Kay Ward

Kay Ward Email and Phone Number

Accounting Coordinator @ ECDI | Financial Reporting, Accounts Payable/Receivable - Fiscal @ ECDI - Economic and Community Development Institute
Kay Ward's Location
Hilliard, Ohio, United States, United States
About Kay Ward

As an Accounting Coordinator at ECDI, I support the financial operations of a nonprofit organization that provides microloans, training, and technical assistance to entrepreneurs and small businesses. I have a combination of over 10 years of experience in finance, working with various software and systems to prepare and analyze financial reports, budgets, and statements. I also assist with audits, tax filings, and compliance issues, ensuring accuracy and transparency. I enjoy collaborating with a diverse and dedicated team that shares the mission of empowering economic and community development. I am passionate about learning new skills and best practices in accounting and finance, while delivering high-quality results.

Kay Ward's Current Company Details
ECDI - Economic and Community Development Institute

Ecdi - Economic And Community Development Institute

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Accounting Coordinator @ ECDI | Financial Reporting, Accounts Payable/Receivable - Fiscal
Kay Ward Work Experience Details
  • Ecdi - Economic And Community Development Institute
    Accounting Coordinator
    Ecdi - Economic And Community Development Institute Mar 2023 - Present
    Columbus, Ohio, United States
     Process payments including invoices, expense reports, and check requests for clients,vendors, and associates in a timely manner, ensuring accuracy and compliance withorganizational policies. Resolve complex business issues from strategy to execution, demonstrating strongproblem-solving skills and the ability to handle ambiguous situations effectively. Manage expense reports and reconcile credit card purchases, ensuring timely andaccurate financial reporting. Support annual audit activities by preparing necessary documentation and assistingauditors in reviewing financial records.
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  • Ecdi - Economic And Community Development Institute
    Business Commercial Loan Processor
    Ecdi - Economic And Community Development Institute Mar 2021 - Apr 2023
    Columbus, Ohio, United States
     Conducted thorough risk assessments on potential loan recipients based on credit ratingsand financial documentation. Reviewed and analyzed loan documentation and financial statements to ensurecompliance with SBA policies and regulatory guidelines. Coordinated the preparation of loan documents and closing procedures with title officersand attorneys, ensuring accuracy and adherence to timelines. Monitored and tracked receipt of appraisals, environmental reports, and other third-partydocuments required for loan processing.
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  • Surgevity
    Chief Executive Officer At Surgevity
    Surgevity Jan 2021 - Present
    Columbus, Ohio, United States
     Facilitates personalized coaching sessions to help clients articulate and refine their goals. Designs customized coaching plans tailored to each client’s unique needs and aspirations. Apply evidence-based coaching methodologies to empower clients and facilitate meaningful progress. Offer guidance on life, career development, personal growth, and overall well-being. Monitors and assess client progress, adapting coaching strategies as necessary to ensure continued growth.
  • Ryder Supply Chain Solutions
    Accounts Payable/Receivable (Parts Clerk).
    Ryder Supply Chain Solutions Mar 2018 - Mar 2021
    Columbus, Ohio, United States
     Managed parts room operations, including inventory control and supply ordering,ensuring sufficient stock levels and minimizing downtime. Coordinated facility services and vendor relations, negotiating pricing and maintainingcompliance with safety policies and regulatory requirements. Processed invoices and reconciled accounts payable and receivable transactionsaccurately and in a timely manner. Investigated and resolved billing discrepancies and vendor payment issues, improvingefficiency and accuracy in financial transactions.
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  • Verizon Communications, Inc.
    Business And Government Coordinator
    Verizon Communications, Inc. Mar 2015 - Aug 2017
    Columbus Metropolitan Area, Ohio, United States
     Provided technical expertise and support to business clients, ensuring smooth operationof services and addressing technical inquiries. Managed account details and billing processes for business channels, ensuring accuracyand compliance with company policies. Advised clients on plan changes, device upgrades, and recommendations, deliveringtailored solutions to meet their business needs. Resolved escalated issues promptly and effectively, ensuring high levels of customersatisfaction.
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  • Spectra Funding
    Sr. Mortgage Loan Processor.
    Spectra Funding Aug 2012 - Feb 2013
    San Diego, California, United States
     Managed the end-to-end processing of mortgage applications, ensuring completeness andaccuracy of borrower documentation. Reviewed and analyzed borrower financial information, credit reports, and other relevantdocuments to determine loan eligibility. Worked closely with underwriters to address conditions and secure final loan approvals. Facilitated communication between borrowers, underwriters, and loan officers toexpedite loan closings.
  • Chase Home Finance
    Jr. Mortgage Underwriter.
    Chase Home Finance Nov 2009 - Feb 2012
    San Diego County, California, United States
    Analyzed borrower documentation to accurately assess eligibility and risk for mortgageapplications. Evaluated financial records, debts, and income ratios to make informed lending decisions. Ensured compliance with external regulatory requirements and internal policies.
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  • Bank Of America
    Senior Financial Consultant/Banker
    Bank Of America Jul 2008 - Nov 2009
    San Diego, California, United States
     Advised clients on financial products and services, exceeding personal and departmentalsales goals through effective relationship management. Provided strategic financial guidance tailored to clients' short-term and long-termfinancial goals, ensuring high customer satisfaction and retention. Conducted financial analyses, including debt-to-income ratios and risk assessments, torecommend appropriate financial solutions. Trained and mentored tellers in identifying and promoting new products, enhancingoverall branch performance.
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  • Wells Fargo
    Sr. Personal Banker
    Wells Fargo Jul 2007 - Jul 2008
    San Diego County, California, United States
     Advised clients on financial products and services, exceeding personal and departmentalsales goals through effective relationship management. Provided strategic financial guidance tailored to clients' short-term and long-termfinancial goals, ensuring high customer satisfaction and retention. Conducted financial analyses, including debt-to-income ratios and risk assessments, torecommend appropriate financial solutions. Trained and mentored tellers in identifying and promoting new products, enhancingoverall branch performance.
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Kay Ward Education Details

Frequently Asked Questions about Kay Ward

What company does Kay Ward work for?

Kay Ward works for Ecdi - Economic And Community Development Institute

What is Kay Ward's role at the current company?

Kay Ward's current role is Accounting Coordinator @ ECDI | Financial Reporting, Accounts Payable/Receivable - Fiscal.

What schools did Kay Ward attend?

Kay Ward attended Devry University, Strayer University.

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