Accounting Clerk Sales Representatives

EXPERIENCE

Pepco Sales and Marketing, Dallas, Texas April 2021 – December 2024

Commissions Processor/Accounting Clerk

Prepared and interpreted financial summaries and provided reports to manager on a daily/weekly/monthly basis.

Prepared commission calculations and reports for sales representatives.

Verified and posted details about business transactions such as funds received and disbursed and total accounts to ledgers and databases.

Participated in month-end close activities, including preparation of journal entries and reconciliation of accounts.

Successfully lead the implementation and trained employees on SAP Business One for utilization throughout the company, resulting in a 25% increase productivity and 10% reduction in errors.

United Security Financial, Salt Lake City, Utah Remote February 2020 – April 2021

Mortgage Processor

Reviewed, verified, and updated all loan applications including but not limited to documentation of income, assets, credit history, appraisal, title work, property tax information, and insurance information.

Communicated with borrowers, underwriters, and loan officers from opening to close, acting as the primary contact for all parties involved.

Resolved discrepancies and problems that arouse during the loan process and assisted with post-closing activities.

International Workplace Group (Formerly Regus), Dallas, Texas October 2018 – February 2020

Account Specialist

Researched and resolved payment and billing discrepancies for Regus’ commercial lease accounts and ensured payables were entered timely.

Reconciled open balances for corporate account offices.

Developed and maintained relationships with key clients resulting in a 20% increase in account retention.

Provided end of the month reports as specified to the director of finance.

Aramark, Nashville, Tennessee October 2017 – August 2018

Senior Account Assistant

Reconciled bank and financial statements/reports for higher education, healthcare, sports, leisure, and correctional facilities.

Prepared bank reconciliation, general journal voucher and financial statements.

Recommended actions to resolve account discrepancies and investigated questionable data.

Farmers Insurance, Nashville, Tennessee July 2015 – October 2017

Insurance Agent

Advised and counseled potential customers on homeowners, renters, flood, car, life, and health insurance plans to determine which plan best suited their needs and budget.

Analyzed clients' current insurance policies and recommended additional coverage.

Developed and maintained relationships with over 75 clients, resulting in a 90% customer satisfaction rate and a 20% increase in policy renewals.

EDUCATION

University of Tennessee at Chattanooga, Chattanooga, Tennessee

Bachelor of Science in Business Administration, Finance: May 2015

Honors: Dean’s list; Tennessee Hope Scholarship Recipient

LICENSE

Mortgage Loan Originator License – TX Dept of Savings & Mortgage Lending, May 2024

NMLS # 1985561

Contact this candidate