ANETA I. BOURNE
Washington DC, Region
Summary
I am a dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
18
18
years of professional experience
Work History
Certified Tax Preparer
H&R Block
Bowie, USA
09.2023 - Current
- Answer inquiries from clients regarding their tax obligations.
- Handled the preparation and filing of nearly 500 federal and state tax forms each year.
- Boosted client engagement metrics in satisfaction surveys.
- Identified opportunities for additional deductions or credits.
- Research federal, state, and local regulations to ensure compliance with laws.
- Process amended returns as requested by clients, or by the IRS and state agencies.
- Assist clients with understanding and completing tax forms accurately.
- Submitted extensions when necessary to provide additional time for filing a return.
- Attended continuing education classes regularly to stay up-to-date on changes in tax laws.
- Advised clients on filing requirements, options, deadlines, deductions available.
- Provided advice on strategies for minimizing taxes owed and maximizing refunds due.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
Home Equity Manager
Shared Services Solutions
Linthicum, USA
02.2015 - 06.2023
- Facilitated the disbursement of approximately $18 million in home equity loans monthly.
- Ensured consistently high ratings of 'satisfied' members in monthly surveys.
- Collaborated closely with the information systems department on streamlining projects to enhance workflow.
- Worked with the quality assurance department on Business Contingency Plan testing and system protocol compliance.
- Received a quarterly leadership award.
- Monitored the equity pipeline to ensure timely loan processing and regulatory compliance.
- Provided continuous coaching, training, and collaboration for seventeen team members, including underwriters, processors, and closers.
- Reconciled general ledger and depository accounts, collaborating with senior accounting management to resolve discrepancies.
- Developed and updated policies, standard operating procedures (SOPs), and guidance memorandums.
- Conducted monthly internal audits to ensure Consumer Financial Protection Bureau compliance.
- Managed payroll, scheduling, and performance appraisals.
- Built strong vendor partnerships with title attorneys, appraisers, and compliance teams.
Team Lead
Shared Services Solutions
Linthicum, USA
09.2013 - 01.2015
- Drove and supported the team in achieving goals
- Delegated daily tasks to optimize group productivity
- Collaborated with management to implement new work procedures and policies
- Fostered positive employee relationships through communication, training, and development coaching
- Created and distributed monthly, quarterly, and annual performance reports
Consumer Underwriter
Shared Services Solutions
Linthicum, USA
08.2007 - 09.2013
- Verified employment history and references provided by potential borrowers.
- Assessed applicants' debt-to-income ratios in order to approve or deny loans.
- Conducted assessments of various loan types such as auto, personal, credit cards, RVs and boats for compliance.
- Evaluated income, assets, liabilities, credit report and other documents related to loan application.
- Determined appropriate terms of the loans based on risk assessment.
- Facilitated effective teamwork with stakeholders and colleagues.
Education
High School Diploma -
Skills
- Financial Resource Management
- Loan origination proficiency
- Compliance Assessment and Regulatory Compliance
- Evaluation of Loan Potential
- Creative Problem Resolution
- Tax advising
- Analyzing data
- Building strong relationships
- Goal setting and achievement
- Networking and relationship building
- Staff training and development
Education And Certifications
- High School Diploma
- Certified Maryland State Tax Preparer
- Commissioned Notary - State of Maryland
Accomplishments
- Quarterly Leadership award
- Service Award
Affiliations
- Leukemia and Lymphoma Society
- United way
Timeline
Certified Tax Preparer
H&R Block
09.2023 - Current
Home Equity Manager
Shared Services Solutions
02.2015 - 06.2023
Team Lead
Shared Services Solutions
09.2013 - 01.2015
Consumer Underwriter
Shared Services Solutions
08.2007 - 09.2013
High School Diploma -
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