My objective is to obtain a professionally challenging position and actively participate in a progressive organization offering opportunity for growth.
Overview
5
5
years of professional experience
Work History
Tax Certification Specialist/Title Clearing
Mortgage Information Services, Inc
06.2019 - Current
Created Tax Certifications on borrowers real property taxes all throughout the entire United States.
Compiled County, Town,School, Sewer, and Personal property tax data from various sources to prepare certifications.
Navigated documentation to identify qualifications.
Communicated with internal and external individuals to acquire information concerning certifications.
Received, reviewed and evaluated various documents for certifications.
Collected detailed notes on investigations and other communication to adhere to legal requirements and enhance recordkeeping.
Assessed fees related to registration of property-related documents.
Trained and guided team members to maintain high productivity and performance metrics.
Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
Directed product flow and informed management of delays and challenges, as well as suggested resolutions.
Coordinated notaries to meet clients at their preferred destination to sign and finalized closing docs.
Resolving title related issues or work to obtain documentation or information necessary to clear title issues.
Running pre-closing and post-closing updates on title.
Contacted appropriate agencies to complete searches, order records and obtain documents.
Prepared closing disclosures, post-closing records and disbursements.
Prepared property reports.
Compiled lists of mortgages, contracts and other documents pertaining to titles.
Assisted with preparation and submission of affidavits, deeds and other records for land purchases.
Tax Collector 1
Arizona Department Of Revenue, ADOR
10.2018 - 03.2019
Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
Responded to taxpayer questions and helped individuals complete and file tax documentation.
Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
Authenticate business POA and Corporate Officers.
Scanned, filed and transmitted various documents and adhered to digital filing procedures.
Established and managed document distribution matrix and document control register.
Internal Operations Coordinator
CliftonLarsonAllen, CLA
07.2018 - 10.2018
Kept reception area clean and neat to give visitors positive first impression.
Answered central telephone system and directed calls accordingly.
Managed multiple tasks and met time-sensitive deadlines.
Provided clerical support to company employees by copying, faxing and filing documents.
Corresponded with clients through email, telephone or postal mail.
Sorted, received and distributed mail correspondence between departments and personnel.
Scheduled and confirmed appointments and meetings for senior management team.
Checked-in visitors, distributed visitor badges and managed logbooks to comply with security initiatives.
Oversaw inventory materials monitoring, requisitions and supply re-stocking.
Aggregated and prepared documentation and reports for office meetings, distribution and filing.
Managed event logistics and operations.
Handled catering scheduling, ordered food and planned events.
Planned scheduled maintenance outages as part of preventive maintenance program.
Administrative Assistant/Database Coordinator
Department Of Revenue, DOR
05.2018 - 07.2018
Performed event coordination for larger parties and gatherings.
Planned large-scale events such as trade shows, conferences, and meetings.
Fulfilled contractual obligations for rehearsal and day of event coordination.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Set up event facilities and equipment, cleaned areas and organized supplies.
Emailed after event surveys to all Tax Workshop participants and visitors for feedback.
Scribed team meetings for record keeping.
Monitored networks and network devices to resolve technical problems quickly.
Executed record filing system to improve document organization and management.
Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
Implemented BI solution framework for end-to-end business intelligence projects.
Administered, supported and monitored databases by proactively resolving database issues and maintaining servers.
Customer Service Associate
Convergys
04.2017 - 03.2018
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Informed customers about special promotions and provided detailed information for various products.
Demonstrated items to customers and created customer awareness, interest and sales.
Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
Taught new team members correct procedures for all areas of operations.
Recommended products to customers, thoroughly explaining details.
Leveraged sales expertise to promote products and capitalized on upsell opportunities.
Understood each target customer's business model, mapped out organization and identified unique technology needs.
Account Support/Finance Specialist
IQor
10.2016 - 04.2017
Followed detailed directions from management to complete daily paperwork and computer data entry.
Managed file archival and information retrievals.
Investigated and resolved customer inquiries and complaints quickly.
Recommended products to customers, thoroughly explaining details.
Educated customers about billing, payment processing and support policies and procedures.
Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Educated customers on company systems, form completion and access to services.
Responded to inbound inquiries regarding accounts and payments.
Education
South Mountain High School
Skills
Audit Coordination
Risk Identification
Critical Thinking
Data Review
Audit Documentation
Project Oversight
Leadership Techniques
Privacy and Confidentiality
Specialist Procedures
Training Method Development
Public Works
Conference and Convention Planning
References
David Stroop, Senior Vice President
David.Stroop@mtginfo.com
888.901.4647 x 2170
Timeline
Tax Certification Specialist/Title Clearing - Mortgage Information Services, Inc
06.2019 - Current
Tax Collector 1 - Arizona Department Of Revenue, ADOR
Senior Sales Manager at Dun & Bradstreet Information Information Services India Pvt. Ltd.Senior Sales Manager at Dun & Bradstreet Information Information Services India Pvt. Ltd.