Crystal Barton
Birmingham,MI
Summary
Dedicated and results-driven professional committed to delivering exceptional service. Strong belief in continuous growth and confident in advancing within your organization. Ambitious and reliable individual with a focus on applying experience and knowledge to achieve organizational goals.
Overview
33
33
years of professional experience
Work History
Licensed Insurance Agent
Bassett Insurance Group
09.2022 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
- Upsold additional products and services after identifying customer needs and requirements.
- Maintained high standards of customer service by building relationships with clients.
Tax Accountant
Lahser Tax Service LLC
07.2012 - Current
- Consult with client(s) regarding IRS issues
- Provide the IRS refunds to all eligible clients
- Ensure the confidentiality of each client by following all company procedures regarding the safety of all personal information
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Reduced client tax liabilities through diligent research and application of applicable tax laws.
Mortgage Specialist
CFIC Home Mortgage Co
06.2005 - 05.2008
- Consulted and guided clients through the entire mortgage loan process
- Always maintained current knowledge of mortgage guidelines for FHA, VA, USDA, FHMLC, FNMA, 203(K) and Conventional programs
- Developed great relationships with clients which reflected in a strong referral base
- Consistently closed 10M to 12M of volume annually.
- Successfully closed loans by conducting thorough risk assessments and ensuring compliance with applicable regulations.
- Achieved success in closing challenging loan scenarios through creative problem-solving and persistence.
- Worked with underwriters to fix application problems and resolve issues.
Office Manager
The Mac Group
08.1999 - 10.2000
- Sold all Macintosh and Apple products
- Managed 15 employees
- Developed processes and metrics that enhanced company policy to guarantee the achievement of the organizations goal
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Manage contract and price negotiations with office vendors, service providers and office lease
- Assist in the onboarding process for new employees
- Facilitated smooth office relocations by meticulously planning and coordinating all aspects of move.
- Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
- Address employees queries regarding office management issues (e.g)
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Retail/Distribution Clerk
United States Postal Service
09.1993 - 08.1998
- Sold all postal products and services to the general public
- Prepared detailed reports on distribution performance metrics, assisting management in making informed decisions regarding operational improvements.
- Uncovered and resolved errors with minimal oversight.
- Operated postal machines, including postage meters and mail-processing machines.
- Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
- Upsold postal services like insurance and tracking.
- Provided unit's system-generated Form 1412, Daily Financial Report Stamp Accountability Closing Balance
- Generates a report of the balance of each segment's stock in reserve, a retail floor stock, which include other segments such as mobile unit, philatelic, or self-service (vending).
- Received, sorted, and distributed incoming mail and packages.
Data Entry/Controller
Merrill Lynch Co
08.1991 - 06.1993
- Prepared financial statements developed monitoring performance metrics
- Developed cash flow projections based on new account information
- Guides financial decisions by establishing, monitoring, and enforcing policies and procedures
- Played key role in strategic planning sessions, offering insights based on financial analysis and projections.
- Contributed to significant revenue growth, identifying and implementing cost-saving measures for new clients
- Monitored and confirmed financial condition by conducting audits; providing information to external auditors
Education
Bachelor of Science - Accounting And Computer Science
Detroit College of Business
Dearborn, MIAssociate of Science - Accounting And Computer Science
Western Michigan University
Kalamazoo, MIMBA - Business Administration
Davenport University
Livonia, MI06.2026
Skills
- Fluent knowledge of Microsoft Office software
- Fluent knowledge of mortgage software such as Encompass and Calyx Point, and Destiny
- Fluent knowledge of accounting software such as ZipBooks and Quickbooks
- Fluent knowledge of tax software such as Crosslink and Tax Pro
- Working knowledge of Sage
- Ability to Work Well Under Pressure
- Great Decision Making Skills
- Great Time Management Skills
- Great Client Service Communication Skills
- Self-motivated
- Conflict Resolution Solver
Accomplishments
President of National Accountants (1991 to 1993)
NAACP Award Recipient (2006, 2007, 2008)
Mortgage Closer of the Year (2015, 2016, 2017, 2019)
Activities
- President of National Accounts (1991 to 1993)
- NAACP Award Recipient (2006, 2007, 2008)
- Closer of the Year (2015, 2016, 2017, 2019)
Hobbies and Interests
I love to play chess, watch British films and decorate homes. I also enjoy traveling to new places and experiencing different people and cultures. What I relish the most is spending time with my family.
Timeline
Licensed Insurance Agent
Bassett Insurance Group
09.2022 - Current
Tax Accountant
Lahser Tax Service LLC
07.2012 - Current
Mortgage Specialist
CFIC Home Mortgage Co
06.2005 - 05.2008
Office Manager
The Mac Group
08.1999 - 10.2000
Retail/Distribution Clerk
United States Postal Service
09.1993 - 08.1998
Data Entry/Controller
Merrill Lynch Co
08.1991 - 06.1993
Bachelor of Science - Accounting And Computer Science
Detroit College of Business
Associate of Science - Accounting And Computer Science
Western Michigan University
MBA - Business Administration
Davenport University
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