Experience

Spring EQ

• United States
• Financial Services
• 200 - 300 Employee

• Capital Market Analyst

  • Dec 2021 - Present



New Penn Financial, LLC

• United States
• Financial Services
• 200 - 300 Employee

• Loan Sales - Team Lead

  • May 2014 - Jan 2018

  Primary Function: Responsible for providing assistance in the secondary marketing function to facilitate the profitable buying and selling of loans. Principal Duties: - Manages pipeline and assignment of unsold loans, funded loans, and investor conditions. - Subject matter expert for team - Develops and improves policies and procedures, training, and reference materials. - Trains/cross-trains new and current staff members Primary Function: Responsible for providing assistance in the secondary marketing function to facilitate the profitable buying and selling of loans. Principal Duties: - Manages pipeline and assignment of unsold loans, funded loans, and investor conditions. - Subject matter expert for team - Develops and improves policies and procedures, training, and reference materials. - Trains/cross-trains new and current staff members



Robert Ainsworth CPA PC

• West Chester, Pennsylvania, United States

• Office Assistant

  • Aug 2011 - May 2014

  - Prepare Profit and Loss Statements, bank reconciliations, income statements, Financial Statements - Process payrolls, personal and corporate tax returns - Prepare and process forms W2/1099- misc. for corporate clients - Create invoices and process subsequent bill payments - Input client check data into computer software - Write official letters and inquiries to clients, IRS, PA Department of Revenue, etc. - Prepare Profit and Loss Statements, bank reconciliations, income statements, Financial Statements - Process payrolls, personal and corporate tax returns - Prepare and process forms W2/1099- misc. for corporate clients - Create invoices and process subsequent bill payments - Input client check data into computer software - Write official letters and inquiries to clients, IRS, PA Department of Revenue, etc.



Dr. Madeline Weiser Pediatric Medicine

• Wynnewood, PA

• Office Assistant

  • Oct 2008 - Aug 2011

  - Scheduled patients appointments - Prepared physicians reports - Filed confidential patient records - Scheduled patients appointments - Prepared physicians reports - Filed confidential patient records