Brenda Hidalgo
Summary
Results-driven professional with a strong background in leveraging expertise to drive company success. Skilled in applying attention to detail and problem-solving abilities in challenging environments. Committed to continuous learning and applying knowledge to achieve organizational goals.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Trust Administrator and Tax Liaison
Capital First Trust
Milwaukee, Wisconsin
04.2025 - Current
- Processed and maintained accurate records averaging 20 to 40 distribution request transactions daily.
- Efficiently processed special instruction checks, FedEx fees, and wire fees.
- Deposited checks using workbook blotter and scanned them into US Bank system.
- Communicated with advisors for cash requests, logging details into incoming funds workbook.
- Updated client contact information including addresses, ACH, Wire, and True Link accounts on Innovest and Salentica, enhancing data accuracy for client interactions.
- Maintained accurate valuations of annuities and other manually tracked assets updated on Innovest.
- Assisted in preparing financial reports, including remittance and low-income overdraft reports, contributing to informed decision-making.
- Supported other teams by providing backup assistance and sorting incoming mail efficiently.
- Trained new staff on Trust Administration and policies.
- Supported projects to promote workflow efficiency.
Temporary Trust Tax Administrator
Capital First Trust
Milwaukee, USA
01.2025 - 04.2026
- Reviewed, verified, and matched tax documents to Innovest and EY records for accurate uploads to EY
- Scan and uploaded over 700 tax documents to EY
- Utilized spreadsheet data to streamline communication with TAs and TOs upon receipt of tax documents, preventing duplicate uploads to EY
- Created and utilized spreadsheet data to track pending tax documents that where not auto-populating payer name and Id numbers in EY
- Update pending data on a daily basis and provide new list of Payer names and Id numbers to be added to EY, to expedite proceedings
- Organized, prepared, and delivered over 500 end of year statements for timely distribution
- Assist Erica L. in additional projects, utilizing data from Innovest and importing it to Excel spreadsheets
- Provided ongoing support for various projects as needed
Real Estate Agent
Shorewest Realtors
Greenfield, USA
02.2020 - 11.2023
- Establish new client relationships in Milwaukee County
- Assist english and spanish-speaking clients on the purchase/sale of their property and land
- Create a bond with the Hispanic Community
- Perform all duties as shown below when worked with Remax
Trust Accounting Assistant
Godfrey and Kahn
Milwaukee, USA
09.2022 - 06.2023
- Complete daily disbursements requested from attorneys and trust accountants, including issuing checks on behalf of trust clients
- Validate and ensure accuracy of all information on disbursement checks and letters that are produced daily, requesting corrections if necessary and obtaining trustee signatures as required
- Balance bank statements to cash management systems
- Complete and send letters to brokerage firms and other custodians requesting cash to pay debts of the trusts
- Assemble monthly brokerage statements on a timely basis and file in trust accounting folders for further distribution
- Maintain accurate and up-to-date notes on client accounts identifying unique characteristics, outstanding issues and other situations specific to client accounts
- Entered transaction data in respective systems throughout the day.
- Retrieve and process the daily mail for Trust Accounting
- Retrieve and process the daily mail for Trust Accounting
- Maintain the year up to date actual budget report
- Run end of day check reports, and monthly bank statements
- Create trust accounting assistant procedures manual
- Process firm expenses such as invoices, and employee reimbursements
- Assist Trust Accountants, Trust operation Manager, and the Director of Fiduciary Operations and Services with special projects
- Able to exceed metrics on projects and complete them, in a quick and efficient manner
Administrative Assistant/ Accounting/ Real Estate Coordinator
Hertz Investment Group
Milwaukee, USA
02.2020 - 08.2020
- Act as liaisons between on-site manager and tenants
- Greet and assist customers, tenants and vendors in person and over the phone
- Direct and coordinate the activities of engineers and porters for general maintenance and repairs by submitting work orders/ via two-way radio
- Maintain contact with vendors and tenants' insurance carriers to ensure protection and compliance with codes and regulations
- Keeping track of all payments and expenditures, including purchase orders, purchase contracts, invoices, statements, etc.
- Prepare and administer all accounts payable material, including but not limited to coding, batching on Avid system, Scanning and filling
- Reconciling processed work by verifying entries and comparing system reports to balances
- Maintain records and filling of daily Janitorial supply logs, Employee badge modifications, monthly expense reports, AP invoices, AR deposit logs, tenant lease docs and more
- Create spreadsheets on Excel for tenants monthly base rents, monthly tenant parking charges or other projects
- Utilized various software applications including Outlook, Angus, MRI, Avid, and Word to enhance productivity.
