Customer Service Senior Accountant

AMANDA J. LOZADA

SUBJECT MATTER EXPERT (SME): ACCOUNTING ADMINISTRATIVE OPERATIONS

MANAGEMENT MORTGAGE BANKING

*** ******** **. ********, ** 36093 ************@*****.*** Phone: 706-***-**** EXCEPTIONAL LEADERSHIP ADMINISTRATIVE/OPERATIONS MANAGEMENT CUSTOMER SERVICE Professional in operations, accounting, mortgage loans bringing over 20 years’ expertise managing operations, lending, accounting/finance. Excel in public-facing customer service roles, delivering consistent results; a person of integrity, strong work ethic, dependable, credible. CORE COMPETENCIES

Professional

• Consultative/Collaborative

• Active Listener

• Leader/Coach

• Cross-Department/Government Collaboration

• Exceptional Interpersonal Skills

• Engagement/Relationship Management

• Public-Facing Expertise/Professional/Courteous

• Business Process Improvement

• Mortgage Loan Specialist

• Financial Performance/Reporting (Clients/Employer)

• Payroll/AP/AR/GL/Auditing/Budgeting/Fixed

Assets/GAAP

• Bank Account Reconciliation

• Tax Preparation/Processing (Clients/Employer)

• Concise Written/Verbal Communication

• Issue/Conflict Resolution

• Meticulous Attention-to-Detail

• Confidential Information Management

• Recruitment/Performance Management

Technical

• Sage Accounting

• Sage Fixed Assets

• Peachtree Accounting Software

• Oracle

• ERP Systems: Yardi/MRI

• Drake Tax Software

• MS Publisher/Access

• MS Office Suite (Word, Excel, PowerPoint, Outlook Professional Experience

SENIOR ACCOUNTANT

Jim Wilson & Associates Montgomery, AL March 4, 2024 - Present

• Prepare/issue journal entries, monthly financial statements, and month end variances for multiple entities

• Perform monthly/annual reconciliation; analytical review of GL accounts including P&L and Balance Sheet

• Assist with department budgets

• Contribute with federal, state, and local reporting requirements

• Collaborate in year-end audit (e.g., analysis, audit report, notations); benefit plans audit.

• Partner with senior management to review financial data SENIOR ACCOUNTANT

Baptist Health Montgomery, AL 2023 – 2024

• Prepare/issue journal entries, monthly financial statements, and month end variance explanations

• Perform monthly/annual reconciliation; analytical review of GL accounts including P&L and Balance Sheet

• Assist with department budgets

• Contribute with federal, state, and local reporting requirements

• Prepare and post biweekly payroll for over 5,000 employees

• Collaborate in year-end audit (e.g., analysis, audit report, notations); benefit plans audit.

• Partner with senior management to review financial data

• Train staff accountants

ACCOUNTANT

Moore Company Realty, LLC Montgomery, AL 2022 – 2023

• Oversee accounting functions for over 50 commercial properties

• Manage accounts payable ensuring vendor payments are timely/accurate

• Manage accounts receivable ensuring tenant rent is accurately applied

• Initiate and record cash transfers, investments, and owner’s distributions

• Work with property management to help respond to client inquiries regarding financial information

• Prepare/record accrual/allocation entries for monthly general ledger adjustments

• Reconcile bank and general ledger accounts

• Process yearly property taxes

ACCOUNTANT 2015 – 2022

Alabama Housing Finance Authority Montgomery, AL

• Manage Mortgage Assistance of Alabama program ensuring servicers setup/paid correctly

• Manage accounts payable/receivable ensuring vendor payments are timely/accurate

• Disburse federal funds to lenders from the Hardest Hit Alabama program

• Fund mortgage loans weekly for five states via Wire/ACH

• Prepare/record accrual/allocation entries for monthly general ledger adjustments

• Manage fixed assets database to run monthly depreciation reports, and post depreciation to general ledger

• Reconcile bank, general ledger, intercompany accounts; participate in yearly audit

• Streamline supply ordering/purchasing process

LPA/OPERATIONS MANAGER 2011 – 2015

Leadership Alliance Montgomery, AL

Administrative Regulation

• Processed licensure for qualified applicants, issue license numbers and certificates; processed background checks; conducted internal audit for online renewals

• Managed Wellness Program (e.g., drug/alcohol screenings, quarterly performance reports, annual wellness interviews)

• Processed complaints/investigations; coordinated disciplinary hearings

• Managed Board (e.g., websites; coordinated Board meetings/minutes recording Accounting/Financial Processing Responsibility (for six State of Alabama Regulatory Licensure Boards)

• Created/submitted payment vouchers/invoices/cash receipts to State Treasurer's office

• Managed weekly deposits into Board accounts

• Managed/reviewed financial transactions minimizing/correcting errors

• Coordinated with Board (e.g., quarterly meeting financial reports)

• Prepared/processed budget requests/travel forms/purchase orders PREVIOUS EXPERIENCE

ACCOUNTING CLERK 2009 – 2011

Chambers Accounting and Tax Services Martinez, GA In addition to Areas of Expertise/GAAP/fundamental accounting responsibilities:

• Recorded/maintained financial transactions for multiple companies

• Processed quarterly federal/state tax deposits

Assistant Manager 2002 - 2007

Security Finance Corp. Augusta, GA

In addition to Areas of Expertise loan/payments/banking responsibilities:

• Analyzed/approved loans, processed/screened applications/credit checks

• Completed claims for garnishments/suits filed with courthouse EDUCATION PROFESSIONAL CREDENTIALS

Degree: Bachelor of Science, Business Administration University of Phoenix Augusta, GA Degree: Associate of Arts, Accounting University of Phoenix Augusta, GA

Contact this candidate