Enforced state tax compliance by investigating and collecting delinquent sales, withholding, and franchise taxes via phone and in-person interventions. Guided taxpayers through setup and electronic filing to increase on-time submissions and reduce recurring delinquencies. Executed business-closure warnings and served orders in person to resolve chronic noncompliance. Trained and mentored new staff to standardize collection practices and improve case resolution consistency.
Analyzed tax revenue data to identify discrepancies and ensure compliance with regulations.
Worked with legal teams during litigation processes involving disputed tax assessments or other contentious issues.
Assisted businesses in understanding their tax obligations, promoting voluntary compliance and reducing the risk of collections or closures.
Developed customized payment plans for taxpayers experiencing financial difficulties, minimizing delinquencies and collections actions.
Responded to taxpayer questions and helped individuals complete and file tax documentation.
Professionally negotiated and dealt with taxpayers in confrontational situations.
Loan Secretary
10 Years
Mccurtain County National Bank | 03.2008 - 03.2018
Processed consumer and commercial loan applications, prepared documentation, verified borrower information, and coordinated loan closings to ensure accuracy and timeliness. Managed incoming calls and customer inquires, resolved account issues, and processed payments. Opened and maintained deposit accounts, certificates of deposit, and supported daily branch operations while adhering to bank policies and regulatory requirements.
Communicated effectively with clients to gather necessary information for loan approvals.
Trained new staff members on loan processing procedures and system navigation for improved performance.
Managed multiple high-priority tasks simultaneously while maintaining accuracy and attention to detail under tight deadlines.
Maintained strict adherence to data privacy and security protocols by ensuring the secure storage, transmission, and disposal of sensitive client information.
Conducted thorough research on potential borrowers'' backgrounds through credit reports, employment verifications, and public records searches to minimize default risks.
Collaborated with loan officers to ensure accurate and complete application packages, reducing processing time and errors.
Assisted in closing loans on schedule by tracking deadlines and following up on outstanding items from borrowers or third parties.
Provided exceptional customer service throughout the entire lending process from initial contact through post-closing follow-up calls; consistently received positive feedback from clients.
Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
Worked in teller window 1 weekend a month.
Branch Manager/Head Bookkeeper
4 Years 6 Months
First State Bank | 09.2003 - 03.2008
Directed branch operations to ensure compliance with banking regulations and policies.
Mentored team members, fostering professional growth and enhancing overall performance metrics.
Maintained friendly and professional customer interactions.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Led branch operations to enhance customer experience and service delivery standards.
Mentored and trained staff on compliance regulations and best banking practices.
Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Collaborated with external auditors during annual audits to ensure compliance with accounting standards.
Handled payroll processing for employees, ensuring timely payment and adherence to tax laws.
Corrected all rejected items and applied to correct bank customer.
Returned insufficient checks and unable to locate items.
Reviewed numerous reports daily associated with bank accounts.
Bank Teller
2 Years 5 Months
First Bank &Trust | 03.2000 - 08.2002
Processed customer transactions accurately and efficiently, ensuring compliance with banking regulations.
Assisted customers with account inquiries, providing exceptional service to enhance customer satisfaction.
Maintained cash drawer integrity through diligent balancing and record-keeping practices.
Trained new staff on operational procedures and customer service protocols, fostering a collaborative team environment.
Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
Counted and packaged currency and coins.
Provided customer records, account statements and copies of checks.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Logged cashier's checks and other transactions to maintain accurate account records.
Audited fellow teller currency to contribute to dual-control procedures.
Education
Diploma
Broken Bow High School | Broken Bow, Oklahoma | 05-2000
Skills
Assisted with compliance and banking operations in tax revenue collections and loan processing. Supported taxpayers with electronic filing and account setup to enhance timely submissions. Aided in standardizing collection practices and mentoring team members for consistent case resolution.