Josh Howell

Supervise technical and clerical staff and the day-to-day functions of a highly specialized unit requiring the application of knowledge related to the processing cycle and data processing systems of the Assessor's Office to supervise and coordinate the Assessment Appeals process.

• Interview, select, hire, discipline, and train staff;
• Develop, and implement policies and procedures that pertain to the processing of Assessment Appeals
• Train staff in the policies and procedures and ensure the development of individual staff and team performance
• Evaluate staff performance, counsel employees, and recommend corrective action;
• Prepares supervisory reports and correspondence
  
• Attend monthly meetings and maintain liaison with the Clerk of the Board
• Determines, evaluates, and reviews the workload of the unit
• Monitor and evaluate the quality of work performed by staff, identify problems, and recommend corrective action
• Audit the Assessment Roll for errors by referencing input and output on multiple data processing systems, their electronic interlink, and hard copy; and implements corrective action
• Inform management on important issues, needs, conflicts, and accomplishments
• Maintains communication and personal contact with other divisions of the Assessor's Office, other agencies, and interested parties to resolve discrepancies or conflicts
• Update staff to clarify program changes, input errors, and procedures relative to data input and the clerical processing cycle of the Assessor's Office;
• Attend Assessment Appeal Hearings
• Perform and assist staff with Appraisal Data Coordinator duties as needed.

• Perform specialized Assessor's support functions by evaluating source documents, existing data input, and corrections to multiple interrelated data processing systems in the Assessor's Office
• Examine documents such as Deeds to determine the intended action of the document by reviewing the following: grantor/grantee verification, ownership percentage, legal description, date acquired, transfer tax
• I also review and apply the regulations and principles of the appropriate tenancy rule to determine the accuracy of the revenue and taxation code,which is used when evaluating the reassessment codes
• Audit Assessment Appeals application from the Office of the Clerk of the Board. This involves verifying the accuracy on the appeals application as well as having the interpretative ability to determine the "Issue Type" in order to determine which district to assign the Assessment Appeals
• Process pending and completed Stipulations - I review the Stipulations for accuracy; rejected Stipulations are returned to the appropriate staff for corrections
• Process and enter Board results of the Appeals in the Assessor's system
• Review and process Tentative Agenda in the system, including uploading supporting documents and providing the information to County Counsel, and internal divisions;
• Review, evaluate, correct and perform quality control on a variety of electronic data processing documents, systems and Assessor's source documents, to determine intended action, accuracy, completeness and that data conforms with all applicable codes, rules and regulations
• I also review and reconcile complex assessments to ensure correct enrollment of values on the regular and supplemental rolls which requires frequent coordination of information with appraisal staff
• Conduct analysis of appraisal, assessment, and appeals data for accuracy and completeness and provide input regarding improvement of work flow processes
• Extract, comply, enter and correct data and values within the Assessor's database systems according to established guidelines, to prepare for review and analysis by Appraiser, Auditor, or for final reconciliation at roll close;
• Track various work assignments that includes billings, corrections, audits, appraisals and transfers throughout the organization, to ensure workflow continues according to schedule
• Coordinate, review and processes all public appeals regarding legal issues of reappraisal and monetary value of secured and unsecured property, to ensure a technical or procedural error has not caused the claim; processes changes or corrections as required
• Conduct sessions or explains program changes, input errors, and procedures relative to data input and the processing of information within the Assessor's Office to Department staff, other county agencies, taxpayers, their representatives or outside agencies

I performed title examinations, made legal determinations on the reappraisability of property, and provided technical information on the subject of reappraisability, including researching the title of recorded and unrecorded documents;interpreting and applying sections of the Revenue and Taxation Code; maintained communication and personal contact with other divisions of the Assessor's Office, other agencies, title companies, the public, private attorneys and interested parties, to coordinate various title functions and resolved discrepancies or conflicts in recorded property documents;researched, prepared and presented appeals before the Appeals Board or hearing officer; answered inquiries concerning changes in ownership and reappraisable transfers; clarified conflicting ownership information by searching Assessor's and Recorder's records; researched and resolved tax billing problems.

