Financial Data Accounts Receivable

Portia E. Bryans

Spokane, WA

714-***-**** ******.*.******@*****.***

Ibringover20yearsof corporateadministrativeexperienceinvarioussupportingroles. Proven record of accomplishment in the areas of accounting,customer relations, scheduling, documentation verification,and general office operations.Strong organizational abilities combined with excellent interpersonal and communication skills allow me to work effectively with co-workers and customers.

Specific duties, responsibilities and successes include:

● Data Input

● Process improvement of transaction from start to finish

● Client-customer interaction, and retention

● Assessment of customer risk to business

● Prepare, send and receive documents

● Heavy client and customer communication via phone, email and face to face

● Event planning and reporting for upper management

● Marketing and programming support

● Create remote work systems for improved processes

● Microsoft Word (advanced),MIcrosoft Excel (intermediate),(Encompass

(advanced),Calyx (intermediate),Lending QB (novice),Zoho (intermediate), Canva (intermediate), Chat GPT (intermediate)

EMPLOYMENT HISTORY

Washington Trust Bank Present

File Imaging

Orion Lending, Orange, CA 2020 – 2023

Broker Desk Support

Clear Edge Lending, Aliso Viejo, CA 2019 – 2020

Loan Set Up Associate

Orion Lending, Orange, CA 2019 – 2019

Loan Set Up Associate

The Lender, Costa Mesa, CA 2018 – 2018

Loan Set Up Associate

Nations Direct Mortgage, Santa Ana, CA 2012 – 2018 Correspondent Loan Coordinator

Pacific Union Financial, Santa Ana, CA 2011 – 2012 Loan Set Up Associate

The Lending Company, Phoenix, AZ (remote)2010 – 2011 Production Assistant

Chase Home Finance, Orange, CA 2002 – 2008

Production Assistant - Wholesale Division

EDUCATION

Clayton College of Natural Health, Birmingham, AL 2000 Learning Tree University, Chatsworth, CA 1997

Santa Monica College, Santa Monica, CA 1995

References available upon request

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