Real Estate Agent

• Aug 2020 - Present

Financial Institutions Examiner

• Jan 2015 - Dec 2015

My responsibilities included examining the books and records of state chartered credit unions and ensuring that members deposits were safe and sound. I prepared, reviewed and organized examination work papers. I created reports, and prepared exhibits and supporting schedules to support findings. I recommended corrective actions and followed up to ensure they were implemented. My responsibilities included examining the books and records of state chartered credit unions and ensuring that members deposits were safe and sound. I prepared, reviewed and organized examination work papers. I created reports, and prepared exhibits and supporting schedules to support findings. I recommended corrective actions and followed up to ensure they were implemented.

Sr. Business Tax Representative

• Jul 2001 - Dec 2015

Administered the collection of sales and use taxes by analyzing fiscal documents: bills of lading, vouchers, and invoices to ascertain whether sales taxes were paid to out-of-state vendors, or, use taxes were due and payable. Interviewed purchasers to identify ex-tax purchases; initiated contact with their accountants, attorneys or representatives, if necessary, to arrange the filing of delinquent returns. Analyzed returns for completeness and accuracy, and determined whether claimed tax credits and deductions were allowed by California tax laws. Advised taxpayers of inadequate or inappropriate returns, answered questions and instructed them on return and schedule preparation procedures. Created compliance assessments or estimated billings for uncooperative debtors, and for furniture and equipment when businesses were sold. Imposed payment deadlines and monitored payments to ensure deadlines were met. Requested necessary financial statements to support the inability to pay in full. Analyzed documentation and arranged payment arrangements, if necessary. Show less