Kim Ramlochan

Part-Time

Responsibilities:

• Collected data from tax clients, processed information through accounting software, Efiled said returns.
• Reviewed clients financial records prepared P&L and Balance Sheets for Accountant's review and approval
• Assisted Accountant on tax audits
• Filed online Business Sales Tax, 941 and NYS45 forms.
• Payroll set up and management through specific payroll companies

Responsibilities:

• Meticulously maintained records of important documents using both physical filing systems and digital storage solutions.
• Managed employees calendar for remote and onsite projects in the hospitality sector, including travel arrangements by air and ground.
• Managed the invoicing process for timely accounts payable for labor and expenses, working with vendors to resolve various billing errors.
• Expedited workflow with timely responses to internal and external inquiries via phone calls or emails.

• Served as a reliable point of contact for internal and external parties, maintaining professionalism in all interactions.

• Increased client retention rates by offering exceptional service and fostering strong relationships.
• Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
• Exceeded sales goals through proactive networking and lead generation initiatives.
• Interviewed prospective customers to discuss financial goals and means surrounding home loans.
• Providing solutions to potential customers to help increase their borrowing power
• Collecting data and reviewing said data to ensure clients approval.
• Streamlining the loan process from inception to closing by working closely with Attorney(s), Underwriter, Processor and Appraiser.