I am an experienced Bookkeeper with over 3 years of hands-on expertise in managing day-to-day financial transactions using QuickBooks Online (QBO).
My skills include:
- Daily Financial Management: Efficiently recording day-to-day transactions, maintaining accurate financial records.
- Accounts Payable & Receivable: Managing A/P and A/R processes to ensure timely payments and collections, improving cash flow.
- Reconciliations: Conducting monthly reconciliations for bank, credit card, and loan accounts to ensure accuracy.
- Shopify Sales Reconciliation: Performing monthly sales reconciliation within Shopify to ensure all transactions are properly captured and accounted for.
- Financial Reporting: Preparing and generating comprehensive monthly financial statements, providing insights for strategic decision-making.
| Loan Officer | 7 Years of Experience in Banking |
I also have 7 years of banking experience, particularly in loan processing and credit evaluation, where I:
• Loan Application Processing: Managed the full lifecycle of loan applications, including data encoding and review.
• Verification and KYC Compliance: Conducted thorough verification of client information via phone calls and executed proper Know Your Customer (KYC) protocols.
• Document Review and Compliance: Ensured the completeness, accuracy, and legality of loan documents before submission.
• Income Computation: Analyzed and computed borrowers' income to assess their creditworthiness.
• Approval Recommendations: Prepared recommendations for loan approval based on analysis, supporting senior management in decision-making.
Verified
