Post Job Free

Resume

Sign in

Luis Obispo Financial Management

Location:
Oakland, CA
Posted:
January 05, 2024

Contact this candidate

Resume:

JoDee Bob

**** ******** ** ~ Grover Beach, CA ***33

805-***-****

ad2g8e@r.postjobfree.com

Finance Management**Budgeting**Account Management**Organizational Development

Financial services professional with over 11 years of experience in financial management. With proven records of implementing financial and operational controls to improve business processes. Through solid financial management I have delivered results working in both the private and public sector.

EXPERIENCE

County of San Luis Obispo, San Luis Obispo, Ca. May 1, 2017 – Present

Work in In Home Supportive Services as a Payroll Clerk.

Responsible for reviewing timesheets presented by providers and clients.

Do intake interviews over the phone for possible clients.

Responsible for tracking use of debit cards in the department .

Consumer Loans Supervisor SESLOC Federal Credit Union, San Luis Obispo, Ca. July 2012 – May 2017

●Loan approval, loan denial, and underwriting

●Comply with State and Credit Union Regulations.

●Implementation of tools to help streamline processes within the department.

●Responsible for processing consumer loan applications from branch, phone, email and internet.

●Training of all new employees on Credit Union software and procedures.

Cash Office Lead (Jewelry) Kmart (Sears Holdings), Arroyo Grande, Ca. July 2011 – July 2012

●Direct responsibility for all cash operation within a store that generates over $9 million in annual sales.

●Accountable for compiling of all financial reporting for our location. Responsible for investigating and reconciling any errors from the store’s operation. Prepared and distributed all reports for financial information to corporate.

●Coordinated with vendors to ensure all financial operations were improving store’s profitability.

●Assisted customers in resolving financial transactions for the store’s behalf.

Loan Documentation Representative, Rabobank, Arroyo Grande, CA August 2007 – June 2011

●Worked with a team managing entire loan portfolio.

●Responsible for all loans being compliant with federal regulations.

●Accountable for the processing of all loans on expedited schedule.

●Worked closely with VP of Operations to streamline Rabobank’s loan processes.

EDUCATION

Bachelors of Science in Finance, University of Phoenix, Santa Maria, Ca.

Associate of Arts in Business, Cuesta College, San Luis Obispo, Ca.



Contact this candidate