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RssExperienced, energetic and hard working professional seeking management role with successful company.

Seeking to take that next step in my career. Have supervisor experience, and determined to take on added responsibilities of management role or continue. Prefer to work in finance, accounting or any area where I can to continue to develope my skill set and add value to the company I'll be working for.

Loan Officer

Downey, CA

About Me


Accounting & Finance


Loan Officer

Ideal Companies:

Disney, Oracle

Education level:


Will Relocate:



Downey, CA

Work Experiences

7/2001 - Present



  • Provide training for newer employees and updates for veteran personnel Account reconciliations assign and monitor work load of several employees Processing of one time billings / credits point of contact for AR, CS, legal, sales, IT set up / terminate / adjust customer accounts asset manager with various projects and employee reviews performed critical beat testing role during system switch to oracle based platform Assist paralegals & sales execs in contract documentation preparation Provide analysis to resolve customer billing issues

6/2000 - 7/2001

Anderson Knight

Contractor / Freelance

  • assisted in reconciliation of unapplied leases remittances caused by system upgrade Documented procedure recomendations regarding cash application processes research and resolve payments held in suspense accounts for proper account allocations assisted in developing proper guidelines and processes for on going credit / lease operations

4/1999 - 6/2000

BISYS Plan Services

Individual Contributor

  • Assisted Sr. Analyst in budget preparation reports Process terminating account closures issue invoices and collection of major 3rd party trustee billings High volume phone interaction service reps and customers process fee increase analysis and customer notifications train newer accounting personnel on procedures and systems assisted in development of new bank partners billing platform migration to lawson software from HP system

11/1994 - 4/1999

BISYS Plan Services

Entry Level

  • Set up and adjust customer accounts in billing system generate monthly invoices for customer base of over 7,000 post billings to AR accounts assist in new billing products primary use of HP unix system excellent high volume verbal communications with customer inquiries prepared key schedules for monthly executive reports set up electronic processing of customer payments special projects assigned by mgr of fin. ops. multiple performance awards for customer service promoted to financial analyst position