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joscortez@csumb.edu | rlocke@csumb.edu | moawad@csumb.edu
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Objective
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Offer our expertise in software development through our staff of skilled, diverse individuals with experts from the fields of banking, management, accounting, linguistics, and software development.
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Professional experience
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Relationship Banker JPMorgan Chase Bank, N.A.
07/2010 - Present
Frisco, TX
Build and strengthen personal banking relationships with Chase high balance clients/ business owners
Branch Manager First Convenience Bank
06/2006 - 07/2010
Irving, TX
Follow established procedures; plan, direct, and organize sales and daily operational activities of assigned Branch/Center to include lending, new accounts, teller operations, and customer needs
Maui Language Instructor. University of Hawai’i
05/2010 - Present
Maui, HI
Conduct courses to international students in the English language, providing examinations and assess students in English. Other duties include classroom management as well as office duties.
Financial Data Analyst Edgar-Online
01/2013 - Present
Phoenix, AZ
Review Form 10-K, Form 10-Q, and disclosures for XBRL tagging
Apply knowledge of current SEC requirements for evolving XBRL compliance requirements and address client questions related to their specific compliance requirements
Perform analysis of company provided HTML necessary for Financial Statements and Notes to be mapped as designed within the XBRL tools
Indirect Tax Analyst Amazon.com
10/08-11/10
Seattle, WA
Analyzed customer documentation for validity of exemption status and process sales tax refunds
Communicated with third party sellers, customers, and Customer Service regarding the calculation of transaction taxes
Performed daily customer service resolution through monitoring and answering customer tax related contacts or inquiries
Worked with other customer support teams to ensure a consistent and high-quality level of support
Prepared the monthly reports for management and sales tax team
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Computer language Proficiencies
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Java
C++
Python
SQL 2012
Assembly Language
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Professional Skills
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Team Management/ Banking Operations / Time Management / Multi-tasking
Sales
Customer Service
Filing / Editing (Photoshop) / Microsoft Office Applications / Data Entry / 10 key (70+ WPM)
Software Development on Eclipse IDE, jGrasp
Cultural Diversity Awareness
Japanese and Egyptian Language Proficiencies
Accounting Packages: XBRL and Peachtree
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Education of team members
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California State University Monterey Bay, CA 08/2016 – Present
Working to achieve Bachelor of Computer Science degrees
Texas A&M University College Station, TX 08/2001 –12/2005
Major: Bachelor of Science in Psychology
Minor: Business
1-year experience in Java and C++ Programming
University of Southern California Los Angeles, CA 09/2014 - 05/2016
Major: Master of Arts in Teaching- TESOL (Teaching English to Speakers of Other Languages Program)
Maharishi University of Management Fairfield, IA 06/2011 - 12/2012
Major: M.B.A. Accounting
University of Washington Seattle, WA 03/2008 - 06/2009
Post Graduate Accounting Program
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Ɨ Source:abfreegames.com/team-logo
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