Liberty Tax – Enrolled Agent – 01/24 to 04/25 ( Seasonal in Tax Season)
- Income tax preparation for individuals and small business owners
Nancy Wong Online – Bookkeeping & Social Media Services 01/98 to now
- Self-employed bookkeeping and business services for various companies & clients.
Village Properties – Realtor 01/23 to now – List / Sell homes
Keller Williams Realty – Realtor 07/20 to 01/23 – List / Sell homes
Premier Realty – Realtor 07/20 to 07/22 –List / Sell homes
Sotheby’s International Realty – Real Estate Assistant 06/16 to 07/17
- Assistant to a top producing realtor with daily activities.
- Experience using Sba & Ventura MLS, top producer, winforms, docusign, rezora, mailchimp, toolkit cma, cloud cma, photoshop and homeaway to accomplish real estate tasks and manage a Luxury Vacation rental.
- Responsibilities also included doing transaction coordination by ensuring that all the documents were complete on a real estate transaction.
Mpx Construction - Accounting Position 01/05 to 06/16
- Administrative office support for construction company.
- Use of QuickBooks contractor’s version to process AP/AR, duties involved invoicing clients, paying vendors, suppliers and business expenses.
- Manage and process payroll, workers compensation and liability reports utilizing Paychex Generate all financial statements, Accounts receivables to review cash flow & collections & Accounts payable to pay outstanding bills by due date.
- Worked with Cpa to provide end of the year reports for corporate and personal tax return Taxes involved corporate and personal taxes with personal and investment properties Maintain and update website and social media profiles.
Casa Realty, Realtor 06/03 to 01/07 – List / Sell homes
- Represent clients in the purchase and the sale of their property
- Process real estate files from start to finish without a transaction coordinator
- Use marketing and sales techniques to obtain clients and referrals
- Produce real estate newsletter, email marketing and direct mailers
University Club of Santa Barbara, Office Assistant 02/02 to 06/03
- Assist in marketing of club by creating monthly newsletter, mailers, and invitations Office support in accounting department by entering bills into QuickBooks.
Trade Express Magazine, Accounting Manager / Office Coordinator 02/00 to 02/01
- In charge of coordinating and managing office procedures and tasks.
- In charge of billing & accounting, booking of ads using FileMaker Pro and Endeavor.
- Help the front office with Ups daily tasks
Santa Barbara Bank & Trust, Bank & Drive up Teller 01/98 to 02/00
- Part time bank teller, assist in peak hours & drive up. Follow banking daily procedures for deposits and withdrawals.
The Ups Store 01/99 to 02/00
- Administrative office support for varios stores. Use of QuickBooks to do bookkeeping for varios stores.
References provided upon request.