JOSE MIGUEL LLORENTE VALENCIA
CAMPELLO
Summary
Highly analytical, results-driven tax accounting specialist skilled at working quickly and accurately under tight deadlines. knowledge of interpretation of Balance and SAGE program, ( CONTASOL) and also A3. Maintains ongoing training requirements and knowledge of latest tax changes and laws.
Overview
24
24
years of professional experience
Work History
MANAGEMENT AND ACCOUNTING TAX ( PRACTICES)
CHEDALAN S.L.
08.2023 - 09.2023
- Gained knowledge of accounting principles and standards and general business practices to evaluate financial data and transactions.
- Use , SAGE PROGRAMS, special A3.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Processed payroll by validating work hours and attendance of employees.
TEACHER ECONOMY ( TO OBTAIN TEACHERS CERTIFICATE )
ATU FORMACION
05.2023 - 06.2023
- Developed and maintained individualized skill-appropriate lesson plans.
- Collected and maintained student forms and files required by organization and local, state and federal agencies.
- Attended conferences and trainings to enhance knowledge and meet local, state and federal agencies' requirements.
- Supervised students by escorting safely to and from classroom.
CUSTOMER SERVICE AND COMPLAINTS
CAIXABANK
01.2005 - 02.2020
- Answered incoming phone calls and developed friendly rapport with callers while answering questions, making recommendations, and leading conversations to bookings.
- Provided high level of customer service to each person by engaging customer and using active listening and effective interpersonal skills.
- Provided customers with information about availability and pricing.
- Resolved various issues and discrepancies for customers.
PERSONAL BANKING MANAGER
CAIXABANK
01.2017 - 01.2019
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
PROXY SUPPORT EMPLOYEE
CAIXABANK
01.2012 - 01.2015
- Sorted mail according to size, shape and destination.
- Provided service and sales to walk-in customers.
- Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
- Resolved incidents of receipts, payments, loans.
- Used automated mail processing equipment to sort and collate mail.
- Replace Casualities of Colleguges both medium and long term.
- Open and reopen new offices, including integrations like CAJA BURGOS Y CAJA MADRID.
SALE OF REAL STATE
CAIXABANK
01.2012 - 01.2015
- Negotiated between buyers and sellers of properties with efficiency and transparency to maximize profits and maintain satisfaction of clients.
- Educated clients on sales and buying processes and advised buyers on making decisions.
- Communicated with clients to understand property needs and preferences.
- Reviewed local listings and kept detailed list of availabilities for sales, purchases and possible new clients.
BUSINESS MANAGER
CAIXABANK
06.2011 - 11.2011
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
- Assisted with hiring process and training of new employees.
- Processed vital documentation, completed forms and obtained appropriate insurance verification and authorization for services.
- Studies for loans, and special accounts.
DEPUTY DIRECTOR
CAIXABANK
01.2006 - 05.2011
- Determined agenda, developed plans and oversaw implementation of programs and updates.
- Improved coordination and communications across organization to increase operational efficiency.
- Contributed to short- and long-term strategic planning and identified potential new markets, lines of business and funding opportunities.
- Collaborated with DAN and other agencies to accomplish key objectives. ( RETOS at the end of year ).
- Use de CRM of Caixabank for calling Clients and offer products.
FINANCIAL ADVISOR
CAIXABANK
05.2003 - 05.2005
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
ADMINISTRATIVE ASSISTANT
CAIXABANK
06.1999 - 03.2003
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
Education
CERTIFICATE OF PROFESSIONALISM - AUDITING AND ACCOUNTING
EUROFORMAC ( CERTIFICACIÓN SEPE )
VALENCIA08.2023
PROFESSIONAL CERTIFICATE - CERTIFICATE OF TEACHING FOR VOCATIONAL TRAINING EM
AREA DE FORMACION
ALICANTE05.2023
ENGLISH COMERCIAL- 200 HORAS - ENGLISH IN COMMERCIAL MANAGEMENT
SMART MIND
MADRID11.2022
High School Diploma -
UNIVERSITY COMPLUTENSE
MADRID06.1998
Skills
Economist and financial advisor Teacher trainer, with 23 years of
experience in the banking sector in different geographical areas
Managing and energizing teams, promoting commercial actions
to achieve challenges, emphasizing customer service
Personalized, with flexibility and versatility Advice on the sale of
financial products and services, as well as risk analysis for
Finance both companies and individuals, efficiently and effectively
- Account Reconciliation
- Correspondence Writing
- Expense Reports
- Month-End Documentation
- Expense Account Management
- Business Controls
- Tax Return Preparation
- Financial Document Review
- Account Evaluation
- Office Operations
- Financial Projections
- Balance Sheets
- Client Representation
Analyze the economy, travel, music, singing, eighties game (president association)
Traveling is essential for me, either to know my close environment, as to be able to go to know different cultures, both on a personal level, as their food and customs. Music is a nexus, sometimes an excuse for those trips.The then is also a way to develop or disconnect sometimes from the crazy and stressed world that we live sometimes. It occurred to me to make an association of eighties game, as a link the playmobil, but there is much more. Leave the mobiles for a while and take out the child inside us.
Hobbies are sometimes a way to maintain a balance in life, I highlight among them traveling, not onl
Hobbies are sometimes a way to maintain a balance in life, I highlight among them traveling, not only away from my residence, but also knowing the environment.Accompanying a music trip for me is the icing on the cake and even traveling because of it, is an excuse to enjoy it alone or in the company of friends and even do them on the road.The game is also very important for me, to preserve the youthful spirit, in fact I have created an eighties game association. And don't let it stop.
Timeline
MANAGEMENT AND ACCOUNTING TAX ( PRACTICES)
CHEDALAN S.L.
08.2023 - 09.2023
TEACHER ECONOMY ( TO OBTAIN TEACHERS CERTIFICATE )
ATU FORMACION
05.2023 - 06.2023
PERSONAL BANKING MANAGER
CAIXABANK
01.2017 - 01.2019
PROXY SUPPORT EMPLOYEE
CAIXABANK
01.2012 - 01.2015
SALE OF REAL STATE
CAIXABANK
01.2012 - 01.2015
BUSINESS MANAGER
CAIXABANK
06.2011 - 11.2011
DEPUTY DIRECTOR
CAIXABANK
01.2006 - 05.2011
CUSTOMER SERVICE AND COMPLAINTS
CAIXABANK
01.2005 - 02.2020
FINANCIAL ADVISOR
CAIXABANK
05.2003 - 05.2005
ADMINISTRATIVE ASSISTANT
CAIXABANK
06.1999 - 03.2003
CERTIFICATE OF PROFESSIONALISM - AUDITING AND ACCOUNTING
EUROFORMAC ( CERTIFICACIÓN SEPE )
PROFESSIONAL CERTIFICATE - CERTIFICATE OF TEACHING FOR VOCATIONAL TRAINING EM
AREA DE FORMACION
ENGLISH COMERCIAL- 200 HORAS - ENGLISH IN COMMERCIAL MANAGEMENT
SMART MIND
High School Diploma -
UNIVERSITY COMPLUTENSE
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