Jose Simon Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

Dallas-Fort Worth Metroplex

Dallas/Fort Worth Area

In this role, I demonstrated effective leadership, strong communication skills, and a commitment to maintaining a well-organized and efficient environment.• Led pre-shift meetings to update staff on new rules, procedures, and any incidents that occurred during previous shows & fostered an open and engaging conversation where employees could provide input on improving our handling of various situations. Addressed emergency protocols and set clear behavioral expectations for employees. • Assigned positions and tasks to staff based on their availability and anticipated guest volume for the day. Ensured smooth operations by effectively organizing and utilizing the team.• Ensured compliance with employment rules and standards, staying up-to-date with updated regulations. Trained and supervised new team members in accordance with company procedures and policies. Acted as a trainer for other new hires when necessary.

Dallas/Fort Worth Area

In this role, I consistently delivered outstanding service, fostered a collaborative work environment, and actively contributed to the overall success of Broadway Dallas.• Ensured strict compliance with relevant regulatory employment rules and standards, maintaining a professional and ethical work environment at all times.• Played a vital role in training and supervising new team members, ensuring their smooth integration into the company. Followed company procedures and policies, adapting to frequent changes and updates.• Demonstrated strong troubleshooting skills, resolving tasks efficiently without the need for management escalation. Proactively addressed issues in a timely manner to guarantee patron satisfaction.• Rotated between ushering and ticket-taking duties, adapting to varying tasks and responsibilities to ensure seamless operations and provide a positive experience for patrons.

Dallas, Texas, United States

Dallas/Fort Worth Area

• Prepared precise and compliant tax returns for a diverse client base, including individuals, self-employed contractors, and small businesses. Exhibited strong attention to detail and adherence to tax laws and regulations, resulting in accurate and optimized tax outcomes.• Provided invaluable IRS audit support by assisting clients with IRS letters requesting additional information on their tax returns. Exhibited professionalism and expertise in navigating the audit process, ensuring clients' compliance and peace of mind.• Effectively communicated complex tax concepts in a simplified manner, ensuring clients had a clear understanding of how taxes worked and how their refunds or liabilities were calculated.

Plano, Texas, United States

Gained valuable skills in HR ticket resolution, data management, presentation creation, and process improvement during my tenure at Fannie Mae.• Resolved HR tickets and provided prompt responses to verification of employment requests and unemployment data inquiries, ensuring efficient employee support with high attention to detail.• Managed employee information using HR systems, accurately adding and editing personal and sensitive details to maintain data integrity.• Developed engaging PowerPoint presentations where I presented suggested changes that would enhance and simplify work instructions for employees across the organization, improving comprehension and streamlining processes.

Irving, Texas, United States

This role required meticulous research skills, proficiency in financial systems, and effective written communication and reporting skills. I consistently maintained accuracy and compliance while managing a high volume of loans from diverse locations throughout the United States.• Conducted thorough research on assigned properties to determine their property tax status, including current tax payment status, delinquencies, tax lien sales, redemption information, abatement status, and any attached liens. I compiled detailed reports with my findings for presentation to supervisors and managers where the reports were then presented to investors.• Utilizing financial systems such as "MSP Blacknight" and "Source Bridge" to collect research on loans. I also accessed online tax collector/assessor websites specific to each county, as loans varied across different states. Additionally, I contacted tax agencies, communicated via email and faxed county comptrollers to gather the necessary information. In cases where policy restrictions prevented data collection, I submitted requests for escalated tax research reports.• Notating research findings in the financial systems, which were then uploaded to client systems, including major banks. I utilized the systems to convert loans from non-escrow to escrow and performed other servicing tasks, such as sending delinquency letters to property owners.

Dallas-Fort Worth Metropolitan Area

In summary, as a self-employed contractor, I diligently managed risks, provided accurate estimates, maintained meticulous attention to detail, managed time and materials efficiently, met deadlines, conducted quality inspections, and employed effective marketing techniques to ensure the success and growth of my business.• Provided clients with reasonable estimates that aligned with their budgets and timeframes. Additionally, I offered three possible finishing dates: an optimistic date, a realistic date, and a pessimistic date. This allowed clients to have a clear understanding of the expected timeframe, while also informing them about any current global supply chain challenges, such as material shortages or price fluctuations.• Executed a diverse range of tasks and jobs in accordance with clients' directions and specific requirements, consistently meeting deadlines and working within budgetary constraints. • Conducted thorough quality inspections upon project completion to ensure adherence to industry standards. I carefully assessed the finished job, identifying any areas that required touch-ups or did not meet the client's satisfaction.

