Summary
Overview
Work History
Skills
Timeline
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Courtney Buchanan

Newburgh

Summary

Dedicated Accounting Analyst with robust experience in data analysis, bank reconciliation, and financial documentation review. Adept at leveraging advanced Excel skills, CRM tools, and Salesforce to monitor project pipelines and collaborate with other teams. Strong focus on consistently delivering high-quality and accurate results with data auditing and scrubbing.

Overview

8
8
years of professional experience

Work History

Financial Accounting Analyst

Orion Advisor Solutions
08.2022 - Current
  • Enhanced financial accuracy by conducting thorough analysis and reconciliation of accounts.
  • Maintained up-to-date knowledge of accounting regulations, industry standards, and best practices through continuous professional development activities.
  • Assisted external auditors during annual reviews, providing detailed documentation and clarification on complex accounting issues.
  • Managed multiple simultaneous projects, ensuring timely completion and accurate results in a fast-paced environment.
  • Researched billing and invoice problems and resolved issues in compliance with established standards.
  • Use custodial raw files to import data into history specific accounts to reconcile/scrub and matchup with active accounts
  • Populate Salesforce with advisor specific instructions for daily download feeds
  • Reconciled accounts and resolved both internal variances and discrepancies in external documentation.
  • Set up of fund families, custodians, and interface defaults
  • Establish task priorities by collaborating with programming, project managers, and products teams for project completion
  • Monitor and reconcile scrub audits across Orion customer databases
  • Retrieved and imported prices for mutual funds, stocks, bonds, and variable annuities on a daily basis.
  • Utilized time-saving techniques like keyboard shortcuts and custom macros within Excel for increased efficiency in daily tasks.
  • Produced transaction reports using advanced Excel spreadsheet functions.
  • Enhanced project completion efficiency by identifying trends and patterns in complex datasets.
  • Utilized advanced Excel functions such as PivotTables, VLOOKUP, and conditional formatting tools in order to analyze large data sets.

Mortgage Operations Closer

Wyndham Capital Mortgage
04.2021 - 02.2022
  • Reviewed attorney prepared documents and loan documents.
  • Performed quality assurance checks on documents prior to submission.
  • Tracked status of all open requests for documents and updated customers accordingly.
  • Conducted research using various databases to locate missing or incomplete files.
  • Reviewed documents for accuracy and completeness according to established guidelines.
  • Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for closing
  • Supported loan officer, processing, and underwriter teams by ensuring timely, judicious and accurate loan information
  • Maintained fast-paced schedule by consistently providing satisfactory closing turnaround times while holding a loan volume of 80+ per month
  • Managed conditions sent from underwriting departments
  • Maintained complete confidentiality of submitted information according to release guidelines
  • Organized loan files, updated databases, prepared general correspondence and communicated with all parties.
  • Completed closing process by collaborating with attorneys, title companies and government clerks
  • Checked approvals against established bank and government lending standards
  • Prepared closing statements, secured signatures on documents, and reviewed all loan conditions with customers.

Investment and Mortgage Banker

Fifth Third Bank
04.2019 - 04.2021
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information to update credit and loan files
  • Provided ongoing support throughout financial processes including answering questions about investments and loan terms and conditions.
  • Created and completed loan submission packages
    Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders
  • Discussed loan needs and financial histories with clients and conveyed information regarding application processes
  • Upheld compliance with privacy and security requirements, as well as federal statutes covering VA loans
  • Secured monthly approvals from management for problematic small business and commercial loans
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan
  • Executed loan origination process and ordered credit reports, appraisals and preliminary title reports
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Ensured compliance with applicable laws governing document retention policies.
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Facilitated new client onboarding process and investment account setup.
  • Maintained professional knowledge through completion of relevant certifications such as Series 6, Series 63, and SIE exams.

Assistant Sales Manager

AT&T
07.2017 - 02.2019
  • Resolved customer issues promptly, maintaining high levels of customer satisfaction and trust in the brand.
  • Trained new hires on product knowledge, enhancing their ability to sell confidently and successfully close deals.
  • Assisted sales team with completing customer transactions and managing issues.
  • Developed strong client relationships for repeat business and increased referrals.
  • Completed store opening and closing procedures by counting drawers and managing security.
  • Achieved sales targets consistently by driving daily sales activities and managing the sales pipeline effectively.
  • Analyzed sales data regularly to recognize patterns, capitalize on opportunities, and address areas of concern within the team''s performance metrics.
  • Established performance benchmarks, setting clear expectations for team members, and regularly reviewing progress against set goals, driving continuous improvement within the sales department.

Skills

  • Financial Analysis
  • Regulatory compliance
  • Project management
  • Microsoft Excel
  • Salesforce
  • Data Reconciliation
  • Auditing
  • Data Scrubbing
  • Vlookup
  • Documentation review
  • Consumer lending
  • Loan origination
  • Pivot Table
  • Financial reporting
  • Ledger Maintenance
  • Data entry
  • CRM Software

Timeline

Financial Accounting Analyst

Orion Advisor Solutions
08.2022 - Current

Mortgage Operations Closer

Wyndham Capital Mortgage
04.2021 - 02.2022

Investment and Mortgage Banker

Fifth Third Bank
04.2019 - 04.2021

Assistant Sales Manager

AT&T
07.2017 - 02.2019

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Courtney Buchanan