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Click here or scroll down to respond to this candidateCandidate's Name
West Hartford, CT Street Address -1249EMAIL AVAILABLE (H) PHONE NUMBER AVAILABLE (C) PHONE NUMBER AVAILABLEhttps://LINKEDIN LINK AVAILABLESkills & SpecializationCustomer Service Representative / Advertising & Marketing / QuickBooksMicrosoft Office Suite / Outlook / Word / Excel / Facebook / Twitter / Social Media Detailed Oriented / People Skills/Office AdministrationProfessional ExperienceDatapay Payroll May 2023 Oct 2023Payroll ProcessorMaintaining payroll information by collating, calculating, and entering data. Updating payroll records by entering changes to employee information or benefits such as a job title, exemptions, and savings deductions.Preparing reports that include summaries of earnings, tax deductions, leave, compassionate leave and non-taxable wages. Maintain all payroll operations according to company policies and procedures. Ensuring compliance with company policies, relevant industry regulations, tax, and deduction laws. Processing important documents such as W-2, W-9 tax forms. Filing and submission of certified payroll.Webster Bank May 2022 September 2022Title: Senior Loan Servicer ContractCompile collateral review checklist, follow ensuring in accordance with procedures put in place. Identify collateral documents and store/file them as per procedures. Process loan files and remove any duplication within the file and prepare them for shredding. Pull collateral documents request when needed for loan sales or special servicing reports.Prepare as required any additional follow-up documentation required by the investor for the purchase of loans. Report problems that my impact loan quality to manager. Maintain accurate records of outstanding documentation. Assist as required with special projects. Familiarity with mortgage loan documentation.Brillient Corporation April 2020 May 2022Title: Loan Specialist RemoteThis role will perform a variety of quasi-professional duties necessary to process, servicing, liquidating, or other transactions for all types of agency loans. Normal duties performed without direct supervision. Guidelines consist of U.S. SBA Disaster Agency policies, procedures, directives, and applicable legislation. Duties designated to relieve Senior Loan Specialist of a variety of technical and analytical dutiesManage assigned portfolio of loans, EIDL Program Economic Injury Disaster Loans during COVID shutdown. Analyze borrowers financial statements, compare with statements previously furnished to determine trends in financial condition and to determine compliance with loan terms and conditions.Prepare and analyze information to develop transaction documents, answer basis credit requests from individual borrowers, banks, and other financing agencies.MidCap Business Credit, LLC October 2018 August 2019Title: Operations AnalystProcess advance requests, input daily loan and collateral data into the operating system, run daily and weekly reporting. Review and document clients daily cash collection status to confirm loan accounting activity, reconcile, complete end of day batch processing balance, complete loan, and collateral reconciliations. End of month batch processing, reporting and reconciliation to include client A/R and A/P.Portfolio analysis as directed, review/analyze client collateral performance and trends to identify weakness and confirm requested extensions of availability. Conduct verification, portfolio concentration analysis.Provide support for loan review meetings to include assembling reports and providing collateral information update at the meetings.Track required reporting process, reporting/filing and running end of day loan/collateral operations batch processing.William Raveis Real Estate October 2013 September 2017Title: RealtorIdentify, research, and engage with prospective real estate clients, providing exceptional knowledge of the area market and property values.Aggressively pursued multiple lists and sales in the West Hartford area, providing expertise in unoccupied properties, collaborating with clients daily to attain listings and sell properties. Exceptional marketing skills, diverse skills, experienced with mortgages, insurance.Utilized strong written and verbal communications to build and foster client relationships.Visconti Enterprises LLC August 2012 September 2014Title: Business ConsultantGuided and advised new business owners on the process required for starting a small business. Exceptional knowledge of business structures aided in creating business plans. Tax information, federal and state requirements. Licensing requirements, insurance information.Financing assistance in start-ups and much more.U.S. Treasury Department (IRS) January 2008 July 2012Title: Technical SpecialistManaged high-profile examination files, fraud, non-filers, innocent spouse, and informant cases. Maintained confidentiality in utilizing restricted software for audits, credit card uses in the procurement of necessary supplies for Examination Unit.Expertly utilized GSA Smart/Pay travel cards for training and travel and creating itineraries for training. Utilized restricted payroll software for recording staff time