Summary

Overview

Work History

Education

Skills

Accomplishments

Skills And Highlights

Certification And Licenses

Certification

Timeline

James Fullwood

Jacksonville,FL

Summary

I have successfully helped numerous clients to identify and develop the skills needed to find and secure meaningful employment. I have experience in developing relationships with employers and have the ability to assess the needs of clients Also, I have experience in auditing and developing Case Managers and their care plans for clients through workforce development training.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Overview

years of professional experience

Certification

Work History

Program Services Data Analyst

CareerSource Northeast Florida

01.2014 - Current

Formulates detailed monthly service report to present to the Director of Training and Career Pathways about work progress, scheduling for each assigned contract, and services rendered complying with contract requirements. Ensures deficiencies are corrected prior to subsequent monthly reports.
Develops and implements written procedures for each assigned project, including timeframe, funding limitations, and staffing requirements. Submit to the Director of Training and Career Pathways for review and final approval before implementation. Monitors agreements to ensure each assigned contract will be completed within boundaries of company policy and contract specifications, within budget and without monitoring or audit findings.
Responsible for maintaining group members and communication posts within our selected vendor database system (Regroup). The posts will include regularly scheduled launches along with special project requests.
Responsible for scheduling and process posts using a variety of communication modes. Also communicate and interact with job seekers over the phone, via email and in person to obtain performance outcomes.
Assist with quality assurance reviews of the WIOA programs to ensure federal, state, and local statutes, regulations, policies and procedures are in compliance as directed.
Assists management by providing guidance to ensure understanding of programmatic requirements and steps necessary to maintain compliance of cases.
Identifies, establishes and implements quality assurance procedures and techniques to ensure monitoring/auditing reviews are without findings.
Write SQL queries for specific reports for different Departments.
Produced monthly reports using advanced Excel spreadsheet functions.
Utilized data visualization tools to effectively communicate business insights.
Improved decision-making processes with accurate data analysis and visualization techniques.

Business Service Specialist

CareerSource Northeast Florida

01.2014 - Current

Conduct outside sales, public relations, marketing, and recruiting to link businesses with potential resources and qualified candidates.
Customarily and regularly engaged in employer site visits to contact businesses throughout region to keep lines of communication open.
Determines appropriate levels of service for transactional business customers.
Determines customer needs, including job order data entry and all job order maintenance in Employ Florida website.
Survey employer satisfaction with current level of service and obtain information about future needs or requests for service improvement.
Provides assistance to businesses concerning hiring processes (create pre-screening tools, process resumes, schedule interviews).
Perform strategic planning for marketing to targeted employers right in assigned business zones.
Coordinates and participates in job fairs/recruitments, in or out of center, as required.
Assist Career Center Teams in the development of business services strategies and provides business service training and advice as needed.
Provide labor market information, hiring trends and wage data as needed.
Attend The Society for Human Resource Management(SHRM).
Attended Northside and Southside Jax Chamber Council meetings.
Served as a liaison between internal departments, promoting collaboration on projects for seamless service delivery.

Business Consultant - Incumbent Worker Training

CareerSource Northeast Florida

01.2014 - Current

Customarily and regularly engaged in employer site visits to contact businesses throughout region.
Contact and conduct presentations to set businesses and industries to inform them of company programs to assist them with increasing skill levels of their incumbent workers.
Develops and assists business owners and company managers with customized training programs. Performs needs analysis to determine best course of action to benefit company and employees.
Ensure all Incumbent Workers Training (IWT) contracts are completed and funds issued for payment of training.
Coordinates required revisions and final documents with businesses, training entities and companies.
Produce and implement training applications and agreements for review and approval by Sr. Vice President, Economic Development.
Schedules and conducts intake documentation sessions with employers for the upgraded skills training of their working Employers.
Keep confidentiality to all sensitive data received from Employers and their Employers.
Follow-up on a continuous basis to ensure the timelines, training parameters, and completion certifications are properly met and recorded.
Submitted monthly reports to the Manager.
Compiled Employer's invoices for payment and reimbursement.

Employment Security Representative

CareerSource Northeast Florida

01.2014 - Current

Collect appropriate documentation needed to verify data elements and determine the need for service and benefits.
Provide case management services to individuals who are enrolled and participating in the TAA program.
Review applications, complete assessments and input data in the Statement Management Information System.
Record activities and services accurately and ensure monthly contact is made according to the TAA program policy and procedures.

