Sara Moses
Conway
Summary
Dynamic Office Manager at Bennett Brothers LLC with expertise in financial reporting and exceptional organizational skills. Successfully maintained confidentiality while overseeing payroll processing and account reconciliation. Proven track record in enhancing customer satisfaction as a Loan Officer, guiding clients through informed financial decisions. Committed to delivering high-quality service and achieving operational excellence.
Overview
18
18
years of professional experience
Work History
Office Manager
Bennett Brothers LLC
03.2015 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Maintained accurate financial records for all financial requests.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Managed landlord relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Processed the company payroll and corresponding state and federal reports and obligation.
- Communicated with the company accountant to provide appropriate documentation for tax returns to be completed for multiple entities.
Loan Officer
AgCarolina Farm Credit, ACA
06.2007 - 03.2015
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Examined customer loan applications for loan approvals and denials.
- Developed strong relationships with customers through high levels of customer service.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
Education
Bachelor of Science - Animal Science
North Carolina State University
Raleigh, NC05-2007
Skills
- Office management
- Organizational skills
- Office administration
- Payroll processing
- Bookkeeping
- Account reconciliation
- Financial reporting
- Financial tracking
- Customer service
Timeline
Office Manager
Bennett Brothers LLC
03.2015 - Current
Loan Officer
AgCarolina Farm Credit, ACA
06.2007 - 03.2015
Bachelor of Science - Animal Science
North Carolina State University
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