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Jules A. — Mid-Level Financial and Operations Professional from United States

Jules A.

Mid-Level Financial and Operations Professional

United States 3-6 years
Open to offersNew to Platform
Languages
English
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About

Jules A. is an entrepreneurial financial and operations professional with over three years of experience in loan processing, bookkeeping, and executive administration. As the founder of Root & Render LLC in Pensacola, FL, Jules leads a dual-service firm specializing in bookkeeping/tax services and software development for small businesses and startups nationwide. They provide comprehensive financial solutions using QuickBooks Online and design custom digital platforms leveraging React and Node.js. Additionally, Jules is completing an AI Software Engineering program at TripleTen, gaining hands-on experience in full-stack development and AI-powered application projects. Previously, they served as an Equity Processor III at Navy Federal Credit Union, where they excelled in managing complex home equity loan applications. Their career also includes extensive work in executive administration, demonstrating proficiency in accounts management, workflow design, and regulatory compliance with TILA-RESPA and HMDA standards. Jules holds a Bachelor of Science in Accounting and has been recognized on the President's List. They are proficient in TypeScript and contribute to various tech-based learning platforms.

Experience

  • Founder & Owner

    Root & Render LLC · 2026 — Present
    Established a bookkeeping/tax and web development firm focused on supporting small businesses and startups with their financial and digital needs. Provided bookkeeping, accounts payable/receivable, reconciliations, and financial reporting using QuickBooks Online, while also creating internal procedures for onboarding clients. Developed mobile-responsive websites and applications, including a client portfolio site and a pro bono photography site utilizing modern front-end technologies. Created an AI-driven social media marketing application to help business owners track their performance on various social channels. Oversaw all aspects of business operations including service agreements, invoicing, client relations, and compliance with tax filing and bookkeeping standards.

  • Equity Processor III

    Navy Federal Credit Union · 2022 — 2026
    Handled a daily workload of over 40 home equity loan applications, managing each case from initial intake to clear-to-close for fixed-rate, adjustable, and HELOC loans. Evaluated borrower credit, income, assets, and collateral to assess eligibility and options, collaborating with underwriters to address conditions and prepare exception memos. Ensured compliance with TILA-RESPA, HMDA, and state regulations, updating relevant disclosures and loan terms. Resolved complex application issues related to multi-owner properties and jumbo limits by coordinating specialized workflows in underwriting and title processes.

  • Processor Specialist

    Aston Carter for NFCU · 2022 — 2022
    Facilitated communication regarding outstanding documentation needs with clients and internal teams, enforcing deadlines to maintain closing schedules. Arranged settlement timelines with members, agents, and notaries to ensure compliance with TILA-RESPA during the closing process. Assisted colleagues with file management, tracking statuses, and uploading documents to sustain pipeline productivity.

  • Executive Assistant

    Management and Operations LLC · 2019 — 2022
    Executed accounts payable and receivable processes through QuickBooks, ensuring timely processing of vendor invoices, reimbursements, and client billing. Carried out bookkeeping tasks such as journal entries, ledger management, monthly reconciliations, and supported year-end tax preparation in collaboration with external accountants. Developed a digital filing system that effectively eliminated a one-year document backlog in less than a month, enhancing retrieval efficiency and reducing storage expenses. Researched and instituted new accounting procedures to standardize workflows, bolster internal controls, and produce financial reports to aid budgeting and forecasting.

Skills & Expertise

WireframingAccounts PayableBookkeepingAI EngineerAccounts ReceivableFinancial Accounting PlanningFull Stack Developer

Education

  • Bachelor of Science — Accounting
    Southern New Hampshire University · — — 2021
  • Associate of Art — Sociology
    Rogue Community College · — — 2017