Melissa Shoffner
Aurora,CO
Summary
Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
15
15
years of professional experience
Work History
Office Manager/Tax Preparer Assistant
Sista's Tax Service
11.2017 - Current
- Delivered top-notch administrative support to office staff, promoting excellence in office operations
- Authored business documents to organize and emphasize information quickly and effectively in taxwise and client write up software
- Kept front office clean and well-organized to keep areas presentable for guests and maximize professional appeal
- Managed accurate and fully compliant AP/AR operations by documenting expenses, reconciling accounts and correcting discrepancies
- Do calls with state or IRS with clients to help with solutions for tax needs
- Input client information in from their W2 and other supporting documents
Mortgage Loan Funder/Team Lead
American Financing Corporation
12.2009 - Current
- Worked with underwriters/loan processors to fix application problems and resolve issues
- Escalated to upper management if need be
- Oversaw scheduling of timely loan funding to satisfy and borrower needs
- Monitored pipelines to track and log status of loans
- Assistance with coaching and training of funding team
- Review/assign funder daily work
- Back up funder-reviewed loans as they came in for accuracy, balanced final CD and ordered wires for following days
- Note shipment request for 2-3 warehouse banks
- Audited warehouse banks
- Back up when funder manager was out
High School Office Assistant
Eaglecrest High School
01.2023 - 09.2024
- Maintained confidentiality of sensitive information while processing documents such as report cards and disciplinary records.
- Assisted in maintaining a positive school environment by addressing student concerns and directing them to appropriate resources.
- Supported administrative staff with daily tasks, resulting in increased productivity and smoother operations.
- Improved office efficiency by managing student records and updating information in a timely manner.
- Contributed to streamlined communication between teachers, administrators, and parents by handling phone calls and emails professionally.
- Compiled and analyzed data to produce reports.
- Coordinated and scheduled meetings and appointments.
Education
High School Diploma -
Clovis High School
Clovis, NM05.1995
Skills
- Policy and procedure modification
- Payroll and budgeting
- Account Reconciliation
- Credit and collections
- Relationship building
- Office administration
- Organizational skills
- Staff Management
- Excellent multi-tasking ability
- Clear oral/written communication
- Byte
- TaxWise
- Microsoft Office Products
- Document Review Proficiency
- Loan Closing Familiarity
- Lead Qualification
- Mortgage Industry Awareness
- Goal-Oriented
- Data Entry
- Medical Terminology
- 10-Key
- Insurance Verification
- Epic EHR Experience
- Notary
Timeline
High School Office Assistant
Eaglecrest High School
01.2023 - 09.2024
Office Manager/Tax Preparer Assistant
Sista's Tax Service
11.2017 - Current
Mortgage Loan Funder/Team Lead
American Financing Corporation
12.2009 - Current
High School Diploma -
Clovis High School
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