Vicky Medina
North Brunswick, NJ *****
adybfw@r.postjobfree.com
Finance position with the ability to operate independently and with a wide experience in reorganizing and maintaining bookkeeping records. Utilizing my skills and knowledge of the mortgage world in a targeted sales environment. Eager to obtain a position where I can gain experience that will compliment my background in Finance, while allowing me to contribute to the success of a company. Sales position where my skills and experience can be effectively utilized to increase profitability and product sales volume for the company as well as enable me to use my strong sales skills, marketing background, abilities to work well with people and excellent customer service skills. HR/Recruiter seeking a position that will utilize my recruiting, human resources experience in such a way as to benefit the organization’s overall objectives. Office Manager/Administrative position •Dedicated and technically skilled business professional with a versatile administrative support skill set developed through experience as an office manager. Work Experience
Tax Preparer, Office Manager
VICKY MULTISERVICES, LLC. [Business & Individual Income Tax Services] - New Brunswick, NJ January 2021 to Present
• Prepare income tax return forms for individuals and small businesses;
• Review financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare return;
• Interview clients to obtain additional information on taxable income and deductible expenses and allowances;
• Occasionally verify totals on forms prepared by others to detect errors of arithmetic or procedures;
• Provide excellent customer service;
• Inform all clients about new and updated tax laws, as well as carefully explaining their particular tax situation and tax credits earned;
• Submit IRS Itin applications for individuals that do not qualify for a social security number;
• Marketing;
• Purchasing office supplies.
Full Charge Bookkeeper
Shupper-Brickle Equipment - North Brunswick, NJ
September 2022 to January 2023
• Accounts Payable;
• Accounts Receivable;
• Data Entry;
• Electronic Funding Transaction recordings and reconciliation;
• Provide excellent customer service;
• Invoicing
• Collections
Full Charge Bookkeeper
KW RASTALL OIL - North Brunswick, NJ
July 2013 to May 2020
• Accounts Payable;
• Accounts Receivable;
• Data Entry;
• Electronic Funding Transaction recordings and reconciliation;
• Provide excellent customer service;
• Set-up fuel deliveries for customers;
• Pricing
• Branded Suppliers Invoicing
• Marketing/Advertising
• Sales
• Manage President’s Agenda
Bookkeeper, Office Manager
FAMILY FINANCIAL SERVICES, LLC. [General Business Services] - New Brunswick, NJ July 2009 to November 2012
• Allocate and post financial transaction details to subsidiary books;
• Transfer data to general ledger;
• Prepare checks, payments and bank deposits;
• Reconcile and balance all accounts;
• Process accounts payable and accounts receivable;
• Prepare and process payroll; prepare and file quarterly and annual taxes;
• Marketing.
Sales Associate and HR Recruiter
LOVING CARE AGENCY [Home Health Aide Agency] - Hackensack, NJ September 2009 to July 2011
• Visiting Senior Centers to offer our services;
• Building relationships with Senior Centers’ Directors;
• Organizing raffles and many other activities for seniors;
• Recruit Home Health Aides;
• Attracts applicants by placing job advertisements, using newsgroups and job agencies;
• Evaluates applicants by discussing job requirements and applicant qualifications with managers;
• Interviewing applicants on consistent set of qualifications;
• Set-up trainings for Home Health Aides;
• Managing a team of 10 Home Health Aides;
• Setting and accomplishing monthly goals for sales as well a recruiting; Office Manager and Bookkeeper
ELECTRONIC RENAISSANCE CORP. [Repairs] - Edison, NJ January 2008 to September 2009
• Customer Service, resolve problems or complaints customers might have; Résumé
• Filing and answering phones;
• Process accounts payable and accounts receivable;
• Prepare invoices and mail to customers;
• Record daily jobs done by technicians;
• Track employees time sheets;
• Prepare manual payroll;
• Contact vendors;
• Purchasing all office supplies, researching new vendor for better pricing.
[Mortgage Broker]
NEW STAR FUNDING - Old Bridge, NJ
May 2006 to January 2008
• Originate loans by using branch or company leads, referrals and marketing resources to meet volume;
• Pre-qualify borrowers;
• Prepare, analyze and verify mortgage applications;
• Build rapport with all parties, Customer Service;
• Negotiate with all parties involved;
• Contact third parties (title co., appraisers, inspectors, etc..) for all reports and inspection needed;
• Pricing each loan;
• Input loan application into system and complete file for submission to Underwriting;
• Request all documentation needed from borrower for submission and during the process;
• Guide and support all borrowers during the complete process;
• Getting the loan to closing status;
• Educate borrowers about their credit;
• Manage a team of 5 Jr. Loan officers.
Sr. Loan Officer
FULL SPECTRUM LENDING [Countrywide Sub-prime loans] - Springfield, NJ November 2001 to May 2006
• Originate loans by using branch or company leads, referrals and marketing resources to meet volume;
• Pre-qualify borrowers;
• Prepare, analyze and verify mortgage applications;
• Build rapport with all parties, Customer Service;
• Negotiate with all parties involved;
• Contact third parties (title co., appraisers, inspectors, etc..) for all reports and inspection needed;
• Pricing each loan;
• Input loan application into system and complete file for submission to Underwriting;
• Request all documentation needed from borrower for submission and during the process;
• Guide and support all borrowers during the complete process;
• Getting the loan to closing status;
• Educate borrowers about their credit;
• Manage a team of 5 Jr. Loan officers.
Education
Bachelor in Business Administration
Universidad Internacional Iberoamericana
September 1991 to May 1995
Skills
• Notary Public
• Ability to act and operate independently
• Peachtree Accounting
• Ability to meet deadlines and collaborate
• Customer Service Expert
• Strong communication skills
• Multi-tasking expertise
• Bi-Lingual (English and Spanish) Fluent
• Highly Professional and Ethical written and verbal.
• Office and Project Management
• Drake
• Tax Wise
• Tax Act
• Turbo Tax
• MS Office
• Excel
• Word
• PowerPoint
• Outlook
• Calyx
• Mortgage Dashboard
• Encompass Software
• Loan Origination
• Accounts Payable
Certifications and Licenses
Certified Notary Public