Budget and Finance Specialist - UNC System Office, Strategy and Policy - N.C.
(2023-01)
- Develop custom financial reports required to implement and maintain strategic initiatives.
- Processes claims, invoices, purchase orders as well as fiscal operations and the application of State and Federal guidelines to ensure compliance
- Performs management of account activities for district and postsecondary educational partners including budgetary forecasts, risk assessments and risk management.
- Provide pre and post award services and other duties such as reviewing SOW Workplans
Disbursement Analyst - East Carolina University, Accounts Payable - N.C.
(2020-02 - 2023-01)
- Analyzed and determined foreign alien tax liabilities and determine appropriate 1099 treatment of vendor payments
- Extensive knowledge of various policies and rules for the State, IRS, and University
- thorough understanding of the end-to-end accounts payable process as well as reviewing encumbrances and processing liquidations
- Responsible for the daily operations of reviewing, approving and processing various payment requests
Accounting Technician - East Carolina University, Financial Aid - N.C.
(2019-10 - 2020-02)
- Assisted with processing Direct Parent Plus, Pell Grants, and private education loans
- Assessed Satisfactory Academic Appeal process reporting
- Provided support to Account Technicians and staff for scholarships
- Reconciled Waivers, Contracts, and Third-Party billing reports
Commercial Loan Servicing Specialist IV - Wells Fargo Bank, N.A. - N.C.
(2013-02 - 2019-08)
- Conducted substantive procedural testing for internal SOR team assessing the result on an audit
- Resolved invoice discrepancies by researching and verifying incoming loan processing requests
- Relied on internal policies and procedural guidelines to perform the functions of my role
- Sorted, reviewed and distributed internal business reporting for loan accuracy
Commercial Loan Servicing Specialist III - Wells Fargo Bank, N.A. - N.C.
(2011-06 - 2013-02)
- Point of contact for client team and external dealer creating a positive client experience
- Performed tests of controls and systems for compliance with banking laws and regulations
- Provided work direction and training to other loan servicing teams and internal partners
- Reviewed invoices and incoming check payment requests and processed them for payment
Collector III-CarMax - Wachovia Bank, N.A. - N.C.
(2009-08 - 2011-06)
- Assisted with preparation of monthly Accounts Receivable aging reports for 90 + overage accounts
- Reviewed and reconciled delinquencies by analyzing customers payment history
- Tested pilot collections software application, ITOP and CARS in its pilot phase
- Utilized skip tracing to assist in the finding and the repossession of collateral units
Kitchen Designer - Lowes Home Improvement Company - N.C.
(2006-11 - 2009-08)
- Applied marketing and sales strategies when assessing client's needs and presenting proposals
- Boosted store's total sales ticket by becoming a product line expert
- Created price estimations, placed orders, and coordinated delivery and installations
- Guided decisions, educated others about products, and built long-lasting relationships
- Took initiative, managed time well to prepare presentations, quotes, proposals and field work
Teller - State Employees Credit Union - N.C.
(2005-12 - 2006-11)
- Cross-trained to oversee the ATM custodian initiatives, vault custodian, and as policy and procedure champion for the branch
- Demonstrated a genuine client centric service atmosphere ensuring customer satisfaction
- Ensured cash drawer was balanced and all supporting documentation was in line with cash receipts and customer transactions
- Hosted weekly meetings and ensured audit details were understood and adhered
- Oversaw ATM balancing, refilled cash, and working system
