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.
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