Loan Assistant Contract Project

Email: ************@*****.***

Phone: 202-***-****

BARBARA J. BYRD

EXPERIENCED FINANCIAL SPECIALIST AND FEDERAL EMPLOYEE

PROFESSIONAL SUMMARY

Financial professional and federal (contract) executive with over 10 years of experience with a proficient history in Federal program management, economic assistance, data collection, data research, data analysis, and reporting. Successful strategic leader in various roles, ensuring an organized workplace, enhanced communication, optimal client satisfaction, achieving results, and providing management support. Significant experience in the financial industry, tax preparation, emergency operations, and analysis of business and mortgage loans. Dedicated financial professional with the drive to effectively demonstrate years of skills and experience.

SKILLS AND QUALIFICATIONS

Software: Microsoft Office, Adobe Acrobat, SharePoint, GovTrip, Access, and Database Management

Reporting: survey support activities and administrative reports, travel reports, time reports and survey progress reports

Documentation: prepare monthly reports, spreadsheets and project documents for upper management

Evaluation: evaluating performance reviews and metrics on behalf of management staff

Analysis: reviewing applications for accuracy and completeness in determining eligibility for revision of contractual agreements

Emergency Response: Worked closely with staff to fulfill Hurricane Katrina requests for emergency medical supplies and food, coordinating logistics for staff meetings in the wake of the hurricane

LICENSES AND CERTIFICATIONS

Microsoft Office, Workplace Conflict and Resolutions, Sales Training, Driving Dynamics, Ethics Training, Business Writing.

Licensed Tax Preparer, State of Maryland and Internal Revenue Service

CAREER HISTORY

Loan Assistant (40-58 hours weekly) Nov 2020 – January 2022

Small Business Administration, Ft. Worth, TX

Office of Disaster Assistance, Processing Disbursement Center

Analyze applicant’s files to determine eligibility for loans based on intended use, loan limits, and in line with accepted financial procedures as they relate to Federal rules and regulations

Communicate with applicants, banks and third parties orally and in writing to verify accuracy of information to make informed decisions

Document files with history of written and oral communication pertaining to final decisions

Utilize web-based computer system to process loans and document the analysis process

Coordinate with Case Managers in the closing and disbursement of approved loans

Process business loans and in the midst of the 2020 COVID-19 pandemic

Reconsideration Department: Processed applications with inconsistencies and forwarded them to another office for further review. Processed duplicate accounts for removal from SBA records

Loan Processing: Review applications to determine if additional information or documentation is required and if special circumstances exist in the delay of processing. loans. Attend weekly meeting to obtain updated agency

Licensed Tax Preparer (25+ hours weekly) Dec 2014 – Present

Washington, DC

Assist and prepare simple to complex tax returns for individuals and small businesses

Help taxpayer by using their federal, state and local codes and ensure clients received the maximum benefit permitted under the law of government

Resolve customer complaints quickly and efficiently and ensure a copy of the completed return is provided to the customer

Review and analyze mortgage loan documentation for new loans, refinanced loans and loan modifications for compliance with tax guidelines.

Economic Assistant (Certified) (45+ hours weekly) May 2013 – June 2020

Bureau of Labor Statistics, US Department of Labor/Washington, DC

Gather statistical data from vendors and business establishments to price goods and services

Secure confidential information used in the housing industry and consumer services

Review and analyze statistical data to determine patterns, trends and forecasts

Present statistical data to management to assist in making informed economic decisions

Provide feedback to the National Office and Branch Chiefs through a variety of methods including a structure of outlet and item messages and information/clarification reports

Submit data in a timely manner for the purpose of providing data for proper reporting of the Consumer Price Index

Contract Project Manager (45+ hours weekly) Nov 2010 – July 2011

Federal Communications Commission Washington, DC

Contractor for DIGITALiBiz, Inc., in Rockville, MD and performed duties which included answering public inquiries via telephone and on a walk-in basis regarding cases filed for FFC

Experience assisting the Contracting Officer Representative (COR) in monitoring and fulfilling the technical requirements specified in the contract

Contract Senior Administrative Assistant (45+ hours weekly) April 2009 – July 2010

US Department of Energy Washington, DC

Contractor for Performance Results Corporation in Germantown, MD and performed duties which included evaluating, preparing and analyzing the effectiveness of administrative policies, procedures, and regulations under direction of management staff

Assisted higher level management in scheduling meetings, conference calls, preparation of travel utilizing knowledge of the US Federal Government guidelines for domestic and international travel, editing and writing correspondence for routing within the agency

Senior Program Associate (45+ hours weekly) Feb 2008 – Feb 2009

American Chemical Society Washington, DC

Assisted the Associate Director with providing information to members regarding grants, dues, conferences and annual meetings

Separated demographic information from various salary and comprehensive surveys

Contract Business Operations Specialist (45+ hours weekly) Aug 2005 – Mar 2006

US Department of Health and Human Services Washington, DC

Served as the records management coordinator for the Office of Emergency Preparedness contractor at SAIC, Inc

Assisted in the placement of personnel during Hurricane Katrina

EDUCATION

Bachelor of Arts in History, Minor in Economics

Bennett College Greensboro, NC

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