adelina valdez

About

I have recently taken the bold step of becoming a business owner. As owner of Adelina's Tax Services, my goal is to provide customers with quality tax preparation service. As I grow my business one customer at a time; I am committed to providing a unique and personal experience to my clients. I pride myself on treating clients as I would expect to be treated.

Country

united states

City

west covina

Industry

accounting

Skill

accounting, income tax, quickbooks, financial reporting, account reconciliation, general ledger, auditing, accounts receivable, tax preparation, accounts payable, tax, financial accounting, client prospecting, business development, account management, mortgage servicing, customer service, leadership, sales, team building, property and casualty insurance, insurance

Experience

account manager

people's choice home loan

2003-1 - 2007-1 · 4 yrs 1 mo

* Oversee the proper processing and disbursement of loans collateralized with homes and real properties. * Prepare the policies such as the interest charges, surcharges collateral requirements and loan products and schedules. * Oversee they are approved by executives of the bank. * Work as a supervisor of the various mortgage lending officers. * Meet with the clients to discuss about the mortgage options. * Assist the clients in the loan applications and processing hurdles. * Always be updated and upgraded with the real estate and home values in the community by using the market appraisers, real estate agents and local surveyors.

franchise owner

fiesta auto insurance and tax services

2013-5 - 2015-9 · 2 yrs 5 mos

* Researching policies from different insurers * Arranging insurance cover * Negotiating for the best deals * Dealing with renewals * Helping to change existing policies * Collecting any premiums * Processing accounts * General admin duties (you’ll never escape paperwork) * Preparing reports for underwriters * Liaising with other insurance professionals * Finding new clients and forecasting their future needs