Summary
Overview
Work History
Education
Skills
Timeline
Generic

JoAnn Sims

West Monroe,LA

Summary


Experienced with assessing and processing loan applications efficiently. Utilizes attention to detail and organizational skills to ensure compliance and accuracy. Knowledge of regulatory standards and effective communication ensures smooth collaboration with clients and team members.

Overview

23
23
years of professional experience

Work History

Tax Preparer Assistant

Elliott Tax & Loans
09.2018 - 03.2025
  • Enhanced client satisfaction by providing accurate and timely tax preparation assistance.
  • Supported management in overseeing day-to-day operations such as appointment scheduling and answering phone inquiries effectively.
  • Supported clients in gathering relevant financial information, enabling accurate tax return filing.

PSE Mail Processing Clerk

United States Postal Service, USPS
07.2019 - 04.2022
  • Perform a variety of clerk duties required to process mail using automated mail processing or manual methods or sortation and distribution.
  • Maintained a clean and organized work environment to optimize efficiency in mail processing tasks.
  • Assisted in training new employees on company procedures, equipment usage, and safety guidelines for improved performance.


Manager

Albany Finance
07.2006 - 07.2018
  • Processed loan applications and monitored progress from start to finish.
  • Developed strong relationships with clients by providing timely communication and expert guidance throughout the loan process.
  • Improved marketing to attract new customers and promote business.

Manager

Quik Cash
02.2002 - 07.2006
  • Examined customer loan applications for loan approvals and denials.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Developed strong relationships with customers through high levels of customer service.

Education

GED -

Ouachita Parish Literacy Center
Monroe, LA
01-2001

Skills

  • Data entry proficiency
  • Tax software mastery
  • Tax research
  • Loan servicing
  • Cash handling expert
  • Customer service

Timeline

PSE Mail Processing Clerk

United States Postal Service, USPS
07.2019 - 04.2022

Tax Preparer Assistant

Elliott Tax & Loans
09.2018 - 03.2025

Manager

Albany Finance
07.2006 - 07.2018

Manager

Quik Cash
02.2002 - 07.2006

GED -

Ouachita Parish Literacy Center

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JoAnn Sims