Phaedra Roybal

Property account at Columbus Capital LLC
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Contact Information
Location
Santa Fe, New Mexico, United States, MX
Languages
  • English -

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Credentials

  • Notary Public
    -

Experience

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Property account
      • Jun 2023 - Present
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Realtor
      • Mar 2023 - Present
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Loan Officer
      • Nov 2022 - Present

      Making home ownership dreams come true Making home ownership dreams come true

    • Accountant & Office Manager
      • Nov 2021 - Present

      Manage A/P, Payroll, Legal issues, insurances and compliance. Reconcile banks and credit card accounts. Cash flow. Manage A/P, Payroll, Legal issues, insurances and compliance. Reconcile banks and credit card accounts. Cash flow.

    • United States
    • Construction
    • 1 - 100 Employee
    • Accountant
      • Jun 2022 - Aug 2023

      Reconcile merger from Sage to QuickBooks. Monthly taxes . HR issues and workman's comp. Weekly payroll taxes and Quarterly reports. Bank & credit card reconciliation . Accounts payable and receivable processing. Collections. Streamline and transition to online payments, statements and accounts were possible. Clean out files and un-necessary clutter. Reconcile merger from Sage to QuickBooks. Monthly taxes . HR issues and workman's comp. Weekly payroll taxes and Quarterly reports. Bank & credit card reconciliation . Accounts payable and receivable processing. Collections. Streamline and transition to online payments, statements and accounts were possible. Clean out files and un-necessary clutter.

    • Mortgage Loan Advisor
      • Jan 2021 - Nov 2022

      NMLS #1993929 ©2022 Finance of America Mortgage LLC is licensed nationwide | Equal Housing Opportunity | NMLS ID #1071 (www.nmlsconsumeraccess.org) |1 West Elm Street, First Floor, Conshohocken, PA 19428 | (800) 355-5626 | AZ Mortgage Banker License #0910184 | Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act | Georgia Residential Mortgage Licensee #15499 | Kansas Licensed Mortgage Company | Licensed by the N.J. Department of Banking and Insurance | Licensed Mortgage Banker -- NYS Banking Department | Rhode Island Licensed Lender | Massachusetts Lender/Broker License MC1071. For licensing information go to: www.nmlsconsumeraccess.org. This is not a commitment to lend. Prices, guidelines and minimum requirements are subject to change without notice. Some products may not be available in all states. Subject to review of credit and/or collateral; not all applicants will qualify for financing. It is important to make an informed decision when selecting and using a loan product; make sure to compare loan types when making a financing decision. Any materials were not provided by HUD or FHA. It has not been approved by FHA or any Government Agency. This site is not authorized by the New York State Department of Financial Services. No mortgage loan applications for properties located in the state of New York will be accepted through this site. Show less

    • Property Account Manager
      • Jan 2016 - Dec 2020

      Accounting A/P and A/R. Cash flow processes. Lender reporting. Tenant ledger review. Yardi Voyager system for property management accounting. Bank and Loan reconciliations. Office manager. Monthly JE's and financial reviews. Collections and monthly billing. Business accounting in Quick-books cloud based software. M-files filing and file management software. Construction loan Draw processing. Accounting A/P and A/R. Cash flow processes. Lender reporting. Tenant ledger review. Yardi Voyager system for property management accounting. Bank and Loan reconciliations. Office manager. Monthly JE's and financial reviews. Collections and monthly billing. Business accounting in Quick-books cloud based software. M-files filing and file management software. Construction loan Draw processing.

    • Accountant
      • Apr 2010 - Dec 2018

      Inventory and Invoice, Contract, Email list updates Inventory and Invoice, Contract, Email list updates

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Tax Examiner
      • Oct 2014 - Jan 2015

      Process Personal Tax returns Process Personal Tax returns

    • United States
    • Hospitals and Health Care
    • 500 - 600 Employee
    • Business Manager
      • Sep 2013 - Sep 2014
    • Temp Accountant
      • Dec 2012 - Sep 2014

      Working as a bookkeeper/ accountant at Eun Hong CPA office. A/P A/R, Bank and credit card reconciliations, Payroll, Grants. QuickBooks 2010, 2012, and 2013. Working as a bookkeeper/ accountant at Eun Hong CPA office. A/P A/R, Bank and credit card reconciliations, Payroll, Grants. QuickBooks 2010, 2012, and 2013.

    • Accounts Payable
      • Feb 2011 - Sep 2013

      Accounts Payable in QuickBooks as well as processing expense reports. Accounts Payable in QuickBooks as well as processing expense reports.

    • United States
    • Guest Service Agent
      • Sep 2009 - Aug 2011

      Pbx phone system, check guests in/out, reconcile cash drawer, operated Choice Advantage, guest services, make reservations, manage group reservations, Choice University Training Pbx phone system, check guests in/out, reconcile cash drawer, operated Choice Advantage, guest services, make reservations, manage group reservations, Choice University Training

    • Non-profit Organizations
    • 700 & Above Employee
    • Volunteer
      • Apr 2006 - May 2010

      Set up a Army family team, raised funds, and in the second year raised the most funds out of all teams Set up a Army family team, raised funds, and in the second year raised the most funds out of all teams

    • United States
    • Transportation/Trucking/Railroad
    • Volunteer
      • Aug 2004 - Aug 2009

      I volunteered for the Family Readiness Group, I did fundraising and event coordination with the goal of creating a strong home base in the event that the soldiers were deployed. I volunteered for the Family Readiness Group, I did fundraising and event coordination with the goal of creating a strong home base in the event that the soldiers were deployed.

    • United States
    • Plastics Manufacturing
    • Co-worker
      • Dec 2000 - 2004

      Express cashier, Full service production operator, and FedEx shipping, express cashier, black and white key-op, daily bookkeeping, and coast analyst. Express cashier, Full service production operator, and FedEx shipping, express cashier, black and white key-op, daily bookkeeping, and coast analyst.

    • Screening Supervisor
      • Aug 2002 - Sep 2003

      responsible for the federal training of 50-400 employees, setting up check points, bookkeeping, and machine logs. Daily and weekly machine upkeep. Daily equipment testing and use of electronic trace detector, x-ray, and CTX –explosive detection system in order to provide safe and efficient air travel. responsible for the federal training of 50-400 employees, setting up check points, bookkeeping, and machine logs. Daily and weekly machine upkeep. Daily equipment testing and use of electronic trace detector, x-ray, and CTX –explosive detection system in order to provide safe and efficient air travel.

Education

  • Santa Fe Community College
    accounting, Accounting and Business/Management
    2010 - 2013
  • Mike Monroney Aeronautical Center
  • The University of New Mexico
  • Santa Fe Community College
    GED, Accounting and Business/Management
  • New Mexico Highlands University
    2013 -

Community

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