Arlene Disessa
Roseville,CA
Summary
Experienced business professional with over 20 years of experience in finance and taxation. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Loan Officer
Opendoor Technologies
San Francisco, CA
05.2021 - Current
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Proactively identified solutions for customers experiencing credit issues.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Explained very technical financial information to applicants in easy to understand language.
- Developed prospects for new loans by conducting 200 cold calls weekly
Mortgage Loan Consultant
Unified Home Loans
Roseville, CA
03.2020 - 04.2021
- Explained different types of loans pertaining to client situations.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Evaluated consumer preferences and behaviors, combined with market trends and historical data, to adjust and enhance campaigns.
- Created printed marketing materials designed to drive campaigns increasing production by 120%
- Formatted articles, blogs and webpages with HTML, photos and infographics.
- Applied customer feedback to develop process improvements and support long-term business needs.
Business Taxes Specialist
California Department Of Tax And Fees
Sacramento, CA
05.2006 - 03.2020
- Communicated and resolved technical and controversial tax matters with professional judgment.
- Examined and audited accounting and financial records with regard to compliance with business taxes as prescribed by law and consistently exceeded revenue goals by over 250%
- Supported appeals activities such as conducting research, assembling appeals packages, and presenting findings at appeals conferences
- Scheduled follow-up audit appointments and prepared amended audit schedules and other supporting documents upon petition for re-determination or other appeal.
- Researched and analyzed accounting and tax data in accordance with established schedule of performance expectations.
- Communicated with and assisted taxpayers or representatives regarding filing tax declarations, audits process, audit findings, explaining application of tax laws and regulations.
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- Negotiated settlement of deficient tax liabilities with open/active businesses through Offers in Compromise Program.
Education
MBA - Accounting
Chadron State College
Chadron, NE06.2014
Master of Science - Accounting
University of Phoenix
Tempe, AZ06.2009
Bachelor of Science - Accounting
University of Phoenix
Tempe, AZ06.2007
Associate of Science - Social Sciences
Sacramento City College
Sacramento06.2005
Skills
- Non-Compliance Assessment
- Discrepancy Reconciliation
- Financial Statements
- Account Auditing
- Fraud Detection
- Contract Review and Negotiation
- Promotional Marketing and Advertising
- Research Writing
- Deal Negotiations
- Business Operations Analysis
Timeline
Senior Loan Officer
Opendoor Technologies
05.2021 - Current
Mortgage Loan Consultant
Unified Home Loans
03.2020 - 04.2021
Business Taxes Specialist
California Department Of Tax And Fees
05.2006 - 03.2020
MBA - Accounting
Chadron State College
Master of Science - Accounting
University of Phoenix
Bachelor of Science - Accounting
University of Phoenix
Associate of Science - Social Sciences
Sacramento City College
Accomplishments
Vice Chair 2008
California State Employee Holiday Food Drive
Representing the Appeals and Audit Division
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