• Collaborated with the Executive Director, Leadership Team, and Board of Directors to implement strategic plans.• Developed financial policies and procedures with the Board and auditors.• Served on the leadership team and as liaison to the Board’s Finance Committee.• Reviewed and processed invoices, grant agreements, and provider payments.• Oversaw budgets for 15+ funding streams, including Parents as Teachers and ELRC.• Managed fiscal planning, budget development, and monitoring.• Generated monthly financial reports by funding stream and organizational consolidated reports.• Handled cash flow planning and banking relationships, including line of credit.• Served as the primary contact for auditors and ensured compliance with non-profit regulations.• Established and maintained internal controls and financial procedures.• Ensured timely and accurate financial reporting for stakeholders.• Communicated significant issues to the Executive Director.• Hired, trained, and supervised Finance Coordinator and Assistant positions.• Represented the organization at community events and supported its mission and values.

Finance• Led and integrated financial grant structures, managed grant compliance, collaborated on new funding initiatives, managed budgets, and provided comprehensive program and fiscal reports to grantors and partners.• Oversaw the maintenance of financial records for LogosWorks, LogosWorks Properties, and Pulsar including bank statements, credit card statements, and entering of A/R and A/P.• Completed the annual budgeting process for LogosWorks, LogosWorks Properties, and Pulsar as well as pro forma budgets for new growth initiatives.• Reviewed business investment or acquisition prospects and facilitated the due diligence process as needed.• Managed the consolidated/consolidating financial records for all Logos-affiliated entities.Program and Project Management• Served as Program Manager for the York County Safety Collab's de-escalation training grant initiative, coordinating and delivering the National De-escalation Training Center's curriculum to the 17 individual police departments in York County.• Developed and managed project plans, workflows, and teams engaged in internal and external projects, serving as Project Manager on key consulting initiatives, such as the York City Camera Network Project.Operations• Served as point of contact for human resources, interfacing with key SHRM-certified consulting partners to build and retain an outstanding team engaged in the mission and supporting the organization's objectives.• Managed and developed hiring and termination practices as well as maintained and updated policies in the Employee Handbook, guiding and supporting implementation by supervisors, intentionally integrating LogosWorks' cultural values.• Provided incoming and outgoing employees with an onboarding/offboarding process that orients them toward the connection between the LogosWorks and Logos Academy.• Managed general Information Technology needs including the digital file structure, team drives, and maintenance of appropriate access.

• Served as a liaison between the Relationship Managers and Credit Administration to ensure timely underwriting and approvals, as well as identify potential credit issues.• Analyzed financial statements, identified market risks, and provided recommendations on risk to the appropriate credit committees.• Handled incoming new loan requests to assess creditworthiness, loan structure and pricing, and made recommendations on decisions to either approve or deny those requests in a timely manner.• Assessed financial performance on existing customers and made recommendations for risk rating changes as appropriate.• Built brand awareness of York Traditions Bank and its value proposition by providing exquisite and responsive customer service.

• Analyzed and prequalified applicant information to determine viability of the client’s desired loan program.• Disclosed loans in accordance with State and Federal Regulations, including providing a Loan Estimate, Servicing Disclosure, etc.• Worked with the loan processor to provide any additional documentation as necessary and required by underwriting to clear all conditions and close each loan.• Participated in community organizations and activities. • Built brand awareness of York Traditions Bank and its value proposition by providing exquisite and responsive customer service.

• FHA Direct Endorsement (DE) Certified Underwriter.• Applied underwriting rules, regulations and guidelines from multiple secondary market investors to make accurate lending decisions on Conventional, FHA, VA, USDA and PHFA purchase and refinance loan products.• Managed the underwriting process and external communication on the Federal Home Loan Bank (FHLB) of Pittsburgh's Home Ready Program.• Prepared written communication on approved or adverse underwriting decisions.• Administered and interpreted results from Fannie Mae’s Desktop Underwriter Freddie Mac’s Loan Product Advisor and USDA Rural Housing’s Guaranteed Underwriting System.

• Monitored compliance with regulatory and secondary market guidelines on all Fannie Mae, Freddie Mac, FHA Investor and PMI loans.• Prepared required loan closing and settlement documents.• Oversaw the transition from the HUD-1 form to the CFPB's Closing Disclosure and created internal processes and procedures for the regulatory changes.• Completed day-to-day operations of the mortgage loan process including: file set-up, automated underwriting, preparation of the file for final underwriting and the coordination of loan closing.

• Experienced in processing transactions in an efficient and effective manner, appropriately answering and fielding phone calls, and providing stellar customer service to the bank’s customers.• Educated on bank policies and procedures, current products, and back counter duties such as scanning and reviewing account documentation.• Experienced at assisting customers with Customer Care Messages including address changes, check orders, and Internet banking and mobile banking issues.• Experienced in daily balancing of personal teller window and the ATM and Vault.

• Processed mortgage loan applications, reviewed credit, completed OFAC verifications, risk assessments, verifications of employment, sent requests for appraisals and requests for proof of homeowners and title insurance.• Helped coordinate events such as York Traditions Bank’s involvement in the York Builders Association 2013 Home Show.

• Operated cash register, verified identification for check and credit card purchases, provided supervisor with collections of cash, receipts, checks, and supporting documentation to ensure that all transactions balanced at the end of shift.

• Gave tours of Lebanon Valley College’s campus to prospective students and acted as a peer mentor on LVC’s “Day at the Valley”.

• Managed a hallway of thirty-two female residents.• Planned socials, conducted nightly rounds, and helped freshman students adjust to college life.

• Operated the cash register, graded and re-stocked produce, and answered phone calls.• Responsible for recording nightly inventory and placing orders for additional merchandise.