TECHNICAL SKILLS:

• Vista
• Windows 98
• Windows 2013
• PeopleSoft Order management
• PeopleSoft Billing
• Excel
• WORD
• Power Point
• Elease
• STAR
• Pegasys
• GREX
• Rent Bill Management
• Net Verify/EPX system
• Internet
• SASI
• Lotus
• REXUS
• ULO (Unliquidated Obligations)
• FMIS (financial Management Information Systems
• Citrix
• Adobe Pro
• REXUS
• Pegasys
• Google Docs/email

WORK EXPERIENCE:

Confidential, Washington, DC

Budget Analyst

Responsibilities:

• Monitors the execution of a budget with many different sources and types of funding (e.g., direct multi - year appropriations, allotments from many different appropriations, transfers of funds from other agencies, reimbursements for services performed, revenue from working capital funds, or trust fund accounts). Identifies and analyzes trends in the receipt, obligation, or expenditure of funds to assure that objectives of the annual financial plan are being met on a timely basis, and that funds are available and being properly and effectively used to support program objectives .
• Review, analyze, and correct budget submissions for accuracy and conformance to budgetary policies.
• Ability to prepare written analysis using reports, communicate, recommendations and solutions following findings.
• Responsible for the formulation, presentation, and annual operating budget..
• Identify and analyze trends in the receipt, obligation, or expenditure of funds to assure that objectives of the annual financial plan are being met on a timely basis, and that funds are available and being properly and effectively used to support program objectives.
• Develop and formulate the organization budget request for the fiscal year.
• Develops plans, procedures, and instructions for formulating and executing the budget.
• Review budget requests and reimbursable work authorization requests submitted to assure their consistency, accuracy, and adherence to instructions negotiated with program managers and the budget.
• Submit data through electronic database for additional review.
• Provide statements justifying fundings.
• Provide advice on all aspects of the interpretation and application of agency guidelines for the budget execution process to program and budget officials within the agency.
• Negotiates with program managers and budget and administrative staffs of organizational subdivisions to determine the amount and timing of funding and staffing allowances and recommends approval or disapproval of requests for funds.
• Communicate and recommend solutions to upper management and higher level agency officials
• Monitors the use and rate of expenditures to ensure that funds are not over spent.
• Prepare reports covering the status of funds.
• Implementing instructions when funding changes are required by legislative or regulatory order, and monitors implementation of such changes for their effect on allowances.
• Review for discrepancies in the operating budget plan and recommend remedial actions required.
• Develops and coordinates budgetary actions in the phases of budget formulation and execution.
• Utilize and archive source documents into billing files.
• Analyze and review contractual and Realty documents, CBRs, OAs and various forms of programmatic data
• Develop customer relationships to address and provide resolution to space/ billing issues and discrepancies.
• Create and implement Rent Bill Management process flows, policies and procedures.
• Provide Rent Bill Management Communication Tool guidance/coaching to Realty Team.
• Maintain working relationships with customers via written correspondence, email, and phone.
• Manage and assist with team projects and provide instructional guidance.
• Acting team lead

Senior Loan Officer

Responsibilities:

• Responsible for internal and external marketing of residential mortgage loan products.
• Managed daily office operations while managing and instructing a staff of 4 employees.
• Assisted Manager as 2nd in command.
• Responsibilities included administrative, billing, personnel issues, human resources policies and procedures, approving time and attendance.
• Responsible for submitting loan applications to underwriters
• Served as a liaison with Mortgage Operations and other departments to resolve problems per guidelines and consumer regulations.
• Composed recommendations of applicant loan approval/turn down decisions to Branch Manager, accepted and posted payments, performed daily audits and monthly reports for compliance and operational risk controls in accordance with company and regulatory standards policies and practices.
• Check signer and control checks according to procedures.
• Processed invoices and resolved discrepancies.
• Coordinated office expenses and budget allotments.
• Processed invoices to be paid to vendors and resolve discrepancies.
• Handled office expenses and budget.

