- Oversee the entire accounts receivable process, ensuring timely and accurate invoicing and collections to maintain positive cash flow.- Process payroll efficiently and accurately, managing deductions and compliance with relevant regulations.- Cultivate strong client relationships by providing exceptional service and responding promptly to inquiries, fostering a client-focused environment.- Organize and maintain critical financial documents and records, ensuring accuracy and accessibility for audits and financial reporting.- Identify and implement process improvements to enhance operational efficiency, reduce turnaround times, and streamline workflows.- Collaborate with cross-functional teams to ensure effective communication and alignment on financial processes and client requirements.- Train and mentor new employees on accounts receivable and payroll procedures, ensuring adherence to company policies and best practices.

- Manage daily office operations, ensuring a smooth workflow and effective communication among staff and clients.- Oversee bookkeeping functions, including accounts receivable and payable, utilizing QuickBooks to maintain accurate financial records and reports- Conduct reconciliations of Access, QuickBooks, and CAFT transactions, ensuring financial accuracy and compliance with organizational standards.- Maintain inventory levels and manage office supplies, ensuring the availability of necessary resources for staff and operations.- Create and nurture a positive client experience by providing prompt and courteous responses to inquiries and effectively handling communications.- Organize and maintain departmental records and files, ensuring compliance with data management policies and procedures.- Implement process improvements to enhance information flow and increase overall office efficiency, leading to streamlined operations.- Provide training and support to new employees, fostering a collaborative work environment and ensuring adherence to office policies and best practices.

- Supervised and trained banking staff on operational procedures, ensuring compliance with industry regulations and maintaining high service standards.- Managed daily banking operations, including customer service, transaction processing, and account management, to enhance the overall client experience.- Identified and mitigated operational risks by maintaining strict adherence to audit requirements and implementing effective controls.- Collaborated with senior management to resolve operational challenges and improve service delivery through innovative solutions and best practices.- Fostered a positive work environment by promoting teamwork and effective communication among staff members, resulting in improved morale and productivity.- Provided exceptional customer service, addressing client inquiries and concerns promptly while building and maintaining strong customer relationships.

- Provided comprehensive credit analysis and assessment for commercial loan applications, ensuring thorough evaluation of financial statements and creditworthiness of clients.- Collaborated with Commercial Account Managers to structure loan agreements that align with both client needs and the bank’s risk appetite, facilitating successful lending outcomes.- Conducted regular reviews of existing loan portfolios to monitor performance, identify potential risks, and recommend appropriate action to mitigate exposure.- Ensured compliance with regulatory requirements and internal policies by implementing rigorous credit risk management practices.- Developed and maintained strong relationships with clients, offering tailored financial solutions and addressing inquiries regarding their credit facilities.- Prepared detailed credit reports and presentations for senior management, providing insights into lending trends, portfolio performance, and risk assessments.