Tom Kennedy
Investor Accounting Manager at Cascade Financial Services
- Role
- Investor Accounting Manager at Cascade Financial Services
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Tom Kennedy
Senior accounts manager with over 25 years of progressive industry experience. Strong…
Experience
Investor Accounting Manager
Oct 2022 — Present · Chandler, AZ, US
Interacting with private investors, trustees, government agencies and internal parties regarding loan reporting guidelines.Preparing monthly reporting schedules and remittance requirements for investor portfolios.Providing Corporate Accounting with daily and monthly reports that support bank and general ledger activity Booking monthly accrual journal entries.Reconciling daily & monthly bank accounts & clears reconciling items within deadline.Analyzing investor loan activity on a regular and on-going basis, to ensure loan system accuracy and compliance with investor agreements.Improving the documentation process within team for investor reporting and bank account reconciliations.Implementing process improvements that will improve investor accounting & servicingCoordinating & Providing support for internal and external audit requestsPerforming analysis on aged reconciling items and remediation including identifying other business owners that may be required for remediation and promote changes in process to avoid recurrence.
Education
Almeda University
Bachelor of Business Administration (BBA), Business Administration and Management, General
1999 — 2002
Almeda University
Master of Business Administration (MBA), Business Administration and Management, General
2011 — 2015
Roman Catholic High School
Academics
1990 — 1994
Community College of Philadelphia
Business Administration and Management, General
1994 — 1996
Skills
- Banking
- Residential Mortgages
- Team Management
- Bankruptcy
- Financial Reporting
- Cash Management
- General Ledger
- Portfolio Management
- Loan Document Execution
- Loans
- Quality Assurance
- Financial Services
- Financial Statements
- Finance
- Access
- Property Management
- Investor Inquiries
- Mortgage Lending
- Account Reconciliation
- Journal Entries
- Reo
- Microsoft Word
- Auditing
- Vendor Relations
- Accounting
- Vendor Management
- Foreclosures
- Mortgage Banking
- Client Services
- Internal Audit
- Variance Analysis
- Financial Analysis
- Team Training
- Regulatory Compliance
- P&L Responsibility
- Mortgage Servicing
- Relationship Management
- Loan Troubleshooting
- Contract Management
- Loan Servicing
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