Marcos E. Sosa Email & Phone Number

St Petersburg, Florida, United States

-AP/AR responsibilities through QuickBooks Accounting software.
-Utilized CCH tax preparation program to formulate proper governmental forms for filing taxes.
-Client management for establishing, documenting, and updating records utilizing MS office (Excel, Outlook, Word, etc.) and Adobe.
-Keeping abreast of current IRS and state and local tax rules and regulations and ensuring full compliance.
-Assisting with audits by gathering financial information and meeting with auditors as needed.

Tampa, Florida, United States

- AP/AR responsibilities through Microsoft Dynamics 365 ERP system
- Process invoices, payments, and expense reports
- Identify anomalies to reconcile transactions
- Generate customer invoices and follow up on outstanding payments

Tampa, Florida, United States

***Promotion from Student Loan Counselor with additional responsibilities that include:

-Routinely conducted trainings on various topics for improvement of skills in counseling services

-Trained new hires on daily operations and functions of the Student Loan Counselor position

-Lead pilot programs that improve the functionality and opertions of the financial literacy services team

Tampa, Florida

• Constantly working under high pressure and in a number’s driven environment.

• Active and highly involved team lead for a group that typically ranges from 3 to 5 people at any given time.

• Campaign trainer and active salesmen for multiple product lines.

• Talking to hundreds of people a day in a fast paced atmosphere.

• Influencing others to impulse buy through building fast customer relationships and using direct marketing sales techniques

• Learned, taught and actively applied various sales systems and mythologies throughout my career.

• Interviewed, recruited, and trained marketing and sales team.

• In charge of all inventory counts and keeping track of inventory entering and leaving multiple destinations.

• On call seven days a week to assist entry level colleagues who may be struggling in the field at a moment’s notice.

• In charge of setting up and tearing down event displays.

• Current compensation involves a base pay plus commission based on performance.

• Assists with payroll tasks as needed.

Salt Lake City, Utah

This is the *****same company***** and business as Broadview Marketing Group/Focus Marketing Inc, I just moved to a different location and the company re-branded.

Lehi, Ut

• Responsible for initial contact with clients in setting the tone for a superior customer service
presence and experience.

• Proactively gathered client information and used effective communication skills to connect the
client to the Loan Officer to review mortgage needs and options.

• Involved a large degree of personal interaction with both co­workers and customers for purposes of
obtaining information, building relationships or soliciting cooperation.

Bachelor Of Science - Bs, International Business

Bachelor Of Science - Bs, Finance, General

Associate Of Arts - Aa, Business Administration, Management And Operations

College Credit Certificate - Ccc, Business Administration - Operations

College Credit Certificate - Ccc, Business Administration - Management

College Credit Certificate - Ccc, Accounting Technology Specialist

College Credit Certificate - Ccc, Business Administration Specialist

High School Diploma, General Studies