Andrea Pratt Email & Phone Number

Austin, Texas, United States

Cedar Park, TX

Project manager for all financial initiatives; provide bookkeeping and consulting for small businesses, review, approve, and pay vendor invoices; optimize accounts payable (AP) and accounts receivable (AR) processes, process payroll, deliver transactional assistance by reporting expenses and income in QuickBooks

Researched and managed banking regulations, policies & procedures, consumer protection, and public interest laws

Promoted to serve as a member of the management team with the board of directors, Developed policies, programs, objectives, and goals that comprised the strategic plan; implemented the strategic plan, Conducted recruiting presentations at participating businesses to maintain and increase membership, Submitted annual budget requests and ensured the cost of.

Organized and conducted events with select employer groups within the field of membership, Endorsed products and services; planned and hosted membership events and Q&A sessions, Interviewed loan applicants, processed credit applications, communicated approval/denial, and closed approved loans

Promoted from Member Service Representative I to Member Service Representative III in 12 months, Opened and closed accounts, conducted member transactions, and performed account research, Assisted members with loan applications; responded to inquiries and educated members about products and services