Linda O. Email and Phone Number

• Review loan documents for accuracy and completeness.• Explained the loan paperwork to borrowers in a clear and concise manner.• Ensured that all parties involved signed the required documents correctly.• Resolved customer inquiries regarding the signing process and other related matters.• Signing Agent vendor for title companies: Independence Title, Austin Title, Meritage Title, and Tripoint Title.• Remote Notary Public vendor for SunPower and Total Energies, including invoice submission on the Oracle Cloud Vendor Portal.

• Supporting a range of SMB clients concurrently. Creating client specific accounting processes, workflow procedures, and automating accounting record reporting• Establish chart of accounts, standard income statement, balance sheet, 1099 forms, payroll and taxes, statement of cash flow reports, which resulted in accurate and timely financial reporting• Oversee A/R, A/P, deposits, reconciliation, billing, invoicing and collections; collaborated with owners in establishing budget projections• Increased efficiency by redesigning core A/P processes and implemented stringent quality control standards

• Managed a program on high volume global royalty processing for authors involving cross-functional activities with company controllers, department managers, and client support groups • Real-time root cause identification and closed loop corrective action implementations on the client engagement journey from onboarding through to publication. Program and client performance monitoring on data accuracy, documentation control, and program milestone achievement. Program revenue monitoring, transactions processing, and payment data accuracy• Monitor and analyze author and royalty submission patterns in discovery of any unusual transactions or anomalies• Engaging loyal clients and transforming them into brand evangelists• Online listing of completed manuscripts to e-commerce sites such as Rebel Press, Kobo, Amazon, Barnes & Noble, and GoRead.com, as well as managing online process discrepancies through the support ticket system. Providing live training sessions with clients on navigating the e-commerce process• Assist authors with manuscript formatting while overseeing quality assurance of pictures, manuscript content, royalty invoicing and payment collections, including bookkeeping and a variety of financial duties• A/R, A/P, Reconciliation, General Ledger entries, P&L reporting

• Created a planning and implementation program that successfully transitioned the company from a merchant processing system to an Affinity Pay payment system, the result of which increased end-user functionality, improved query response times, and introduced a more robust and methodical systematic A/R structure• Diligently maintained general ledger coding of bills, weekly invoicing, flash reports, daily deposits, job costing, and reconciliation • Streamlined A/P, maintained accounting books for the Austin, Dallas, and Atlanta offices, reconciled weekly payments, and engaged with the company owner in preparing budgets, forecasts, and P&L reports• Tracked A/R aging reports; processed and coded 1500 invoices and 150 A/P invoices per week• Researched and implemented new collections procedures and employee insurance benefits

• Delivery of onsite support to a variety of clients in set-up, maintenance, and training on QuickBooks business accounts• Managed and prepared A/R, A/P, deposits, reconciliation, and compilation of financial information into report form• Developed/maintained classified materials, records, files; prepared and verified varying degrees of reports; wrote and processed correspondence, emails and letters• Oversaw payment coding, sales tax preparation, payments, monthly payroll disbursement of checks to owners, investors and employees, including a small business and a client running six chain restaurant business• Reconciled invoices of purchase/receiving documents; managed the expense reporting process• Instigated process controls over A/P while working closely with clients, ensuring accuracy, consistency and quality of reporting• Provided ongoing and high-level administrative assistance that ensured continued success of a quickly expanding company whist maintaining and synchronizing daily operations