Residential Mortgage Loan Officer

• Sep 2022 - Present

Residential Mortgage Loan Officer

• Nov 2020 - Sep 2022

NMLSR # 1894860 NMLSR # 1894860

Vice President Finance

• 2011 - 2020

• Served on the executive team to develop the financial and infrastructure plan for company expansion, while also directing accounting, information technology (IT), human resources, payroll, benefits, training, and the corporate office staff for car audio retail chain operating across four states• Oversaw financial reporting, to include sales reporting, IRS and sales tax filings, government reporting, and process design, implementation, training, and documentation, achieving clean IRS, sales tax, wage and hour, and Bank Secrecy Act audits• Directed the technology set up, hiring, and training to open nine locations for expansion from three to five markets, and designed, expanded, and later moved the corporate office, contributing to company growth from $13M to $19M in revenue and from 85 to 130 employees • Administered payroll, human resources, and benefits, which involved commission calculations, HR reporting, annual benefit plan review, selection, and enrollment, and 401K plan management, resulting in eight successful 401K audits• Compiled annual reporting for company insurance policies by reviewing quotes for completion and providing a summary report to the owners, and conducted the annual workers compensation and garage policy audits • Managed the conversion to Paycom payroll system, which improved efficiency by enabling the capability for online new-hire onboarding with access to the system in field locations across four states• Facilitated the opening of Custom Tint Solutions division by researching and setting up the systems and financials and by hiring and managing the office staff, then prepared the financial reporting, inventory, and field location assets to facilitate sale of company Show less

Controller

• 1998 - 2011

• Directed accounting, financial reporting, human resources, payroll, benefits, IT, training, and corporate staff• Managed technology for all locations, with responsibility for hardware and software selection, installation, set up, documentation, training, and support; brought in third-party vendor to support IT needs as company grew• Played major role in out-of-state expansion into Missouri and Illinois by setting up stores and computer systems, hiring, onboarding, training, and providing ongoing support, opening/moving 15 locations in TX, MO, and IL as company grew from $4M to $13M in revenue and from 45 to 85 employees• Project managed the conversion to Panasoft point of sale, purchasing, and financial reporting platform, involving research, onsite installation, training development and delivery, and SQL programming, enabling consolidation to one system for streamlined inventory control, reporting, and support • Led the QuickBooks to Paychex payroll conversion to support expansion into other states, providing better compliance capability and automating quarterly tax filing Show less

Software Support / Installation Specialist

• 1995 - 1998

• Customized, trained, and provided ongoing onsite support for point-of-sale software systems for single location and multi-chain clients • Designed and implemented a client support desk that generated new revenue stream, enabling expansion and addition to staff • Hired as first employee and trained subsequent hires for company that grew by 200% • Customized, trained, and provided ongoing onsite support for point-of-sale software systems for single location and multi-chain clients • Designed and implemented a client support desk that generated new revenue stream, enabling expansion and addition to staff • Hired as first employee and trained subsequent hires for company that grew by 200%