Doreen Carter - Georgia

Doreen Carter
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About Doreen Carter

Doreen Carter is currently living in Georgia, working as a Financial Educator in "Wealth & Wisdom Resource Group, LLC" and is interested in Accounting, Consulting, Services.
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Job Title

Financial Educator




Categories of Interest

Accounting, Consulting, Services

My Interests

Public Speaking, Community Development, and Financial Freedom

Join Date

Doreen Carter has joined on Sep 16, 2008


D o r e e n C a r t e r
2546 Bond Street -Lithonia, GA 30058
Phone: (404) 514-8806
E-mail Address:


To obtain a challenging position that will allow me to use my financial
knowledge and business experience in a manner that will make a meaningful
contribution to the organization while providing an opportunity for me to
continue to grow and excel.


03/05 - Accountant/Consultant Wealth & Wisdom Resource Group
Lithonia, GA
Major responsibilities: Prepare income taxes for small businesses and
individuals; Consult with small to mid-size companies to develop
sustainable growth strategies for their organizations. Provide accounting,
bank reconciliation, accounts payables and receivables for small to mid-
size companies. Negotiate contracts to provide financial education, and
entrepreneurship training to businesses and local governments; conduct
business development training and personalize coaching sessions. Develop
personal financial wealth building plans for individuals; analyze
individuals current financial condition including credit, budgets, mortgage
consulting, and income taxes; conduct money management, credit, home
ownership, and real estate investing seminars; responsible for forming
strategic alliances with financial services firms, build community
relationships with local civic organizations; responsible for the overall
accounting for the organization.

6/01 - 03/05 Director of Stewardship New Birth Missionary Baptist
Church Lithonia, GA
Major responsibilities: Organized, trained, and supervised staff for
the Volunteer Income Tax Assistance program through the Internal Revenue
Service. Facilitate workshops and seminars for various internal and
external organizations. Developed a series of financial courses; they
included money management, real estate investing and homeownership that
lead to creation the School of Personal Finance. Coordinate seminars on
wealth building and estate planning. Developed and implemented a plan to
increase home ownership retention. Created and facilitates courses for
homebuyers, real estate investing, and money management. Developed a
comprehensive homeownership program and managed a network of real estate
professionals. Provide training for financial and credit counselors.
Administer the emergency assistance fund and built relationships with other
social services organizations. Provide and negotiate mortgage and credit
counseling. Responsibility included developing and training homeownership
counselors. Managed relationships with various banks and lending
institutions. Worked with other Faith Based organizations and provided
guidance in establishing homeownership initiatives; and was responsible for
establishing and managing the budget for the department.

5/00 - 5/02 Mortgage Banker Unity Mortgage Corp.
Atlanta, GA
Decatur Branch - Major responsibilities: Met with potential home owners to
determine eligibility to secure a mortgage; pre-qualified borrowers by
determining debt to income ratio; reviewed credit reports to determine the
type of loan the for which borrower would qualify; provided debt
counseling, communicated with creditors on behalf of borrowers to resolve
credit issues, communicated with borrowers through the process of loan
application to the closing, created new business by developing relationship
with builders and real estate professionals, facilitated Home Buyer
Education Seminars.

1999 & 2000 Income Tax Reviewer KPMG Atlanta, GA
Major responsibilities: Reviewed personal and business tax returns to
ensure preparer accurately prepared returns; prepared tax returns for
personal financial planning clients.
1/94 - 4/00 Accountant/Bookkeeper Integrity Accounting Group Lithonia, GA
Independent Contractor - Major responsibilities: Provided personal
financial management and income tax preparation for individuals and small
business owners; administered bookkeeping, bank reconciliation, financial
statements, monthly and quarterly report filing to the Federal, State, and
Local tax offices, conducted workshops on retirement planning, budgeting,
and business development.

9/91 - 12/94 Operations Specialist Resolution Trust Corporation
Atlanta, GA
Responsible for reconciling and establishing the process for unidentified
cash to appropriate properties that were included in various portfolios
from closed savings and loans. Assigned special projects; responsible for
managing all SAMDA accounts.

6/89 - 8/91 Assistant Accountant Alumax Norcross, GA
Responsible for managing all oversees accounts. Set up processes and
procedures to reconcile inter-company receivables. Managed and post
payables and receivables for company owned subsidiaries.

6/83 - 6/89 Accounting Georgia Pacific Corporation Atlanta, GA
Distribution: Responsible for data entry and accounts payable.
International Import/Export: Responsible for recording journal entries,
reconciling account and bank reconciliation.
Cash Management: Responsible for managing various accounts and obtaining
cash deposits and balances from the various banks, forecasting cash needed
and available on a monthly basis, and other duties as assigned.


Council Member 1/08 - present Lithonia City Council (Finance
Chair) Lithonia, GA
Board Member 9/07 - present SE Metro Marriage & Family
Network Lithonia, GA
Board Member 1/07 - present Lithonia Chamber of Commerce
Lithonia, GA
Board Member 3/05 - present S. DeKalb Church Federal
Credit Union Decatur, GA
Committee Member 2003 Fannie Mae CTC Washington
Board President 5/01 - 6/02 Lithonia
Neighborhood Dev. Corp Lithonia, GA
Ministry Director 1/95 - 1/06 New Birth Missionary Baptist
Church Lithonia, GA
Credit Committee 7/97 - 6/00 S. DeKalb Church Federal
Credit Union Decatur, GA

International College of Excellence, Lithonia, GA, MA.Th, December 2005
Georgia State University, Atlanta, Ga. BBA in Accounting, June 1989.
Worked full-time in Finance/Accounting positions at Georgia Pacific Corp.
while attending Georgia State University.


Certified Professional Housing Counselor, Specialized Home Ownership,
NAHCA, 2003
Series 6 & 63, Atlanta, GA 1998
Certified Biblical Counselor, Christian Research and Development, 1994
Certified Financial Counselor, Christian Financial Concepts, 1993

1040 Works, Turbo Tax, Microsoft Office Applications, Calyx, Home Counselor
Online, QuickBooks


Quick Profile Summary

Doreen Carter
Name: Doreen Carter
Location: Georgia,United States
Job Title: Financial Educator
Company: Wealth & Wisdom Resource Group, LLC

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