Beth Chelson
Garden Grove,CA
Summary
Goal-oriented manager with distinguished experience in Tax Preparation and Resolution, Mortgage and Foreclosure industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
16
16
years of professional experience
Work History
Client Relationship Manager
Tax Quotes
07.2023 - 02.2024
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
- Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
- Managed a portfolio of key accounts, ensuring timely and accurate delivery of services and products.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Streamlined processes for managing client interactions, leading to improved response times and higher levels of satisfaction.
- Enhanced client tax savings by identifying and implementing effective tax strategies.
- Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
- Assisted in audit defense, resulting in favorable outcomes for clients.
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
- Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Streamlined tax processes by maintaining organized client files and documentation.
- Worked closely with team members to complete tasks efficiently under tight time constraints during peak periods of high workload demands.
Team Lead
Appraisal Management Services Of America
06.2021 - 12.2022
- Increased productivity by 50% and revenue streams by 25% through effective change management practices.
- Led employee relations through effective communication, coaching, training and development.
- Administered monthly and annual reviews to direct reports and set clear and measurable goals, action plans and follow-up procedures.
- Identified and corrected deficient performance and behaviors to achieve maximum productivity.
- Coached and trained 15 team members, increasing quality of work and employee motivation.
- Implemented new processes to streamline workflow within team, averaging 2 hours of additional productivity per day.
Team Lead
US Real Estate Services
06.2019 - 05.2021
- Evaluated employee performance and coached and trained to improve weak areas.
- Charged with staffing, performance management and reviews, coaching, mentoring, salary development and budget allocations.
- Measured team performance and reported metrics to leadership team members.
- Provided supportive link between external customers and internal operations.
- Built, managed and coached insourced and outsourced teams.
- Effectively supervised staff of 15 personnel by implementing company policies, protocols, work rules and disciplinary action.
Sr. REO Asset Manager
Impac Mortgage
01.2018 - 12.2018
- Participated in asset analysis, appraisals, rehabilitations and sales of foreclosed properties.
- Evaluated appraisals, broker opinions and current market data to derive internal valuations and implement property strategies from pre-foreclosure through sale of asset.
- Negotiated and resolved more than 3000 complex real estate transactions, securing highest asset claim and liquidity.
Sr. REO Asset Manager
US Real Estate Services
06.2008 - 08.2017
- Kept detailed track of asset maintenance and potential future costs to accurately portray data and advise clients.
- Participated in asset analysis, appraisals, rehabilitations and sales of foreclosed properties.
- Monitored litigation, foreclosure and portfolio liquidation proceedings to deliver maximum ROI to investors.
- Accomplished multiple tasks within established timeframes.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
Education
High School Diploma -
Redondo Union High School
Redondo Beach, CA1993
Skills
- Advanced in MS Office
- Intermediate in Google Suite
- Advanced in Excel
- Team Management and Supervision
- Performance Management
- Staff Development and Training
- Report Preparation and Analysis
- Ability to work independently
- Type 50 WPM
- Excellent organization skills, acute attention to detail, ability to handle multiple tasks in fast-paced and time-sensitive environment
Timeline
Client Relationship Manager
Tax Quotes
07.2023 - 02.2024
Team Lead
Appraisal Management Services Of America
06.2021 - 12.2022
Team Lead
US Real Estate Services
06.2019 - 05.2021
Sr. REO Asset Manager
Impac Mortgage
01.2018 - 12.2018
Sr. REO Asset Manager
US Real Estate Services
06.2008 - 08.2017
High School Diploma -
Redondo Union High School
Similar Profiles
Aries Michaeo D. ToledoAries Michaeo D. Toledo
Virtual Assistant at Fencing Quotes OnlineVirtual Assistant at Fencing Quotes Online
Madison CampbellMadison Campbell
Administrative Support Agent (40+ Hrs/Wk) at MI Health QuotesAdministrative Support Agent (40+ Hrs/Wk) at MI Health Quotes
Sarah TurekSarah Turek
Senior Front End Developer at My Swift QuotesSenior Front End Developer at My Swift Quotes