviewing driver routes for order and accounting accuracy.• Work with drivers, customers and the warehouse manager to resolve discrepancies.• Process and invoice other special orders including 3rd party invoicing, and soda system service calls.• Other A/R related tasks, including calling customers to resolve billing issues.

Managed and updated patient medical records in E-clinical for a practice of 12 doctors. Assisted front office staff with various other office duties.

Answer the phone and provide customer service to store patrons. Collaborate with other Lowes employees to create a more effective sales floor. Process internet orders from receiving the order to pick-up. Engage with customers in a friendly manner to solve any issues they have

Supervising life guards and mediating disputes between life guards and members.