Licensed Realtor

• Sep 2022 - Present

Independent Contractor

• Dec 2021 - Nov 2022

Licensed Realtor

• Oct 2020 - Nov 2022

General Ledger Analyst

• Jun 2018 - Oct 2020

Reconcile general ledger accounts for consumer, commercial and business credit card fraud. Research and analyze transactions and accounts using internal and proprietary vendor applications, and determine recoveries and losses and take corrective action by account adjustments and journal entries. Reconcile general ledger accounts for consumer, commercial and business credit card fraud. Research and analyze transactions and accounts using internal and proprietary vendor applications, and determine recoveries and losses and take corrective action by account adjustments and journal entries.

Sr. Fraud Investigator

• Jan 2017 - Jun 2018

Review and analyze disputed fraud claims and merchant disputes for credit card customers to determine the accuracy of investigation to prevent regulatory and procedural violations. Take corrective action when necessary. Find resolution on issues not clearly defined by policies and procedures. Compile reports for management on daily production and quality numbers. Use several proprietary applications to review, analyze and confirm data. Review and analyze disputed fraud claims and merchant disputes for credit card customers to determine the accuracy of investigation to prevent regulatory and procedural violations. Take corrective action when necessary. Find resolution on issues not clearly defined by policies and procedures. Compile reports for management on daily production and quality numbers. Use several proprietary applications to review, analyze and confirm data.

Remediation Analyst

• Oct 2016 - Jan 2017

Promontory Risk Review LLC - Remediation Analyst, Regulation Z Project Promontory Risk Review LLC - Remediation Analyst, Regulation Z Project

Bookkeeper / Accounting Assistant

• Nov 2015 - Aug 2016

Audited not-for-profit clients. Prepared tax returns and financial statements. Maintained financial records for both nonprofit and for profit companies. Reconciled accounts. Prepared write-ups and year-end records. Processed sales and payroll taxes. Filed quarterly and yearly federal and state payroll and sales tax forms. Audited not-for-profit clients. Prepared tax returns and financial statements. Maintained financial records for both nonprofit and for profit companies. Reconciled accounts. Prepared write-ups and year-end records. Processed sales and payroll taxes. Filed quarterly and yearly federal and state payroll and sales tax forms.

Business Manager

• Jan 2014 - Oct 2015

Prepared financial statements, processed payroll, accounts payable, billing and bookkeeping entries for two corporate entities. Reconciled monthly bank statements and monitored bank balances and cash flow. Created company procedural manual. Acted as HR coordinator on issues such as insurance policies, pensions, workers’ compensation and disability. Responsible for office equipment purchases. Troubleshot PC, printer and telephone system issues. Prepared financial statements, processed payroll, accounts payable, billing and bookkeeping entries for two corporate entities. Reconciled monthly bank statements and monitored bank balances and cash flow. Created company procedural manual. Acted as HR coordinator on issues such as insurance policies, pensions, workers’ compensation and disability. Responsible for office equipment purchases. Troubleshot PC, printer and telephone system issues.

Administrative Assistant, Part-time

• Oct 2010 - Jan 2014

Prepared and verified documentation for billing. Ensured that employee and contractor documents are in compliance with regulations. Tracked confidential documentation for serviced children. Compiled data for timely submissions to education department, and submitted the data using local or state online systems. Created billing and HR related forms. Troubleshot PC, printer and telephone system issues. Created brochures and fliers. Responsible for all equipment purchases. Prepared and verified documentation for billing. Ensured that employee and contractor documents are in compliance with regulations. Tracked confidential documentation for serviced children. Compiled data for timely submissions to education department, and submitted the data using local or state online systems. Created billing and HR related forms. Troubleshot PC, printer and telephone system issues. Created brochures and fliers. Responsible for all equipment purchases.

Senior Executive Assistant to Regional VP

• Oct 2004 - Jun 2007

Coordinated travel itineraries, scheduled meetings and processed expenses. Arranged onsite and offsite events and meetings. Prepared PowerPoint presentations. Set up videoconferences. Volunteered to support project and account teams by maintaining work and risk order trackers, and by managing and tracking regional contractor purchase orders. Managed and updated regional team website and organizational charts. Facilitated set up of a new sales office. Managed all facets of the office… Show more Coordinated travel itineraries, scheduled meetings and processed expenses. Arranged onsite and offsite events and meetings. Prepared PowerPoint presentations. Set up videoconferences. Volunteered to support project and account teams by maintaining work and risk order trackers, and by managing and tracking regional contractor purchase orders. Managed and updated regional team website and organizational charts. Facilitated set up of a new sales office. Managed all facets of the office (telephony, IT, security, office equipment, supplies, invoice processing, budgeting, new employee set up). Acted as the point person to employees and contractors in general office and HR related issues. Was the first adopter of OrgPlus software and trained administrative personnel in it. Volunteered to act as a "superuser" of the first Nokia smartphone and advised coworkers in its use. Show less Coordinated travel itineraries, scheduled meetings and processed expenses. Arranged onsite and offsite events and meetings. Prepared PowerPoint presentations. Set up videoconferences. Volunteered to support project and account teams by maintaining work and risk order trackers, and by managing and tracking regional contractor purchase orders. Managed and updated regional team website and organizational charts. Facilitated set up of a new sales office. Managed all facets of the office… Show more Coordinated travel itineraries, scheduled meetings and processed expenses. Arranged onsite and offsite events and meetings. Prepared PowerPoint presentations. Set up videoconferences. Volunteered to support project and account teams by maintaining work and risk order trackers, and by managing and tracking regional contractor purchase orders. Managed and updated regional team website and organizational charts. Facilitated set up of a new sales office. Managed all facets of the office (telephony, IT, security, office equipment, supplies, invoice processing, budgeting, new employee set up). Acted as the point person to employees and contractors in general office and HR related issues. Was the first adopter of OrgPlus software and trained administrative personnel in it. Volunteered to act as a "superuser" of the first Nokia smartphone and advised coworkers in its use. Show less

