Lesya Sulla

About Lesya Sulla

Looking for a challenging position that allows me to use my current skills and obtain new ones. I’m looking for a company that will provide advancement and a new opportunity as the company grows. My long-term goals involve growing with a company where I can continue to learn, take on additional responsibilities, and contribute as much of value as I can. I see myself as a top performing employee in a well-established organization. I plan on enhancing my skills and continuing my involvement in professional associations.Objective: To utilize all previously acquired skills and apply them to a new and/or similar trade to benefit both the company I work for and myself.Specialties: Financial associate with broad experience in all aspects of mortgage products, auditing and financial management. Direct experience with auditor tools, real estate and financial consulting. Certified Payroll Processor, focused on providing individuals and companies counseling services. Specializing in taxation and accounting.

Experience

1. Client Services Associate

   Edelman Financial Engines

   Oct 2025 — Present · US

   Responsibilities:* Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.* Supervise client account activity, researching and resolving issues.* Prepare and review all new account paperwork to ensure documents are complete and in good order.* Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved.* Document key client achievements and other relevant data into systems that will assist in future client interactions.* Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures.* Support the firm’s initiatives, assist with any company-wide projects and activities, and attend functions as needed.* Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented.

Education

• Oakland Community College

  Associate's degree, Payroll and taxation

• National Academy of Management

  Master of Science, Financial Management

  1998 — 2005

• National Academy of Management

  Bachelor of Arts - BA, Economics and Finance

  1999 — 2005

Skills

• Fha
• Mortgage Lending
• Residential Mortgages
• Loans
• Mortgage Banking
• Loan Origination
• Refinance
• Usda
• Real Estate
• Mortgage Underwriting
• Underwriting
• Auditing
• Accounting
• Microsoft Excel
• Financial Analysis
• Risk Management
• Software Documentation
• Fha Financing
• Va Loans
• Credit
• Credit Analysis
• Mortgage Servicing
• Finance
• Banking
• Consumer Lending
• Government Loans
• Investment Properties
• Insurance
• Commercial Lending
• Analysis
• Credit Risk
• Mortgage Marketing
• Home Equity Loans
• Funding
• Reo
• Outlook
• Customer Service
• Appraisals
• Residential Homes
• Fraud