• I performed a variety of specialized clerical duties involving the review and processing of documents related to real property appraisals, records, exemptions and assessment documents;
• Applied the Assessor's office policies and procedures and regulations related to assessment and/or exemption standards and regulations;
• Utilized AIMS and PUBS to review, research and process ownership or authorization regarding Real Property or Businesses address changes.
• Reviewed and researched Deed ownership, and Operating Agreements information by using the Secretary of State's database to verify data prior to updating ownership information in the system.
• Reviewed, determined eligibility and processed payments for Proposition 19 requests; this tax benefit enables families,seniors, severely disabled, and victims of natural disaster to transfer their tax base values from parent to children and those 55 years of age and older to move their old tax base to a new home within the state of California. Additionally, determined the appropriate proposition for the homeowners request based on varying factors such as specific dates of the original sale or new purchase, and what forms are needed. Reviewing these forms as accurately holds great importance and can impact the homeowners.
• Assisted the public by generating and processing Homeowner's Exemption forms which involves sensitive information such as SSN
• Provided factual and procedural information in person, by mail or over the phone to a wide range of individuals such as the public, attorneys and government agencies involving ownership verification, title chain concerns, characteristic verification,assistance with special assessments and exemptions, clarifying assessed value questions regarding changes in ownership.
• Collected and reviewed PCORs (Preliminary Change of Ownership Report) forms from Clerk Recorder and review which forms are complete for processing or need further research in their database PARIS.
• A PCOR is usually submitted to the Clerk Recorder with a Deed, this form helps us quantify the change in ownership and to determine if a reassessment to the property's tax base is appropriate.
• Responded to general mailbox for entire Assessor's office that requires knowledge of frequent changing assessment procedures to provide the taxpayers with accurate and up to date information and regulations.
• Reviewed and routed documents to their perspective departments; those departments include Real Property and the Appraisers, Exemptions, Property Transfer Unit, Mapping, and the Business Division.
• Assisted public by clarifying their issues/concerns and achieve their business needs by connecting customers to the appropriate unit within the Assessor's Office if need be.
• Utilized KRONOS to perform payroll functions; submit leave slips, creating spreadsheets, sorting and batching payroll documents for review, ensuring hours in KRONOS matches hours reported by staff,
• Performed data entry duties including entering data fields, correcting minor errors, and researching and retrieving data and statistics;
• Accepted payments for a variety of reports and documents via in person, phone, email.
• Generated Affidavits and submit reports to accounting daily for sales.
• Collected and processed incoming and outgoing

Responsible for the day-to-day store operations; gathered and maintained sales data; generated reports for managementand corporate office; supervised, disciplined and trained staff; checked-in sales associate at beginning of shift; coordinatedlunch and break schedules; reviewed applications received; scheduled and conducted job interviews; recommended newhires; filed paperwork; tracked employees' opening of customers credit card accounts; set daily sales goals; trackedindividual sales and the store's sales progress weekly; ensured staff were aware of store promotions; responded toemails; opened store; counted petty cash in safe, reconciled receipts and balanced the cash drawer to ensure there areno overage or shortage at the opening and closing of store; ordered money from Brinks Security; ensured cash registerscontain the proper amount of denominations and change; resolved financial and sales-related issues that requiredmanager-level assistance; operated three (3) separate departments; ensured shipments are processed and products weredelivered; updated promotions and ensured signage were up to date; created deposit bags and copies for bankingpurposes; maintained reliable accounting records and assisted staff by performing sales associate duties, as needed.

• Promoted to Floor Supervisor in June 2016, 40 hrs/wk - In addition Sr. Sales Assoc. and Sales Assoc. duties, I supervised,disciplined and trained staff; checked-in sales associate at beginning of shift; coordinated lunch and break schedules;screened applications received through Taleo, conducted interviews and reference checks and discussed and recommended hire selection with the Assistant Manager; filed documents, balanced cash drawer, facilitated training for the entire store and provided performance evaluation to staff, which included instructing current and new staff in a variety of aspects related to one or more policy changes or processes. In addition, I kept track of successful credit card application that were approved and which staff assisted the customer.
• Promoted to Sr. Sales Assoc. (lead position) in June 2015, 40 hours/wk - In addition to Sales Associate duties, I was the shift lead for staff; hosted store events to drive and track traffic and sales volume; organized group events; used social media to promote the company; provided training to new employees and updated staff with product knowledge;maintained staff's vacation and break schedule to ensure adequate coverage
• Sales Associate Aug. 2013 - June 2015, 35 hours/wk - Assisted the public and customers; answered customer's questions in person and on the phone; resolved concerns; ensured sales floor is organized and adequately stocked; operated a cash register to complete sales transactions; maintained a clean and orderly stockroom and register area and recorded hours worked.