Results-driven problem solver with five years of financial, accounting, sales, and customer service experience. Working knowledge of Generally Accepted Accounting Principles (GAAP). Proficiency in identifying/implementing internal controls, auditing financial processes, and reporting findings. Direct supervisory experience to include leading sales/financial teams, administering performance reviews, training new employees, and coordinating between Administrative, Sales, and Finance departments.
- GAAP Accounting Principles
- Financial Auditing & Controls
- MS Office, Word, Excel
- Financial Database Entry
- Professional Communication
- Management & Leadership
- Team Building & Mentoring
- Sales, Finance & Budgeting
- Customer Relations
- Time Management
- Legal Assistance & Research
- Foreclosure Documentation
Kailua Kona, HI, 01/2021 - Current
- Elevated to Office Manager and liaison for Accounting, Finance, and Sales Departments. Chaired weekly meetings between departments to ensure communication and accuracy of accounting ledgers.
- Uncovered a major accounting discrepancy and spearheaded an internal auditing investigation to locate and recover over $100,000 in profits facing erroneous charge to dealership corporate HQs.
- Developed and implemented new accounting procedures to ensure up-to-date accounting balances for management tracking. Verified and completed vehicle payoff quotes using specialized accounting tools (Dealer Track & Dealer Daily), as well as performing manual authorization to expedite sales/financing.
- Supervised and documented completion of Finance Department workforce daily tasks, overseeing and auditing 500+ vehicle sales/purchase transactions per month. Communicated monthly goals and financial auditing responsibilities to workforce, performing overall dealership auditing and sales close-out tasks.
- Trained/mentored newly hired Sales and Finance personnel. Performed quarterly reviews of team members to assess areas of improvement and ensure alignment with dealership financial goals.
- Prepared reports/summaries on financial operations to facilitate management decision making regarding cost and measures performance. Developed advanced proficiency commercially available accounting and finance tools to include Microsoft Office, Word & Excel.
- As a Billing Clerk, posted 300+ new car sales monthly, operating in a fast-paced environment to collect/submit financial paperwork to corporate HQs. Responded to customer and corporate inquiries regarding billing discrepancies and rectified any inconsistencies in a timely manner.
City, STATE, 08/2017 - 01/2021
- Acted as front desk customer representative, greeting customers, handling financial transactions, responding to customer inquiries, and directing customers to appropriate departments.
- Utilized strong multitasking skills in fast-paced sales/finance environment to accurately input vehicle registration/title information, dealer incentives and pricing changes, into financial databases.
- Processed customer credit applications and finance contracts, guiding customers through documentation requirements to facilitate sales. Assisted Sales & Finance Departments with Accounts Payable and Receivable tasks, reconciling purchase orders against deliveries.
- Inputted vehicle appraisal information into financial systems, ensuring accurate price reflection. Oversaw processing of customer financial applications. Oversaw delivery of purchased vehicles to customer, communicating with customers throughout the entire process of vehicle selection, financing and delivery.
- Senior Trainer/Mentor for new and junior sales consultants, ensuring newly hired employees were aware of and adhering to business practices and applicable financial laws.
City, STATE, 07/2019 - 04/2020
- Assisted paralegals and lawyers with research and legal filings, opening 300+ foreclosure cases including FHLMC, FNMA, FHA/VA & private investors. Worked side-by-side with attorneys, maintaining direct contact with foreclosure managers on behalf of firm.
- Drafted/sent 450+ FDCPA Foreclosure Letters, researching and compiling documentation via LPS, Tempo, and IDESK. Drafted/sent 100+ Notice of Intent (NOI) & Demand Letters via TM and Maryland NOI website.
- Appointed Team Lead for providing pre-foreclosure and pre-sales mentoring/training new employees. Performed administrative tasks to include word processing and case file management. Prepared billing invoices.
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School Attended
- Howard Community College
Job Titles Held:
- OFFICE MANAGER & BILLING SPECIALIST/AUDITOR
- ASSISTANT OFFICE MANAGER & SALES CONSULTANT
- LEGAL ASSISTANT
Degrees
- Bachelor of Science
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