records, payroll, and reporting. Managed extremely confidential and proprietary information with clearance and discretion. Scheduled and completed domestic travel arrangements, including flights, hotel accommodations, care service.Liaison with senior level management and staff to coordinate activities and meetings. Coordinate small/large meetings, conference calls and global video conferencing. Managed filing, copying, scanning, and faxing. Process invoices for payment. Audit all files for completion of documents necessary for IRS Agents to process.Lulac Head Start, Inc. August 2005 December 2007Title: Human Resources ManagerManaged all human resources processes for a staff of over two hundred employees serving more than 320 children from infancy to pre-school.Identified and trained candidates, and implemented physicals, drug, and tuberculin checks, providing new employee orientations and enrollment in benefits plans.Advertisement placed for all new open positions, setup interviews, hiring orientations, training development, compensation payroll, staff training, personnel records maintenance, labor agreements, labor relations and employment law knowledge required. Remained diligent and abreast of workers compensation, employee handbook development, HIPPA Guidelines, EEO, COBRA benefits, OSHA and FMLA. Processed criminal background checks, scheduled physicals, and drug tests requirement.Completed DMV checks and fingerprinting. Completed all exit interviews.Waterford Hotel Group August 2004 July 2005Title: Office Manager/HR ManagerHigh profiled executive level administration position supporting CEO for a multi-faceted construction project encompassing The Connecticut Convention Center, The Marriott, The Hartford Hilton, and the CT Science Center. Ensured seamless travel arrangements and itineraries. Non-stop pressure and fast=paced corporate environment. Answered all incoming calls for immediate supervisor and corporate staff.Processed and maintained all security reporting for all card keys (Access Control Management Software and Topaz Program Infographics).Video conferencing and advanced preparation of materials and audio/visual facilities. Primary point of contact and liaison with the property management office. Execute general office and operational needs of the office.Greenwich Housing Authority July 2000 July 2004Title: Human Resources ManagerMajor focus on recruitment for diverse personnel staff of over two hundred employees. Reported directly to CEO and Deputy Director of Greenwich Housing Authority.Scheduled weekly meetings with Safety, Modernization, Maintenance, Property, Housing and Finance Directors. Supervised (3) employees.Advertisement placed for all new open positions, setup interviews, hiring orientations, training development, compensation payroll, staff training, personnel records maintenance, labor agreements, labor relations and employment law knowledge required.Remained diligent and abreast of workers compensation, employee handbook development, HIPPA Guidelines, EEO, COBRA benefits, OSHA and FMLA. Processed criminal background checks, scheduled physicals, and drug tests requirement. Completed DMV checks and fingerprinting.Completed all exit interviews. Coordinated Union wages with Teamsters for maintenance division. Setup automative withdrawals for monthly dues.Greenwich Housing Authority May 1998 June 2000Title: Office Administrator/Modernization ProcurementUnder the direction of the Chief Executive Officer and Deputy Director, responsible for technical and administrative duties to facilitate the work for the CEO and Deputy Director, Planning and Development and Director of Maintenance.Arrange schedules and delegates office tasks to staff. Maintain confidential information. Perform technical work of a complex nature for the CEO. Administers personal schedules and appointments and meetings for special projects. Acts as liaison between department heads and the CEO, screens telephone calls and replies daily to all incoming correspondences, maintains filed.Assist Director of Modernization in bid proposals of multiple projects, knowledge of Department of Economic & Community Development (DECD) State of Connecticut programs and Community Department of Economic Development (CDBG) a federal program. Prepares reports, presentations, collecting, assembling, and analyzing data and preparing information for special projects.Hudson United Bank aka TD Bank May 1991 March 1998SBA Assistant LiaisonExpertise in programs of the U.S. Small Business Administration 7(a) Programs, Women in Business, Micro-lending. Drafting SBA Authorization and loan documentation checklist, using SBA Template Macro.Compile necessary documentation to include business plan, personal tax returns, business tax returns, credit history reporting, proforma analysis.Process closing documentation, UCC-1 financing statements, settlement sheet, use of proceeds, loan agreement, note, guaranty forms.Education, Licensure, and TrainingNotary State of CT, Secretary of State 08/31/2028Morgan Gardner Bulkeley High School, Hartford, CTAmerican Institute of Banking (AIB), Accounting 1American Institute of Banking (AIB), Analyzing Financial StatementsH & R Block CertificationHartford Community College Financial Analysis |
