Donna Schaeffer
Waukesha,WI
Summary
Dynamic Bankruptcy Specialist with extensive experience at the IRS, adept at claims review and legal research. Successfully streamlined case processing workflows, enhancing efficiency and compliance. Proven ability to foster professional relationships with legal teams, ensuring timely resolutions and effective communication. Recognized for meticulous attention to detail and strong written communication skills.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
19
19
years of professional experience
Work History
Bankruptcy Specialist
Internal Revenue Service, IRS
05.2021 - 09.2025
- Analyzed bankruptcy cases to ensure compliance with IRS regulations and federal guidelines.
- Reviewed financial documentation to assess debtor eligibility for bankruptcy relief options.
- Collaborated with legal teams to facilitate timely resolution of complex bankruptcy inquiries.
- Developed training materials for new staff on bankruptcy processes and regulatory updates.
- Provided expert guidance to taxpayers regarding their rights and responsibilities in bankruptcy proceedings.
- Maintained strict adherence to regulatory guidelines, ensuring full compliance with federal and state bankruptcy laws.
- Answered telephone calls and email messages within 24-hour period.
- Developed professional relationships with bankruptcy attorneys, trustees, other legal counsel and bankruptcy court personnel.
- Oversaw a diverse caseload, managing competing deadlines and priorities with minimal supervision, ensuring timely and effective case resolutions.
- Spearheaded training initiatives for new team members, sharing industry insights and best practices to enhance productivity levels.
- Filed documents with bankruptcy courts within expected timeframes to prevent delays.
Bankruptcy Specialist
Internal Revenue Service, IRS
03.2007 - 05.2021
- Streamlined case processing workflows, enhancing efficiency in handling high-volume requests.
- Conducted audits of bankruptcy claims to verify accuracy and prevent fraudulent submissions.
- Led cross-departmental initiatives to improve communication and coordination related to bankruptcy cases.
- Streamlined communication channels between clients and creditors, fostering transparent and constructive dialogue.
- Answered telephone calls and email messages within 24-hour period.
- Appropriately followed up with attorneys and bankruptcy trustees to avoid bankruptcy delinquencies.
- Identified potential fraudulent activities, conducting comprehensive investigations into suspicious bankruptcy filings.
- Collaborated with attorneys and other legal personnel on bankruptcy documentation reviews, making necessary corrections.
- Received and submitted customer payments to further reduce open account balances.
- Analyzed bankruptcy cases to ensure compliance with IRS regulations and federal guidelines.
- Developed professional relationships with bankruptcy attorneys, trustees, other legal counsel and bankruptcy court personnel.
Education
Bachelor of Science - Learning Disabilities
Nova-Southeastern University
Davie, FL12-1993
Skills
- Claims review
- Written and verbal communication
- Legal research
- Legal writing
- Data entry
- Document preparation
- Telephone etiquette
Timeline
Bankruptcy Specialist
Internal Revenue Service, IRS
05.2021 - 09.2025
Bankruptcy Specialist
Internal Revenue Service, IRS
03.2007 - 05.2021
Bachelor of Science - Learning Disabilities
Nova-Southeastern University