grant management specialist loan specialist remote resume example with 8+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
:
Professional Summary
Proactive professional with 9+ years of experience and proven knowledge of operations management, finances, tax policies/procedures, and staff training and development. Skillful in executing effective operating rhythms and management systems structures. Expertise in analyzing, articulating and solving various problems. Analytical and organized professional comfortable working independently or as part of team.
Work History
Grant Management Specialist/Loan Specialist-Remote, 07/2020 - Current Ho Chunk – Omaha, NE,
Contributed within the SVOG Grant (Tiger Team), PPP, EIDL, Home Disaster Loan Programs.
Conducted P&L statement analysis to improve daily operations, increase revenue and reduce costs.
Educated staff on organizational mission and goals to help employees achieve success.
Coached staff on daily performance and conducted evaluations to constructively address concerns.
Addresses unique situations arising in pre-award grants and agreements management and administration by interpreting, modifying, and expanding guidelines.
Researches a wide range of established regulations and guidelines related to pre-award grants and agreements administration to resolve difficult issues.
Collaborates closely with fellow team members to ensure that natural resource conservation outcomes are realized for a portfolio of grant programs.
Review applications , tax returns (1040, Schedule C, Schedule K, 1065,etc), financial statements and other revenue documents for grant assistance.
Analyze financial documents, tax documents, and credit reports to approve/decline business or home loan.
Investigating and evaluating credit histories to determine credit worthiness of businesses and applicants.
Recommend collateral to secure and process home or business loan. Review all supporting documentations and factors needed to make eligibility determinations by examining use of proceeds, legislative and administrative loan limits, arrangement of insurance and other recoveries (FEMA, Red Cross, State Assistance Programs).
Insure EIDL Program, PPP, and Disaster Relief Loan files contains all documentations, recommendations, and conversations to support loan decision.
Communicate orally or written communication to applicants or their representatives.
Process loans using a web-based software and achieving over the daily required loan and grant production.
Selected as a small group Team Lead.
Senior Financial Manager, 01/2016 - Current James & Associates Financial Services – City, STATE,
Account manager for business and individual clients.
Prepare business and individual income taxes (3+ Years)/Advising clients on tax-related matters.
Perform audits for companies, municipalities, and individuals by meeting compliance/tax laws, gathering financial reports, account balances, cash flow statements, Income Statements, balance statements, balance sheets, tax returns and internal control systems.
Conduct client financial coaching and teach financial educational material while integrating financial health makers to help clients reach their goals.
Developing professional relationships through community lead events and social media platforms to recruit new clients.
Recommend positive changes and growth by analyzing and interpreting data and making comparative analyses.
Provide financial reports and interpret financial information to managerial staff while recommending actions to take.
Provide oversee of projects, reach timeline and goals; focus on business development.
Branch Sales & Services Assoc/Mortgage Loan Officer, 10/2016 - 12/2018 PNC Bank – City, STATE,
(MLO) NMLS ID: 1562574
Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Open deposit and savings account, loan accounts such as HEIL, HELOC, auto loans, and personal loans.
Create and drive successful ways the bank can produce proactive sales conversations through internal and outbound calls with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement.
Solicit for new credit card accounts, investment accounts, home mortgage loans and auto financing.
Prepare business proposals, presentations, training, and marketing events for Professional Development Workshops.
Manage accounts and financial records, accounts payable and receivable, prepare payroll and invoices.
Research and analyze data, then present recommendations to the clients and set a schedule for implementing improvements.
Develop learning products that teachers and schools use to improve student achievement.
Act as a strategic partner with clients to develop, energize and support a nationwide community of graduates who are actively pursuing higher education.
Conduct and perform various technical reviews, analysis and designs to calculate projections for various project.
Train clients and co-workers on educational material and online platform.
Manage website and social media platform for company marketing purposes.
Education
M.A: Human Services, Expected in 12/2014 - LIBERTY UNIVERSITY - Lynchburg, VA GPA: Status -
B.A.: Political Science, Human Rights, Expected in 12/2012 - UNIVERSITY oF SOUTHERN MISSISSIPPI - Hattiesburg, MS GPA: Status -
A.A: Psychology, Expected in 05/2009 - EAST CENTRAL COMMUNITY COLLEGE - Decatur, MS GPA: Status -
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Resume Overview
School Attended
LIBERTY UNIVERSITY
UNIVERSITY oF SOUTHERN MISSISSIPPI
EAST CENTRAL COMMUNITY COLLEGE
Job Titles Held:
Grant Management Specialist/Loan Specialist-Remote