Allison Schuman
Summary
Reliable and versatile finance professional with three years of hands-on experience in finance and over five years in data management and customer service. I am known for my innovative problem-solving, my empathetic communication skills, and my ability to learn and adapt quickly. I'm looking for a role that will put my talents to good use and give me the opportunity to grow. Skilled in risk mitigation, data analysis, and full-cycle accounting. Proficient in SQL, QuickBooks, ProCas, Symitar, and Excel.
Overview
6
6
years of professional experience
1
1
Certification
Work History
COMPLIANCE SPECIALIST
First People's Community Federal Credit Union
Cumberland, MD
05.2024 - Current
- Audited commercial loans to ensure compliance with NCUA guidelines and to assess the quality of our risk mitigation.
- Served as a point of contact for employees seeking guidance on compliance matters, instilling confidence in the organization''s commitment to regulatory adherence.
- Performed internal audits of financial and departmental operations, developing risk assessments and reports for senior management.
- Implemented robust record-keeping systems that ensured accurate documentation was maintained according to regulatory requirements at all times.
- Assisted in the preparation of audit reports that clearly communicated findings and recommendations to key stakeholders.
- Supported management in developing action plans to address identified issues, promoting timely resolution of audit findings.
SALES CHAT PRO
Vivint Home Security
Remote
06.2022 - 08.2024
- Organized a system for our team to handle high chat volumes, utilizing spreadsheets to track analytics.
- Safeguarded customer data with compliance to the FRCA and regulations set by the CFPB and SEC.
- Maintained updated customer records and tracked customer progress in Salesforce.
- Spearheaded new pilot platforms and collaborated with other teams to enhance processes.
- Generated strong leads for sales consultants across multiple chat platforms.
ACCOUNTS RECEIVABLE SPECIALIST
Precision for Medicine
Frederick, MD, Remote
07.2019 - 08.2020
- More than doubled collection rates on past-due invoices.
- Eliminated non-payment issues by building strong relationships with customers and identifying key problem areas.
- Assisted with preparation of financial reports, statements, and other documents for audits
- Maintained strict compliance with GAAP principles.
- Supported month-end closing activities by reconciling accounts, preparing reports, and analyzing trends in account performance..
Education
BS IN UNIVERSITY STUDIES - ACCOUNTING EMPHASIS, PSYCHOLOGY MINOR
BYU
Rexburg, ID01.2018
AS IN ACCOUNTING - undefined
LDS Business College
Salt Lake City, UT01.2013
Skills
- Accounting and bookkeeping
- QuickBooks Online Certified
- PROCAS Accounting Software
- Bank & Account Reconciliations
- Data Analysis
- SQL Certification
- Customer relations management
- NCUA/BSA/GAAP Compliance
- Anti-money laundering
- Finance
- Internal auditing
- Risk management
Certification
- DATABASES AND SQL FOR DATA SCIENCE WITH PYTHON
- IBM Feb2024
- QUICKBOOKS PRO ADVISOR
- Intuit Feb2024
Timeline
COMPLIANCE SPECIALIST
First People's Community Federal Credit Union
05.2024 - Current
SALES CHAT PRO
Vivint Home Security
06.2022 - 08.2024
ACCOUNTS RECEIVABLE SPECIALIST
Precision for Medicine
07.2019 - 08.2020
AS IN ACCOUNTING - undefined
LDS Business College
BS IN UNIVERSITY STUDIES - ACCOUNTING EMPHASIS, PSYCHOLOGY MINOR
BYU