Amarillo, 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....
Mound 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 clien...
Fresno, 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...