My objective is to obtain the position of Staff Accountant with the Deputy Assistant Secretary for Finance. My goal is to present my skillsets for use to assist with the mission of the team.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Life, Health, & Annuities Insurance Professional
Primerica / World Financial Group
Broward County , Florida
01.2021 - Current
Communicates effectively with customers to assess their family's insurance needs.
Provide 1-5 quotes daily based on mortality data and historic statistical trends.
Prepare, review, and modify client contracts.
Performs price and cost analysis to calculate potential income earnings, taxes, and revenue for clients looking to procure financial vehicles such as annuities and insurance.
Use internal databases to locate and evaluate prospective companies and products to fit the client's needs.
Maintains confidential information and sensitive documentation.
Provides guidance to clients, keeping them informed on all state and federal regulations relevant to their transactions.
Collects initial policy premium and provides detailed accounting of all funds collected.
Real Estate Professional
London Foster Realty / Macken Realty
Miami, Florida
01.2021 - Current
Prepare, review, and revise contracts for property acquisition.
Performs price and cost analysis to calculate potential income earnings, taxes, and revenue for investors looking to procure new investments.
Use internal databases to locate and evaluate prospective properties for customers.
Effectively negotiate with all customers involved in the transaction to procure the correct parcel.
Interviews and solicits bids from small business concerns (contractors) for property repairs.
Listens to customers' concerns and adheres to budget constraints.
Maintains confidential information and sensitive documents.
Prepares press releases for internal and external customer solicitation.
Provides guidance to clients, keeping them informed on all state and federal regulations relevant to their transactions.
Collects initial good faith fund deposits and provides detailed accounting of all funds collected.
Public Housing & Community Dev. Compliance Technician
Miami Dade Co. Public Housing
Miami, FL
12.2015 - 09.2020
Performed administrative criminal background investigations on Public Housing residents and employees to ensure adherence to local, state, federal laws, ordinances, and HUD's program rules.
Supervised 35+ staff members who conducted follow-ups, inspections, and administered disciplinary actions with program participants based on my recommendations.
Researched and reviewed digital records using both the Lexis Nexis and D.A.V.I.D. databases.
Networked as a liaison to the Miami OIG, FDLE, and various police departments to obtain information or provide responses to investigation requests.
Conducted interviews, analyzed law enforcement reports, and other evidence to provide findings and guidance for disciplinary action in accordance with HUD's Public Housing or Section 8 guidelines. Conducted field visits to Public Housing sites for community engagement.
Maintained both digital and physical investigation files within the State of Florida, guidelines for preservation and disposition.
Providing monthly reporting on maintenance.
Provided sworn statements, attended legal hearings, community events, and conducted interviews.
Provided on-call support to the community through maintaining a fraud hotline via phone and email.
Conducted quarterly internal audits of both physical and digital files on housing operations, applicants, and tenants in preparation for annual quality assurance audit administered by the Miami OIG.
Provided memoranda reporting on problem areas found during quarterly audits.
Suggested and developed new policy and procedures for the problem areas found.
Prepared and conducted trainings on the investigation process and monitored the progress of trainees to ensure compliance with procedures and guidelines.
Provided statistical data for monthly key performance indicator evaluations.
Assisted our team in the development of the triannual Public Housing Agency Plan.
Prepared and provided statistical data for inclusion in PHCD's 3-Year Housing Agency Plan.
Transit Support Specialist 1 (Easy Card Services)
Miami Dade Transit
Miami, FL
12.2015 - 02.2012
Responsible for investigating service problems and devising solutions that resulted in improved transit service delivery.
In-depth investigation of public complaints in service lags and the responding to public assessment of transit services.
Collected, reviewed, and analyzed data associated with transit operations and services.
Prepared reports to track performance and identify service problems.
Considerable public contact and field work.
Facilitated fare waivers, tours, refunds, and other special services.
Coordinated various large company orders and processed payments for the purchase of over $1,000,000 in-transit fare media monthly.
Conducted forensic investigations of customer accounts to approve reimbursement claims for funds erroneously charged or omitted.
Provided support to law enforcement in tracking criminals/persons-of-interest through auditing of fare media history.
Clerk 3, Miami-Dade Transit (Kiosk)
Miami Dade Transit
Miami, FL
11.2011 - 02.2012
Supervisory position, responsibilities included reviewing and quality control check of application eligibility for patrons applying for Miami-Dade Transit Golden Passport (65), Golden Passport (SSB), Patriot Pass, and K-12 Easy Card Applications.
Collecting monies for rider fare media.
Extensive public interaction kept patrons informed of changes in mass transit scheduling, directions, and overall welcoming public relations for out-of-town guests visiting Miami-Dade County. Training the public in proper procedure in how to use Transit Vending Machines for easier commuting.
Bus Maintenance Control Clerk
Miami Dade Transit
Miami, FL
08.2003 - 11.2011
Duties include the daily processing of repair orders for maintenance repairs to the Miami-Dade County Transit Bus Fleet.
Auditing and scheduling of daily maintenance repairs to fleet by coach series.
Audited bills of lading and verified vendor-contracted work before processing and forwarding to the Finance Department.
Quality control checks for maintenance tasks achieved during mileage inspections on the bus fleet.
Filing and purging of maintenance repairs by numerical fleet series for five (5yr) record keeping and storage to meet federal standards.
Prepared and audited payroll for over one hundred (100+) employees in the maintenance garage.
Collection, storage, and reporting of monthly safety meeting records for annual auditing by the Miami-Dade County Safety Department.
Responsible for the daily reporting of fuel and oil used by the bus fleet.
Coordinated weekly scheduling of maintenance campaign repairs for designated warranty calendar.
Daily, weekly, monthly, and annual reporting to the Chief and Production Coordinator on all listed functions for a snapshot of overall maintenance garage performance.
Supervisor, Customer Service Representative
Miami Dade Transit
Miami, FL
06.2000 - 08.2003
(40hrs
Per week)
Responsibilities include the daily processing of client applications for the Medicaid Metropass Program
Collect and process co-payments from forty-eight agencies receiving the Medicaid Metropass
Prepared and supervised the distribution of late passes to agencies and individual clients
Managed the Medicaid funded Alternative Transportation Options for Medicaid Program (A.T.O.M.)
Maintained client data through internal H.O.P.E
System
Interviewed and qualified both individuals and companies monthly for program inclusion
Processed over five thousand passes and applications monthly
Prepared supporting reports and other documents for monthly KPI evaluations.
Education
degree in Business Management -
Broward College
01-2026
General Studies Diploma -
Miami Carol City Senior High School
Miami Gardens
06-1997
Skills
Proficient in Microsoft Word, Excel, and PowerPoint
Proficient in basic accounting using Excel and Google Docs spreadsheets
Proficient in the Department of Motor Vehicles' DAVID database
Proficient in FDLE's LexisNexis database
Proficient in data collection, redaction, storing, and disposition
Effective communicator, both in writing and verbal communication
Collaborative in a team setting, or effective independently
Certification
Florid Real Estate Sales Associate License (Active)
Executive Marketing Director at Transamerica Financial Advisors, Inc and World Financial GroupExecutive Marketing Director at Transamerica Financial Advisors, Inc and World Financial Group