REGINA ELDERKIN
Bertram,TX
Summary
Results-driven administrator with over 20 years of experience in tax preparation and office management. Known for strong attention to detail and decision-making skills, contributing to improved client satisfaction and streamlined processes.
Overview
2027
2027
years of professional experience
Work History
Administrator /Professional Tax Preparer
Robnett CPA
Marble Falls, TX
08.2019 - Current
- Managed client communications and appointment scheduling to enhance operational efficiency.
- Assisted in preparing financial statements and reports for accuracy and compliance.
- Conducted data entry tasks using accounting software to streamline record-keeping processes.
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- Coordinated office operations, including supply management and equipment maintenance, to optimize workflow.
- Implemented filing systems that improved document retrieval time and reduced clutter.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
- Responded to inquiries from IRS and other tax authorities.
- Utilized tax software to prepare returns and meet deadlines.
Loan Officer
Security Finance, Financial Services
Marble Falls, TX
2011 - 2019
- Evaluated loan applications for eligibility and compliance with regulatory standards.
- Assisted clients in understanding loan options and application processes.
- Processed documentation to ensure timely loan disbursement and customer satisfaction.
- Collaborated with underwriters to resolve discrepancies and facilitate approvals.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Manager
H&r Block
Burnet, TX
2006 - 2011
- Led team to achieve high customer satisfaction through effective service delivery and training programs.
- Streamlined tax preparation processes, enhancing accuracy and reducing turnaround time for client filings.
- Developed and implemented staff performance metrics to drive accountability and improve overall productivity.
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Oversaw scheduling and resource allocation to maximize operational efficiency during peak tax seasons.
Education
High School Diploma -
Marble Falls High School
Marble Falls, TXSkills
- Customer service
- Data entry
- Attention to detail
- Recordkeeping and file management
- Office administration
- Administrative support
- Decision-making
- Office management
Timeline
Administrator /Professional Tax Preparer
Robnett CPA
08.2019 - Current
Loan Officer
Security Finance, Financial Services
2011 - 2019
Manager
H&r Block
2006 - 2011
High School Diploma -
Marble Falls High School