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CAIR-CAOperations Coordinator
Nov. 2023 - Apr. 2024Anaheim, California, United StatesGeneral bookkeeping and month-end accounting tasks including maintaining related documentation through Quickbooks Online.
Handle day-to-day accounts payable operations including collecting invoices and IRS Forms such as W-9, paying and liaising with vendors, collecting receipts, reviewing business expense reconciliation, coordinating organizational purchase card reconciliation, issuing reimbursements, maintaining vendor and contract files.
Make weekly bank deposits, process weekly check and cash deposits; prepare various financial updates, supporting invoicing, and support development efforts to communicate with donors.
Provide support for annual financial audits.
Track donations for major fundraisers and donor programs and provide updates in real-time with Salsa Labs CRM for Non-Profit Organization. Handle vendor contracts, supplies orders and other aspects of the annual gala fundraiser.
Facilitate the employee onboarding and off-boarding process including preparing new hire and benefit enrollment forms, time and attendance setup, completing I-9 verifications, and conducting new hire orientations.
Coordinate the payroll process and obtain necessary approvals.
Manage and track employee benefits and leaves of absence including vacation and sick time and communicate them to staff in a timely manner
Ensure shared spaces are properly maintained and supply orders are regular to provide support for day-to-day functions as well as special events. Manage vendor relationships, contracts, and records and acts as purchasing department for the organization and obtain executive signatures as needed.
Coordinate property management and maintenance requests. Preparing memos, emails, presentations, and reports. Track and help drive completion of key deliverables and follow up on outstanding items for Operations Manager direct reports.
ehomesRealtor
Feb. 2022Chino, California, United StatesEffectively manage leads generated through Zillow's platform. Respond promptly toinquiries, qualify leads, and nurture potential clients through FollowUp Boss (CRM).
Integrate Zillow leads into FollowUp Boss (CRM) system to streamline lead tracking,follow-up, and communication across different platforms.
Arrange and conduct property showings for potential buyers. Highlight the uniquefeatures of each property and answer any questions buyers may have.
Design and create promotional materials to advertise new listings online and in print
Communicate with home sellers to negotiate the terms of new contracts
Staying informed about current market conditions, economic factors, and local realestate developments to provide clients with up-to-date insights.
Prospect for new clients with traditional and digital marketing methods.
Dedication to ongoing professional development, including obtaining and maintainingrelevant licenses and certifications in accordance with state regulations.
Stay updated on Zillow's platform updates, features, and best practices through ongoingtraining and education. Maximize the benefits of Zillow's tools and services.
Ability to identify and resolve challenges and obstacles that may arise duringtransactions, using creative solutions to ensure smooth and successful outcomes.
Build and maintain a strong network of industry professionals, including lenders,appraisers, inspectors, and contractors. Collaborate with these partners to ensuresmooth transactions and provide valuable resources for clients.
Realty ONE Group WestReal Estate Agent
Apr. 2018 - Feb. 2022Corona, California, United StatesOversee all aspects of buyer & seller transactions from executed purchase agreement toclosing.
Prepare all listing materials: Sellers’ disclosures, comparative market analysis, pullonline property profile, research old multiple listing service (MLS) listings
Obtain all necessary signatures on listing agreement, disclosures and other necessarydocumentation.
Schedule showings & obtain feedback.
Coordinate title/escrow, mortgage loan and appraisal processes.
Organize inspections, assist in negotiations regarding repairs, and coordinatecompletion of repairs.
Regularly update & maintain communication with clients, agents, title officer, lender etc.
Submit all necessary documentation to office broker for file compliance.
Coordinate moving/possession schedules.
Schedule, coordinate & attend closing process.
Input all client information into client database system.
Schedule 30 Day, 90 Day & 120 Day client customer service follow up calls to assist withany home improvement provider recommendations and to ask for referrals.
CashCall, Inc.Mortgage Accountant
Jan. 2013 - Nov. 2013Orange County, California AreaAudited loan documents for errors
Posted journal entries to General Ledger
Reconciled and researched G/L accounts Presented data to executive management in clear and concise methods
Processed and posted loan checks to AMB
Worked diligently with other departments to resolve issues, create reports and analysis
AccountempsStaffing Manager
Oct. 2011 - Dec. 2011Laguna Niguel, CA
Arch Bay CapitalExperienced Staff Accountant
Jun. 2010 - Jun. 2011Prepared and analyzed the equity role forward monthly, quarterly, as well as annually Evaluated and prepared JE for the monthly Servicer Remittance files Recorded monthly overhead allocation expenses down to the loan level assets
Served as accounting system (Accounting for Mortgage Bankers; AMB) liaison for troubleshooting and errors Assisted in preparing documentation for internal and external audit controls for current and previous fiscal year - end closes
Reviewed and prepared journal entry for Resolution Remittance files Reconciled and researched G/L accounts Interest Receivable, Payoff Receivable, and Cash Clearing
Implemented Sarbanes-Oxley documentation and controls for the department Verified newly acquired loan asset deals against funding documentation and sales purchase agreement per the Mortgage Loan Servicing Agreement (MLSA)
American Home Mortgage Servicing, Inc, formerly Option One MortgageIntermediate Accountant
Jul. 2006 - Jun. 2010Administered efficient process flows due to company conversion
Implemented process improvements within department such as JE/wire submission and approval process flow to be RegAB compliant Assist with training and transition of all processes and reconciliations to new accounting team.
