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Acquisition Coordinator Resume Example

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ACQUISITION COORDINATOR
Professional Summary
To become a valuable asset in an organization that has stability and longevity that can utilize my experience while offering a career opportunity as well as an immediate challenge. Background consists of Tax Preparation, CPA Administrative Services, Loan Consulting, Loan Processing, Mortgage Supervisor, Financial Reporting, Collections, Accounts Payable, Accounts Receivable, Customer Service, Dealer Funding, Acquisitions and Contract Compliance. In my employment history I have proven to be a highly dependable professional whose accomplishments combined with my skills in meeting deadlines, multi-tasking, attention to detail, problem solving, leadership, can work independently or in a team environment, client relations, orginazationation and professionalism have demonstrated commitment in providing impeccable services.
Core Qualifications
Access, ACT Database, Adobe, Constant Contact, DocuSign, DocuShare, Encompass, Excel, Junxure, MasterMind, Microsoft Outlook, Point, Power Point, ProSeries, QuickBooks, Safelink, Window XP, Word,
Experience
Acquisition Coordinator07/2014 to 11/2015SAFE SecuritySan Ramon, CA
  • Monitored service dealer portfolio activities daily and communicated to service dealers by phone and/or email while maintaining professional business relationships.
  • Responded to a wide variety of calls, concern, and/ or complaints for the purpose of resolving problems and proving quality assurance satisfaction.
  • Responsible for informing and training dealers on program pricing/guidelines and ensure all necessary documents are processed accurately and timely.
  • Assisted dealers with post funding issues provided excellent customer service while collecting on past due accounts.
  • Handled customer's sensitive contract information with discretion and professionalism, as well as making sure all necessary documents were in compliance to pass due diligence requirements.
  • Prepared funding documents and made necessary deductions or credits prior to purchasing contract.
  • Reviewed invoices and communicated with service dealers and accounting to resolve discrepancies to ensure invoices were complete.
  • Ordered reports and maintain several spreadsheets to enhance Dealers portfolio tracking.
  • Trained new staff on Contract Compliance, Funding and portfolio tracking.
  • Completed other duties and special projects as assigned.
Administrative Assistant01/2010 to 10/2013Capital Accounting and Tax IncAtlanta, GA
  • Assisted CPA partners with daily business operations.
  • Interviewed clients to obtain additional information needed, and processed taxpayer sensitive tax information in the system for the CPA final review.
  • Assisted in preparing individual and small business tax returns.
  • Filed taxpayer return and extensions by mail and e-file.
  • Responsible for assembling of tax returns and preparing final OIC/IA packages for approvals.
  • Researched tax questions and issues to provide taxpayer with sufficient information.
  • Answered phone calls, scheduled appointments, and filing, scanning, faxing and mailing tax related documents.
  • Communicated daily with taxpayer, IRS, revenue officers.
  • Prepared monthly billing, invoicing, A/P, A/R, bank reconciliation, and bank deposits.
  • Maintained office and computer supplies inventories; purchase as required.
  • Performed other daily duties for CPA partners as assigned.
Real Estate Agent Assistant / Loan Agent11/2007 to 08/2009VLS Properties, IncWalnut Creek, CA
  • Hosted Open Houses for Seller and show properties to buyers.
  • Originated and processed loan files.
  • Provided consistent excellent service to all parties involved in the loan process.
  • Data Entry, verifying loan files for compliance.
  • Responsible for loan approvals, Submitted and tracked loan documents.
  • Coordinated events for broker.
  • Scheduled meetings, travel arrangements, client appointments, seminars with Realtor.
  • Reported weekly/monthly teams' progress, goals and prepared financial reports for the Broker.
  • Communicated the status of loans to the appropriate parties; Clients, Underwriters, Funders, Processors, Realtors and Escrow Officers.
Mortgage Consultant09/2005 to 04/2007California Financial GroupPleasanton, CA
  • Consulted existing borrowers.
  • Originated and assisted new Loan Agents.
  • 15-20 Closed loans a month) Trained, mentored and motivated real estate sales teams.
  • Supervised Loan Agents and Processors, coordinated daily workloads.
  • Submitted, ordered and tracked loan documents for the team.
  • Responsible for loan approvals and tracking loan documents.
  • Responsible for researching and review documents in file for compliance.
  • Review and sign documents with clients, underwriters, funders, processors, realtors and escrow officers.
  • Scheduled and maintained company meetings.
  • Communicated regularly with client and staff provided excellent customer service.
Education
Diploma: General StudiesHighlands Senior High SchoolSacramento, CAGeneral Studies
Diploma: Medical Office Management Business Administration, - Continuing EducationNEC Community CollegeSacramento, CAMedical Office Management Business Administration, - Continuing Education
University of PhoenixTustin, CALicensed by the State of California Department of Real Estate -Not currently active
Skills
accounting, ACT Database, Adobe, A/P, bank reconciliation, billing, business operations, CPA, client, Clients, excellent customer service, Data Entry, due diligence, email, faxing, filing, financial reports, invoicing, mailing, meetings, Access, Excel, mail, office, Microsoft Outlook, Power Point, Window, Word, pricing, Processors, progress, purchasing, quality assurance, QuickBooks, Real Estate, researching, sales, scanning, seminars, spreadsheets, tax, tax returns, phone, travel arrangements
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Resume Overview

Companies Worked For:

  • SAFE Security
  • Capital Accounting and Tax Inc
  • VLS Properties, Inc
  • California Financial Group

School Attended

  • Highlands Senior High School
  • NEC Community College
  • University of Phoenix

Job Titles Held:

  • Acquisition Coordinator
  • Administrative Assistant
  • Real Estate Agent Assistant / Loan Agent
  • Mortgage Consultant

Degrees

  • Diploma : General Studies
    Diploma : Medical Office Management Business Administration, - Continuing Education

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