Objective:
 

A job that will be challenging and works with numbers/data.


Work Desired:Contract or Direct
Citizenship:US Citizen
Resident Of:State: Texas - Area Code: 817
Willing To Relocate:No
Posted By Candidate:1+ Year Ago
Experience:More than 3 years of work-experience
Technical Skills:
Work Experience:
Objective
To find a Bookkeeping Position that is challenging, as well as a learning
experience. 
Experience
4/24/2007 thru 4/8/2009	Primary Realty Corp., Inc.	Fort Worth, Texas 
Controller, Notary Public
	Daily Bookkeeping Responsibilities for 13 Commercial Accounts, as well
as 7 Personal Account for the owner, several Certificate of Deposits, and the
handling of buying and selling stock through E*Trade.
	Administrative Duties, including but not limited to, payroll, A/R, and
A/P.
	Updating Quarterly and Annual Financial Statements, as well as,
providing various documentation needed by Financial Institutions for Loan Review
each year.
	Reviewing Loan Documentation from Financial Institutions. 
	Typing and reviewing Commercial Lease Agreements and Lease
Extensions/Renewals.
	Obtaining and renewing Commercial Property and General Liability
Insurance Policies.
	Upgraded entire office from sole work station computer system to a
Sever System to protect and store electronic files, maintaining entire computer
system to verify it is running smoothly and efficiently, worked with IT Company
to correct any computer issues.
	Reviewing Correspondence with Accountant to prepare tax returns for 13
companies and the personal income tax return for the owner.
	Prepared and forwarded IRS Form 1099 for contract labors at year end.
	Prepared and Maintained HR Personnel Files.
	Prepared Lien Releases for contract work performed at various
properties, verified that all proper notary procedures were followed for a proper
paper trail.
	Sorted and forwarded mail and correspondence to proper personnel.
	Answered and routed telephone calls to the proper personnel.
	Handled all Auto, Home and Life Insurance Policies for the owner.
	Prepared and handled correspondence with Tenants of Commercial
Properties, including but not limited to monthly rent invoices, collection of
monthly rent, and depositing of same.
	Prepared and maintained budget, proposals, and cost analysis of all
tenant improvements and commercial building repairs, as well as maintaining the
budget and cost analysis for the owner’s new residence
	Handled all Charitable and Political donations
	Analyzed documentation for prospective properties, prepared an Excel
Spreadsheet to organize the data
	Obtained necessary documentation to create utility accounts for
Commercial Properties.
	Reviewed Estate Planning issues with Tax Attorney 
	Reviewed documentation with Accountant for Franchise Tax, Property
Taxes, and any other tax issue that may arise.


7/10/2002 thru 12/1/2006 	Lobrano & Lobrano, L.L.C.	Belle Chasse, Louisiana
Legal Assistant, Office Manager, Notary Public
	Administrative duties including but not limited to, payroll, A/R, A/P,
and maintaining HR Personnel files.
	Typing and filing documents with the appropriate Court System.
	Creating and maintaining filing system for office, including creating a
data base for the clients
	Maintained computer system
	Reviewed files, obtained proper documentation, and prepared documents
for Real Estate Closings
	Verified that all procedures and policies were followed when Notarizing
documents
	Arranged travel itinerary
	Confirmed and verified that all attorneys attended continued education
seminars, and that all documentation was filed appropriately.

7/2000 thru 6/2002	Eye Associates of West Jefferson	Marrero, Louisiana
Medical Transcriptionist/Medical Clerk
	Type patients’ medical charts from the physician’s dictation
	Patient check in and check out, schedule appointments, track doctors’
schedules, obtain approval from health insurance companies for procedures
	Answer and direct telephone calls to proper personnel

10/1998 thru 7/2000	Deep Sea Marine Surveyors and Consultants	Belle Chasse,
Louisiana
Executive Assistant
	Answer telephone calls and dispatch surveyors to job site.
	Type dictation of claim and prepare proper report for insurance
companies and Court cases.
	A/R, A/P, and Payroll for company.
	Arranged travel itinerary.
Education
1985 thru 1987 and 2003	University of New Orleans	New Orleans, Louisiana
	Majored in English while there during 1985 thru 1987
	In 2003, I completed the Notarial Preparatory Course and passed the
State of Louisiana Notarial Examination for the Parish of Plaquemines.

References
References are available on request.

 

Applicant is exclusively interested in work-at-home opportunities.


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