Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Heather Childers

Rush,Colorado

Summary

Personable professional dedicated to cultivating positive client, staff and management connections. Bringing detail-oriented and decisive nature with sound judgment, good multitasking abilities and self-motivated nature. Comfortable working alone or with teams to accomplish on-time and accurate clerical tasks.

Overview

20
20
years of professional experience

Work History

Tax Preparer

Rindy's Tax and Accounting
ELLICOTT, CO
02.2024 - Current
  • Compiled data from clients to accurately complete tax forms.
  • Maintained accurate records of all client transactions and filings.
  • Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
  • Researched federal, state, and local laws to ensure compliance with regulations.
  • Reviewed prior year's returns for accuracy and completeness before submitting them.
  • Identified potential deductions to minimize clients' tax liabilities.
  • Organized paperwork for efficient review by senior staff members.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.

Package Handler (Werehouse)

FedEx Ground
COLORADO SPRINGS, CO
11.2023 - Current
  • Sorts packages and routes them correctly
  • Loads packages into FedEx vehicles
  • Handles packages safely at all times
  • Inspects packages for damages or defects and recorded any issues found.
  • Works with management to resolve any safety-related issues.
  • Assists in loading delivery trucks with prepared packages.
  • Scans and sorted packages according to destinations and service type using handheld scanner.

Receptionist

Rindy's Tax and Accounting
ELLICOTT, CO
02.2023 - 04.2023
  • Greeted all potential clients with a friendly and professional demeanor
  • Assisted with scheduling tax preparation appointments
  • Assisted in maintaining a clean and inviting workplace, including removal of trash, vacuuming or sweeping, cleaning counters, cleaning glass, etc
  • Completed tax course to assist with tax preparation
  • Reviewed individual and corporate tax returns before filing them with the appropriate agency.

Due Diligence Investigator

Vcheck Global, LLC
LOS ANGELES, CA
09.2015 - 04.2023
  • Conducted complex deep dive investigations on individuals and entities for investment and lending purposes
  • Performed social media searches and communicated with client relations team to ensure timelines are achieved
  • Compiled final investigative reports for quality control review
  • Analyzed data from multiple sources and identified discrepancies in the information provided
  • Demonstrated strong attention to detail while reviewing complex documents associated with cases under investigation
  • Exercised sound judgment in making decisions related to sensitive matters during investigations
  • Wrote reports and case summaries to document investigations
  • Provided accurate, precise reviews in a timely manner
  • Communicated with the client relations team to ensure timelines were achievable
  • Collaborated with outside third-party firms for document retrieval, court runner services, and additional research
  • Proofread and ensured accurateness of report contents and language to ensure a quality product
  • Sent final report to clients and followed up for additional needs or additional requests

Credit Repair Specialist

Platinum One Credit Repair
NEWBURY PARK, CA
08.2013 - 09.2015
  • Reviewed consumer credit reports and processed credit bureau and creditor disputes
  • Negotiated settlements and provided credit counseling
  • Successfully removed incorrect and derogatory material from all three credit bureaus; TransUnion, Equifax, Experian and successfully improved clients credit rating
  • Provided guidance and advice on the best course of action for customers in financial difficulty
  • Negotiated repayment plans with customers who had delinquent accounts
  • Generated reports detailing customers' credit ratings, payment history and account balances.

Notary Public

Heather Childers
SANTA PAULA, CA
03.2006 - 01.2015
  • Notarized loan document packages, deeds, power of attorney, and other legal forms
  • Assimilated and distributed loan packages to title and escrow companies for recording
  • Performed duties as an impartial witness to attest to the validity of signatures on legal documents such as wills, deeds, mortgages, contracts
  • Established positive relationships with customers through efficient communication and professionalism
  • Maintained accurate records of all notarized documents, ensuring compliance with applicable laws and regulations
  • Adhered to strict confidentiality standards at all times while handling sensitive information
  • Verified identities by checking government issued photo ID's before performing any notarial acts
  • Provided guidance to customers regarding the requirements for various types of documents that require notarization
  • Served as official witness during signing of important legal documents to prevent fraud
  • Demonstrated proficiency in customer service skills while interacting with clients during notarization process.

Mortgage Loan Processor

Scott Friedman Financial, Inc
CAMARILLO, CA
11.2003 - 06.2010
  • Processed residential loan applications, from origination to recording
  • Ordered appraisals, title and escrow documents and worked with all involved parties to satisfy mortgage loan conditions for final approval
  • Distributed closing documents to notary, escrow company and borrower
  • Coordinated with escrow and notary for signing dates
  • Reviewed mortgage applications to determine accuracy, completeness, and compliance
  • Communicated conditions to borrowers in easy-to-understand, non-mortgage verbiage
  • Processed applications, fulfilled customer requests and adhered to policies
  • Analyzed financial statements and credit reports to verify accuracy
  • Resolved discrepancies in loan applications and documents
  • Verified accuracy of closing documents prior to settlement
  • Identified issues raised in documents and reported to loan officer for assistance
  • Communicated effectively with clients, lenders, realtors, appraisers, and other parties involved in the transaction
  • Utilized various software programs such as Encompass 360 and Calyx Point to manage workflow processes.

Education

GED -

Ventura College
Ventura, CA
03-1995

Skills

  • Financial Documentation
  • Tax Return Preparation
  • Records Management
  • Data Gathering
  • Documentation Filing
  • Organization Skills
  • Verbal/Written Communication
  • Research/Due Diligence

References

References available upon request

Timeline

Tax Preparer

Rindy's Tax and Accounting
02.2024 - Current

Package Handler (Werehouse)

FedEx Ground
11.2023 - Current

Receptionist

Rindy's Tax and Accounting
02.2023 - 04.2023

Due Diligence Investigator

Vcheck Global, LLC
09.2015 - 04.2023

Credit Repair Specialist

Platinum One Credit Repair
08.2013 - 09.2015

Notary Public

Heather Childers
03.2006 - 01.2015

Mortgage Loan Processor

Scott Friedman Financial, Inc
11.2003 - 06.2010

GED -

Ventura College
Heather Childers