TAMARA E. UNDERWOOD
cell: 203-***-**** / e-mail: firstname.lastname@example.org
To perform the day-to-day processing of financial transactions to ensure
municipal finances maintained in an accurate manner.
Accounts Payable Manager
March 2014-April 2014
. Prints and obtains signatures on all accounts payable checks.
Reviews all invoices for appropriate documentation and approval
prior to payment
. Distributes signed checks as required. Prepares garnishment checks
as specified by payroll.
. Acts as liaison between corporate and branch accounts payable
. Answers all vendor inquiries. Maintains all accounts payable
reports, spreadsheets and corporate accounts payable files.
. Assists Corporate Financial Officers and branch personnel as
. Prepares cleared checks for storage. Assembles and processes
overnight shipments to branches.
. Assists in monthly closings. Prepares analysis of accounts, as
required. Performed filing and coping.
. Performs other duties as assigned.
(Contractor) Accounts Payable
October 2013-January 2014
. Under direct supervision, prepares on-line scanned documents for
payment; reviews and determines propriety of requests
. Verifies signature certification or receipt in accordance with
. Expedites rush and special payments and returns any improperly
submitted documentation for correction by vendor or requestor
. Perform other related duties as required
. Resolve vendor problems, generated credit memos and PO for company.
. Identify error conditions and report problems to document control
. Notify appropriate personnel of payment discrepancies and verify
. Review source documents for completeness and accuracy
. Verify and prepare check requests and approving documents
. Review incoming invoices and payment request documents for approval
. Return unauthorized documents
(Contractor) Loan Processor August 2012-
. Review loan application package and all documents for completeness
. Ensure loan meets guidelines prior to submission
. Verify and validate supporting income, asset and liability
documentation to ensure the validity of LP or DU findings
. Review and determine that loan conditions are satisfied
. Calculate LTV, ratios; while ensuring data input in system is
accurate before submitting loans to underwriting
. Set up files and order all necessary exhibits (appraisals, flood
certs, mortgage insurance, credit etc.)
. Request necessary verifications as needed or required by
underwriting (Verifications, field reviews, appraisals, 4506.
. Coordinate loan closing schedule with broker
. Daily follow-up with brokers on all files in process; being primary
contact between brokers and underwriting dept.; Help field
questions or scenarios from brokers
. Ensure pipeline is up to date; cancel any files that are denied or
inactive, also performing all employment verifications for the
May 2012-June 2012
(contractor) - Staff Accountant
compiles and sorts documents, such as, invoices, work orders, checks,
vouchers, and substantiates business transactions.
. Verifies and posts details of business transactions, such as: funds
received and disbursed; totals accounts to ledgers or computer
spreadsheets and databases.
. Investigates problems vendors or purchasing agents have with
obtaining payment for bills.
. Tracks company credit card charges and reconciles statements.
. Prepares vouchers, invoices, checks, account statements, reports,
and general ledger accounts with various registers; extracts
general ledger information; compiles cost revenue reports, and
balance sheets; reconciles bank statements.
. Monitor accounts payable, and receivables to ensure that payments
are up to date. In addition, codes data for input to financial data
. Monitors and updates long distance calls list. Spend a greater
portion of time on Financial Statement preparation and analysis,
budget and variance issues, and forecasting.
CMG Consolidated Property Management
August 2011 - May 2012
Accounts Receivable Analyst
. Prepare, verify, and process invoices and coding payment documents
including matching, processing invoices and eventually the cash
. Prepare batch payments to reconcile invoices for data entry as well
as Data enter invoices for payment
. Process backup reports after data entry in addition to managing
weekly check run.
. Providing customer service regarding collection issues, process
customer refunds, process and review account adjustments, resolve
client discrepancies and short payments. Responsible for monitoring
and maintaining assigned accounts- Customer calls, account
adjustments, small balance write off, customer reconciliations and
processing credit memos.
. Accountable for reducing delinquency for assigned accounts. Perform
other assigned tasks and duties necessary to support the Accounts
. Enlist the efforts of sales and senior management when necessary to
accelerate the collection process.
. Must communicate & follow up effectively with sales dept. regarding
customer accounts on a timely basis.
. Establish and maintain effective and cooperative working
relationships with dealers and sales.
Summer Side Health Center
January 2009 - August 2011
Medical Billing and Coding Specialist
. Verifying insurance and obtaining authorization/pre certification
for surgical procedures.
. Preparing financial worksheets to mail or post on Patient Portal to
notify patients of their financial responsibility.
. Makes sure that all surgery deposits have been collected and posted
in system prior to surgery date.
. Documents all calls and collection activity in software system.
. Maintains monthly surgery log for reporting purposes.
. Reviews and codes from operative reports for proper charge entry
. In charge of all accounts in our ASC. Coding, billing, collections,
denials, appeals, posting of payments and monitoring the A/R.
. Weekly chart audits of office services and surgeries for proper CPT
and ICD-9/ICD-10 coding
for monthly reports to the physicians.
February 2008 - January 2012
. Performed general accounting and audit functions for the following
companies, New Alliance Bank, Centrex, Really Good Stuff, Richmond
North America, Webster Bank. JJ Bender, and Nettts Trucking School,
o Accounts Payable, Accounts Receivable, Reconciliations, Audits,
o Posts Payments for business transactions. Perform Accounts
o Process Invoices, ACH transaction, in addition to scanning of
checks for deposits.
GMAC MORTGAGE / UBS Shelton, CT July 2006 -
Asset Manager / Sr. Workout Specialists
. Successfully managed a portfolio of 250-300 delinquent loans,
responsible for daily ledger spreadsheets.
. Supervised collection and help to identify past due accounts
after missed payments.
. Contacted innate customers by either phone or mail while handling
the sensitive or problem account personally.
. Proactively applied quality negotiation, take charge and make
decisions to see that all problems are resolved
. Determine the cause of delinquency and placed those client
accounts on workouts.
. Responsible for creating and maintaining credit history files,
managing the collection efforts/ calls for accounts.
WILLIAM RAVEIS MORTGAGE, LLC, Shelton, CT August
2004 - July 2006
Loan Processing Coordinator / Jr. Underwriter
. Processed VA, Sup-Prime and Conventional Loans.
. Responsible for servicing mortgage accounts to ensure the account has
been processed in compliance
with all state and federal laws and investor guidelines.
. Interact with diverse personalities such as, Attorney's, Lenders,
Brokers, Realtors and clients.
Graduated with an Associates in Business Law - Gibbs College - 2002
Currently attending The University of Phoenix - GPA (4.0) - AA.
Accounting: Graduate in 2013
Skills: Word, Excel, QuickBooks, Peachtree, SAP, Oracle, Mortgage Serve,
Tops, and Ceridian. SBT.