Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Heidy Jaramillo

Lawrenceville

Summary

Reliable professional experienced in tax preparation and financial documentation. Utilized tax software to enhance filing accuracy while managing sensitive client information. Demonstrated strong analytical skills in verifying financial records, ensuring compliance with regulatory standards.

Overview

2
2
years of professional experience

Work History

Tax Preparer

Jackson Hewitt
Norcross, GA
12.2022 - 04.2023
  • Managed comprehensive tax return processes for federal and state compliance, ensuring accuracy for varied clients.
  • Assisted clients in gathering necessary documentation for accurate tax preparation.
  • Utilized tax software to streamline filing processes and improve accuracy.
  • Maintained confidentiality of sensitive financial information throughout preparation process.
  • Analyzed financial records to verify accuracy of tax returns.

Client Service Representative

Plaza Home Mortgage
San Diego, CA
10.2020 - 11.2022
  • Managed client inquiries and provided accurate information regarding mortgage products and services.
  • Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Collaborated with underwriting team to resolve issues and expedite loan processing.
  • Maintained up-to-date knowledge of industry regulations and company policies to enhance service delivery.
  • Managed incoming calls, providing prompt and accurate information to clients about products and services.

Education

High School Diploma -

Collins Hill High School
Suwanee, GA

Associate of Science - Accounting

Gwinnett Technical College
Lawrenceville, GA
05-2017

Skills

  • Organization skills
  • Vendor invoice payment
  • Administrative assistance
  • Financial statements
  • QuickBooks proficiency
  • Mathematical calculations
  • Mail handling
  • Bookkeeping
  • Data inputting
  • Records administration

Languages

English
Native or Bilingual
Spanish
Native or Bilingual
French
Elementary

Timeline

Tax Preparer

Jackson Hewitt
12.2022 - 04.2023

Client Service Representative

Plaza Home Mortgage
10.2020 - 11.2022

High School Diploma -

Collins Hill High School

Associate of Science - Accounting

Gwinnett Technical College