Compliance and Finance Coordinator

• Aug 2022 - Present

-Demonstrated professional competence reviewing BrightMLS listings and documentations on Dotloop to ensure compliance is met by jurisdiction and expert knowledge of the pertinent substantive areas of work-Eliminated inaccuracies in accounts payable by reviewing information prior to generating checks and EFTs-Maintained and facilitated payment of invoices by sending bill reminders and contacting clients using Bill.com-Kept detailed records of accounts payable by creating reports to accurately update multiples agents balance sheets Show less

Financial Assistant

• Dec 2020 - Aug 2022

-Prepared reports and process documents as needed to support payroll, accounts payable, general accounting, and other operational areas to maintain accuracy of billing while working closely with the finance team-Processed commissions and disbursement authorizations to title companies using LoneWolf-Strong customer service skills and excellent problem-solving skills-Trained new agents how to upload documents, use the DocuSign, and navigate various features on Dotloop-Efficient and effective user of both Microsoft Word and Excel, experience of database management in LoneWolf and competent typing skills Show less

Assistant High School Soccer Coach

• Aug 2022 - Present

-Managed teams of up to 38 athletes by teaching basic skills to successfully perform offensive, defensive, and tactical skills -Constructed authentic relationships with young athletes through positive encouragement, constructive criticism, and active listening to mentor athletes towards success both on and off the field -Communicated effectively with athletes, parents, and other staff coaches to plan practices, individual trainings, and games -Acted as a role model to young athletes by demonstrating positivity, leadership, and respect among one another to create a welcoming environment where young athletes felt safe, respected, and valued Show less

Preliminary Employment Prospective Associate

• Aug 2020 - Dec 2020

Coordinator

• Aug 2018 - Jul 2019

Summer Finance Intern

• May 2018 - Sep 2018

-Prepared daily client wealth reports and revised annuity sheets prior to meetings -Attended client meetings with advisor and ran client hypotheticals -Prepared daily client wealth reports and revised annuity sheets prior to meetings -Attended client meetings with advisor and ran client hypotheticals