Bio
Experience
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Williams
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Tulsa, Oklahoma Area
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Cash Management Specialist
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Mar 2011 - Present
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Tulsa, Oklahoma Area
Determine the daily cash position and make money move
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Spirit Bank
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Tulsa, Oklahoma Area
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Cash Advantage Supervisor
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Feb 2008 - Mar 2011
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Tulsa, Oklahoma Area
Supervise a 28 million dollar Cash Advantage portfolio Monitor customer activity for possible fraud and to guarantee compliance with program Coordinate with Special Assets on the handling and liquidation of defaulted customersReconcile Cash Advantage system to general ledgers and approximately 35 bank accounts Monitor reserve accounts levels, debtor concentrations, credit line limits and track audit letters Ensure updated financials and accounts receivable and payables are receivedPull and prepare monthly collection reports, account receivable agings, concentrations and customer activity summaries for management and customersDetermined fraudulent and/or default of five customers before a financial loss to bankReduced paper production and imaging workload by implementing electronic monthly reporting to customers and the importing of invoices into imaging systemReview large dollar attorney prepared commercial and real estate loans to ensure documents were executed correctly and all supporting entity legal and collateral documentation was obtained such as articles, By-Laws, deeds, mortgages, appraisals, title policies in compliance with federal regulations and bank policy
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Deloitte
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Tulsa, Oklahoma Area
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Senior Consultant
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Oct 1997 - Jan 2008
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Tulsa, Oklahoma Area
Conducted compliance reviews of Ginnie Mae & SBA lenders and HUD owned property contractors.
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Suggested Services
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Industry Focus. “Financial Services”
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