sheryl peters resume 1

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Page 1: SHERYL PETERS RESUME 1

SHERYL PETERS Westminster, CO 80021 C: 720-308-8960 [email protected]

www.linkedin.com/in/sherylpeters

QUALIFICATIONS PROFILE

Committed administrative support professional, customer relations specialist and notary public with multifaceted business and technical skills. Professional environments include accounting, inbound phone queue, title offices, and real estate offices. Additional experience includes management of chiropractic clinics and retail outlets.

Sage V Foods, Boulder, CO 08/2015-Present Accounts Payable Specialist

Verified, reconciled and processed high volume of invoices between 3 plants and corporate office; reviewed and verified charges on two corporate credit card accounts and coded to appropriate expense account.

Reviewed and analyzed employee expense reimbursements; coded employee expense reimbursements to appropriate expense account and location.

Scheduled and prepared weekly check payments.

Posted daily wire and ACH payments and prepared daily cash analysis report.

Maintained lease schedules and vendor files.

Performed month end closing and monthly account analysis.

Assisted with quarterly and annual audits.

Processed 1099 forms annually.

Assisted President, Controller, Assistant Controller and Accountant as necessary with various projects.

Urban Lending Solutions, Broomfield, CO 07/2013 – 07/2015 Accounts Payable Clerk (03/2014 - 07/2015)

Coded invoices to appropriate expense account and submit to appropriate manager for approval.

Reviewed and analyzed employee expense reimbursements; coded employee expense reports to appropriate expense account.

Assisted Accounts Payable Supervisor with Escrow Account, Recording Account and Title Account reconciliation.

Assisted CFO, VP of Finance, Controller, Accounts Payable Supervisor and Accounting team as necessary with various projects.

Reviewed and analyzed appraiser invoices for accurate billing and payments.

Payment processing included but not limited to: o 10-25 weekly employee expense reimbursements o 50-75 weekly invoice payments o 50-250 weekly mortgage incentive checks o 450-500 weekly appraiser payments o 150-200 monthly abstractor payments

Used DocLink, Epicor, VisiRecording, and AtClose programs in addition to Microsoft Office Suite.

Page 2: SHERYL PETERS RESUME 1

Inbound Phone Queue (07/2013 - 03/2014)

Provided borrower and/or authorized third party with account status updates on workout programs and foreclosures.

Advised borrower and/or authorized third party on modification document completion, submission and/or approval/decline reasons.

Processed payments.

Provided borrower and/or authorized third party with CRM contact information, reviewed CRM hours of availability and scheduled appointments for CRM.

Assisted borrower and/or authorized third party with opening a case for CRM assignment/re-assignment, credit correction, foreclosure sale date postponement and workout requests.

Transferred calls to appropriate department.

Trained and assisted new team members.

Documented all systems of record.

Maintained good call quality by adhering to bank standards of phone queue policies and procedures.

Adhered to and maintained minimum standards of attendance/tardy and security policies.

Assisted team leads and managers as requested.

First American Title Insurance Company, Westminster, CO 11/2012 – 7/2013 Mobile Closer

Presented documents for new home purchase, refinance, and loan modification to clients and notarized at various office locations.

Ensured secure transportation and delivery of loan/lender documents to appropriate closer.

American Title Services, Boulder, CO 05/2012 - 11/2012 Escrow Assistant/Office Manager

Processed title requests and reviewed commitments; ordered tax certificates; issued customer protection letters; issued preliminary HUD 1; and ordered payoffs.

Prepared files for closing with the use of SoftPro, ProForm, and DataTrace programs.

Presented documents for new home purchase; refinance, and loan modification to clients and notarized.

Processed funding of file including but not limited to: o Recording of documents o Returned lender documents o Wired payment

Maintained general office flow and order of office.

Delegated files for processing and coordinated closings with clients and lenders.

Planned/coordinated monthly marketing promotions and inside/outside events.

Assisted sales manager and escrow officers as necessary.

Page 3: SHERYL PETERS RESUME 1

Keller Williams Realty, Boulder, CO 08/2009 - 05/2012 Market Center Administrator Budget Management/Billing/Bookkeeping – monthly agent billing; performed and maintained AP/AR

tasks; prepared monthly financial statement and reviewed with OP and TL; processed escrow money and company commission checks; monthly bank account and AMEX Credit Card reconciliation; reported all information to KWRI monthly; prepared yearly tax documents for agents, owners and vendors, handled yearly correspondence with accountant using AccountEdge and WinMORE computer systems in addition to Microsoft Office Suite.

Office Management – maintained general flow, order of office, delegate projects to team members; organized and facilitated weekly staff meetings, bi-weekly team trainings and sales meetings.

File Management – processed all contract files daily; issued DA’s weekly; processed and maintained property management files; maintained agent, employee and vendor files.

Scheduling – scheduled new agents to fill out office paperwork; arranged travel for OP, TL and MCA.

Public Relations/Marketing – prepared article for monthly office publication; sent monthly real estate reports to all agents; planned and executed internal and external events.

Customer Relations – maintained all agent and employee files; processed CREC/IRES/Metrolist documents; assisted with technical issues and software questions.

Training/Consulting – taught courses to agents and peers on a variety of topics; trained new Market Center Administrators on their job duties; trained staff as needed.

EDUCATION

Urban Lending Solutions: Urban University - completed Microsoft Office Suite classes; participated in recurring leadership book club and attended 25 professional development classes. Keller Williams Realty: Keller Williams University - attended Regional and International leadership classes and seminars; read leadership and training publications.