Diyonia Jefferson Hall
Euless,TX
Summary
Goal-driven finance services analyst highly effective at coordinating documents and processes between departments, individuals and government offices. Expert negotiator, problem solver and organizer.
Overview
6
6
years of professional experience
Work History
Brokerage Operation Specialist
Fidelity Investments
Westlake, TX
11.2021 - 04.2022
- Boosted customer experiences by delivering superior customer service, & issue resolution.
- Collected, arranged and input information into database system.
- Gathered, organized and input information into digital database.
- Generated reports detailing findings and recommendations.
Financial Services Representative
Price Solution Services
Fort Worth, TX
09.2017 - 10.2021
- Assisted with customer questions, corresponding with clients for needed documents, submit to underwriting, ensure all documents have necessary signatures, research application information.
- Reconciled and produced federal and state tax documents for corporate, private business and customers.
- Maintained thorough and current understanding of applicable tax laws.
- Offered clients recommendations to reduce tax liabilities.
- Prepared US, multistate and international tax returns for business clients.
Tax Preparer
Journey Financial Services
Fort Worth, TX
01.2016 - 08.2017
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Offered clients recommendations to reduce tax liabilities.
Education
No Degree - Loan Origination
Champion School of Real Estate
Fort Worth, TXHigh School Diploma -
Polytechnic High School
Fort Worth, TXSkills
- Operation Monitoring
- Systems Evaluation
- Microsoft Excel
- Microsoft Word
- Tax Computation
- Database Software
- Xtrac, Focuspoint FBSI trained
- 23 hour course on Loan origination
Timeline
Brokerage Operation Specialist
Fidelity Investments
11.2021 - 04.2022
Financial Services Representative
Price Solution Services
09.2017 - 10.2021
Tax Preparer
Journey Financial Services
01.2016 - 08.2017
No Degree - Loan Origination
Champion School of Real Estate
High School Diploma -
Polytechnic High School
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