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.