Experience

Tasks Unlimited

• United States
• Mental Health Care
• 1 - 100 Employee

• Accounting Specialist

  • Jan 2022 - Present



Accessible Space Inc

• Non-profit Organizations
• 1 - 100 Employee

• Accounting Assistant - Accounts Payable

  • May 2020 - Dec 2021



Allianz Life

• Insurance
• 700 & Above Employee

• Associate Treasury Analyst

  • Jun 2014 - Jun 2015

  Manage multiple bank accounts in the US and Canada. Initiate outgoing wire and ACH payments. Reconcile incoming and outgoing payment. Verify all bank files are imported and accounted for. Fund all bank accounts for outgoing transactions. Buy and sell short term investments for funding accounts. Maintain relationships with banking and business partners. Process tax payments, positive pay, and policy holder loan payments. Back up Collateral Custodian. Buy and sell foreign currency. Process foreign wire transfers. Answer questions from internal and external business partners regarding incoming and outgoing payments and general ledger entries. Complete cash forecasting . Process international Cash pool transactions. Verify financial controls pertaining to ACH and Wire payments are adhered to by all business areas. Maintain control of financial documentation for SOX, auditors and reporting.

• Treasury Specialist

  • Jun 2010 - Jun 2014

  Perform all tasks related to annual state filing and remittance of unclaimed funds for Allianz Life and Fireman’s Fund Insurance Companies. Daily responsibilities include keeping the escheat databases current based on requests for items to be removed from escheat for stops/voids or clears, creating journal entries, reissuing payments, researching old items, responding to customer inquiries, and creating and maintaining positive working relationships with business partners and state authorities. Monthly tasks include running and distributing monthly outstanding lists to the business areas, transferring items over 6 months old to the escheat system, and updating new items loaded into the systems to NAUPA standard format. Annual tasks include running preliminary state filings, performing mandatory final due diligence, running final state filings, ordering checks and wires/ACH’s, and sending the filings and remittance to the states.



Fireman's Fund Insurance Company

• United States
• Insurance
• 400 - 500 Employee

• CAA

  • Dec 2007 - Jun 2010

  Responsible for a variety of functions involved in issuing commercial insurance policies. Provide rating quotes to underwriting partner and issue policy following all state compliance and legal limitations and endorsing policies. Complete the required research and gather necessary information for underwriting partner. Process all work within very strict timelines. Build relationships with underwriting partner, agents internal and external customers. Stay abreast of all regulatory changes in the field and communicate the changes to appropriate people.



All Cities Mortgage

• Mortgage Underwriter

  • Apr 2006 - May 2007

  Performed all underwriting, processing, and closing tasks for correspondent lending activities at mortgage brokerage. Issued conditional loan approvals based on accepted lending risk procedures. Researched and reported back on any inquiries or deficiencies returned from end investors, collected corrected documents from borrowers or title companies when necessary. Performed all underwriting, processing, and closing tasks for correspondent lending activities at mortgage brokerage. Issued conditional loan approvals based on accepted lending risk procedures. Researched and reported back on any inquiries or deficiencies returned from end investors, collected corrected documents from borrowers or title companies when necessary.



First Franklin Financial

• Mortgage Underwriter, Processing Supervisor, Processor

  • Jun 2003 - Apr 2006

  Sorted decision files based on lending risk. Signed off on conditions for loan account managers. Answered questions from loan account managers, account executives and brokers. Managed daily flow of files. Provided training to all Loan Account Managers on business processes and signing off on conditions. Created new Loan Account Manager training material. Created daily and monthly reports on employee records.Maintained line of communication between company and brokers to ensure seamless contact. Received delegation to sign off on all conditions. Implemented new procedures in processing department. Received and reviewed conditions as well as put files into closing. Received recognition as top performer and traveled to Colorado for conference.



American Summit

• Mortgage Underwriting Assistant

  • Aug 2002 - Jun 2003

  Ordered credit supplements, appraisal reviews and verification of employment. Completed training on file decision making to work as back-up for underwriters. Used keen understanding of all programs that company used to provide best service. Ordered credit supplements, appraisal reviews and verification of employment. Completed training on file decision making to work as back-up for underwriters. Used keen understanding of all programs that company used to provide best service.



People Incorporated Mental Health Services

• United States
• Mental Health Care
• 300 - 400 Employee

• Mental Health Worker

  • 1999 - 2002

  Worked with clients in crisis create individualized crisis management plans. Lead groups in mornings and afternoons which went over different ways to cope with stress. Cooked meals, shopped for groceries, and completed hourly rounds to ensure the safety of the residents. Completed progress notes on all clients for the current shift and went over any important details with the incoming shift. Worked with clients in crisis create individualized crisis management plans. Lead groups in mornings and afternoons which went over different ways to cope with stress. Cooked meals, shopped for groceries, and completed hourly rounds to ensure the safety of the residents. Completed progress notes on all clients for the current shift and went over any important details with the incoming shift.