**Review credit requests submitted by branch personnel, perform a review for adequate support and documentation, and establish credit lines.**Perform customer or location visits to promote financing programs, train location personnel on various credit topics.**Monitor payment activity including delinquent accounts and initiated appropriate collection measures. Analyz the risk of the locations’ receivables based on trends and credit exposure.**Provid training and direction via written and verbal instruction to location or other credit department personnel regarding credit-related matters.

**Conducted audits of accounting and statistical data of various departments, divisions, and locations in order to verify accuracy and level of company policy compliance with regard to: purchasing, inventory control, credit extensions and approval, cash receipts, cash disbursement, accounting standards, sales procedures, safety, regulatory agencies; system and security; acquisition due diligence and laws.**Analyzed data obtained for evidence of deficiencies in controls, duplication of effort, extravagance, fraud, or lack of compliance with laws, government regulations, and management policies or procedures.**Reviewed data regarding material assets, net worth, liabilities, surplus, income, and expenditures.**Prepared and submitted reports on the results of audits, recommending improvements in policies and procedures.

**Pre-event and onsite communication with participants **Represented and delivered service excellence that is in keeping with the organizations brand **Maintained a calendar of events and implemented a system that enabled and anticipated long-term planning and effective event management for the organizations meeting, conferences, and events

**Prepared asset Performance & Allocation reports for clients**Researched, analyzed and compiled reports for wealth management executives, such as, financial planning forecasts, portfolio management and client portfolio reviews**Ensured and maintained ethical accounting practices**Communicated tactfully and effectively with team members and C-Level executives

**Managed the Fraternity's annual treasury budget, which was in excess of $50,000**Key leader for the $982,000 development of a new chapter house, duties included: **Estimated project cost, as well as, tracked budgets and implemented cost control processes**Maintained quality control and insured project was completed on schedule, within budget and according to the Fraternity's specifications**Recognized for a track record for effective project management, by the Fraternity**Coordinated the purchasing, on average, of over $300k in supplies, equipment, vehicles and construction material, such as, lumbar, concrete and steel for each project, in collaboration with the general contractor**Served as the liaison between the Fraternity and contractors, by communicating with developers and regarding scheduling, completion and the resolution of problems**Utilized progressive technology, including the use of computer models