Data Entry Accounting Administrative
Resume:
SHERI JURGAJTIS
EDUCATION
THE UNIVERSITY OF TEXAS AT SAN ANTONIO
Bachelor of Arts 2007, Cum Laude, focus on business administration and accounting
UNIVERSITY OF THE INCARNATE WORD
Accounting
SAN ANTONIO COLLEGE
Accounting
WORK EXPERIENCE
H&R Block
Jan 2018 - April 2018
Tax Pro
Prepare tax returns including farm and oil royalties.
Church Children’s Educational Director
Aug 2015 – Present
Direct the Church Educational Program in teaching children and teenagers ages 5 through 16. Lead a group of 10 teachers, coordinating with priests, organizing, planning events, ordering books, and teaching classes of all grades.
RANDOLPH BROOKS FED CREDIT UNION
Dec 2015 – Dec 2017
Mortgage Loan Officer
Determined Borrowers’ eligibility for Home Equity products. Calculated income, analyzing tax returns, lease agreements, schedule E’s, K-1’s, 1120’s, pay stubs, bank statements, investments and income statements. Recommended loan terms. If ineligible proposed counteroffers, often suggesting longer terms or underwriting conditions. Worked with Processing through appraisal, Title Commitment and Closing processes.
ROBERT HALF/ RANDOLPH BROOKS FED CREDIT UNION
May 2015 – Dec 2015
Mortgage Loan Processing
Main function was to calculate income, analyzing tax returns and other income documentation. Ordered Homeowner’s Insurance, Appraisals, Flood Certification, Title Commitments, and Title Searches. Analyzed Title Searches and determined steps for resolving issues. Reviewed appraisals. Processed Home Equity loan applications. Attended RBFCU training courses for Self-Employed and Income Tax Analysis to calculate Business and Corporate Income more precisely for lending purposes. Other courses involved liabilities, appraisals, and credit reports.
WELLS FARGO BANK
Jan 2015 – March 2015
Foreclosure Exceptions Associate
Reviewed, analyzed and updated mortgage files prior to Foreclosure sale. Coordinated with attorneys for postponement of sale dates if necessary for inspections or to acquire documentation or hearing dates. Reviewed Notes, Warranty Deeds, Titles, Chains of Title for discrepancies, ensuring that foreclosure is handled fairly and legally.
WELLS FARGO BANK
Nov 2009 – Jan 2015
Consumer Loan Underwriter
Determined Mortgagors’ eligibility for modifications or for possible HAMP or temporary payment plans. Underwrote mortgages for FHA, VA, FHMLC, FNMA, ASC and Private lenders. Reviewed and analyzed credit reports. Reviewed inspection reports and appraisals. Communicated with attorneys to delay Foreclosure dates and obtain attorney fees and other information. Received several certificates for perfect quality. Audited loans processed by peers for needed corrections or improvements. Audited files in Appeals Department for potential underwriting errors. Traveled to several states to meet with mortgagors in attempts to renegotiate payments.
July 2008 – Present
Manage family cattle ranch; organize cattle sales, and control expenses. Oversee purchasing feed and equipment. Track expenditures, accounts payables, revenues according to family members using excel spreadsheets. Until 11-2009 employed through various temporary agencies doing a variety of jobs. Agencies include Leading Edge, L K Jordan, and Accountemps. Jobs included clerical, cashier, data entry and accounting duties. Earned extra income during tax seasons preparing tax returns for self-employed friends, farmers and some family members with oil royalties.
LIBERTY TAX SERVICE
Jan 2008 – July 2008
Tax Preparer, Assistant Manager
Responsible for all aspects of preparing, tracking, and filing individual, farming, and business income tax returns. Worked face to face with customers, discussing details of financial situations. Interfaced with IRS personnel to resolve issues with some returns, including improper claims, lost returns, and stolen SSNs. Maintained tax records of customers. Helped schedule, train, and resolve problems with employees and clients. After Tax Season, worked part-time filing quarterly returns and assisting aliens to acquire TINs.
HOME DEPOT
Oct 2006 – Jan 2008
While attending College, worked part-time at Home Depot. Researched and reconciled reports of inventory and incomplete merchandise and service orders. Tracked orders and merchandise storage, delivery, installation and payment processes. Maintained Customer order and payment records. Store Artist for Evans Road Home Depot, creating t-shirts, murals, signs, window displays, posters and other forms of advertisement. Assisted Customers with a variety of requests, issues.
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