Jan DeOrsey
Property Accountant at Paolino Properties- Claim this Profile
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Bio
Experience
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Paolino Properties
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United States
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Real Estate
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1 - 100 Employee
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Property Accountant
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May 2023 - Present
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Bluestone Bank
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United States
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Banking
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1 - 100 Employee
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Vice President/Loan Servicing Manager
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Apr 2021 - May 2023
Manage a team of 7 ensuring loan processing is completed timely during record volume of loan activity. Department responsible for loan processing for commercial, equity and mortgage loans beginning with on boarding new loans through loan discharge. Daily/monthly reconciliation of general ledger loan servicing accounts. Collaborate with lending teams to create efficiencies and assist in the development of new products. Manage a team of 7 ensuring loan processing is completed timely during record volume of loan activity. Department responsible for loan processing for commercial, equity and mortgage loans beginning with on boarding new loans through loan discharge. Daily/monthly reconciliation of general ledger loan servicing accounts. Collaborate with lending teams to create efficiencies and assist in the development of new products.
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Envision Bank
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United States
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Banking
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1 - 100 Employee
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Assistant Manager Loan Servicing
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Dec 2019 - Apr 2021
Managed a team of 12 focusing on team skill development. Created new and continuously improved existing workflows by developing standard operating procedures for loan processing which resulted in passing internal and external audits. Balanced daily general ledger accounts and researched/resolved posting errors. Managed a team of 12 focusing on team skill development. Created new and continuously improved existing workflows by developing standard operating procedures for loan processing which resulted in passing internal and external audits. Balanced daily general ledger accounts and researched/resolved posting errors.
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Admirals Bank
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Providence, Rhode Island, United States
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Loan Servicing Supervisor
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May 2015 - Dec 2019
Managed team of 6 responsible for mortgage discharges and UCC terminations for proper lien release. Analyzed and disbursed funds for escrow accounts including taxes, insurance and private mortgage insurance. Reconciled daily/monthly general ledger accounts to identify and remedy posting errors. Managed team of 6 responsible for mortgage discharges and UCC terminations for proper lien release. Analyzed and disbursed funds for escrow accounts including taxes, insurance and private mortgage insurance. Reconciled daily/monthly general ledger accounts to identify and remedy posting errors.
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Citizens Bank
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East Greenwich, Rhode Island, United States
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Senior Personal Banker
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Nov 2012 - May 2015
Met with customers to understand financial needs in order to recommend appropriate products and services. Opened and maintained accounts while resolving customer issues. Achieved sales and referral goals by developing positive customer experience. Reviewed documentation for equity loans and conducted loan closings. Met with customers to understand financial needs in order to recommend appropriate products and services. Opened and maintained accounts while resolving customer issues. Achieved sales and referral goals by developing positive customer experience. Reviewed documentation for equity loans and conducted loan closings.
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Cumberland School Department
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Cumberland, Rhode Island, United States
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Accountant
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Feb 2009 - Nov 2012
Led team tasked with conversion of existing legacy payroll system to Unifund software. Supervised in-house payroll for over 700 employees. Prepared reports for quarterly payroll tax and monthly state retirement. Led team tasked with conversion of existing legacy payroll system to Unifund software. Supervised in-house payroll for over 700 employees. Prepared reports for quarterly payroll tax and monthly state retirement.
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>EDR Accounting Services, LLC
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Cumberland, Rhode Island, United States
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Founder/Owner
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May 2002 - Nov 2012
Built small business accounting firm through client development. Successfully marketed business and managed all aspects of company operations. Provided the following services for clients: accounts receivable/payable, invoicing, financial statements, income/expense tracking, custom reports, bank reconciliations and payroll. Built small business accounting firm through client development. Successfully marketed business and managed all aspects of company operations. Provided the following services for clients: accounts receivable/payable, invoicing, financial statements, income/expense tracking, custom reports, bank reconciliations and payroll.
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Education
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Bryant University
Bachelor of Science - BS, Accounting and Finance