Summary
Overview
Work History
Education
Skills
Timeline
Generic

Daljeet Singh

Fresno,CA

Summary

Decisive, action-oriented and result-focused professional with extensive experience ensuring that government obtain correct taxes due from businesses and individuals by reviewing tax returns, conducting audits, identifying taxes payable, and collecting overdue tax dollars. Comprehensive and substantial knowledge of all facets of state taxes, compliance, and audit management. Proficient at financial and credit analysis with a high level of customer service.

Overview

28
28
years of professional experience

Work History

Customer Service Representative

IRS-FRESNO
11.2021 - Current
  • Provide customer service to taxpayers and tax professionals by responding to inquiries, resolving issues, and providing guidance on IRS policies and procedures
  • Utilize a variety of computer systems to research and resolve taxpayer inquiries
  • Respond to telephone calls from taxpayers and tax professionals in a professional manner
  • Provide accurate information regarding the status of accounts, payments, refunds, etc
  • Assist taxpayers with filing their taxes electronically or via paper forms
  • Process requests for payment plans, extensions, and other special arrangements
  • Ensure compliance with all applicable laws and regulations
  • Maintain detailed records of all interactions with taxpayers
  • Monitor incoming mail and respond to written correspondence as needed
  • Identify potential fraud cases and refer them to the appropriate department
  • Participate in training sessions and meetings to stay up to date on changes in tax law and IRS policies
  • Follow established protocols and procedures when handling sensitive information

Mortgage loan originator

GOLD STANDARD MORTGAGE
12.2017 - Current
  • Meet with applicants to obtain information for loan applications and to answer questions about the process
  • Analyze applicant's financial status, credit, and property evaluation to determine loan feasibility
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
  • Assisted clients refinance loans, consolidate loans, and complete home purchase
  • Ran credit checks and advised prospective customer on ways to improve their credit ratings
  • Utilized training materials, reference tools, and other resources to provide accurate up-to-date loan program / policy information to clients and partners
  • Prepares files for underwriting, loan committee, private mortgage insurance company and investor including preparation of loan approval sheet

Tax Examining Clerk

IRS-FRESNO
03.2020 - 06.2021
  • Evaluate all available information and take corrective actions, such as credit transfers requests, re-computed tax, and/or penalty and interest
  • Access relevant systems to view and/or update taxpayers' accounts regarding payments received, review status of the case, and/or to make account adjustments
  • Enter data into automated system to adjust tax, penalty, and/or credit adjustments
  • Recognize indications of tax fraud; make determinations and use sound judgment concerning taxpayers' data and responses
  • Gain cooperation of taxpayers by explaining the best options available to resolve the problem or question, mutual interests, and to make sure they understand their responsibilities
  • Interpret the law as it relates to the issues and if affects the performance and efficiency of the Internal Revenue Service
  • Educate taxpayers on action(s) needed to achieve compliance with tax filing/liabilities

Mortgage loan originator

ALL WESTERN MORTGAGE
01.2014 - 11.2017
  • Meets mortgage loan operational standard by contributing mortgage loan information to strategic plans and review, implementing production, productivity, quality, and customer service standards
  • Take new mortgage loan applications by developing relationships within the community, specifically with the real estate community, making sales calls to prospective customers
  • Approves mortgage loans by examining application and supporting documentation; estimating creditworthiness; calculating repayment risk
  • Competes mortgage loans by monitoring collection, verification, and preparation of mortgage loan documentation; scheduling and completing mortgage loan closing
  • Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations

Real Estate Broker

SHAWN'S REALTY & FINANCE GROUP
05.2009 - 12.2013
  • Solicit potential clients to buy, sell and rent properties, advise clients on prices, mortgages, market conditions, and other related information
  • Compare properties to determine a competitive market price
  • Take prospective buyers to see properties
  • Present purchase offers to sellers for consideration, mediate negotiations between the buyer and seller
  • Ensure all terms of purchase contract are met and Promote properties through advertisements, open houses, and listing services

Office Manager

GOLDEN PALMS MORTGAGE & FINANCIAL SERVICES Inc.
10.2006 - 05.2008
  • To conduct ordinary financial business of the company, support the routine operations
  • Creating updating employment agreements for office staff with company owners
  • Develop training programs for loan officers and support staff
  • Enforcing accuracy standards, disciplinary standards, and production standards
  • Develop relationship with various lenders and title companies for advancement of the company

Senior Loan Consultant

MERIDIAN MORTGAGE & REAL ESTATE GROUP
02.2006 - 09.2006
  • Finding potential clients and assisting them in applying for loans
  • Gather personal information about clients and businesses to ensure that an informed decision is made regarding the creditworthiness of the borrower and the probability of repayment
  • Provide guidance to prospective loan applicants who have problems qualifying for traditional loan applicants who have problems qualifying for traditional loans
  • Evaluate the creditworthiness of client based on the information gathered
  • Answer questions about the process and sometimes assist clients in filling out the application
  • Develop relationships with commercial and residential real estate agencies so that, real estate agents recommend for financing

