Cortni Jefferson
Jackson
Summary
Business Administration graduate with 10 years of experience in administration, compliance, and program support. Detail-oriented professional with expertise in program compliance, cross-team communication, audit preparation, and financial administration. Proven ability to maintain accurate records and support financial operations, ensuring high standards of confidentiality and accuracy. Seeking to contribute expertise in program development and compliance oversight to support education and workforce initiatives.
Overview
11
11
years of professional experience
Work History
Administrative & Finance Assistant
Divine Interventions CPA
Jackson
01.2015 - Current
- Provide long-term administrative and financial support for a CPA office, ensuring accuracy and confidentiality in all tasks.
- Maintain and organize client financial records, contracts, and supporting documentation.
- Enter and update data in accounting software to support payroll, bookkeeping, and reconciliations.
- Assist with preparing client reports, audits, and financial statements by compiling accurate documentation.
- Communicate with clients via phone and email, directing inquiries and maintaining professional client relationships.
- Support compliance by tracking deadlines, maintaining orderly files, and assisting in audit preparation.
Risk & Customer Experience Associate
EzCater
Remote
05.2022 - 02.2025
- Reviewed customer accounts for potential fraud and policy violations, following established compliance guidelines.
- Exercised autonomy in resolving customer and caterer issues, including determining compensation, issuing refunds, and collecting payments.
- Assisted customers with placing orders and resolving account or policy-related issues.
- Supported customers and caterers via phone and chat, ensuring timely and accurate resolutions.
- Sent and tracked important documents/files to both customers and caterers, ensuring accuracy and proper routing.
- Partnered with compliance and support teams on escalated cases and contributed to special projects to improve processes.
Manager Trainee (Loan & Compliance Specialist)
Tower Loan
Jackson
05.2021 - 05.2022
- Conducted initial underwriting reviews of loan applications, verifying income, credit, and documentation before manager approval.
- Walked clients through loan paperwork, explaining terms, agreements, and repayment requirements with clarity.
- Prepared and organized documentation for internal and external audits, supporting compliance with financial regulations.
- Collected past-due accounts by contacting clients and arranging repayment plans in compliance with policy.
- Answered incoming calls to process payments and assist customers with account questions.
- Maintained accurate filing and recordkeeping of loan agreements and account information.
- Identified and escalated potential fraud or high-risk applications, ensuring adherence to company standards.
Education
BBA - Business Management
Jackson State University
Jackson, MS05-2021
Skills
- Program & Policy Compliance
- Eligibility & Documentation Review
- Audit Preparation & Reporting
- Program Development & Support
- Administrative & Clerical Support
- Cross-Team Communication
- Customer Support Platforms: Zendesk, Glean, Liberty, Freedom
- Productivity & Collaboration: Microsoft Office (Word, Excel, Outlook)
- Productivity & Collaboration: Microsoft Teams
- Accounting & Finance Tools: QuickBooks Gusto (data entry, reconciliations, payroll)
Volunteer And Leadership Activities
- Pine Street Inn Outreach, Boston, MA, Volunteered through ezCater to organize and pack essential items for the homeless.
- Stewpot Children Services, Mentored and assisted children with activities.
- Briar Woods Art Center Gardening Club, Participated in community gardening projects, learning and contributing alongside peers.
Timeline
Risk & Customer Experience Associate
EzCater
05.2022 - 02.2025
Manager Trainee (Loan & Compliance Specialist)
Tower Loan
05.2021 - 05.2022
Administrative & Finance Assistant
Divine Interventions CPA
01.2015 - Current
BBA - Business Management
Jackson State University
Similar Profiles
TONYA D. HOWARDTONYA D. HOWARD
Founder/SA Counselor at Divine Family Interventions, Inc.Founder/SA Counselor at Divine Family Interventions, Inc.
Jeanenne GreenJeanenne Green
Office Manager / Accountant at Jordyn Hollon CPA, Formerly Alan Green CPAOffice Manager / Accountant at Jordyn Hollon CPA, Formerly Alan Green CPA
TAMMY VALENZUELATAMMY VALENZUELA
CPA Assistant at Carol S David, CPA/ Gary A Kreitz, CPACPA Assistant at Carol S David, CPA/ Gary A Kreitz, CPA
Christine CummingsChristine Cummings
Vice President, Sales & Service Contact Center Ops at CARiD (Auto Parts, LLC)Vice President, Sales & Service Contact Center Ops at CARiD (Auto Parts, LLC)
Kelsey TrovatoKelsey Trovato
Service Manager at Applebee's Neighborhood Bar & GrillService Manager at Applebee's Neighborhood Bar & Grill