Columbus Boykin
Financial Service Professional
Prichard,Alabama
Summary
Highly multi-skilled customer service professional with extensive experience and expertise in income/property tax analysis and preparation, insurance planning and claims review, loan servicing pre-underwriting and route management. Track record of effective client communication and thorough understanding of complex issues. Utilizes exceptional analytical skills and attention to detail to ensure fair and accurate assessments. Track record of effective communication and negotiation, fostering trust and resolution in high-stakes situations. Recognized for collaborative team efforts and consistently meeting client needs in dynamic environment. Demonstrated expertise in financial analysis and decision-making.
Overview
20
20
years of professional experience
3
3
Certification
Work History
Delivery Driver
O'Reilly Auto Parts Distribution Center
01.2023 - Current
- Achieved record of 0 accidents through adherence to traffic laws and safety protocols.
- Supported warehouse operations when needed, contributing to a well-rounded understanding of company logistics processes.
- Exemplified commitment to teamwork by assisting fellow drivers with technical support or coverage during peak periods.
- Boosted overall efficiency by effectively managing multiple tasks simultaneously, such as loading and unloading vehicles, route planning, and paperwork completion
- Demonstrated exceptional time management skills in consistently meeting tight deadlines without compromising quality or safety
- Ensured the safety of all goods transported by securing loads properly and following best practices for handling fragile items.
- Operated vehicle safely in highly congested areas with no traffic violations.
- Operated light trucks to deliver loads as far as 175 miles from home location.
- Delivered packages to customer doorsteps and business offices.
- Completed on-time deliveries by choosing best and most efficient routes.
Income Tax Preparer
Intuit
01.2024 - Current
- Managed approximately 15-20 customer interactions daily via telephone and emails
- Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Handled complex tax situations for clients with multiple income streams and investments, navigating intricate tax laws with ease.
- Educated clients on relevant tax matters, empowering them to make informed decisions regarding their finances.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Conducted thorough research on unfamiliar tax situations to ensure proper treatment within client returns.
- Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
Claims Representative
State Farm
08.2019 - 11.2021
- Managed approximately 50-100 customer interactions daily telephone, emails and uploads.
- Provided exceptional customer service, addressing concerns and resolving issues promptly.
- Developed in-depth understanding of insurance policies and procedures.
- Collaborated with internal departments and external vendors to resolve claims.
- Achieved high levels of accuracy in claim assessment, minimizing company's exposure to risk.
- Minimized financial losses by identifying fraudulent claims through thorough analysis and investigation.
- Developed strong relationships with clients, facilitating trust and open communication during the claims process.
- Worked productively in fast-moving work environment to process large volumes of claims.
- Followed up with customers on unresolved issues.
Income Tax Preparer
Jackson Hewitt
01.2017 - 04.2020
- Managed approximately 25-50 customer interactions daily via telephone, office appointment and/or walk-ins.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Handled complex tax situations for clients with multiple income streams and investments, navigating intricate tax laws with ease.
- Conducted thorough research on unfamiliar tax situations to ensure proper treatment within client returns.
- Collaborated effectively with colleagues to share knowledge and expertise, enhancing team productivity.
- Communicated proactively with clients about missing or incomplete documentation needed for accurate tax return completion.
- Managed a diverse caseload of clients across various industries, adapting quickly to meet each individual''s unique needs.
- Educated clients on relevant tax matters, empowering them to make informed decisions regarding their finances.
- Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
- Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
Property Tax Specialist
CoreLogic
11.2017 - 08.2019
- Managed approximately 25-50 customer interactions daily via inbound and outbound calls.
- Enhanced client satisfaction by providing clear communication and regular updates on the status of their property tax matters.
- Educated clients about available exemptions and abatements they may qualify for, helping them minimize their overall tax burden.
- Developed strong relationships with taxing authorities, fostering a positive reputation within the industry.
- Worked closely with internal accounting teams to reconcile discrepancies between assessed values, billed taxes, and client records.
Loan Service Representative
Ditech Financial
04.2014 - 11.2017
- Managed approximately 100-200 customer interactions daily via inbound and outbound calls.
- Reduced delinquency rates with proactive follow-ups, payment reminders, and assistance in developing repayment plans.
- Supported business growth by consistently meeting or exceeding individual performance goals related to new loans originated or serviced.
- Maintained strong relationships with clients through regular communication and updates on their loans'' statuses.
- Streamlined internal workflows for improved productivity while managing multiple tasks simultaneously without compromising quality or attention to detail.
