Dynamic Accounting Specialist with a proven track record at Wesley Financial Group, LLC, excelling in financial analysis and budget forecasting. Adept at fostering team collaboration and enhancing operational efficiency, I effectively managed accounts payable and receivable, ensuring compliance and accuracy in financial reporting. Committed to delivering exceptional customer service and support.
Overview
4
4
years of professional experience
Work History
Accounting Specialist
Wesley Financial Group, LLC
Franklin
12.2020 - Current
Assisted with month-end and year-end close processes, preparing necessary journal entries.
Received payments from customers via cash, check and credit cards to pay company invoices.
Supported the finance team with ad-hoc projects and financial analysis as required.
Analyzed financial data to ensure accuracy of information and compliance with accounting principles.
Collaborated with other departments on various projects or initiatives that require cross-functional teams.
Assisted in the development and maintenance of financial databases and software systems.
Assisted in the preparation of budget forecasts and monitored budget variances.
Researched, documented, and resolved complex accounting inquiries from internal departments.
Checked figures and postings for correct entry and proper codes.
Complied with Sarbanes-Oxley Act and GAAP principles to maintain complete transparency.
Managed and trained team members to enhance audit department performance and increase operational efficiency.
Tracked income and expenses for business using accounting software.
Performed audits of operational and financial areas to check compliance.
Performed credit checks on new clients and set up payment terms.
Created journal entries as needed to record transactions in the general ledger.
Reviewed, processed and reconciled accounts payable invoices and payments.
Participated in special projects or initiatives as needed in order to meet business objectives.
Developed reports to support month-end close process including account reconciliations.
Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Prepared and issued customer invoices, monitored receivables, and managed collections process.
Handled daily cash transactions and maintained petty cash fund.
Analyzed balance sheets for mistakes and inaccuracies.
Wrote reports, authored papers and organized supporting documentation.
Cross-trained employees, enabling completion of priority tasks during personnel absences.
Supported efficient accounting operations with high-quality administrative support.
Mortgage Loan Officer
Rocket Mortgage FieldHouse
Detroit
01.2021 - 12.2022
Prepared and reviewed loan agreements to ensure accuracy and completeness.
Conducted property appraisals to ascertain loan-to-value ratios.
Set up debt payment plans based on client credit, income and assets.
Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.
Provided guidance on various types of mortgages such as FHA loans, VA loans, conventional loans.
Informed customers of loan application requirements and deadlines.
Prepared loan documents such as commitment letters, closing statements, promissory notes and deed of trust.
Collected and verified financial information from applicants.
Developed and implemented strategies to meet monthly loan targets.
Evaluated existing customer accounts for refinancing opportunities or additional services offered by the company.
Helped clients fill out loan applications and find ideal loan options.
Maintained up-to-date knowledge of various loan products and compliance regulations.
Monitored loan progress, ensuring timely processing and closing.
Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
Stayed abreast of lending regulations, industry trends and market rates.
Coordinated with underwriters for loan approval and final decision-making.
Performed periodic quality control reviews on completed files prior to funding.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Education
Bachelor of Arts -
Berea College
Berea
12-2020
Skills
Financial analysis
Journal entries
Budget forecasting
Account reconciliation
Accounts payable
Accounting software
Customer service
Communication skills
Team building
Time management
Detail orientation
Invoice processing
Property tax management
Bank reconciliation
Recordkeeping skills
Accounts receivable
NetSuite and Salesforceexpertise
Data analysis
Loan processing
Credit evaluation
Market knowledge
Team collaboration
Risk assessment
Loan structuring
Regulatory compliance
Financial forecasting
Interpersonal skills
Customer relations
Market research
Accomplishments
2021 and 2023 Wesley Financial Group top colleague awards
Languages
Bosnian
Native/ Bilingual
Croatian
Native/ Bilingual
Serbian
Native/ Bilingual
German
Limited
Affiliations
I am a former college volleyball player and was named captain my senior year. I enjoy playing beach volleyball and recreationally now to keep that competitive part of me going. I also enjoy working out and helping others which is why I personal train on the side.
I love to bake and I enjoy reading in my free time or spending time with my husband, son, and daughter.