Summary
Overview
Work History
Education
Skills
Timeline
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ANTONIA MARTINEZ

NORCROSS,GA

Summary

Accomplished Bookkeeper and Consultant with a proven track record at Protac Inc, adept in QuickBooks and tax preparation. Expert in enhancing financial processes, achieving over 90% loan approval rates at Ultimate Mortgage through meticulous risk management. Demonstrates exceptional organizational skills and a commitment to maintaining accurate financial records.

Overview

21
21
years of professional experience

Work History

Bookkeeper

Riveras Granite
09.2014 - Current
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Maintained and processed invoices, deposits, and money logs.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.

Consultant - Accounting and Tax

Protac Inc
01.2004 - 04.2024
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
  • Drafted tax documentation subject to detailed review and approval by department management.
  • Remained educated in all current tax laws for both US and foreign countries.

Loan Officer

Ultimate Mortgage
06.2005 - 09.2008
  • Submitted loan applications to underwriter for verification and recommendations.
  • Maintained strict confidentiality of bank records and client information.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Utilized risk management strategies to attain high loan approval rates.

Education

High School Diploma -

Jorge Larde
El Salvador CA
12.1988

Skills

  • Quickbook
  • Tax Preparation
  • Accounting and bookkeeping
  • Invoice Processing
  • Inventory Tracking
  • Financial Recordkeeping
  • Accounts Payable
  • Finance
  • Payroll Processing
  • Bookkeeping

Timeline

Bookkeeper

Riveras Granite
09.2014 - Current

Loan Officer

Ultimate Mortgage
06.2005 - 09.2008

Consultant - Accounting and Tax

Protac Inc
01.2004 - 04.2024

High School Diploma -

Jorge Larde
ANTONIA MARTINEZ