Real Estate Agent
Remax Dynasty
Whittier, USA
01.2016 - 06.2019
- Interview clients to determine their precise wants, needs, budgets and geographic limitations
- Interview clients to determine what kinds of properties they are seeking
- Generate lists of properties that are compatible with buyers' needs and financial resources
- Coordinate appointments to show homes to prospective buyers
- Organize and oversee open houses
- Promote sales of properties through advertisements, open houses, and participation in multiple listing services
- Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other
- Prepare documents such as representation contracts, purchase agreements and work closely with title department, Lending companies and closing department
- Advise sellers on how to make homes more appealing to potential buyers
- Compare a property with similar properties that have recently sold in order to determine its competitive market price
- Investigate clients' financial and credit status in order to determine eligibility for financing
- Arrange for title searches to determine whether clients have clear property titles
- Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings to remain knowledgeable about real estate markets
- Participate in active marketing initiatives, from cold calling to attending industry events
Distributor services/ Data Entry
Herbalife international of America
Torrance, USA
06.2012 - 07.2014
- Process between 200-400 English and Spanish US and International sales order entries on GOC 2.0 and DRM systems
- Able to uncover customer needs and up-educate by using information on DORS and Herbalife.com
- Applied TWE and product knowledge to effectively up-sell during calls
- Communicate well with customers, colleagues, and management using outlook and aspect systems
- Transfer and escalate calls to the proper departments
- Assisted with outbound projects and testing for various departments to support cross-functional initiatives
- Assisted with event coordination for LDW held out of state
- Engaged in volunteer activities for programs like A Place Called Home to contribute to community support
Member Services Rep/Teller
Southland Credit Union
Downey, USA
01.2012 - 04.2012
- Process over 200 daily member transactions accurately and in a timely manner
- Conducted cash transactions accurately, ensuring zero outages or overages
- Surpassed monthly cross-selling goals, enhancing product uptake among members
- Work effectively without supervision while conducting member inquiries, cash and noncash transactions
- Assisted in vault balancing and check batching, supporting overall financial accuracy
Member Services Rep/Call Center/Consumer Loan Processor/ Accounts Payable
Certified Federal Credit Union
Commerce, USA
02.2006 - 10.2009
- Overseeing the main console and perform non-cash transactions via phone
- Prioritized tasks such as creating new accounts, opening IRA accounts, processing certificates of deposit, updating addresses, processing returned mail, ordering/capturing debit cards, placing stop payments on corporate and personal checks, and processing loan documents for approval while maintaining call attentiveness
- Schedule and attend numerous In-services and expos for the company
- Conducted training sessions for new employees
- Played key role in processing, verifying, and reconciling vendor invoices
- Resolved invoice and payment discrepancies through external and internal channels, ensuring credit for outstanding memos was received
- Prepared Weekly Accounts Payable checks for distribution and filing
- Reconcile monthly vendor statements and related transactions
- Maintain historical A/P records
- Assisted with month-end close process by reconciling accounts and preparing necessary documentation.
- Participated in educational opportunities to update job knowledge.
- Participate in employee expense reimbursement process
- Ensure holds and releases of levies are entered accurately
- Process wire request, stop payments, create/removed EFT onto member accounts
- Wes Corp return items, ACH disputes, ATM adjustments, NSF items, monitor exception report, and balance ATM settlement reports
Teller
Certified Federal Credit Union
Commerce, USA
01.2003 - 01.2006
- Backed up head teller, trained new tellers, and reconciled checks, cash drawers, and vaults, ensuring smooth daily operations
- Maintained accurate cash and non-cash transactions with minimal errors, ensuring reliability in financial processes
- Provided high-quality service, leveraging strong customer service skills to effectively assist diverse customer needs
Education
Technical School - Real Estate
Wisconsin Realtors Association
Madison, WI01-2020
Certification - Accounting
Abram Friedman Occupational Center
Los Angeles, CA01-2012
Technical School - Real Estate
Allied Business Schools, Inc
Laguna Hills, CA06-2007
High School Diploma -
Franklin High School
Franklin, WI01-2002
Skills
- Trust administration and accounting
- Tax document processing
- Spreadsheets
- Data entry proficiency
- Microsoft Office suite
- Spanish proficiency
- Typing accuracy
- Attention to detail
- Accounts payable management
- Client negotiation
- Market analysis
- Real estate contracts
- Customer relationship management
- Networking strategy
- Problem solving
- Effective communication
- Time management
- Lending
- Client needs assessment
- Notary public
- Comparative market analysis
Affiliations
- Gmar
- WRA
- NAR
- Just Between Friends
- CFTC Party Planning Committee
- Parent Policy Council Chairperson
Certification
- Wisconsin Real Estate License, 01/01/20, State of Wisconsin Bureau of Real Estate
- Accounting certification, 06/01/12
- California Real Estate License, 06/01/07, State of California Bureau of Real Estate
Languages
Spanish, Native or Bilingual
Personal Information
Authorized To Work: US for any employer
Timeline
Trust Administrator and Tax Liaison
Capital First Trust
04.2025 - Current
Temporary Trust Tax Administrator
Capital First Trust
01.2025 - 04.2026
Trust Accounting Assistant
Godfrey and Kahn
09.2022 - 06.2023
Real Estate Agent
Shorewest Realtors
02.2020 - 11.2023
Administrative Assistant/ Accounting/ Real Estate Coordinator
Hertz Investment Group
02.2020 - 08.2020
Real Estate Agent
Remax Dynasty
01.2016 - 06.2019
Distributor services/ Data Entry
Herbalife international of America
06.2012 - 07.2014
Member Services Rep/Teller
Southland Credit Union
01.2012 - 04.2012
Member Services Rep/Call Center/Consumer Loan Processor/ Accounts Payable
Certified Federal Credit Union
02.2006 - 10.2009
Teller
Certified Federal Credit Union
01.2003 - 01.2006
Technical School - Real Estate
Wisconsin Realtors Association
Certification - Accounting
Abram Friedman Occupational Center
Technical School - Real Estate
Allied Business Schools, Inc
High School Diploma -
Franklin High School