Supreme Lending

•	Develop new clients and referrals through strong relationship building and business development.
•	Originate residential mortgage loans in compliance with Fannie/Freddie regulations and requirements.
•	Track and maintain credit and loan data to evaluate loan applications and assess loan risk.
•	Communicate and educate customers on loan programs that fit their specific needs.

Mortgage Loan Officer

CBRE

•	Oversight of accounting teams on assigned portfolios and ensured accurate and timely client reporting including month end close, budgets, forecasts, and reconciliations in accordance with US GAAP.
•	Implemented processes and ensured compliance with internal and external reporting requirements.
•	Managed client relationships by maintaining positive, constructive and reliable lines of communication.
•	Led or participated in internal and external client portfolio transitions and audits. 
•	Formally supervised, mentored and trained accounting staff, prepared and delivered performance appraisals, provided recommendations for recruitment, selection, promotion, corrective action, and termination.
•	Partnered with field and accounting teams to implement and deliver various corporate initiatives.
•	Led by example and modeled behavior consistent with company values.

Accomplishments:
•	Successfully transitioned 7 property portfolios and 9 malls to our retail platform in 16 months.
•	Developed and presented a training curriculum to educate and train the team on the new retail platform.

Controller, Assistant RE

Independent Consultant

Security and system setup services/support for Dynamic GP (Great Plains).

Dynamics GP Consultant

Aventine Renewable Energy, Inc.

•	Oversight of full cycle month end close and reporting processes for both single and multiple entities.
•	Directed and mentored teams in accounting theory and practice in accordance with US GAAP.
•	Reviewed cash requirements, allocations, capital projects, reconciliations for completeness and accuracy.
•	Administered quarterly financial reviews, annual audits and compliance audits.
•	Developed and implemented policies and procedures, ensured compliance, and, maintained documentation.
•	Served as key member of financial system implementation team that rolled out a new ERP system.

Accomplishments:
•	Successfully relocated company headquarters from Illinois to Texas in three months as key member of the transition team. 
•	Streamlined A/P & A/R processes by analyzing inherited policy and procedure realigning with the company’s philosophy.  
•	Performed analysis of rail leases resulting in additional revenue of $750K annually.
•	Increased productivity 20% by removing redundant SOX controls no longer necessary or deemed key.
•	Streamlined approval processes on purchases and contracts while tightening internal control where warranted.
•	Successfully implemented accounting software system conversion from Oracle to Microsoft Dynamics GP.

Manager - Corporate Accounting & SOX Compliance

Panda Energy International, Inc.

•	Managed month end close through consolidation for corporate and multi-project accounting, including budgets/forecasts, variance analysis, allocations, general ledger, fixed assets, and report writing. 
•	Directed the development, modification, review and implementation of accounting systems, reporting methods and controls, policies and procedures.
•	Managed, coached 4 accountants in accounting theory and procedure in accordance with US GAAP.
•	Presented operating results to management, summarizing revenues, expenses and key statistics compared to budget. 
•	Reviewed finance and legal agreements and ensured accounting treatment of financial schedules, and transactions.
•	Served as company liaison between financial system applications, IT, and field accounting.
•	Managed the implementation of SOX, supported regulatory (SEC) reporting and ensured compliance. 
•	Administered quarterly reviews and managed the annual audit.

Accomplishments:
•	Successfully directed and implemented the setup of a new accounting system, chart of account, processes, procedures, and training of staff for new public company.
•	Brought organization to the day to day accounting process by re-structuring work flow processes, procedures, and tasks assigned reducing the monthly close process through consolidation from 1 month to 5 business days.
•	Managed accounting system upgrade, resulting in less than ½ a day of production down time.
•	Designed, automated, and implemented a 5-year operating budget/forecast tool resulting in an accurate evaluation of development projects, while streamlining processes, and reducing preparation time.
•	Successfully implemented SOX readiness and compliance within the accounting department.

Manager - Corporate Accounting

The Staubach Company

Senior Corporate Accountant

Trizec Properties

Senior Accountant

Granite Properties

Senior Staff Accountant

Fults Realty

Senior Property Accountant

Centex Corporation/Centex Title Co.

Staff Accountant

Dedicated to assisting all customers with their mortgage needs, whether they are first-time home buyers, families looking to upgrade, retirees downsizing, or those relocating to Texas. My goal is to make the mortgage process easy and stress-free. I take a personal interest in each client’s loan and use my market knowledge and financial background to ensure that both clients and realtors are comfortable and well-informed.
As an expert in lending in Texas and Colorado, I am ready to go above and beyond to secure the mortgage that works for you. If you’re looking for a level of service you’d expect from family, contact me today!

EVERETT FINANCIAL, INC. D/B/A SUPREME LENDING NMLS ID #2129 - (www.nmlsconsumeraccess.org) 14801 Quorum Dr., #300, Dallas, TX 75254. 877-350-5225. Equal Housing Lender. http://bit/.ly/SLDisclaimers. For licensing information go to www.nmlsconsumeraccess.org

Taplio

Amy Menius's Linkedin Analytics

Amy Menius

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Amy Menius's Linkedin Analytics

Amy Menius

Want to drive more opportunities from LinkedIn?

Amy Menius's Linkedin Analytics