Rachel Kickliter
Land O' Lakes,FL
Summary
Professional with strong background in mortgage processing, skilled in evaluating financial documents, assessing loan applications, and ensuring compliance with industry standards. Adept at streamlining procedures to enhance efficiency and support team collaboration. Known for reliability and flexibility in meeting changing needs, with consistent focus on achieving results. Excellent communication and problem-solving abilities complement technical expertise in mortgage software and regulatory guidelines.
Overview
28
28
years of professional experience
Work History
Tax Specialist
H&R Block Tax Svc
11.2024 - Current
- Maintained thorough and current understanding of applicable tax laws.
- Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
- Managed tax submissions and made sure all information complied with regulations.
- Prepared accurate and timely federal, state, and local income tax returns for individuals.
Reservation Sales Agent
Walt Disney Travel Co., LLC
05.1997 - Current
- Answered incoming phone calls and addressed questions from guests.
- Increased revenue with upselling techniques and promoting additional services or packages to guests during the reservation process.
- Boosted customer satisfaction by efficiently managing reservation inquiries and accurately booking travel arrangements.
- Demonstrated adaptability in learning new technologies, quickly mastering reservation software updates as needed for continued success in the role.
Mortgage Loan Processor
Park Avenue Lending LLC Dba First Florida Lending
01.2014 - 06.2022
- Set up and completed loan submission packages.
- Contributed to business growth through diligent work on complex loan applications that resulted in successful closings.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Facilitated smooth closing processes by collaborating effectively with title companies, appraisers, and attorneys.
- Communicated with originator and applicant concerning progress of loan file.
Education
No Degree - Accounting And Finance
Southern New Hampshire University
Hooksett, NH06-2027
Skills
- Information verification
- Loan processing expertise
- Reviewing financial paperwork
- Tax return preparation
- Documentation skills
- Residential mortgage lending regulations
Timeline
Tax Specialist
H&R Block Tax Svc
11.2024 - Current
Mortgage Loan Processor
Park Avenue Lending LLC Dba First Florida Lending
01.2014 - 06.2022
Reservation Sales Agent
Walt Disney Travel Co., LLC
05.1997 - Current
No Degree - Accounting And Finance
Southern New Hampshire University
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