Finance Manager Application Developer
Resume:
Mara Tavares
Finance Manager
I am a results-oriented person with demonstrated expertise participating in and leading the team, development and support of co-workers. I have successfully led teams in multiple languages and looking to contribute to a dynamic organization where my experience, knowledge and management skills will have a significant impact on a growing team and established business.
Highlights:
*10 years of experience initiating and leading new ventures and teams
*Results-oriented problem solver with long-term strategic perspective
*QuickBooks experienced with invoicing and cheques
*Experience working in PMO supporting and delivering on enterprise projects
*Exceptional communication and organization skills
*Strong experience with Scheduling and Budgeting
*Industry Experience in Finance, Insurance, Healthcare and Technology
*Experience with Project management, SAP, Excel, PowerPoint, Application Developer, Photoshop
*Multilingual in English, Portuguese Spanish and French
PROFESSIONAL ENGAGEMENTS
Lending Logics Financial June 2018 - 2022
Mortgage coordinator
●Prepare documents such as correspondence, reports, drafts, emails, memos and emails
to all parties, etc.
●Experienced in finding leads, ensured a smooth mortgage application process for clients.
●Provide insight and feedback to management to continuously improve the customer
experience.
● FSCO Certified Mortgage Agent with sales experience.
●Working knowledge of Filogix expert system.
●Able to quickly assess, analyze the best options for clients and guide clients.
●Self-motivated and positive attitude.
●Analytical: can break down complex information for clients.
●Resourceful: May not have all the answers, but I know how to get them.
●Ensure all mortgage files are setup/maintained and documented in accordance with company
policy and procedure.
●Track and monitor maturing mortgages to ensure all activities are processed in accordance with
the investors’ policy and in a timely manner.
●Transmit data to CMHC, mortgage insurers, the CPTA through a third-party system.
●Comply with the set service/performance standards, internal controls, procedures and policies.
●Address client concerns in a timely manner and escalated issues as necessary.
●Ensure compliance with policies, procedures and regulatory requirements.
BancTec March 2010 – March 2015
Project Manager
●Created, planned, organized and implemented projects/programs and executed projects.
●Managed a portfolio of key client projects across a collection of industries and sectors.
●Efficiently communicated to stakeholders to manage expectations and project progress.
●Ensured that necessary risk assessments were continually reviewed and monitored and proactively addressed in a timely fashion that tech team was onsite to finish projects.
●Proficient with project management tools; spreadsheets, SAP, Excel, java, PMP, Data Power, Application Developer, Photo shop, MS Project.
●Experienced with Sage accounts payable, credits program.
●Recruitment and hiring experience.
●Used Excel to keep track of budgets (i.e., using Excel formulas) and reading financials. Ability to use discretion, judgment and tact in handling sensitive/confidential information and situations.
●Technology/Methodologies: Web/tele-conferencing, Remote teaching, Adobe Suite, MS Office / Executive Coaching, Facilitation.
F.P.C.C. April 2000 – Jan 2010
Coordinator
.
●Coordinated fundraising of institutional and special donor events which involved decision making input on external resources, managing event processes and coordinating meetings.
●Organized the shows by putting together performing arts, inviting guests.
●Worked with Accounts Receivable and Payable.
●Was responsible for all communications and networking in support of special events and assisted with development of new opportunities to build community awareness.
●Entered donor information, event invitation and participant list on appropriate technology in Raisers Edge database.
●Coordinated guest lists, food service arrangements, menu planning, decorative and table set up, name tags and staffing.
●Responsible for communications and marketing in support of special events.
●Coordinated production and distribution of print materials for donor/sponsor/and participants.
●Technology/Methodologies: HTML, Adobe Suite, MS Office, Facilitation, Negotiation, Government Relations
Education:
Mortgage Agent, Finance School (2018)
Psychotherapist/Counselor OCSWSSW (2015)
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