Executive Assistant to Managing Partners

• Mar 2003 - Oct 2004

Managed Partners’ schedules, arranged meetings and travel, processed expense reports. Facilitated work and prioritized actions for the Partners. Maintained contacts with vendors, managed A/P and A/R, prepared and oversaw office budget. Maintained employee files. Researched companies on the Internet, including SEC filings, and collected data for projects, created and maintained reports and spreadsheets, prepared presentations. Administered ACT! CRM database and created reports for management… Show more Managed Partners’ schedules, arranged meetings and travel, processed expense reports. Facilitated work and prioritized actions for the Partners. Maintained contacts with vendors, managed A/P and A/R, prepared and oversaw office budget. Maintained employee files. Researched companies on the Internet, including SEC filings, and collected data for projects, created and maintained reports and spreadsheets, prepared presentations. Administered ACT! CRM database and created reports for management use. Show less Managed Partners’ schedules, arranged meetings and travel, processed expense reports. Facilitated work and prioritized actions for the Partners. Maintained contacts with vendors, managed A/P and A/R, prepared and oversaw office budget. Maintained employee files. Researched companies on the Internet, including SEC filings, and collected data for projects, created and maintained reports and spreadsheets, prepared presentations. Administered ACT! CRM database and created reports for management… Show more Managed Partners’ schedules, arranged meetings and travel, processed expense reports. Facilitated work and prioritized actions for the Partners. Maintained contacts with vendors, managed A/P and A/R, prepared and oversaw office budget. Maintained employee files. Researched companies on the Internet, including SEC filings, and collected data for projects, created and maintained reports and spreadsheets, prepared presentations. Administered ACT! CRM database and created reports for management use. Show less

Business Manager

• Jun 2001 - Dec 2002

Coordinated responses on projects including disaster recovery, new application implementation for the division, and client segmentation. Collected data for budgets, quarterly portfolio reports and mid-term plan. Organized management meetings including Risk Management portfolio reviews and classified credit overviews, and composed minutes for these meetings. Reported to the Head of Business Management and Head of Corporate Banking. Coordinated responses on projects including disaster recovery, new application implementation for the division, and client segmentation. Collected data for budgets, quarterly portfolio reports and mid-term plan. Organized management meetings including Risk Management portfolio reviews and classified credit overviews, and composed minutes for these meetings. Reported to the Head of Business Management and Head of Corporate Banking.

Business Manager

• Oct 2000 - Jun 2001

Assessed and oversaw administrative and legal requirements of the office (general and staffing budget, vendor/contractor relations, orders, maintenance, safety regulations, insurance, filing procedures/requirements etc.). Created employee manual and HR related forms, tracked attendance, oriented new employees, coordinated the recruiting process (screening, interview scheduling, and follow-up). Prepared financial statements, processed A/R, A/P and bookkeeping entries. Coordinated the… Show more Assessed and oversaw administrative and legal requirements of the office (general and staffing budget, vendor/contractor relations, orders, maintenance, safety regulations, insurance, filing procedures/requirements etc.). Created employee manual and HR related forms, tracked attendance, oriented new employees, coordinated the recruiting process (screening, interview scheduling, and follow-up). Prepared financial statements, processed A/R, A/P and bookkeeping entries. Coordinated the process of bringing foreign employees into the company (visa applications, interviews, travel arrangements, living space and orientation). Show less Assessed and oversaw administrative and legal requirements of the office (general and staffing budget, vendor/contractor relations, orders, maintenance, safety regulations, insurance, filing procedures/requirements etc.). Created employee manual and HR related forms, tracked attendance, oriented new employees, coordinated the recruiting process (screening, interview scheduling, and follow-up). Prepared financial statements, processed A/R, A/P and bookkeeping entries. Coordinated the… Show more Assessed and oversaw administrative and legal requirements of the office (general and staffing budget, vendor/contractor relations, orders, maintenance, safety regulations, insurance, filing procedures/requirements etc.). Created employee manual and HR related forms, tracked attendance, oriented new employees, coordinated the recruiting process (screening, interview scheduling, and follow-up). Prepared financial statements, processed A/R, A/P and bookkeeping entries. Coordinated the process of bringing foreign employees into the company (visa applications, interviews, travel arrangements, living space and orientation). Show less

Executive Assistant to General Manager

• Nov 1998 - Oct 2000