Perform bank deposit analyses, review IRS reports, document attorney meetings with clients, publish blog posts related to tax law, and track and enter billable hours.
Relationship Manager
Lendistry
Brea, CA
01.2021 - 08.2021
Reviewed small business grant requests for COVID-19 relief via SalesForce; resolved issues with IRS, FTB, and CA Secretary of State; drafted grant policies with legal team; hosted training webinars; conducted research and analyzed data to optimize operations; de-escalated conflict with clients; and provided positive customer service.
International English Tutor
Preply
Walnut, CA
07.2020 - 08.2021
Marketing and Human Resources Specialist
Trumi International, LLC
San Dimas, CA
01.2017 - 08.2021
Drafted memos, collaborated with payroll/legal teams, conducted reference checks, completed line sheets for inventory.