Frisco, Texas, United States

In this role, I consistently delivered exceptional customer service, upheld regulatory standards, and contributed to the overall success of Bank OZK within my role.• Opened and renewed Certificate of Deposits (CDs) and Money Market accounts, providing clients with up-to-date rates in a rapidly rate-changing environment. Handled the closure of CDs, facilitating cash withdrawals, or rolling over funds to other accounts and executed deposit and withdrawal transactions, created cashier's checks, initiated & verified wires, and managed disputes.• Applied regulatory compliance practices by utilizing Currency Transaction Reports (CTRs) and filing Suspicious Activity Reports (SARs) when necessary. Proficiently utilized Verafin, to detect and report financial crime activities. Conducted OFAC searches to ensure compliance with sanctions lists and block transactions involving restricted countries and entities.• Actively participated in routine cash vault audits and cash teller drawer audits, strictly following banking procedures and accurately performing necessary counts.

Dallas/Fort Worth Area

During my internship, I actively contributed to the financial operations of Topgolf, leveraging my knowledge of financial systems and demonstrating a strong commitment to accuracy and data security.• Gained experience in managing various financial systems, including Microsoft Dynamics NAV and Crunchtime Restaurant Operations Management Solutions. • Handling sensitive vendor information on a nationwide scale. This involved processing payments via ACH, check, or wire while strictly following security protocols to mitigate the risk of fraud. I proactively communicated with vendors, organizations, and businesses across the country to verify payment details and address any outstanding or past-due invoices, diligently verifying sensitive banking information.• Managed the processing of W-9 forms and W-8BEN forms for both domestic and international vendors. I meticulously inputted vendor information into our systems and initiated payments to settle the submitted invoices.

Mesquite, Texas, United States

• Prioritized shipments with strict timelines, recognizing the importance of meeting deadlines to prevent delays caused by train schedules or missed departures.• Maintained a vigilant approach to safety by promptly alerting supervisors and coworkers of any hazards, such as broken packages, and actively participating in finding swift resolutions.

Farmers Branch, Texas, United States

In summary, I contributed to the smooth operation of the packaging process, ensuring the quality, organization, and timely shipment of the product to meet client requirements.• Ensured that the product met the company's quality standards by conducting thorough inspections to prevent any damage or defects prior to packaging, minimizing waste.• Adapted to changing priorities and projects, responding to urgent deadlines set by clients, and swiftly transitioning between different shipments.• Demonstrated a strong commitment to meeting shipment deadlines, prioritizing efficiency and accuracy to ensure prompt and reliable delivery to customers.

Dallas/Fort Worth Area

• Successfully achieved & exceeded sales goals consistently by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships.• Promoted to manager and entrusted with responsibilities such as opening/closing the vendor stall, conducting inventory counts, and ensuring inventory quality inspections. Managed small business revenue during the owner's absence.• Provided supervision and training to new hires, implementing measures to prevent embezzlement and maintain a high level of integrity.•Adapted sales techniques to individual clients, tailoring product promotions based on their specific needs and preferences.

Bachelor Of Science - Bs, Accounting, 3.8

Activities and Societies: The Accounting Club (TAC) Management Leadership for Tomorrow (MLT) Financial Leadership Association (FLA).

Certificate, Accounting Clerk

Quick Books Online

Certificate, Accounting Assistant

Excel for accounting

Associate Of Arts - Aa

Activities and Societies: Phi Theta Kappa Investor Club

Certificate, Real Estate

Activities and Societies: Bloomberg Market Concepts (BMC) - Investor ClubReal Estate Finance, Contract Forms and Addenda, Law.

Certificate, Management - Supervisor, 4.0

Activities and Societies: Year Up Phi Theta KappaEarned certificate in Management - Supervisor from Dallas College. Completed courses.

Certificate, Business Administration And Management, General, 4.0

Activities and Societies: Phi Theta KappaYear Up is an intensive, competitive technical training and career development program with 450.