Gilberto Sotelo Jr.
Bloomington,CA
Overview
9
9
years of professional experience
Work History
Investigation Support Specialist
Optima Tax Relief
Santa Ana, CA
07.2021 - 11.2022
- Requested transcripts from IRS database and agents to support investigation processes.
- Verified documentation, invoices, and payment information for accuracy to ensure member compliance.
- Coordinated with third-party financing groups on outstanding member payments and invoices for timely processing and necessary documentation updates.
- Processed member payments accurately to ensure timely transactions. and ensure members are guided through the next step of their program.
- Handling inbound/outbound calls and transferring them to the proper departments.
Data Entry Clerk
Millennia Tax Relief
Ontario, California
12.2020 - 06.2021
- Collected billing information and established auto billing for clients.
- Contact clients to collect overdue balances
- Thoroughly review Terms and Conditions with client.
- Proficient in Microsoft Word, Outlook and Excel Spreadsheets.
- Completed 250 cold calls daily to engage potential customers.
- Made an average of 15 sales a month.
- Collaborated effectively with team members in a close environment.
Assistant Property Manager
Trinity Property Consultants
Hemet, CA
11.2019 - 08.2020
- Rented 20 apartments in one month generating $21,000 increase before end of fiscal quarter.
- Achieved 4-year financial goal in one year, increasing property revenue from $25,000-$30,000 to $160,000 monthly.
- Managed occupancy rates to ensure levels remained above 95%
- Managed accounts payables and receivables to ensure timely financial transactions.
- Maintain a renovation within Twenty-four day window.
- Maintained community presentation standards to enhance resident satisfaction and attract new tenants.
- Time management to ensure office operations are running smoothly.
- Assisting handling office complaints and residential complaints.
- Maintain office organization for yearly record audits.
- Manually scan and input monthly rent.
- Update and post ADs for Vacant units.
- Turn in accounting month end reports and weekly renovation reports.
- Stay up to date on fair housing laws rules and regulations.
- Update delinquency notes weekly.
- Managed lease documentation and ensured compliance with regulations.
Meat Clerk
Stater Bros
Fontana, CA
03.2014 - 12.2018
- Served customers at meat counter, ensuring quality service and product knowledge
- Cut and packaged meats for self-service, promoting freshness and presentation
- Identifying certain cuts of meats
- Maintain a clean and organized work station
- Maintained inventory levels to support efficient operations and reduce waste
- Prep and serve ready to eat items.
- Food Handlers certificate completed
Education
Some College (No Degree) - Business Human Relations
Chaffey College
Rancho Cucamonga, CASkills
- Serve thee day notices
- Lease renewals
- Property Inspection
- Rent collection
- Accounts Payable/Receivables
- Cash Handling
- Yardi
- Entrata
- Administrative experience
- Organizational skills
- Accounting Month End reports
- Financial Report Writing
- Office Management
- Time management
- Microsoft Office
- Fair Housing Regulations
Timeline
Investigation Support Specialist
Optima Tax Relief
07.2021 - 11.2022
Data Entry Clerk
Millennia Tax Relief
12.2020 - 06.2021
Assistant Property Manager
Trinity Property Consultants
11.2019 - 08.2020
Meat Clerk
Stater Bros
03.2014 - 12.2018
Some College (No Degree) - Business Human Relations
Chaffey College