Entered and processed invoices and billing data in Nexus and QuickBooks. Verified customer and vendor data, resolved discrepancies, and improved workflow efficiency.

Developed and implemented SOPs to reduce errors and streamline financial workflows. Expertise in Nexus and QuickBooks for billing and invoice processing.

Managed client onboarding, ensured documentation compliance, entered financial data, and coordinated with finance and IT to resolve issues.

Primary point of contact for client onboarding, improved workflows, and maintained CRM/ERP integrity in Salesforce.

Guided customers through application/documentation, tracked pipeline data, and provided status updates to leadership.

Processed loan applications and agreements, trained new staff, and ensured compliance and accuracy.