Experience

• 

  Whitaker bank, inc.

  Feb 2017 - Jun 2021

  • Evaluated clients’ credit data and financial statements to determine the degree of risk in lending• Analyzed client records and utilized data to recommend payment plans• Evaluated clients’ financial status by producing financial ratios through computer programs • Created organization systems for financial and loan documents for customers• Utilized teamwork through problem-solving daily administration issues• Performed basic administrative tasks, including answering emails and filing documents • Assisted customers by completing account transactions, such as receiving deposits and loan payments, cashing checks, issuing withdrawals• Maintained and balanced assigned cash drawer multiple times per shift and reconciled discrepancies.

  • Credit Analyst

    Aug 2020 - Jun 2021

  • Loan Utility Specialist

    Sept 2017 - Aug 2020

  • Bank Teller

    Feb 2017 - Sept 2017
• 

  Regard law group

  Jun 2021 - Feb 2023

  Office manager/bookkeeper

  • Supervised team of six staff members to ensure workflow ran smoothly, being the point of contact for any Human Resource issue• Utilized my ability to multitask and financial skills when managing all taxes, insurance, payables, and receivables for the firm• Prepared bank deposits, verified receipts, ensured timely processing of payroll and quarterly bonuses; made purchases, prepared monthly invoices, and monitored overdue accounts• Acted as primary contact with all vendors for new accounts, invoice auditing and ongoing relationship management Show less

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  Mayta + sebastian architecture d.p.c.

  Feb 2023 - now

  Office manager