Simon Nguyen
Montclair,CA
Overview
3
3
years of professional experience
Work History
Income Tax Preparer
Simon Tax & Services
11.2021 - Current
- Prepared over 180 individual and business tax returns.
- Conducted thorough research on unfamiliar tax situations to ensure proper treatment within client returns.
- Collaborated effectively with colleagues to share knowledge and expertise, enhancing team productivity.
- Streamlined internal processes by developing organizational systems for tracking client files and progress on projects.
Loan Officer
DG Mortgage, Inc.
01.2023 - Current
- Conducted thorough credit analysis to minimize risk exposure for financial institution.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
Real Estate Agent
DG Realty
01.2022 - Current
- Expanded client base through consistent networking events, maintaining high level of customer service and professionalism.
- Maintained up-to-date knowledge on local zoning regulations, providing valuable insights to both buyers and sellers throughout transactions.
- Consulted with homeowners on appropriate listing prices based on extensive comparative market analysis, resulting in faster sales and satisfied clients.
- Improved property listings by collaborating with photographers to capture visually appealing images that accurately represented each property''s unique qualities.
Education
Bachelor of Science - Finance
California State University - Long Beach
Long Beach, CA05.2023
Skills
- Financial transactions expertise
- Customer service-focused
- Financial analysis aptitude
- Lending
- Comparative market analysis
- Tax Return Preparation
- Records Management
- Tax reporting
- Financial statement review
Additional Information
Advanced Microsoft Excel - IF Statements, Pivot Tables, VLOOKUP application
Proficient in Quickbooks applications.
Timeline
Loan Officer
DG Mortgage, Inc.
01.2023 - Current
Real Estate Agent
DG Realty
01.2022 - Current
Income Tax Preparer
Simon Tax & Services
11.2021 - Current
Bachelor of Science - Finance
California State University - Long Beach
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