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QUALIFICATIONS
Summary Profile
FREELANCE SERVICES:
Bookkeepers, Local Business Owners. QuickBooks trained and certified in September 2024. Currently providing bookkeeping and accounting services to supplement your in-house staff, dependably off-load accounting software tasks and other digital duties. Advanced experience in process development and procedure-oriented efforts.
All things Excel: Advanced skills working with data sets, formulas, report summaries, pivot tables, vLookup, data import and mapping.
My experience has been across many diverse industries for more than 30 years. This has honed my ability to grasp concepts and more quickly deliver results as a measure of performance for your business.
Real Estate: New home builders, realtors, and REI investors. Bookkeeping tasks, sales support, customer engagement, all things computers, and digital efforts. Advanced experience with loan funding and the RE transaction process. Pre-qualifying, engagement, clearing conditions, documentation, and loan processing.
A retired loan servicing banker, my passion now is for all things digital, computers, and software. I have an easy comfort with data and technology, and I am a robust learner of new applications to better impact opportunities for you.
Loan Administration and Default Servicing: Data Analyst and Executive Reporting. SQL Server coding, data gathering, intake reporting requests. Excel-based reports in spreadsheet or PDF format. Aging reports, summary totals - daily, weekly, monthly, annual.
A mature history of skills and experience provides a unique and valuable skill set to better understand your business in a way that streamlines my ability to provide the best in safe, secure, and intelligent efforts for your business.
A freelance resource: The Why is your business, the How is my business. Providing you with streamline and productive results-oriented services.
Skills and Experience
Expansive experience across different industries and skills:
Digital Engagement - Websites, Social Media, Advertising.
- Freelance digital services & marketing.
- Content development.
- Image & video editing.
- Branding, logos, profile optimization.
- Flyers, menu's, marketing materials.
QuickBooks, Accounting, and Bookkeeping.
- Categorize, process transactions, & reconcile.
- Reports and data driven information.
- Accounting tasks. Data entry, Invoices, A/R, A/P.
- Bookkeeper support, Expert Excel skills.
- Data Uploads/Downloads, processing.
- Serving local SMB business owners..
- Safe, secure, and intelligent efforts.
- Client confidentiality, data security, NDA.
- Certified Pro Advisor
Residential & Investor Real Estate.
- Mortgage Finance.
- Loan Processing & Origination.
- Documentation, clearing conditions.
- Closing and funding.
Customer Service
Retail Store Management
Corporate Marketing
B2B Sales
Sales Process Mapping
Work History:
- freelance services, 8 years.
- Digital services, marketing, advertising.
- Data services, consulting, QuickBooks certified.
- Critical task implementation and processing.
- Investor loan processing & documentation.
- Home builders sales support.
- Bank of America, 10 years.
- Mortgage Servicing, Data Analyst.
- Default Servicing, Servicing Specialist.
- Mortgage Consultants, 5 years.
- Loan Officer - Mortgage Loan Origination.
- Processing, documentation, clearing conditions.
- Retail Electronics - 8 years.
- Marketing Program Manager.
- Store Manager, Hiring Manager, New Hire Training.
- Sales Leader, National Performance Awards.
Starting The Conversation
My passion is for all things digital, computers, and software. My mission is to provide the best in safe, secure, and intelligent processing of data and digital services. I have a track record of adhering to protocols and managing data security from my days as an analyst in the banking industry. Compliance and managing safeguards was a routine expectation in the protection of sensitive consumer information. Today, as a freelance Digital Specialist, the branded platforms I use offer online solutions backed by some of the biggest names in the digital world. This helps me to provide a safe and secure way to offer intelligent efforts and trusted services for my clients. My purpose is to generate value, measured by performance, within a framework of data security for the businesses I serve. This is how I help business owners streamline their performance and accelerate their efforts. Lets Connect Enter your email address and click Submit.
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