MIKE LUFUMA
Dallas
Summary
Self-employed entrepreneur with 9+ years of experience in financial services, specializing in loan processing, credit repair, and portfolio management. Demonstrates strong leadership and communication skills, enhancing efficiency and team collaboration in office settings. Passionate about driving growth and implementing innovative solutions to streamline operations and improve client satisfaction.
Overview
10
10
years of professional experience
Work History
C.E.O / C.O.O
911 TAX SERVICES
Dallas, TX
12.2025 - Current
- * Directed daily business operations, overseeing tax preparation, client onboarding, and compliance with IRS regulations.
* Managed end-to-end tax filing processes, ensuring accuracy, timeliness, and adherence to federal and state guidelines.
* Built and maintained strong client relationships, resulting in repeat business and increased client retention.
* Led and supervised team members, improving workflow efficiency and service delivery.
* Reviewed financial documents (W-2s, 1099s, etc.) to ensure completeness and compliance before submission.
* Implemented internal processes to streamline operations and reduce errors during peak tax season.
* Provided consultation services on credit improvement and financial positioning for clients.
* * Monitored performance metrics and adjusted strategies to maximize revenue and operational efficiency.
* Served over 150 clients.
Box Truck Driver
Teranga Consultant Services
Dallas
02.2024 - 12.2025
- Executed timely deliveries across regions, ensuring customer satisfaction and minimizing logistic delays.
- Coordinated with dispatch teams to streamline routing, enhancing operational efficiency and reducing fuel costs.
- Maintained accurate logbooks and records for compliance, supporting audits and improving accountability.
- Demonstrated strong commitment to safety protocols, fostering a secure driving environment and promoting team morale.
- Analyzed delivery routes to identify improvements, resulting in reduced travel times and noticeable gains in productivity.
Office Manager
Peach Capital Inc
Irving, TX, United States
11.2023 - 02.2024
- Manage office operations, enhancing efficiency and team communication.
- Resolve complex issues as main contact for supervisors, improving workflow.
- Coordinate events and appointments, supporting staff productivity.
- Collaborate with IT to address technical issues promptly.
- Assist HR in recruiting and onboarding, streamlining processes.
- Streamlined office operations by implementing new workflow procedures, resulting in noticeable improvements in team productivity and reduced turnaround times.
- Tracked client success stories for use in marketing materials and grant applications.
Credit Repair Specialist
Peach Capital Inc
Irving, TX
09.2021 - 2024
- Utilized credit counseling software programs to efficiently manage client data and generate reports.
- Developed personalized debt management plans for clients based on their unique financial situations.
- Provided guidance on credit repair strategies to help improve clients' credit scores over time.
Tax Preparer
Peach Capital Inc
Irving, TX
07.2021 - Current
- Supported individual and business tax clients and prepared simple to complex tax returns.
- Maintained consistent and updated knowledge of current federal and state regulations.
- Helped clients with issue resolution through proactive communication with IRS personnel.
- Informed clients of changes in tax laws that could impact their financial situation.
- Answered client inquiries regarding status of their returns or any adjustments made during preparation process.
- Collaborated with other team members to provide comprehensive tax services for clients.
- Organized electronic files and documentation related to each client's taxes for easy reference.
- Used company software to record client data and maintain organized files.
Loan Officer
Peach Capital Inc
Irving, TX
07.2020 - 2021
- Developed calling program and prospect list to solicit new business relationships.
Chief Operating Officer
Ebenezer Enterprises LLC
Irving, TX
01.2020 - 06.2021
- Requested credit reports, reference checks and information needed to evaluate loan applicant.
- Located information or reports needed by underwriters, assisting with approval or denial decisions.
- Processed loan applications and managed pipeline of loans in various stages of approval.
- Handling day to day tasks
- Follow up with the team on the daily tasks for the different departments
- Making sure that we provide great customer service
- Ensures Customer's satisfactions
- Answer questions from the team as well as our clients
- Knowledge of the software DRAKE Tax, Crosslink Taxes
- Review credits
- Advise clients on the ways to better their credits
- Help dispute negative accounts on the credits
- Rebuild the credits.
Service Dispatcher
Mutombo International
Irving, TX
01.2018 - 01.2019
- Tow truck dispatch
- Handling problems with deliveries and trucks
- Report accidents
- Customer services
- Assessed regulatory and operational risks for escalation to management
- Responded to over 30-50 daily caller requests with information about assistance and timeframes.
Picker Packer
Callaway Golf
Fort Worth, TX
08.2018 - 12.2018
- Prepared orders for shipment by inserting associated paperwork, tagging boxes and scanning barcodes to upload package data to tracking system.
Valet
Zenith Hospitality
Madison, WI
04.2016 - 06.2017
- Welcome customers at arrival
- Park cars at drop-in
- Airport Shuttle from and to hotel.
Education
High School Diploma -
University of Nebraska High School
Lincoln, NEAssociate of Arts - Business Administration
Madison Area Technical College
Madison, WI07-2017
Skills
- Portfolio Management
- Public Speaking
- Operations Management
- Tax Preparation
- Communication Credit Repair
- Team Building
- Loan Processing
- Customer Service
- Leadership
Languages
English
Full Professional
French
Native or Bilingual
Swahili
Native or Bilingual
Timeline
C.E.O / C.O.O
911 TAX SERVICES
12.2025 - Current
Box Truck Driver
Teranga Consultant Services
02.2024 - 12.2025
Office Manager
Peach Capital Inc
11.2023 - 02.2024
Credit Repair Specialist
Peach Capital Inc
09.2021 - 2024
Tax Preparer
Peach Capital Inc
07.2021 - Current
Loan Officer
Peach Capital Inc
07.2020 - 2021
Chief Operating Officer
Ebenezer Enterprises LLC
01.2020 - 06.2021
Picker Packer
Callaway Golf
08.2018 - 12.2018
Service Dispatcher
Mutombo International
01.2018 - 01.2019
Valet
Zenith Hospitality
04.2016 - 06.2017
Associate of Arts - Business Administration
Madison Area Technical College
High School Diploma -
University of Nebraska High School