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Work Background
Bookkeeper
VanWest PartnersBookkeeper
Sep. 2022 - Mar. 2023Managing accounts payable for separate entities and vendors Establishing and maintaining relationships with new and existing vendors Provide timely payment to vendors via ACH, credit card, or check Investigating and resolving discrepancies Deposits checks and posts receipts for residential and commercial tenants, inter-company transactions, bad-debt recovery, and other miscellaneous deposits as requested. Filing and remitting property and sales taxes Support successful month-end closing process Working with Fund Administrators Working with CPA during tax return and/or audit Assisting in processing payroll Reviewing financial statements for accuracy Recommend ways to reduce costs and enhance revenue Assists in year-end activities, including audit preparation and submission of 1099’s Administrative responsibilities as needed
Human Resources & Compliance Specialist
VanWest PartnersHuman Resources & Compliance Specialist
Aug. 2022Compliance Management for Denver Homes Group and Clearhome Self Storage Unemployment, Wage garnishment, Personnel tax, Payroll support, Benefits, Workman’s Comp, Escalated discipline, Investigations, Liability issues, Labor Law, Policy & Governance, Onboarding & Separation compliance, HRIS administration, Compensation, OSHA, EEO, Advocacy and Strategy. **With previous experience in Full scale Recruiting, Training & Development, Performance & Retention and Payroll.
Transaction Manager
Colorado Real Estate Finance Group | Residential & Commercial MortgageTransaction Manager
Nov. 2019 - Sep. 2022• Processes client onboarding and loan application and preparation • Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer such as loan files, loan packages, credit reports, and additional mortgage application paperwork • Assists Loan Officer in preparing preliminary loan packages for processing • Assemble loan documentation as required necessary for verifications and underwriting • Communicates with the Processor to monitor and obtaining official appraisal from AMC • As the primary liaison between the mortgage loan officer and clients, responding to customers’ general questions regarding policy and procedures excluding all licensable activity supplying updates on the loan’s progress • Coordinates and schedules loans closing • Maintains Loan Officer’s databases of customer information
Office Manager
Total Welding Office Manager
Aug. 2018 - Oct. 2019• Responsible for all aspects of weekly payroll processing Paid all federal, state, & city payroll taxes • Kept all employee records up to date • Accounts receivable & accounts payable including processing all expenses, processing invoices, vendor statements, processing checks, & maintaining accounts • Reconciliation of accounts & weekly accounting software journal entries • Assisted off-site CPA with company & partner taxes as well as monthly & yearly financials • Managed IT, cellular & LAN communications acting as primary point of contact for incoming calls & visitors
Office Manager
Navjoy Inc.Office Manager
Jan. 2018 - Aug. 2018• Managed payroll process in two accounting systems • Managed HR processes by maintaining staff records, tracking milestones & maintained confidentiality using HRIS platform Developed company processes & policies updating as necessary • Maintained contracts, insurance, & company certifications • Developed company reports on projects, staff, contracts, etc in Excel & made company recommendations based on reporting & research • Managed project billing including reviewing vendor & subcontractor invoices Maintained company Dropbox filing system • Maintained office communications services including Internet & LAN lines
Accounting Coordinator
Design Lines, Inc.Accounting Coordinator
Jul. 2013 - Dec. 2017Denver, CO• Assisted with payroll entry review & processing • Managed all aspects of accounts payable, vendor relations, accounts payable aging, & sales-tax exempt permits Managed all subcontracts & certificates of insurance, including the processing & distribution of 1099s Monitored company purchasing • Assisted in monthly job cost reporting Processed monthly financials for CFO • Served as the onsite IT support & liaison, as well as back up for office management as needed
Executive Administrator/ Accounting
Service LogicExecutive Administrator/ Accounting
Oct. 2007 - Dec. 2011(Tolin Mechanical Co, Joyners Mechanical, Piedmont Service Group)• Served as the primary conversion support individual for the acquisition/merger of Joyner’s Mechanical, Inc. to Piedmont Service Group, including implementing policy & procedures on behalf of the ownership • Held key roles as the onsite branch staff accountant & human resources specialist, maintaining 3 accounts business systems & accountable for accounts payable • Supervised the administrative departments in 7 offices in Colorado, Arizona, Texas & Virginia, overseeing all administrative functions supporting sales, operations, facility services, customer service & human resources • Provide wide-ranging executive assistance to the President while responsible for all administrative functions for offices in Chesapeake & Richmond, supporting sales, operations & service efforts • Managed sales CRM • Responsible for maintaining fleet records, credit applications, communications, contracts, office & facility management & operations, licensing, insurance, & purchasing
Account Manager
Sceptre Hospitality ResourcesAccount Manager
Jul. 2005 - Aug. 2007Greenwood Village, CO• Responsible for 200+ property portfolio within the U.S. & Mexico with an average annual profit revenue stream of $300,000 Managed property electronic distribution including channel management, technical support, & revenue & market strategy • Served as the property liaison for all accounts payable & receivable & service contract matters Provided administrative support for the office
IT Administrative Assistant
Hyundai Merchant MarineIT Administrative Assistant
Sep. 2002 - May. 2005Centennial, CO• Responsible for comprehensive IT-related admin support for 28 sales offices
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