Tera Roach Email & Phone Number

Detroit, Michigan, United States

• Guide over 500 influencers through the process of becoming a Loan Originator and analyze licensing team practices to increase efficiency
• Communicate directly with the state licensing departments to facilitate the licensing process, including the resolution of any licensing issues
• Maintain and update Mortgage Banker databases and prioritize and complete licensing tasks by state-imposed licensing deadlines
• Comply with various state licensing requirements and coordinate with the… Show more Guide over 500 influencers through the process of becoming a Loan Originator and analyze licensing team practices to increase efficiency
• Comply with various state licensing requirements and coordinate with the Director of Licensing and the General Counsel on any licensing matters that need to be escalated Show less

Detroit, Michigan, United States

Washington, United States

- Create financial literacy lessons for Howard University students that are easy to understand and implement- Tailor relevant financial literacy information to the context of today's economy as well as to students' lives- Compose pamphlets, handouts, and study materials for students to reinforce financial literacy lessons

Washington, District Of Columbia, United States

• Utilized Wide Orbit Traffic Software to keep track of payments and expenses, processed payments for advertisements, distributed invoices, and created credit memos
• Migrated paper and handwritten documents to electronic accounting journals that accurately reflect payments, savings, and debts

Canton, MI

• Created Excel models to calculate payroll and maintain budgets and utilized data entry systems and bookkeeping software to record financial information for 4 different audits
• Recorded journal entries for multiple accounts including: Accounts Payable, Accounts Receivable, and newly acquired assets and maintained, filed, and organized financial archives such as receipts, checks, invoices.
• Shadowed CFO and members of the Accounting department and assisted them… Show more
• Shadowed CFO and members of the Accounting department and assisted them by researching, filing, data entry, and recording and maintaining accurate and complete financial records
• Handled sensitive and confidential information per the company’s standards and properly disposed of the records after the completion of the assignment Show less