Kimberly Tom
GENEVA,FL
Summary
Versatile, creative professional seeking opportunity to learn and grow with a progressive organization. Skilled problem-solver excelling as both leader and team contributor. Committed to meeting project deadlines and delivering high-quality results.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Realtor
LPT Realty
, FL
03.2024 - Current
- Advised clients on market trends and local real estate conditions, helping them make informed decisions.
- Coordinated with appraisers, title companies, lenders, home inspectors and other third parties to ensure a successful closing process.
- Negotiated contracts between buyers and sellers to reach agreement on price and terms of sales.
- Maintained accurate records of all transactions from start to finish using specialized software programs.
- Conducted open houses and showings of properties to prospective buyers.
- Answered inquiries from potential buyers regarding features of property listings.
- Assisted clients in obtaining financing options such as mortgages or loans.
- Collaborated with colleagues to develop strategies for attracting new clients.
- Generated leads through networking activities, cold calling prospects, referrals.
- Developed relationships with vendors who could provide services related to the purchase or sale of real estate.
- Provided guidance and support throughout the entire purchasing process from initial search through closing.
- Prepared documents such as purchase agreements, deeds, leases and other legal documents related to real estate transactions.
- Reviewed inspection reports prior to closing ensuring that all necessary repairs were completed.
- Researched zoning regulations for specific areas when preparing property listings.
- Responded promptly to customer inquiries via phone or email regarding available properties.
- Educated customers about mortgage products and loan processes relevant to their needs.
- Represented buyers and sellers in major real estate transactions.
- Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
- Scheduled home viewings with potential buyers.
- Communicated with inspectors, lenders and pest control companies to maintain purchase agreement terms.
Mobile Notary/Certified Loan Signing Agent
Closing Time Mobile Notary, Inc.
, FL
10.2023 - Current
- Scheduled and coordinated mobile notary appointments with clients.
- Prepared documents for notarization in accordance with legal requirements.
- Verified identification of clients prior to notarizing documents.
- Traveled to various locations to provide mobile notary services.
- Reviewed documents for accuracy before notarization.
- Maintained records of all client interactions and transactions.
- Ensured compliance with state laws governing the practice of mobile notaries.
- Provided accurate advice on document preparation and completion procedures.
- Assisted clients in understanding their rights and responsibilities regarding document execution.
- Notarized signatures, affidavits, powers of attorney, deeds, titles and other official documents.
- Provided guidance on the proper completion of documents requiring notarial services.
- Confirmed that all parties involved had a clear understanding of their obligations concerning the document or transaction being executed.
- Participated in continuing education courses to stay up-to-date on changes in applicable laws governing the practice of mobile notaries.
- Checked for signs of coercion in either party or fraud and refused to notarize suspect transaction.
- Asked signers about validity of information contained in documents.
- Documented transactions in notary journal to maintained permanent records.
- Administered oaths and affirmations on legal documents to affirm clients' honor and accountability.
- Reviewed loan documents for completeness and compliance with state and federal regulations.
- Liaised between borrowers, loan officers and escrow officers to facilitate smooth and efficient loan closing process.
Firm Administrator/Bookkeeper/Payroll Manager
Collinson, Daehnke, Inlow & Greco
12.2022 - 10.2023
- Responsible for the daily operations of all aspects of law firm management from overall firm administration and operations to human resources, payroll, process monthly, quarterly and yearly bonuses and all accounting
- Balances general ledger to accounts receivable each month
- Balances general ledger to accounts payable trial balance each month
- Completed bank reconciliation on all bank accounts including all IOLTA Trust Accounts
- Completed financial statements by the 15th working day of each month
- Post general journal entries on a daily/monthly basis for multiple locations
- Match accounts payable with statements and codes to correct expense accounts weekly
- Prepare, secure signatures and release authorized accounts payable checks
- Balances payroll to general ledger on a monthly basis
- Maintains fixed asset and depreciation listing
- Balanced fixed assets listed on general ledger each month
- Oversee completion of monthly billing
- Responsible for accounts receivable and accounts payable
- Supervised equipment maintenance, research procurement, office staff training and contract management
- Assembled the individual and business income tax returns, including electronic filing administration
- Safeguarded the client bookkeeping records, payroll preparation and quarterly/year-end payroll tax returns
- Prepared and distributed the financial statements and data statistics
- Oversaw annual renewals of all insurance product lines to include professional liability, workers compensation, auto insurance for company vehicles and commercial packages insurance policy
