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Click here or scroll down to respond to this candidateCandidate's Name
Cape Coral, FL Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEWork ExperienceOffice Manager/ Real Estate Title ProcessorAccent Title Insurance - Fort Myers, FLFebruary 2013 to PresentAs office manager and title processor my responsibilities range from running the day to day In the office customer service and the processing of real estate transactions from contract to closing. My duties also include accounts payable Accounts Receivable and guiding the customers through the process. Tax Preparer/Expert ReviewerIntuit - FLNovember 2023 to April 2024Tax preparation and extensive review of the state and federal tax returns both with Customer on the line and withoutVita Program Coordinator/ United Way House Coordinator United Way IncJanuary 2012 to April 2013As program coordinator I trained and supervised and had the pleasure of working side-by-side with over 100 volunteers 12 United Way house managers and the staff of United Way to successfully build the IRS vita tax program. The program began with one location and five volunteers and is now 13 locations with almost 150 volunteers. I planned over 50 events annually in the community and county wide. CredAbility Financial Education Specialist/Vita Program Coordinator United Way HouseOctober 2008 to January 2013The position with Credibility was a United Way funded position. The Financial Education Specialist provided financial education to both children and adults to assist low to moderate income families with achieving self-sufficiency. Vita Program Coordinator established the first Vita Program in Lee County and successfully coordinated and marketed the program. The position was integrated into the United Way Vita Program.Vita IRS Program DirectorCredAbility - Fort Myers, FL2008 to 2013-As Vita program coordinator responsibilities included working closely with the IRS to develop and plan successful tax sites and marketing and media strategies for the tax preparation program. Recruited in excess of 100 volunteers and successfully trained all volunteers and support staff. The Vita program exceeded all expectations for the 2008 through 2013 filing seasons. Expanded program to 6 counties. Provided support to all 15 United Way House locations throughout Lee Hendry and Glades Counties.*Received multiple awards and recognitions from IRS and United Way. The position was eliminated in program realignment.Rural Carrier AssociateUNITED STATES POSTAL SERVICE (USPS - Full Time) - Fort Myers, FL January 2002 to August 2008EducationBachelors in AccountingSouthwest Florida College - Fort Myers, FLMay 2002 to March 2007Associates business management in BussinessSWFL College - Fort Myers, FLSkills Proficient in Accounting and tax programs Tax Experience QuickBooks Office Management Insurance Sales Accounts Payable Human Resources Bookkeeping Leadership Customer service Word processing Accounting Analysis skills Communication skills Accounts Receivable General Ledger Accounting Management Account Reconciliation Payroll Microsoft Outlook Personal assistant experience Personal assistant experience Social media management Research Classroom experience Documentation review Microsoft Office Data Entry Financial Analysis Financial Statement Preparation Auditing Financial Report WritingCertifications and LicensesLife and Health InsurancePresentCertified Notary PublicProfessional In Human ResourcesAdditional InformationCertified Notary Public |
