Accounts Payable Receivable
Resume:
JIMMY DURAN
Delray Beach Florida 33484
************@*****.***
FINANCIAL QUALITY ASSURANCEwith 10 plus years of experience in the mortgage industry specializing in financial processes and management.
ABILITIES AND SKILLS
Financial Management
Inventory Skills
Financial Reports
Record Keeping
Analyzer & Researcher
Profit & Loss
Detailed Oriented
Customer Service
Tax Knowledge
Accounts Payable
Accounts Receivable
Conflict Resolution
Microsoft Office
Time Management
As-400: BoA Software
EMPLOYMENT HISTORY
Analyzed legal court documents specializing in loan modifications, foreclosures and bankruptcy
Audited documents after completion to ensure correctness and accuracy met for processing
Managed a large staff of financial specialists and conducted performance reviews
Managed all financial documents and its process to ensure seamless transactions
Trained and facelifted new staff members on process and on-the-job training
Marketed targeted clients and contacted them by phone, calls, mailing correspondence and create flyers
Prepared income tax returns for individuals and self employed taxpayers
Conducted personal interviews with clients to determine the correct filing status and forms to use
Questioned client to determine what tax benefits to qualify for the year in question
Handled incoming calls to answer any questions and concerns about taxes and other IRS questions
Advised against potential tax liabilities
Followed and adhered IRS and other governmental tax laws
Ongoing and continuous learning on new tax laws
Beta tested on new tax technology software
Quality Assurance Analyst, Bank of America, Delray Beach, FL 2012 - 2016
Home Loan Officer, Array Capital Investment, Richardson, TX 2005 - 2011
Incometax Preparer,JimmyTax Delray Beach FL 1999 - 2025
EDUCATION
Bachelor’s Degree in Civil Engineering. LaSalle University Bogota, Colombia
OCCUPATIONAL LICENSE
Income Tax Preparer, Internal Revenue Service
Contact this candidate