Information Systems Administrative Assistant

Trang P. Nguyen

**** ********** **. **** 619-***-****

San Diego, California 92105 ************@*****.*** OBJECTIVE:

To obtain a position as a School Clerk in a professional environment where I can apply my skills to support team efficiency and contribute to long-term organizational success. EDUCATION:

California Tax Education Council – CTEC Registered Tax Preparer since 2021 – Renewal Every Year Cosmetologist License – Since June 2008 - Renewal Every 4 Years Real Estate Salesperson License – Since August 1999 - Renewal Every 4 Years San Diego City College, San Diego, CA 92101 – Graduated May 1996

-Associate of Science Degree – Office Information Systems Administrative Assistant

-Certificate of Achievement – Office Information Systems Microcomputer Applications Junipero Serra High School, San Diego, CA 92124 – Graduated June 1993 WORK EXPERIENCE:

H&R Block, San Diego, Multiple Office Locations November 2021 - Present Senior Tax Specialist (Seasonal)

-Prepared and filed individual and business organizational tax returns.

-Stayed current with changes in tax laws and regulations and applied this knowledge to client situations to maximize tax savings.

-Consulted with clients to gather financial information, provided tax planning advice, and addressed inquiries.

-Maintained detailed records of client information, ensuring confidentiality and secure data handling.

-Proficiently used H&R Block software for accurate and efficient tax preparation, sent electronically or by mail, as appropriate

-Helped clients with audit letters, amended returns, and provided necessary documentation and explanations. DT America Realty and Mortgage, San Diego, CA 92105 December 2017 - December 2018 Property Management (Full Time)

- Managed rent collections, security deposits, application fees, and invoice payments.

- Analyzed operating statements and prepared monthly/annual budgets and financial reports.

- Conducted tenant selection through interviews, background checks, and credit checks.

- Prepared leasing documents and coordinated move-ins and move-out inspections.

- Supervised contractors and maintenance staff for property repairs.

- Assisted with rent commencement letters and tenant notices.

- Addressed tenant complaints and violations.

Homestar Mortgage Inc., San Diego, CA 92123 January 2002 - September 2007 Sr. Loan Processor (Full Time)

- Processed FHA/VA, conventional, and subprime loan applications from open to close.

- Managed pipelines of 60+ FHA and 25+ conventional loans, funding 40+ FHA and 15+ conventional files monthly.

- Opened files, escrow, and titles; pulled and analyzed credit reports and appraisals.

- Handled FHA loan processing through FHA connection, including pulling case numbers and refi authorizations.

- Verified VOE, VOD, VOR, VOM, and insurance; ordered payoff demands on liens, judgments, and child support.

- Calculated incomes, obtained necessary documentation, and submitted loans via T-box and online uploads.

- Responded to phone inquiries and was knowledgeable about investor guidelines and lock procedures.

- Coordinated with lenders for approvals, provided PTD and PTF conditions, and ordered and checked documents.

- Worked closely with escrow, title, and loan officers to ensure fast and efficient loan funding. Newland Realty and Mortgage, San Diego, CA 92115 October 1997 - January 2002 Manager/Real Estate Agent & Loan Officer (Full Time)

- Acted as both Seller and Buyer Agent, conducting open houses and property showings.

- Processed conventional, conforming, and jumbo loans with full and alternative documentation.

- Interviewed clients and issued pre-qualification letters.

- Collected necessary documents (W2, pay stubs, 1040, bank statements) from clients.

- Familiar with various loan programs and lenders; ordered physical inspections.

- Organized and prepared loan packages for submission, processed manually and via computer.

- Locked rates, ordered loan documents, scheduled signings, and served as a Notary Public.

- Prepared client income tax returns and liaised with the IRS as needed.

- Handled bookkeeping, payroll, and profit/loss statements; completed miscellaneous forms. SKILLS:

- Type 40 w.p.m.

- Communication: Excellent verbal and written communication skills (both English and Vietnamese).

- Time Management: Efficiently manage time and prioritize tasks (hard-working and will stay overtime).

- Customer Service: Very organized person; professional interaction with clients and customers (strong attention to detail).

- Team Collaboration: Working effectively within a team environment (Easily understands and can get along well).

- Document Management: Filing, organizing, and maintaining documents and records (able to do all office work). REFERENCES:

Professional and personal references provided upon request.

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