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Melanie R. Bolivar

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Professional Summary
San Isidro, Cagayan Valley, Philippines
Contact Melanie regarding: 
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Full-time jobs

Timeline

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school
Education

Résumé

Jobs verified_user 0% verified
  • Elev8 Matrix
    Tax Preparation VA
    Elev8 Matrix
    Jan 2023 - Current (3 years 8 months)
    Assisted tax preparers in preparing U.S. individual tax returns (Form 1040). Entered and verified tax data using TaxWise tax preparation software. Reviewed client documents including W-2, 1099-NEC, 1099-MISC, 1098-E, and W-2G forms to ensure accuracy. Prepared Schedule C expense breakdowns for self-employed clients. Organized and maintained digital tax files and supporting documentation. Verified all tax return information before e-filing submission. Prepared documents for client review and electronic signatures. Communicated with the tax team regarding missing documents or incomplete tax information.
  • Beyond Finance
    Debt Settlement VA
    Beyond Finance
    Jan 2023 - Jan 2025 (2 years 1 month)
    Managed and updated client, creditor, and settlement information in internal databases. Uploaded and organized legal documents including settlement and stipulation letters. Prepared settlement cases for client review and signatures. Coordinated with U.S. negotiators to resolve document discrepancies. Maintained organized electronic records for efficient case tracking.
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    Insurance Policy Processor VA
    Universal Professional Consultancy Services
    Jan 2021 - Jan 2023 (2 years 1 month)
    Processed insurance applications and policy updates with a high level of accuracy. Managed policy modifications, beneficiary updates, and claim adjustments. Coordinated with policyholders, insurance agents, and internal teams to resolve discrepancies. Verified policy documentation to ensure compliance with regulatory requirements. Maintained well-organized electronic records for efficient policy management and audit readiness.
  • U
    Accounting & Business Support Staff
    Universal Professional Consultancy Services
    Jan 2019 - Jan 2021 (2 years 1 month)
    Recorded and organized financial data using accounting software systems. Verified financial reports and postings to ensure accuracy and compliance with accounting standards. Performed bank transaction reconciliation and resolved discrepancies. Assisted in preparing financial documentation for internal audits and reporting. Maintained detailed financial records to support accurate bookkeeping processes.
Education verified_user 0% verified
  • I
    Bachelor of Science in Business Administration
    Isabela State University
    Jan 2014 - Jan 2018 (4 years 1 month)
    Major in Management Accounting