Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jochebed Huling

Atlanta,GA

Summary

Results-driven Sr Tax Examiner and Loan Officer with extensive experience at the IRS and Wells Fargo & Company, specializing in financial accuracy verification and negotiation strategies. Demonstrated success in enhancing compliance through meticulous underwriting practices and innovative risk analysis, leading to notable improvements in process efficiency and elevated client satisfaction.

Overview

11
11
years of professional experience

Work History

Sr Tax Examiner

Internal Revenue Service, IRS
Chamblee, GA
08.2022 - Current
  • Managed paperwork related to appeals submitted by taxpayers contesting assessments.
  • Compiled comprehensive reports detailing audit outcomes.
  • Verified correctness of submitted tax filings while maintaining regulatory consistency.
  • Amended diverse business and private account records.
  • Oversaw coordination of tax inspections program aligning with regulatory risk.
  • Conducted thorough examination of general ledger accounts involving income taxes payable, reserve for uncertain taxes, deferred liabilities and assets.

Loan Officer-NMLS 1221207

Wells Fargo & Company
Conyers, GA
06.2014 - 08.2022
  • Conducted analysis of loan files verifying client compliance with underwriting criteria.
  • Coordinated loan processes by verifying completion of requirements from initiation to closing.
  • Assembled and compiled documents for loan closings.
  • Coordinated communication between loan officers, clients, and underwriting staff.
  • Documented loan information and managed fund disbursements accurately.
  • Reviewed credit reports, appraisals, title policies, insurance documents and other relevant paperwork for accuracy and completeness.
  • Facilitated loan pre-qualification processes through accurate financial information gathering.

Education

High School Diploma -

Alonzo A. Crim
Atlanta, GA
06-1993

Skills

  • Financial Accuracy Verification
  • Effective Negotiation Techniques
  • Detailed Reconciliation Analysis
  • Debt Management Strategies
  • Underwriting Proficiency
  • Compliance and Regulation Software
  • Loan Origination Software (LOS)
  • Loan servicing and closing
  • Risk Assessment
  • Shape, LoanMore - (CRM)
  • Digital Document Signing
  • Proficient in Task Prioritization

Timeline

Sr Tax Examiner

Internal Revenue Service, IRS
08.2022 - Current

Loan Officer-NMLS 1221207

Wells Fargo & Company
06.2014 - 08.2022

High School Diploma -

Alonzo A. Crim
Jochebed Huling