Compiled monthly reports of cash flow. Processed payroll for office staff through ADP. Responsible for accounts payable and receivable. Provided tax preparation reports for office accountant. Responsible for accurate and timely state and local tax payments. Reconciled general ledger, credit card statements, and bank accounts. Reviewed listing files for proper documents, mandatory disclosures to ensure that they are complete. Followed up with brokers for missing documents or information. Assisted brokers with various tasks (i.e. billing questions, transaction help or assistance, and commission payments). Uploaded documents for shared viewing and troubleshot various office machines. Communicated with escrow companies for commission disbursement and earnest money verification. Set up and maintained QuickBooks for rental expenses and billing for multiple buildings.

Maintained the highest level of customer service and demonstrated company values. Ensured compliance with operation, sales, policies, procedures and regulatory requirements. Assisted and backup banking center managers in meeting branch sales and operational goals. Worked with other lines of business to collect financial information from customers. Built and strengthened relationships by uncovering financial needs. Problem solve and provide resolution for customers and teller Coach and train up to 8 tellers on daily routines and meeting goals Manage daily Teller cash drawers, workloads and schedules Maintained daily, monthly and quarterly operational reports. Managed branch vault limits, ATM’s and weekly cash orders. Authorized and approved customers transactions up to $100k.

Ensured compliance with operations and sales, policies, procedures and regulatory requirements. Work with other lines of business to collect necessary financial information from customers. Maintained daily, monthly and quarterly operational reports. Managed branch vault limits, ATM’s and weekly cash orders. Authorized and Approved customers transactions up to $200k. Problem solved and provided resolution for customers and tellers. Maintained the highest level of customer service and demonstrated core values. Worked with Manager to meet and exceed sales and branch goals. Build and strengthen relationships by uncovering financial needs. Managed daily workloads and schedules, recruiting and performance management for up to 24 employees.