Tax Associate (Seasonal)

TurboTax

01.2025 - 04.2025

Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
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.
Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.

Loss Mitigation Specialist I

Everbank

01.2013 - 01.2014

Reviewed mortgage documents such as HUD-1, Warranty Deed, Sales Contract, Titles, Appraisals, and Broker Price Opinions.
Assessed the information obtained and determined if the information can be used to qualify the client.
Discussed the available options with the client and authorized third parties in a professional manner.
Properly documented workstation and prepared liquidation documents.
Tracked reports weekly to ensure all investor and insurer underwriting guidelines are met.

Loan Consultant II Negotiator

Homeward Residential

01.2004 - 01.2013

Provided assistance to borrowers and real estate agents.
Reviewed, negotiated and approved submitted short sales offers.
Facilitated negotiations and approvals of the H.A.F.A.(HOME AFFORDABLE FORECLOSURE ALTERNATIVE) program.
Reviewed closing documents to ensure the investor guidelines for closing are satisfied.
Conducted new hire training and orientation.

Executive Liaison Representative

Homeward Residential

01.2004 - 01.2013

Administered calls for the Customer Service Department, Customer Advocacy Department and special projects assigned by management.
Interfaced with other departments, branches, investors and clients to resolve customer inquiries and resolve issues.
Reported trends to management and made recommendations for resolving various issues.
Assisted in training of Customer Care Merger and Customer Service Representative in Jacksonville, New Delhi and Pune.
Created Standard Operation Procedures (SOP) for the Executive Liaison group.

Customer Service Representative II

Homeward Residential

01.2004 - 01.2013

Responded to requests for information and customer inquiries.
Assisted customers with principal curtailments, optional insurance, and verification of mortgages, year-end information payment, methods, automatic drafting, and explanation and set up of escrow accounts.
Assisted the Executive Liaison Team with escalated calls volume, research and customer service issues.
Assisted in facilitating weekly team meetings, when Supervisor was absent.

Bachelor of Arts -

AGAPE Bible College

Maxton, NC

Skills

Office Administration
Coaching
Trainer
FL Workforce Professional Tier I
Data Analytical
Team Leadership
Detail Oriented
Public Speaking
Structured Query Language (SQL)
Program Management
Federal Income Tax Laws

Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Attention to detail
Reporting tools
Strong work ethic
Data analysis
Microsoft Access
Flexible schedule
MS Excel
Tax compliance

Accomplishments

Supervised team of 10 staff members.
Used Microsoft Excel to develop inventory tracking spreadsheets.
Mentored new customer service representatives in telephone etiquette and problem solving skills, improving their overall confidence and enabling them to begin taking calls within days of hire.
Completed more than 30 individual tax returns during 2024s tax season.

Skills And Highlights

Experienced in Office Administration
Ability to Multi task
Coaching/Trainer
FL Workforce Professional Tier I
Data Analytical
Team Leadership
Superior Customer Service Skills
Detail Oriented
Public Speaking
Proficient in QuickBooks
Structured Query Language (SQL)
Program Management
Federal Income Tax Laws
Proficient in Microsoft (Word, Excel, PowerPoint)

Certification And Licenses

Florida Notary Public licensed and Bonded, 2024-07-01

Certification

CNP - Certified Notary Public

High School Diploma -

Florida Community College

Introduction and Intermediate SQL -

Florida State College

Federal Income Tax Level 1 & 2 -

Intuit Academy

Bachelor of Arts -

AGAPE Bible College

Summary

Overview

Work History

Program Services Data Analyst

Business Service Specialist

Business Consultant - Incumbent Worker Training

Employment Security Representative

Tax Associate (Seasonal)

Loss Mitigation Specialist I

Loan Consultant II Negotiator

Executive Liaison Representative

Customer Service Representative II

Education

Some College (No Degree) - Business Administration

High School Diploma -

Introduction and Intermediate SQL -

Federal Income Tax Level 1 & 2 -

Bachelor of Arts -

Skills

Accomplishments

Skills And Highlights

Certification And Licenses

Certification

Timeline

Tax Associate (Seasonal)

Program Services Data Analyst

Business Service Specialist

Business Consultant - Incumbent Worker Training

Employment Security Representative

Loss Mitigation Specialist I

Loan Consultant II Negotiator

Executive Liaison Representative

Customer Service Representative II

Some College (No Degree) - Business Administration

High School Diploma -

Introduction and Intermediate SQL -

Federal Income Tax Level 1 & 2 -

Bachelor of Arts -

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