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Work Background
Micro Technologies, an AmerisourceBergen CompanyBusiness Solutions Analyst
May. 2024Amarillo, Texas, United StatesStepped in to support a robust and rigorous system taking on 30+ customer accounts, offering agile support and navigation of Accu-Trac Office features. Provided detailed how-to instructions, online resources, trainings, and system updates. Facilitated in-depth customer service to ensure customers properly utilized the system to better improve day-to-day operation and data retrieval processes. Key Accomplishments:
▪ Aided in the installation of 3 new customer servers, including extensive amounts of data entry/upload and internal software system configuration setup.
The Tax Specialist, INCAccountant
Oct. 2023 - May. 2024Mound City, Kansas, United StatesProvided comprehensive bookkeeping services for 22 clients, including statement balance/reconciliation and monthly balance sheet preparation, and payroll processing—such as federal/state tax deposits as well as tax preparation and tax data uploads. Organized client information to ensure proper time allotment for each appointment was used to ensure time efficiency and direct attention to client needs. Delegated payroll for 29 clients through 1099-etc software, including the submission of quarterly payroll reports and state/federal tax payment submissions. Key Accomplishments:
▪ Offered agile accounting services, completing 263 tax returns filed between February - April, including 177 in-person.
▪ Streamlined scheduling and optimized processes to expand bandwidth to schedule an additional 15+ in-person clients.
▪ Migrated paper reports to shared Excel database for 200+ 1099 clients, mitigating reporting errors year-to-year.
U.S. Small Business AdministrationCommercial Loan Specialist
Jul. 2021 - Jul. 2023Fresno, California, United StatesAccepted promotion, solidifying employment from temporary to full-time commercial loan specialist, counseling 200+ inquiries per week. Educated borrowers, lenders, and congressional leaders on program rules. Facilitated training for a group of 10-15 team members on procedural changes and program updates. Key Accomplishments:
▪ Underwrote and decided 240 Guaranty Purchase requests in the first 4 months of program launch.
▪ Entrusted to lead 2 onboarding training cycles on Guaranty Purchase underwriting procedures.
Highlight TechnologiesSBA Loan Specialist
Aug. 2020 - Jul. 2021Fairfax, Virginia, United StatesDirected a team of 10 on underwriting procedures to allocate forgiveness for 10.5M+ PPP loans granted for US small business owners. Provided hands-on aid to and program insights to customers/lenders inquiries regarding PPP loan forgiveness. Tailored data reports to ease the decision making of upper management. Key Accomplishments: ▪ Appointed as primary point of contact for congressional leaders who received inquiries from their constituents regarding their forgiveness and relayed any problems/solutions involved with their cases.
▪ Promoted to superior team focused on communications and the development of policies/procedures to better service SBA, lenders, and borrowers.
Equity BankCommercial Loan Assistant
Sep. 2017 - Aug. 2020Hays, KansasAdministered a portfolio of commercial loans valued between $1M-$10MM for agriculture, construction, restaurant, and aviation industries. Prepared 400+ loan closings between borrowers, lenders, title companies, and parties. Facilitated payment processes, renewals, extensions, modifications, inspections, and loan documentation preparation. Prepared weekly pipeline and coming due reports for 100+ recurring loans and relayed data to the regional president and 8 area loan officers for overview of quarterly goals. Key Accomplishments: ▪ Recruited $200M worth of new business loans by tapping into existing network and migrating business.
▪ Realized a 10% reduction in weekly exception reports for the market and regional president.
Rafter R Cattle Co.Owner
Apr. 2016Garnett, Kansas, United StatesOversee a 250 head commercial cow/calf and backgrounder operation in east central Kansas. Handle $10M- $100M in monthly bookkeeping operations, including account management, notes, AP/AR and monthly budgets. Maintained spring and fall treatment protocols, nutrition guidelines and land management & maintenance. ▪ Outperformed conception and calving rates by 90% consecutively year-over-year.
Midland MarketingAdministrative Assistant
Apr. 2015 - Sep. 2017Plainville, KSAssisted the area manager and sales rep in the work-up and processing of over 2,000 acres of custom application invoices weekly, ensuring accurate and timely billing. Utilized administrative and customer service skills to support the largest retail branch, serving as the main point of contact for customers. Collaborated with team members to streamline billing processes and provide exceptional service to clients.
Astra BankCustomer Service Representative
Mar. 2014 - Apr. 2015Plainville, KS• Perfected customer service skills through daily teller operations. Gathered customer documentation to open and service personal and business accounts.
Milligan Insurance AgencyIntern
May. 2013 - Aug. 2013Milligan, NebraskaAll areas of crop and commercial farm insurance. Worked with employees and farmers to input APH reports for expanding business.
Hanston State Bank & Hanston Insurance AgencyIntern
May. 2012 - Aug. 2012Hanston, KSAll aspects of banking and insurance. Teller, loans and lines of credit processes, crop, farm, livestock and auto insurance.
Harre FeedyardsFarm/Feedlot Hand
Jan. 2000 - Aug. 2009Exeter, Nebraska, United StatesReceived extensive opportunities to increase knowledge and skills in the cattle industry through hands-on experiences in a finishing feedlot operation. Duties include vaccination of incoming cattle, cattle doctoring and sorting, farm grounds maintenance, office bookwork.
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