Resume
EDUCATION
- Real Estate license & Real Estate Loans & Property Management Experience
- B.A. in Art - Graphic and Web Design - California State University Northridge
- A.A. Degree in Computer Graphic Design - Santa Barbara City College California
- Income Tax License
SKILLS
- MS Word, Excel, Access, Powerpoint, Outlook Express, Dropbox, Various CRM’s (client data base)
- Filemaker, QuickBooks, QuickBooks Contractor Edition & Sagebuilder
- Photoshop, Illustrator, QuarkXpress & Dreamweaver
PERSONAL STRENGTHS
- Communicate effectively with management and clients.
- Able to supervise and coordinate projects and meet deadlines.
- Detail oriented, self-motivated, and able to work in different projects.
- Able to write and speak Spanish fluently.
Professional Experience
💼 Bookkeeping & Business Services
Nancy Wong Online · Self-Employed
1998 – Present
I provide bookkeeping, administrative support, and social media services to a variety of clients, including small businesses, realtors, and service providers. My work includes:
QuickBooks (Online & Contractor Edition)
AP/AR, payroll processing, and financial statements
Year-end reports for CPAs
Social media and website updates
The UPS Store · Administrative Support & Bookkeeping
1999 – 2000
Performed bookkeeping and administrative tasks for various store locations using QuickBooks.
Trade Express Magazine · Accounting Manager / Office Coordinator
2000 – 2001
Managed billing, ad bookings (FileMaker Pro), and front office coordination.
University Club of Santa Barbara · Office Assistant
2002 – 2003
Assisted in marketing, accounting tasks using QuickBooks, and created newsletters and invitations.
Santa Barbara Bank & Trust · Bank Teller
1998 – 2000
Assisted during peak hours and drive-up operations, handling daily deposits and withdrawals.
🧾 Tax Services
Liberty Tax · Enrolled Agent (Seasonal)
2024 – 2025
Provided income tax preparation services for individuals and small businesses during tax season.
🏠 Real Estate Experience
Village Properties · Realtor
2023 – Present
Keller Williams Realty · Realtor
2020 – 2023
Premier Realty · Realtor
2020 – 2022
Casa Realty · Realtor
2003 – 2007
I specialize in listing and selling residential properties, guiding clients through the buying and selling process with marketing strategies, contract coordination, and personalized service.
Sotheby’s International Realty · Real Estate Assistant
2016 – 2017
Supported a top-producing realtor with daily activities, transaction coordination, marketing (Mailchimp, Rezora), and document preparation (DocuSign, WinForms, CloudCMA, ToolkitCMA).
🛠️ Software & Tools I Use
- QuickBooks (Desktop, Online Contractor)
- FileMaker Pro
- Paychex
- Photoshop
- Mailchimp
- DocuSign
- MLS Systems (SBA, Ventura)
- CloudCMA
- ToolkitCMA
- Rezora
- WinForms and more.