Loan Officer

MORTGAGE EXPRESS
10.2004 - 01.2006
  • Finding potential clients and assisting them in applying for loans
  • Gather personal information about clients and businesses to ensure that an informed decision is made regarding the creditworthiness of the borrower and the probability of repayment
  • Reviews all loan documents and agreements to make sure these are all complete, valid and in accordance with the bank's guidelines

Auditor Appraiser II

TULARE COUNTY ASSESSORS OFFICE
04.2002 - 03.2004
  • Examined and audited accounts, financial statements and other records of commercial, industrial and Agricultural firms
  • Reconciled financial records with valuation data and render and estimate of market value
  • Appraised fixtures, office equipment, plant machinery and similar items; estimate value of Inventories at tax lien date
  • Initiated escape assessment or roll corrections as indicated in audit results
  • In addition, developed new audit techniques when special situation arises; performed independent research and study to keep abreast of new developments in the appraisal and accounting fields
  • Formulated and submitted recommendations to improve the procedures, practices and quality of work performance in all sections of Assessor's office
  • Assist in training and supervision of entry-level Auditor Appraisers and or other office personnel, answer taxpayer's correspondence and prepare reports on work accomplished

Tax Auditor

STATE BOARD OF EQUALIZATION
09.2001 - 03.2002
  • Performed financial and fixed assets audits of the properties owned or used by state assesses
  • Performed as a team member, portions of financial and fixed-assets audits of the complex public utility, railroad, pipeline, and private railroad car companies
  • In addition, appraises properties of one or more industrial groups such as Energy, Transportation, Local Telephone, and Wireless
  • Processed detailed financial data into appropriate value indicators and correlates the value indicators into a value recommendation to be submitted to the Board
  • Assisted in the appraisal of complex state assessed properties
  • Assist in the research and preparation of written and verbal reports on special topics

Accounting Technician

CK INTERNATIONAL, HAYWARD, CA
06.2000 - 08.2000
  • Assisted in preparing financial reports; posted expenditures and other pertinent financial data on ledgers using accounting software programs
  • Prepared trial balance and payroll
  • In addition, analyzed financial and accounting system, recommended procedural changes for efficiency and productivity
  • Assisted in internal audits of accounts for accuracy; maintained employee financial records, developed financial forms and worksheets to track expenditure on specific tasks

Accounting Technician

CK INTERNATIONAL, HAYWARD, CA
05.1999 - 08.1999
  • Assisted in preparing financial reports; posted expenditures and other pertinent financial data on ledgers using accounting software programs
  • Prepared trial balance and payroll
  • In addition, analyzed financial and accounting system, recommended procedural changes for efficiency and productivity
  • Assisted in internal audits of accounts for accuracy; maintained employee financial records, developed financial forms and worksheets to track expenditure on specific tasks

Security Officer

AMERICAN PROTECTIVE SERVICES INC., FRESNO, CA
04.1997 - 05.1999
  • Responsible for checking security at designated location within an assigned facility
  • Duties involved security checks; employees access controls, minor clerical work such as maintaining vendor logs, data entry etc

Education

Bachelor of Science - Business Administration with an option in Accounting

CALIFORNIA STATE UNIVERSITY
Fresno, California

Skills

  • Microsoft Office Suite 2010
  • Microsoft Office Suite 2013
  • Microsoft Office Suite 2016
  • Windows Vista
  • Windows 8
  • Windows 10
  • Encompass
  • Calyx Point
  • Mortgage Builder
  • VA Portal
  • Pipeline Management

Timeline

Customer Service Representative

IRS-FRESNO
11.2021 - Current

Tax Examining Clerk

IRS-FRESNO
03.2020 - 06.2021

Mortgage loan originator

GOLD STANDARD MORTGAGE
12.2017 - Current

Mortgage loan originator

ALL WESTERN MORTGAGE
01.2014 - 11.2017

Real Estate Broker

SHAWN'S REALTY & FINANCE GROUP
05.2009 - 12.2013

Office Manager

GOLDEN PALMS MORTGAGE & FINANCIAL SERVICES Inc.
10.2006 - 05.2008

Senior Loan Consultant

MERIDIAN MORTGAGE & REAL ESTATE GROUP
02.2006 - 09.2006

Loan Officer

MORTGAGE EXPRESS
10.2004 - 01.2006

Auditor Appraiser II

TULARE COUNTY ASSESSORS OFFICE
04.2002 - 03.2004

Tax Auditor

STATE BOARD OF EQUALIZATION
09.2001 - 03.2002

Accounting Technician

CK INTERNATIONAL, HAYWARD, CA
06.2000 - 08.2000

Accounting Technician

CK INTERNATIONAL, HAYWARD, CA
05.1999 - 08.1999

Security Officer

AMERICAN PROTECTIVE SERVICES INC., FRESNO, CA
04.1997 - 05.1999

Bachelor of Science - Business Administration with an option in Accounting

CALIFORNIA STATE UNIVERSITY

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