Manage and supervise outsourced accounting team to provide accurate and efficient daily account reconciliation.
Reconcile various G/L accounts including Investor P&I Advance, Service Released Loans Receivable Advance, Escrow and Corporate Contra Special Servicing Advance, Accrued Fidelity Invoice Expense, Accrued AIS Interest Income, Investor Remittance Clearing Accounts, Escheatment Liability, NSF Advance, and Overdraft Custodial Advance
Generate and process journal entries to General Ledger according to job responsibilities.
Reconcile bank accounts such as Servicing Operational Cash Account and Escrow Disbursement Clearing Account daily and perform necessary research to resolve issues.
Prepare month end account analyses for specified accounts (balance sheet and income statement) within required deadlines.
Work diligently with internal departments to effectively resolve issues involving daily processes and reconciliations and any ad-hoc issues
Coordinate periodic Sarbanes-Oxley testing to ensure sufficient internal controls
Compile information and communicate policies and procedures with external auditors and fiscal year-end close.
Verify daily audit for payee header set up.
American Home Mortgage Servicing, Inc, formerly Option One MortgageIntermediate Accountant
Jul. 2006 - Jun. 2010Administered efficient process flows due to company conversion
Implemented process improvements within department such as JE/wire submission and approval process flow to be RegAB compliant Assisted with training and transition of all processes and reconciliations to new accounting team
Verified monthly investor remittance is properly coded to appropriate G/L accounts with sufficient loan level backup
Managed and supervised outsourced accounting team to provide accurate and efficient daily account reconciliation.
Reconciled various G/L accounts including Investor P&I Advance, Service Released Loans Receivable Advance, Escrow and Corporate Contra Special Servicing Advance, Accrued Fidelity Invoice Expense, Accrued AIS Interest Income, Investor Remittance Clearing Accounts, Escheatment Liability, NSF Advance, and Overdraft Custodial Advance
Generated and process journal entries to General Ledger according to job responsibilities.
Reconciled bank accounts such as Servicing Operational Cash Account and Escrow Disbursement Clearing Account daily and perform necessary research to resolve issues.
Prepared month end account analyses for specified accounts (balance sheet and income statement) within required deadlines.
Worked diligently with internal departments to effectively resolve issues involving daily processes and reconciliations and any ad-hoc issues
Coordinated periodic Sarbanes-Oxley testing to ensure sufficient internal controls
Compiled information and communicate policies and procedures with external auditors and fiscal year-end close.
Verified daily audit for payee header set up.
Irvine Apartment Communities, L.P.Accountant
Mar. 2006 - May. 2006Proved to be a great team player, worked with each manager to ensure that each property's financials were complete and accurate.
Quickly expanded knowledge in property management accounting with ability to complete close process for each property within deadline.
Posted journal entries to General Ledger.
Performed monthly account consolidation, reconciliations and General Ledger analysis.
Completed month-end close tasks and financial review for each property.
Accountants, IncAccountant
Mar. 2006 - May. 2006Proved to be a great team player, worked with each manager to ensure that each property's financials were complete and accurate.
Quickly expanded knowledge in property management accounting with ability to complete close process for each property within deadline.
Posted journal entries to General Ledger.
Performed monthly account consolidation, reconciliations and General Ledger analysis.
Completed month-end close tasks and financial review for each property.
Accountants, IncStaff Accountant
Oct. 2005 - Mar. 2006Recognized as a hardworking and efficient individual after processing all escheatment returns in a timely and organized manner. This was considered a unique process requiring a fast learner and logical/analytical thinker to effectively complete the project.
Coordinated daily processing of Stop Payments with bank and returning confirmations to requestor.
Promptly processed daily Check Copy requests and sent via interoffice mail back to requestor. Produced, sent, and processed search letters per State for Escheatment.
Prepared and processed Escheat returns per State regulations and Reporting Jurisdictions.
Prepared Monthly Bank Reconciliation Analysis.
Processed stale date and void status checks.
Handled Customer Care calls and process reissue checks to original payee for Unclaimed Property.
Accountants, IncStaff Accountant
Oct. 2005 - Mar. 2006Recognized as a hardworking and efficient individual after processing all escheatment returns in a timely and organized manner. This was considered a unique process requiring a fast learner and logical/analytical thinker to effectively complete the project.
Coordinated daily processing of Stop Payments with bank and returning confirmations to requestor.
Promptly processed daily Check Copy requests and sent via interoffice mail back to requestor. Produced, sent, and processed search letters per State for Escheatment.
Prepared and processed Escheat returns per State regulations and Reporting Jurisdictions.
Prepared Monthly Bank Reconciliation Analysis.
Processed stale date and void status checks.
Handled Customer Care calls and process reissue checks to original payee for Unclaimed Property.
CSC CorpAccounting Technician
Feb. 2005 - Jul. 2005Recognized for utilizing critical thinking skills to quickly and accurately resolve billing issues.
Performed month and quarter end close analysis.
Performed daily receipts, research and problem solving for Service Billing.
Corrected unmatched disbursements.
CSC CorpAccounting Technician
Feb. 2005 - Jul. 2005Recognized for utilizing critical thinking skills to quickly and accurately resolve billing issues.
Performed month and quarter end close analysis.
Performed daily receipts, research and problem solving for Service Billing.
Corrected unmatched disbursements.
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