Jose Huerta Email & Phone Number

Indianapolis, Indiana, United States

Indianapolis, Indiana, United States

•Analyze business/personal financial statements to accurately spread data within CreditQuest.•Evaluate credit worthiness of borrowers to determine its ability to repay loans and lines of credit.•Ensure all new and existing loans are compliant with Horizon’s Loan Policy guidelines.•Connect with CRE developer clients to discuss financing options for upcoming development projects.

Indianapolis, Indiana, United States

• Collaborate with diverse teams on a weekly basis to address unique challenges and deliver innovative solutions to CRE clients.• Create a highest and best use analysis to propose a development plan for properties or land.• Deliver broker opinions of value and marketing strategies for various property types utilizing the 3 approaches to valuation.• Leverage GIS and mapping tools to analyze layouts, visualize market trends and identify optimal retail, commercial, or industrial site locations for clients.• Present a $6 million financing request for a bridge loan to acquire and convert 36 condominiums into apartments, in preparation for refinancing with a HUD – insured loan.

Indianapolis, Indiana, United States

• Greeted and accommodated guests, to build a positive experience from first interaction.• Managed a 5-table section capable of holding over 25 guests throughout meal service,replenished drinks and catered to additional requests.• Consistently achieved food sales of $1,500 on Friday, Saturday dinner and Sunday lunch.

Indianapolis, Indiana, United States

• Rotated through tax and audit departments gaining exposure to different accounting processes.• Established connections with accounting professionals and peers to build a professional network.• Gained exposure by assisting professionals in completing various routine tasks to meet deadlines.

Indianapolis, Indiana, United States

• Orchestrated re-organization of stockroom merchandise to promote successful inventory and cycle counts.• Operated manual jacks to safely relocate approximately 10 pallets of heavy merchandise on sales floor for timely stocking.• Examined, inspected, and reported defective or damaged inventory to supervisors.

Indianapolis, Indiana, United States

• Prepared tax returns for roughly 20 clients in various industries according to government regulations and requirements.• Utilized Tax Act software to complete 1040, 1065, and 1120-S client returns.• Tracked business revenues, expenditures, and reconciled accounts to maintain highaccuracy using QuickBooks.• Independently designed a client portal to gather required tax-related documents, resulting in improved data accuracy and significant time savings in the tax review and filling process.

Indianapolis, Indiana, United States

• Created and deployed successful strategies to boost restaurant performance, streamline food prep processes and reduce waste.• Delivered in-depth training to workers in food preparation and customer-facing roles to promote strong team performance. • Communicated to de-escalate conflicts with customers by listening to the issue and resolving the matter directly, to ensure customer satisfaction.