Assistant District Sales Manager

Responsibilities:

• Provided support for District Sales Manager to include, scheduling, and screening phone calls, travel arrangements, calendar, arranged staff meetings and presentations for conferences.
• Held meetings to present Branch Managers of regulations and policy changes.
• Performed planning and scheduling on a fiscal year basis.
• Performed work with upper level management, staff, and technical assistance in the preparation of detailed analytical planning, scheduling, implementation and financial control of all offices budget.
• Responsible for obtaining cost estimates and executing work authorized for different branch offices.
• Authorized, reviewed, and monitored office expenses by applying evaluation concerning the efficiency and effectiveness of expenses related to repairs, supplies, and office activities.
• Served as the control point for support to branch managers and provided guidance and instructions to other sales assistance.
• Monitored and determined cost for vendors, supplies, and materials associated with repairs.
• Obtained details of agenda and brief manager in preparation of meetings, budget and expense coordination and maintenance of 10 offices related duties.
• Analyzed and generated financial reports for all levels of management to include accuracy and adherence to instructions.
• Analyzed complex issues and solved by breaking down problems with different variables to show errors to reconcile per guidelines and regulations.
• Negotiated and handled changes per request and reviewed contracts with vendors, lease agreements and expirations.
• Provided billing management to produce feasible outcomes.
• Managed and/or requested various district branch reports daily; compiled information from various sources, including the branch network to be used for sales reporting, credit extensions tracking, and product referrals.
• Monitored and reviewed all ten branch audits, processed invoices and resolved discrepancies.
• Managed escalated customer service issues.
• Handled recruiting for each branch, employee’s files, performance reviews and salary.
• Monitored the budget for adjustments for new allotment changes and recommend approval or disapproval on supplies, equipment: computers; adhered to compliance and operational risk controls in accordance with company and regulatory standards, policies and practices.
• Supervised and trained ten administrative assistant staff in support of office administration.
• Reviewed, proofread and prepared correspondence.
• Developed and prepared reports of monthly budget over 6 million.

Administrative Assistant

Responsibilities:

• Provided daily reports to Manager.
• Coordinated a high volume of cash and checks, daily bank deposits, logged daily financial transactions and filed all logistics.
• Processed home loans and personal loans.
• Approved checks, processed invoices and resolved discrepancies.
• Prepared, proofread, and reviewed mail correspondence.
• Coordinated office expenses, budget and inventory supplies for the office
• Troubleshot technical issues.
• Assisted and attend weekly meetings.
• Coordinated incoming mail and distributed.

Guidance Director Administrative Assistant

Responsibilities:

• Provided clerical support to the guidance director, ten counselors, school psychologist, social worker, and EDP operator.
• Collaborated and communicated with staff, students and families on a daily basis.
• Assisted various staff members and schools with transcript and records requests.
• Worked with student services and special education staff to coordinate and schedule meetings, student meetings, student testing and other departmental activities.
• Coordinated supplies, equipment and materials accordingly for the guidance office.
• Created and distributed memorandums to staff to notify school personnel of guidance initiatives, activities and services.
• Communicated and coordinated with other administrative assistants to plan and organize mail-outs, completed grading and reporting procedures and support other guidance program functions.
• Coordinated with the career center specialist, administrators, counselors and department chairpersons to plan and implement special program events and projects such as: evening meetings, annual graduation ceremony, and senior and underclassmen awards programs.
• Handled all high school enrolling registrations, department conference room, records room, student services, and personnel issues.

Program Facilitator

Responsibilities:

• Assisted and coordinated National Accounts Operations and Sales Management Teams with information and special projects up to and including data warehouse reports, excel spreadsheets, etc.
• Pulled and completed schedules.
• Researched and communicated to National Accounts Management Team and clients on new products, enhancements, policy changes, and service changes.
• Assisted with billing, placing orders and troubleshooting billing errors.
• Supported the VP, Director, and Managers in preparations with meetings.
• Set up accounts, package codes, branch codes, create spreadsheets to keep on file and update as needed.
• Produced welcome manuals, phone pools coverage maps, login/passwords, reseller module instructions.
• Served as collection liaison regarding collection issues, and billing analyst.
• Set up conference meeting with accounts.
• Prepared all data from contracts.
• Responded to mail correspondence