- Managed employee relations, annual evaluations and performance improvement plans
- Established a rapport between outside distributors and serving as a liaison between said companies and the accounting firm
- Reviewed vendor contracts and assisted with negotiating terms with all account representatives
- Oversaw annual renewals of all insurance product lines to include professional liability, workers compensation, auto insurance for company vehicles and commercial package insurance policy
- Managed employee relations, annual evaluations, and performance improvement plans
Accountant
LA Downtown Medical Center
12.2019 - 08.2021
- Balances general ledger to accounts receivable each month
- Balances general ledger to accounts payable trial balance each month
- Completed bank reconciliation on all bank accounts for multiple locations each month
- Completed financial statements by the 15th working day of each month
- Post general journal entries on a daily/monthly basis for multiple locations
- Match accounts payable with statements and codes to correct expense accounts weekly
- Prepare, secure signatures and release authorized accounts payable checks
- Completes external and internal reports on a timely basis
- Balances payroll to general ledger on a monthly basis
- Maintains fixed asset and depreciation listing
- Balanced fixed assets listed on general ledger each month
- Maintain all cash flow, into and out of hospital on a daily basis
- Record all incoming payments including credit card, Medicare, Medical and Insurance Payments
- Process and record all deposits for all multiple bank accounts
- Process all payroll payments for all Physicians within the hospital
- Process all manual check requests from Administration and HR
- Project lead for external finance audit
- Maintain all cash payments received from Urgent Care and Cafeteria
- Post all payments received from Insurance/Medicare/Medical to the appropriate patient visit ID
- Track all Cafeteria Credit Card Sales
Business Director
Trendingview, Inc., Costa Mesa
06.2015 - 11.2019
- Maintains office services by organizing office operations and procedures; preparing payroll and reconciling all payroll; controlling correspondence; designing filing systems; reviewing and approving supply requisitions; assigning and monitoring clerical functions
- Recorded and reconciled all bank accounts, fixed asset accounts, flex spending entries and balance sheets
- Analyzed company cash needs, reconciled daily/weekly cash flow and calculated weekly loan pay down
- Funded weekly payroll summaries and managed line of credit account
- Manage all Accounts Payable, review and investigate all invoices for accuracy
- Communicate directly on behalf of President & Secretary, with board members, management team, employees, and other business contacts
- Research, investigate and follow up on issues, determine appropriate actions and response
- Maintain corporate calendar, scheduling appointments, arrange travel plans and itineraries
- Maintain all company leased vehicles, including scheduling maintenance, repairs and cleanings
- Maintains all Leases for each location; maintains all insurance needs for each property; maintains all business licensing for each location
- Maintains office efficiency by planning and implementing office systems, layouts, and equipment procurement
- Designs and implements office policies by establishing standards and procedures; measuring results against standards; making necessary adjustments
- Completes operational requirements by scheduling and assigning employees; following up on work results
- Maintains office staff by recruiting, selecting, orienting, and training employees
- Maintains office staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results
- Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; and participating in professional societies
- Contributes to team effort by accomplishing related results as needed
Assistant Controller/Facility Security Officer
Insight Global, Inc., Atlanta
Irvine, CA
03.2005 - 04.2009
- Acted as a liaison between various financial institutions and the CFO, troubleshooting current and future financial needs for the ongoing success of the company
- Recorded and reconciled all bank accounts, fixed asset accounts, flex spending entries and balance sheets
- Analyzed company cash needs, reconciled daily/weekly cash flow and calculated weekly loan pay down
- Facilitated internal training for account managers on all Department of Defense security policies
- Communicated with all new government clients to ensure Department of Defense compliance
- Conducted yearly audits with Department of Defense representative
Education
Exercise Science Training Degree -
CNI College
Orange, CACertification - Life/Career Coach -
IAP Career College
Realtor License -
Skills
- Intuit QuickBooks
- Merus
- Azalea
- CBOS
- Outlook
- G Suite
- Google Docs
- Gmail
- Microsoft Office Suite
- Stampscom
- ADP Payroll Software
- Purchase agreement management
- Pricing negotiation
- Closing support
- Property closing
- Market Research
- Property Marketing
- Sales negotiation
- Purchase agreements
- Client Relations
Certification
- Loan Signing Agent - Mobil Notary
Timeline
Realtor
LPT Realty
03.2024 - Current
Mobile Notary/Certified Loan Signing Agent
Closing Time Mobile Notary, Inc.
10.2023 - Current
Firm Administrator/Bookkeeper/Payroll Manager
Collinson, Daehnke, Inlow & Greco
12.2022 - 10.2023
Accountant
LA Downtown Medical Center
12.2019 - 08.2021
Business Director
Trendingview, Inc., Costa Mesa
06.2015 - 11.2019
Assistant Controller/Facility Security Officer
Insight Global, Inc., Atlanta
03.2005 - 04.2009
Exercise Science Training Degree -
CNI College
Certification - Life/Career Coach -
IAP Career College