Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic

Yvonne Aguilar

Alamogordo,NM

Summary

Excelled in roles requiring organizational abilities and customer relations, consistently achieving and surpassing goals. Expert in account reconciliation and proficient in 10-key, demonstrating a unique blend of technical and interpersonal skills.

Overview

14
14
years of professional experience

Work History

Lead Tax Preparer

Jackson Hewitt
11.2022 - Current
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Offered clients recommendations to reduce tax liabilities.


Escrow Service Manager

Pioneer Abstract and Title
08.2021 - 11.2022
  • Processed payments and uploaded ACH file to bank
  • Maintained schedule of when Escrow payments needed to be disbursed
  • Assisted customers with Real Estate Contracts
  • Prepared daily deposit and daily paperwork
  • Answered telephones and transferred calls

Funder

Pioneer Abstract and Title
05.2021 - 08.2021
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Checked signatures and legal descriptions for accuracy and integrity.
  • Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.

Association Executive

Otero County Association Of Realtors
09.2018 - 10.2020
  • Enforced policies, resolutions, and goals created by board.
  • Prepared Monthly Meeting Agenda
  • Assisted onboarding Realtors
  • In charge of reconciling bank account and preparing monthly budget report
  • Collected yearly dues and disbursed accordingly
  • Assigned and maintained inventory or Lockboxes

Bank Branch Manager

Pioneer Bank
09.2010 - 09.2018
  • Maintained confidentiality of bank records and client information
  • Interviewed and hired talented individuals
  • Examined customer loan applications for loan approvals and denials.
  • Maintained friendly and professional customer interactions.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Complied with established internal controls and policies.

Education

High School Diploma -

Del Valle High School
El Paso, TX

Skills

  • Data inputting
  • Account Reconciliation
  • Verbal/written communication
  • Organization skills
  • Attention to Detail
  • Customer Relations
  • Problem-Solving
  • Proficient in 10-key

Software

Word

Excel Spreadsheet

PDF

Timeline

Lead Tax Preparer

Jackson Hewitt
11.2022 - Current

Escrow Service Manager

Pioneer Abstract and Title
08.2021 - 11.2022

Funder

Pioneer Abstract and Title
05.2021 - 08.2021

Association Executive

Otero County Association Of Realtors
09.2018 - 10.2020

Bank Branch Manager

Pioneer Bank
09.2010 - 09.2018

High School Diploma -

Del Valle High School

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Yvonne Aguilar