Professional Documents
Culture Documents
To work for a well established company that gives you the potential to grow.
Experience
Oak Street Funding -Account Manager
2012-Present
Service OSF's and OSS's loan portfolio
Communicate frequently with customers on receiving accurate and timely
commission information
Ensure all cash collateral accounts are sufficiently funded and reconciled
daily
Responsible for updating cash and commission log daily
Funding Process of Commercial Loans
Creation of ACH and wires
Sending monthly invoices to OSS's loan portfolio Work with the collection
department to ensure defaults are cured within guidelines
Run and review performance reports
Responsible for recommendation of refinances, interest only extension,
amendments and exception releases
Work with sales and underwriting team to increase efficiencies through
improved processes
Responsible for creating efficiencies with the service process
Provide reports to management regarding the performance of the loan
portfolio
Handle special projects or assignments as needed
Armor Eckrich Meats - Branch Administrative Assistant
2010-2012
Develops and compiles records and reports for branch management using
company computer Systems. i.e. truck reports, Chep pallet report, daily sales
reports and updates reports on the shared drive
Reviews truck-to-truck and warehouse transfers, investigates and adjusts
discrepancies Keys cooler transfers and verifies all transfers are matched
prior to week end
Tracks and verifies data for accuracy: customer accounts, account payments,
inventory reports, invoices and copies of checks/money orders Verify routes
successfully t-com.
Verify and confirm product received by route sales.
Review and mail daily deposit.
Payroll
Assists branch management with the reconciliation of account receivables
and deductions
Maintain accurate branch files in accordance with corporate guidelines
Assists with the preparation of monthly sales meetings and key account
presentations
Customer service - appropriately manages branch telephone calls in a timely
and professional manner, maintains branch call in log.
Greet Visitors in a professional manner
Other duties may be assigned such at payroll, temp. employee timecards
Order materials, supplies
Under general supervision, performs clerical, administrative and general
duties involving typing, record and file maintenance, mail distribution, and
telephone reception
Operate office machines such as photocopiers, scanners, fax machines and
office computers
Education
High School:
Greenfield Central Schools
1986-1997
First Pentecostal Church 1997-1999
Graduated with General Diploma
College:
Ivy Tech Community College
2016-2018
Healthcare - Nursing
License