• Extensive use of Loan Vision, Concur, E360, and Excel• Administrator for company purchasing cards• Processed expense reports• Reviewed branch P&Ls• Filed use tax returns• Onboarded new vendors• Reconciled weekly bank statements• Oversaw marketing service agreements• Broke out monthly invoices by cost center/business unit

• Extensive use of Microsoft Dynamics CRM and Loan Vision, QuickBooks, E360, and Excel• Serve as one of two subsidiary accountants• Create financial reports for three of our affiliate companies and attend monthly close meetings to discuss them• Prepare quarterly call reports for our bank• Fulfill VUR's incentive program• Assist with payroll for two companies• Created and maintain a 36-page manual used to train co-workers on our accounts receivable process• Branch… Show more • Extensive use of Microsoft Dynamics CRM and Loan Vision, QuickBooks, E360, and Excel• Serve as one of two subsidiary accountants• Create financial reports for three of our affiliate companies and attend monthly close meetings to discuss them• Prepare quarterly call reports for our bank• Fulfill VUR's incentive program• Assist with payroll for two companies• Created and maintain a 36-page manual used to train co-workers on our accounts receivable process• Branch commission disbursements• General ledger reconciliation• Went through Tableau training Show less

• Extensive use of Microsoft Dynamics CRM and NAV (Loan Vision), Concur, Accounting for Mortgage Bankers, Excel, and Word• Serve as DocuSign and Smartsheet administrator• Inaugural member of our Professional Development Program• Served on the Diversity Awareness Committee• Lead the Purchase Power Program• Compile and analyze employee metrics (e.g. conversion report, employee scorecards, daily performance reports)• Design and maintain our compensation calculator•… Show more • Extensive use of Microsoft Dynamics CRM and NAV (Loan Vision), Concur, Accounting for Mortgage Bankers, Excel, and Word• Serve as DocuSign and Smartsheet administrator• Inaugural member of our Professional Development Program• Served on the Diversity Awareness Committee• Lead the Purchase Power Program• Compile and analyze employee metrics (e.g. conversion report, employee scorecards, daily performance reports)• Design and maintain our compensation calculator• Branch commission disbursements• Create and update job aides for my position• Reconciliation of bank accounts and warehouse lines• Initiate and approve wire transfers• Track escrow liability• Authorize reimbursement requests• Oversee company credit cards• Accounts receivable and payable work (e.g. first mortgage payments and referral checks)• Financial reporting and month-end procedures• Ensure data integrity• Minor SQL querying• Event coordination• Miscellaneous projects and reports (e.g. hot seat schedule and homebuyer kits) as needed Show less

• Booked new loans, extensions, and modifications for consumer and commercial lending• Conducted maintenance on existing loans• Built home equity line of credit files• Managed new policies and cancelations for credit life• Assisted in force placed insurance additions and refunds• Prepared lien releases and did a minor amount of title tracking• Made payments and payoffs on installment, commercial, and mortgage loans• Served as a committee member for Relay for Life