Raziya Naylor

Reviewed and verified financial documents, including credit reports and employment history.

Communicated with borrowers, underwriters, and vendors to facilitate timely loan processing.

Prepared loan files for underwriting and closing, ensuring compliance with lending regulations.

Tracked loan pipeline and provided regular status updates to clients and management.

Maintained confidentiality while handling client financial and personal data.

Utilized Encompass and other loan origination systems to enhance documentation workflow.

• Reviewed individual and business tax returns for accuracy and compliance with tax laws.
• Examined documentation, including income statements and deductions, to identify errors or fraud.
• Calculated tax liabilities and refunds using established formulas and accounting software.
• Investigated discrepancies through correspondence and interviews with taxpayers.
• Interpreted tax codes to inform decisions on complex filings.
• Communicated with taxpayers to clarify adjustments, penalties, and appeals processes.
• Utilized various tax software systems to process returns and generate accurate reports.