Damiana Heredia Linares

• Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
• Stay current with changes in laws and regulations affecting the legal industry.
• Perform other tasks as assigned by attorneys or legal supervisors.
• Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.

• Meet with clients to assess their financial situation, discuss their mortgage needs, and gather relevant information.
• Educate clients about different types of mortgage products, interest rates, and terms available in the market.
• Analyze clients' financial data, including income, credit history, and debt-to-income ratio, to determine their eligibility for mortgage loans
• Research and compare mortgage options from multiple lenders to find the best rates and terms for clients.

1. Assisting in financial record maintenance: Accountant assistants are responsible for aiding in the maintenance of financial records, including invoices, receipts, and other documents.

2. Supporting with data entry and reconciliation: They assist in data entry tasks, inputting financial transactions into accounting software, and assisting in reconciling discrepancies in financial records.