Amy McRath
DeRidder
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
Work History
Financial Services Representative
World Finance
11.2013 - 02.2024
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Explained very technical financial information to applicants in easy to understand language.
- Developed and maintained relationships with customers, lenders and other third parties.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Assisted customers with completing loan applications and other paperwork.
- Examined customer loan applications for loan approvals and denials.
- Processed debtor payments and updated accounts to reflect new balance.
- Counseled debtors on payment options and arranged installment agreements.
- Deployed automated system tracking and skip tracing to locate hard-to-find, re-located customers.
Tax Preparer
Boddie, Plush and Branch, CPA
01.2024 - Current
- Analyzed financial records to verify accuracy of tax returns.
- Assessed client tax situations to determine best filing options.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Maintained compliance by adhering to current tax laws and regulations.
Education
Diploma - General Studies
East Beauregard High School
DeRidder, LA05.1997
Skills
- Life Insurance
- Cash Handling
- Loan Applications
- Financial Services
- Financial Reporting
Timeline
Tax Preparer
Boddie, Plush and Branch, CPA
01.2024 - Current
Financial Services Representative
World Finance
11.2013 - 02.2024
Diploma - General Studies
East Beauregard High School
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