Adriana Pearson Email & Phone Number

• Collected data and prepared 1099s for tax clients using Track 1099.• Review documents provided by clients, request any missing documentation and prepare personal tax returns utilizing UltraTax and CCH Axcess Tax.• Evaluate financial documents (balance sheets, profit & loss, and trial balance), utilize supporting documentation, make adjusting journal entries when needed, and prepare 1120s business tax returns using Workpapers CS and CCH Axcess Tax.• Utilized Fixed Assets CS and ProSystem Fixed Assets software to manage the additions, dispositions, and current listing of fixed assets for 1040 and business clients to generate reports and import them into tax software to ensure proper reporting of amortization and depreciation.• Managed financial records using QuickBooks Desktop and QuickBooks Online, including generating reports, reconciling bank accounts, and recording transactions to maintain accurate and organized books for financial analysis and tax preparation.

• Collected data and prepared 1099s for tax clients using Accountants World• Reviewed documents provided by clients and prepared personal tax returns utilizing UltraTax • Processed business property tax listings for clients from various counties within North Carolina

• Focused on taking the necessary accounting classes to meet the requirements to take the CPA exam.

Cary, Nc

Support multiple loan officers to provide an exceptional client experience with obtaining a home mortgage. -Review client documents to ensure there is sufficient information to get an initial loan decision from underwriting-Provide assistance to clients with document retrieval so loan officers can increase production resulting in $73.6M in production YTD for 2018, $472.3M in production for 2019, and $470M in production for 2020-Request title, appraisal, homeowners insurance, FHA case numbers, certificates of eligibility and other needed services for FHA, VA, and conventional loans upfront in the loan process to facilitate and smooth and rapid loan process-Functioned as interim MLC for 4 months with pre-processing duties to include reviewing files for accuracy based on loan quality submission guidelines

Chapel Hill, Nc

Supported 3 loan officers, including the branch manager, with their daily interactions with clients, realtors, attorneys, processors and underwriters. Also acted as office manager for the largest group in Central Carolina in dollars, volume, and number of loan officers.-Through client interactions assisted my loan offers achieve a production of 190 units and $41.5M for 2013-Assisted processors with document gathering upfront and after initial loan approval with collecting loan conditions from clients for a variety of loans from FHA, VA, Conventional, Portfolio, New Construction, and Doctor Loans-Helped with pipeline management to ensure lock rates did not expire and that loans made their intended closing dates

Raleigh, Nc

Supervised 6 tellers and responsible for cash management for the branch.-Coached and developed tellers and provided input on performance reviews for all tellers-Increased branch fee revenue by 35%-Ensured compliance using internal controls, operational procedures and risk management policies

Serviced clients’ banking needs through in person branch interactions and strived to best help the client achieve their financial goals and strengthen their relationship with the bank.-Actively engaged prospects to acquire $6 million in deposits resulting in being 149% to goal for 2010-Managed cash forecasting for the branch and always met or exceeded guidelines-Responsible for office procurement which resulted in year over year cost reduction of 25%

Fast paced call center environment where I serviced clients’ banking and lending needs.-Completed phone applications for credit cards, personal loans, and home equity loans-Initiated standardization of quality, efficient client responses for online communication-Influenced the improvement of services offered to clients through meeting with executives

Bachelor Of Science - Bs, Finance

Associate In Science, Business Administration