- Conducted comprehensive evaluations of borrowers'' financial situations to customize loan solutions tailored to their needs.
- Ensured accurate recordkeeping by diligently maintaining all required documentation throughout the entire loan lifecycle, from origination to closing or servicing activities.
- Assisted colleagues in resolving complex issues, fostering a collaborative work environment that promoted continuous learning and professional development among peers.
- Developed and maintained relationships with customers, lenders and other third parties.
- Enhanced customer satisfaction by providing timely responses to inquiries and addressing concerns promptly.
- Maximized revenue opportunities through effective cross-selling of additional financial products and services aligned with client needs.
Income Tax Preparer
Jackson Hewitt
12.2013 - 04.2015
- Managed approximately 25-50 customer interactions daily via telephone, office appointment and/or walk-ins.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
- Supported audit defense efforts by providing clear explanations and documentation supporting positions taken on filed returns.
- Handled complex tax situations for clients with multiple income streams and investments, navigating intricate tax laws with ease.
- Communicated proactively with clients about missing or incomplete documentation needed for accurate tax return completion.
- Collaborated effectively with colleagues to share knowledge and expertise, enhancing team productivity.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
Home Preservation Specialist
Wells Fargo
09.2011 - 10.2013
- Managed approximately 30 incoming calls, emails and faxes per day from customers. Also managed 30-45 additional outbound calls for the purpose of communicating information to customers
- Maintained up-to-date knowledge of federal regulations, industry guidelines, and best practices related to home preservation efforts.
- Enhanced homeowner''s understanding of mortgage terms and conditions through clear communication and targeted education materials.
- Provided support during loan modification negotiations by preparing homeowners with necessary documentation and guidance on communication strategies.
- Developed customized action plans tailored to each client''s unique needs and circumstances, guiding them towards successful home preservation solutions.
- Served as an advocate for homeowners during foreclosure prevention negotiations, securing beneficial outcomes for borrowers facing financial hardship.
- Conducted thorough research on available resources and programs, providing comprehensive guidance to homeowners in need of assistance.
- Assisted homeowners in understanding their financial situation, enabling them to make informed decisions about preserving their homes.
- Managed a large caseload while maintaining strict deadlines, successfully assisting clients in navigating complex home preservation processes.
- Ensured compliance with all regulatory requirements by carefully documenting actions taken during each step of the home preservation process.
- Streamlined the application process for clients, resulting in smoother transactions and quicker resolutions.
Education
Bachelor Of Science - Business Administration
Tuskegee University
Tuskegee, AL07.1994
Skills
- Income tax preparation
- Federal and state tax returns
- Tax computing
- Deadline oriented
- Tax advisory services
- Tax research
- Policy interpretation
- Damage assessment
- Claims investigation
- Loan servicing
- Strong analytical skills
- Professionalism and integrity
Certification
- Licensed Property & Casualty State of Alabama
- IRS PTIN Certification
- Professional Tennis Registry
Timeline
Income Tax Preparer
Intuit
01.2024 - Current
Delivery Driver
O'Reilly Auto Parts Distribution Center
01.2023 - Current
Claims Representative
State Farm
08.2019 - 11.2021
Property Tax Specialist
CoreLogic
11.2017 - 08.2019
Income Tax Preparer
Jackson Hewitt
01.2017 - 04.2020
Loan Service Representative
Ditech Financial
04.2014 - 11.2017
Income Tax Preparer
Jackson Hewitt
12.2013 - 04.2015
Home Preservation Specialist
Wells Fargo
09.2011 - 10.2013
Bachelor Of Science - Business Administration
Tuskegee University
Similar Profiles
Dervis SilvaDervis Silva
Pickers at O'Reilly Auto Parts Distribution CenterPickers at O'Reilly Auto Parts Distribution Center
Maranda McgannonMaranda Mcgannon
Supervisor at O'Reilly Auto Parts Distribution CenterSupervisor at O'Reilly Auto Parts Distribution Center
Calvin HagerCalvin Hager
Inbound Stocker at O'Reilly Auto Parts Distribution CenterInbound Stocker at O'Reilly Auto Parts Distribution Center
John R. JonesJohn R. Jones
Warehouse General Laborer at Mobile AllianceWarehouse General Laborer at Mobile Alliance
Tamira HopkinsTamira Hopkins
Babysitter at Self Employed ServicesBabysitter at Self Employed Services