Summary
Overview
Work History
Education
Skills
Timeline
Generic

CRISTAL GARCIA

El Paso,TX

Summary

Driven Finance Manager with extensive experience in assessing risks, creating alternative solutions and contingency plans to achieve financial and business goals. Champions productivity across the organization through the identification of possible opportunities and advocates productivity changes to financial and non-financial processes. Manages Treasury, Tax and Commercial, and Corporate Finance with the pace and agility as per business and market demands. Demonstrates self-confidence, decisiveness, and calculated risk-taking abilities.

Overview

12
12
years of professional experience

Work History

Tax Preparer

Cristal Tax and Services
02.2017 - Current
  • Emphasize expertise in tax planning strategies, research and analysis of tax laws, and providing guidance during IRS audits
  • Make outgoing calls and marketing
  • Build strong relationships with clients and license skills
  • Analyzed financial records to verify accuracy of tax returns.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Assessed client tax situations to determine best filing options.
  • Completed and filed returns with tax departments at local, state, and federal levels.

Loan Officer

Gold Star Finance
04.2018 - 01.2019
  • Evaluated loan applications and documentation by confirming credit worthiness
  • Improved loan applications and documentation by informing applicants of additional requirements
  • Approved loans by issuing checks and forwarding applications
  • Completed loan contracts by explaining provisions to applicants, obtained signatures and notarizations and collected fees
  • Helped customers by answering questions
  • Maintained strict confidentiality of bank records and client information.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Developed strong relationships with customers through high levels of customer service.

Tax Preparer

H&R Block
10.2012 - 04.2015
  • Obtained first promotion immediately after one season of employment
  • Maintained perfect attendance standards and consistently met deadlines in a timely and proficient manner setting the best possible example for employees
  • Helped taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government
  • Reviewed financial records such as income statements and documentation of expenditures
  • Prepared and assisted in preparing simple to complex tax returns for individuals or small businesses
  • Computed taxes owed by following tax code

Education

Bachelor of Science - Business Administration

VISTA COLLEGE
El Paso, TX
12.2017

Associate of Arts - BUSINESS MANAGEMENT

VISTA COLLEGE
El Paso, TX
03.2016

Skills

Accountants
Financial analysts
Chief financial officers (CFOs)
Underwriters
Finance managers

Timeline

Loan Officer

Gold Star Finance
04.2018 - 01.2019

Tax Preparer

Cristal Tax and Services
02.2017 - Current

Tax Preparer

H&R Block
10.2012 - 04.2015

Bachelor of Science - Business Administration

VISTA COLLEGE

Associate of Arts - BUSINESS MANAGEMENT

VISTA COLLEGE

Similar Profiles

CREATE PROFILE
CRISTAL GARCIA