Tax Staff
Current
Jan 2024 - Present
AeroLeads people directory · profile
Jose Sosa Email & Phone Number
Tax Staff
at
ADKF | with you all the way
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Tax Staff
Location
Austin, Texas, United States
Company size
Who is Jose Sosa? Overview
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Quick answer
Jose Sosa is listed as Tax Staff at ADKF | with you all the way, a with 74 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jose Sosa.
Jose Sosa previously worked as Licensed Realtor at Self-Employed and Loan Officer at Caribou. Jose Sosa holds Bachelor Of Business Administration - Bba, Accounting from The University Of Texas At San Antonio.
Company email context
Email format at ADKF | with you all the way
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ADKF | with you all the way
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Profile bio
About Jose Sosa
Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Excel, Sales, English, Spanish and QuickBooks. Professional with a Bachelor of Business Administration focused in Finance from The University of Texas at San Antonio.
Current workplace
Jose Sosa's current company
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Adkf | With You All The Way
6 roles
Jose Sosa work experience
A career timeline built from the work history available for this profile.
Licensed Realtor
Self-Employed
Loan Officer
Credit review and approval with banks and financial institutions. Gave interest rate and loan breakdowns to customers. Ran numbers on different loan terms to compare interest savings on life of the loan. Review of loan documents and legal contracts.
Mar 2021 - Jan 2023
Operations Manager
Managed Admin, Processing, Funding, and Titling teams. Implemented electronic services for legal contracts and customer records. Worked with Accounting teams to ensure accurate customer account balances.
Mar 2017 - Dec 2018
Sales Manager
Managed team of Loan Officers to ensure they were hitting metrics and goals. Hired and trained Financial Advisors.
Oct 2015 - Apr 2017
Finance Advisor
Provided customers with loan rate breakdowns. Performed debt-to-income, payment-to-income, loan-to-value calculations.
Feb 2014 - Oct 2015
Team & coworkers
Colleagues at ADKF | with you all the way
Other employees you can reach at adkf.com. View company contacts for 74 employees →
ED
Erin Dorman
Colleague at Adkf | With You All The WayCanyon Lake, Texas, United States
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MG
Melanie Gamez
Colleague at Adkf | With You All The WaySan Antonio, Texas Metropolitan Area, United States
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JN
Justin Nava-Guerrero
Colleague at Adkf | With You All The WaySan Antonio, Texas, United States
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TR
Teri Roybal
Colleague at Adkf | With You All The WaySan Antonio, Texas, United States
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DA
David Arnow
Colleague at Adkf | With You All The WaySan Antonio, Texas, United States
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AQ
Averi Quinn
Colleague at Adkf | With You All The WayNew Braunfels, Texas, United States
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AA
Alannah Anderson
Colleague at Adkf | With You All The WayCasper, Wyoming, United States
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TA
Tom Akin
Colleague at Adkf | With You All The WaySan Antonio, Texas, United States
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AJ
Annette J. Rocha
Colleague at Adkf | With You All The WaySan Antonio, Texas, United States
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DC
Daniel Chapa
Colleague at Adkf | With You All The WayBulverde, Texas, United States
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Erin Dorman
Colleague at Adkf | With You All The WayCanyon Lake, Texas, United States
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MG
Melanie Gamez
Colleague at Adkf | With You All The WaySan Antonio, Texas Metropolitan Area, United States
View →
JN
Justin Nava-Guerrero
Colleague at Adkf | With You All The WaySan Antonio, Texas, United States
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TR
Teri Roybal
Colleague at Adkf | With You All The WaySan Antonio, Texas, United States
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DA
David Arnow
Colleague at Adkf | With You All The WaySan Antonio, Texas, United States
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AQ
Averi Quinn
Colleague at Adkf | With You All The WayNew Braunfels, Texas, United States
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AA
Alannah Anderson
Colleague at Adkf | With You All The WayCasper, Wyoming, United States
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TA
Tom Akin
Colleague at Adkf | With You All The WaySan Antonio, Texas, United States
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AJ
Annette J. Rocha
Colleague at Adkf | With You All The WaySan Antonio, Texas, United States
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DC
Daniel Chapa
Colleague at Adkf | With You All The WayBulverde, Texas, United States
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2 education records
Jose Sosa education
Bachelor Of Business Administration - Bba, Accounting
Bachelor Of Business Administration, Finance
FAQ
Frequently asked questions about Jose Sosa
Quick answers generated from the profile data available on this page.
What company does Jose Sosa work for?
Jose Sosa works for ADKF | with you all the way.
What is Jose Sosa's role at ADKF | with you all the way?
Jose Sosa is listed as Tax Staff at ADKF | with you all the way.
Where is Jose Sosa based?
Jose Sosa is based in Austin, Texas, United States while working with ADKF | with you all the way.
What companies has Jose Sosa worked for?
Jose Sosa has worked for Adkf | With You All The Way, Self-Employed, Caribou, Innovative Funding Services, and Ifs Innovative Funding Services Llc.
Who are Jose Sosa's colleagues at ADKF | with you all the way?
Jose Sosa's colleagues at ADKF | with you all the way include Erin Dorman, Melanie Gamez, Justin Nava-Guerrero, Teri Roybal, and David Arnow.
How can I contact Jose Sosa?
You can use AeroLeads to view verified contact signals for Jose Sosa at ADKF | with you all the way, including work email, phone, and LinkedIn data when available.
What schools did Jose Sosa attend?
Jose Sosa holds Bachelor Of Business Administration - Bba, Accounting from The University Of Texas At San Antonio.
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