Amy Morgan
Administrative Assistant
Waxahachie,TX
Summary
With over 25 years of experience, a dedicated and organized Administrative Assistant who takes pride in providing exceptional customer service. Energetic personality allows for effective communication with customers, addressing concerns with attentiveness and clarity. Consistently demonstrates ability to deliver excellent customer service while managing multiple tasks in fast-paced environments. Possesses keen attention to detail and strong decision-making skills, enabling handling of various responsibilities with ease. Self-motivated and committed to performing at the highest level, whether working independently or as part of a team.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Tax Preparer
H&R Block-Waxahachie, TX
01.2023 - Current
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Identified potential audit red flags to minimize risk of IRS audits.
- Facilitated integration of modern tax software with client accounting software.
- Calculated estimated tax payments for clients.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared an average of 5-10 tax returns daily, extensions, tax planning calculations, and write-ups for organizations and entities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Offered clients recommendations to reduce tax liabilities.
Loan Processor/Customer Service
Small Business Administration-Fort Worth, TX
11.2020 - 05.2022
- Review pertinent facts and make eligibility determinations by analyzing factors such as intended use of proceeds, legislative and administrative limits
- Contact banks and other third parties to obtain information necessary to formulate loan recommendations
- Respond to average of 15 inquiries per day from applicants and/or their representatives
- Assist Case Managers with closing and disbursing approved loans
- Provided quick turnaround times to maintain fast-past schedule
- Reviewed 10-15 loan files on average per day for completeness, identified missing documentation, and generated condition lists for applicants
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Set up and completed loan submission packages.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted customers with completing loan applications and other paperwork.
- Evaluated loan requests and documents to verify accuracy and completeness.
Administrative Assistant
NBRC - New Beginnings Revival Center-Waynesville, MO
01.2015 - 05.2019
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Developed strategies to streamline and improve office procedures.
- Drafted correspondence and other documents for CEO and department heads in company's voice.
- Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
- Managed filing system, entered data and completed other clerical tasks.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Assisted a total of 5 coworkers and staff members with special tasks on daily basis.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
- Established administrative work procedures to track staff's daily tasks.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Education
1 year college in Health Information Technology -
Kaplan University-Online
St. Louis, MO08.2017
Skills
- Loan Officer Experience (2 years)
- 10 Key Data Entry (10 years)
- 10 key typing (10 years)
- QuickBooks (4 years)
- Microsoft Word (10 years)
- Microsoft Excel (10 years)
- Microsoft Office (10 years)
- Microsoft Outlook (10 years)
- Customer service (10 years)
- Typing 50-55 wpm (10 years)
Certification
- Succeeding with an Ownership Mindset, linked in Learning - Aug 7th, 2024
- Administration Professional Foundations, Linked in Learning - Aug 4th, 2024
- Administrative Assistant Interview Tips, Linked in Learning - Aug 7th, 2024
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Tax Preparer
H&R Block-Waxahachie, TX
01.2023 - Current
Loan Processor/Customer Service
Small Business Administration-Fort Worth, TX
11.2020 - 05.2022
Administrative Assistant
NBRC - New Beginnings Revival Center-Waynesville, MO
01.2015 - 05.2019
1 year college in Health Information Technology -
Kaplan University-Online
- Succeeding with an Ownership Mindset, linked in Learning - Aug 7th, 2024
- Administration Professional Foundations, Linked in Learning - Aug 4th, 2024
- Administrative Assistant Interview Tips, Linked in Learning - Aug 7th, 2024
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