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Loan Processor Treasury Management

Location:
La Marque, TX
Posted:
April 16, 2025

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Resume:

Giovanna Bonsignore

La Marque, TX ********.**********@*****.*** 409-***-****

Professional Summary

Experienced finance and reconciliation specialist with 15+ years of expertise across banking, loan processing, treasury management, and permit coordination. Adept at financial reconciliation, data verification, and compliance oversight, with a strong ability to resolve discrepancies and optimize operational accuracy. Proven track record of leading teams, improving financial processes, and ensuring seamless fund allocations. Seeking to apply my skills in a dynamic financial role that prioritizes precision and service integrity.

Professional Experience

Reconciliation Specialist InvoiceCloud (Remote) Dec 2022 – Present

• Ensure accurate allocation of billing fees, credits, and payments across accounts.

• Reconcile discrepancies through historical analysis and provider communication.

• Validate payments against invoices and submit adjustments to Finance teams.

• Support training teams in developing instructional guides for reconciliation procedures. Permit Specialist Coordinator City of La Marque Mar 2022 – Dec 2022

• Guided clients through the permit acquisition process, ensuring compliance with regulations.

• Coordinated zoning and building plan meetings, streamlining approval processes.

• Provided staff supervision and operational support to improve workflow efficiency. Loan Processor I RE/MAX (Remote) Oct 2021 – Mar 2022

• Reviewed loan applications, verifying financial accuracy and eligibility.

• Collected and analyzed client financial data to facilitate loan approvals.

• Managed communication between brokers, borrowers, and title companies. Loan Processor Texas First Bank Feb 2020 – Oct 2021

• Processed commercial and real estate loans, ensuring compliance with lending standards.

• Managed credit application reviews, coordinating title searches and appraisals.

• Oversaw loan closings, working closely with attorneys and title companies. Treasury Management Clerk Moody National Bank Jun 2018 – Feb 2020

• Assisted businesses with online banking, wire transfers, and ACH transactions.

• Verified incoming and outgoing wire transfers with detailed accuracy checks.

• Managed financial reconciliations, document indexing, and record maintenance. Lead Client Service Representative & Accounting Representative Icon Bank

May 2015 – May 2018

Accounting Role:

• Reconciled 50+ key accounts, ensuring accuracy and financial compliance.

• Identified and corrected errors in financial reporting and general ledger balancing. Teller Role:

• Processed financial transactions and cross-sold banking products.

• Managed vault operations and maintained branch financial stability. Client Service Professional III Texas First Bank Jan 2008 – May 2015

• Executed customer transactions, account maintenance, and financial product recommendations.

• Conducted routine teller audits to ensure regulatory compliance. Education

High School Diploma Toms River North High School Certifications

• Internal Certification, InvoiceCloud (2025)

Skills & Expertise

• Financial Reconciliation & General Ledger Management

• Banking & Loan Processing Compliance

• Wire Transfers & ACH Transactions

• Customer Service & Relationship Management

• Data Analysis, Reporting & Problem-Solving

• Proficiency in Excel & Financial Documentation

• Fluent in Italian

Professional References

• Cesar Garcia City Manager +1-954-***-****

• Kathleen Van Stavern City of La Marque +1-713-***-****

• Jim Stewart Icon Bank - President +1-713-***-****

• Cay Echols Icon Bank - VP Branch Manager +1-281-***-****

• Cheryl Vickers Moody Bank - Senior Treasury Management Specialist +1-903-***-****



Contact this candidate