Roxana Montalvo
Rancho Cucamonga
Summary
Passionate about continuous learning and professional growth, eager to contribute skills and expertise in a dynamic work environment. Committed to expanding knowledge base and taking on new challenges to enhance career development. Seeking opportunities to leverage strengths and abilities to make a positive impact within a forward-thinking organization. Excited about contributing to a team that values innovation and personal development.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
PRIMERICA
11.2019 - Current
- Manage my own business from 2005 to 2017
- Able to work as an individual and as part of a team
- Honest and detail oriented
- Always ready to learn
- Bilingual in English and Spanish
- Microsoft Word
- Basic Computer Skills
- Multitasking
- Prepare federal and State returns individuals and small business
- Management, Decision Making.
- Assist client to gather the right documentation in order to prepare their income taxes.
- E-mails, faxes, filing forms, sending payments, scan documents and setting up appointments.
- Strong Customer Service
- Quick Books, Simple C
- Prepare DMV forms
- Car Insurance Policy Quotes
- Accounting Small Business, Profit and Loss.
Education
Chaffey College
01.2017
Skills
- Manage my own business from 2005 to 2017
- Able to work as an individual and as part of a team
- Honest and detail oriented
- Always ready to learn
- Bilingual in English and Spanish
- Microsoft Word
- Basic Computer Skills
- Multitasking
Accomplishments
Eight years of tax preparer experience and accounting for small business.
Certification
Tax Preparer, Life Insurance Agent.
Languages
Spanish
Full Professional
English
Limited Working
Timeline
Life Insurance Agent
PRIMERICA
11.2019 - Current
Chaffey College
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