Miosoti Disla
Kissimmee,FL
Summary
Accomplished Loan Originator and Manager with a proven track record at The Royal Family Mortgage LLC, adept in loan structuring and fostering client relations. Demonstrated success in enhancing customer satisfaction and streamlining operational processes, achieving significant improvements in loan approval rates and operational efficiency. A goal-oriented team player, committed to delivering exceptional results.
Overview
25
25
years of professional experience
Work History
Loan Originator
The Royal Family Mortgage LLC
06.2021 - Current
- Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
- Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
- Reviewed credit reports and financial statements to accurately assess risk factors before submitting loans for approval.
- Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options.
- Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
- Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.
Residential Real Estate Agent
The Royal Family Investment LLC
06.2020 - Current
- Guided clients from beginning to end of home buying process in choosing right property.
- Showed properties to potential buyers and other brokers at open houses and by appointment.
- Informed home buyer of sales, construction and warranty processes.
- Created virtual tours of homes listed, providing potential buyers with additional exposure to properties.
- Utilized advanced technology tools to maintain organized client database and streamline communication processes.
- Negotiated favorable contract terms for clients, resulting in successful real estate transactions.
- Guided first-time homebuyers through the purchasing process, ensuring a smooth transition into homeownership.
Manager of Accounts and Finance
The Royal Family Investment LLC
01.2019 - Current
- Handled accounts payable and receivable functions, ensuring timely payment processing and collection efforts.
- Processed payroll for employees and reported payroll taxes for organization.
- Developed annual and multi-year budgets to meet organizational needs.
- Led the annual budgeting process, involving department heads in setting realistic targets aligned with organizational goals.
- Established solid relationships with external partners including banks, auditors, vendors, and clients to support business objectives.
- Maintained up-to-date knowledge on industry best practices and applicable regulations to ensure compliance across all aspects of accounting and finance operations.
Manager of Operations
Miosoti Disla LLC
03.2017 - Current
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Oversaw facility maintenance activities to ensure optimal performance of equipment and infrastructure elements.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Successfully managed budgets, consistently meeting financial targets while maintaining high-quality standards.
- Implemented cost-saving initiatives, reducing overall operational expenses without compromising service quality.
- Streamlined operational processes by implementing efficient workflow management strategies.
Tax Preparer
MC Tax
03.2010 - 12.2018
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
Education
Tax Specialist - Income Tax Individuals And Corporte
H&R Block
Orlando, FL04.2008
MBA -
Instituto Tecnologico De Santo Domingo(Intec)
Santo Domingo,Dominican Republic07.1994
License 214-215 - Health And Annuity Insurance
Goal Cost School
Orlando QuickBooks Accounting - Accounting
Quicbooks
Orlando, FLTax Fraud And Consequences - Taxes
Latin American Business Institute
Orlando 09.2023
Corporations And Problems Resolution With IRS - Accounting
Latin American Business Institute
Orlando Skills
- Underwriting guidelines
- Loan structuring
- Goal-Oriented
- Document Review
- Market Knowledge
- Team Player
- Cash Handling
- Banking
- Client Relations
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Loan Originator
The Royal Family Mortgage LLC
06.2021 - Current
Residential Real Estate Agent
The Royal Family Investment LLC
06.2020 - Current
Manager of Accounts and Finance
The Royal Family Investment LLC
01.2019 - Current
Manager of Operations
Miosoti Disla LLC
03.2017 - Current
Tax Preparer
MC Tax
03.2010 - 12.2018
Tax Specialist - Income Tax Individuals And Corporte
H&R Block
MBA -
Instituto Tecnologico De Santo Domingo(Intec)
License 214-215 - Health And Annuity Insurance
Goal Cost School
QuickBooks Accounting - Accounting
Quicbooks
Tax Fraud And Consequences - Taxes
Latin American Business Institute
Corporations And Problems Resolution With IRS - Accounting
Latin American Business Institute
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