2014 - Present
Accountant Pewaukee, WI Perform monthly reconciliations and auditing of several general ledger accounts. Maintain accounting and verifying of profits and losses for multiple bank branches. Process deposits of checks for payments associated with various loans. Perform month end close for several branches and accounts. Examining, analyzing, processing expense reports and credit card reimbursements. Posting of journal entries on a day to day basis for several ledger accounts.
2012 - 2014
Mortgage Servicer III Racine, WI Streamlined the process for paying and balancing private mortgage insurance cutting the processing time in half. Implemented a project that will cut the processing time of most normal day to day operations and reporting down to a fraction of the time. Created and head up a project overseeing the balancing of a mortgage finance account and paying of private mortgage client accounts on a monthly basis. Maintain business relationships with business partners in regards to the payment and balancing of private mortgage insurance. Serve as coordinator of documents for conversion of construction loans, modifications, and loan re-amortizations, as well as, implementing changes to loans upon receipt of documents. Created debit and credit sheets to maintain and balance mortgage general ledger accounts.
Financial Services Associate
2005 - 2012
Bank of America
Financial Services Associate Lancaster, CA Provided quality assurance support for a variety of complex mortgage service offerings including financial and credit services. Managed a team of customer service associates providing quality customer service to customers. Served as research analyst on newly acquired loans ensuring all aspects of the loan were preserved during transfer from other lenders. Served as training coordinator by providing educational programs for new customer service associates.