Rose Lay
Jasper
Summary
Dynamic Notary Signing Agent with expertise from ROSE MARIE LAY, adept at document preparation and fraud prevention. Proven ability to enhance office efficiency and resolve conflicts with professionalism. Committed to confidentiality and identity verification, ensuring secure transactions and client satisfaction in high-pressure environments.
Overview
19
19
years of professional experience
2
2
Certifications
1
1
Language
Work History
Notary Signing Agent
ROSE MARIE LAY
07.2007 - Current
- Expanded knowledge of industry trends and changes in legislation through regular participation in continuing education courses and networking events.
- Managed challenging situations with poise and professionalism, resolving conflicts between parties while maintaining a neutral position as a Notary Signing Agent.
- Improved overall efficiency within the office environment by implementing organizational systems for managing appointment calendars, tracking signed documents, and storing confidential information securely.
- Demonstrated commitment to ethical practices by adhering to the National Notary Association Code of Professional Responsibility at all times.
- Maintained comprehensive understanding of digital fraud and electronic signature verification, keeping sensitive documents secure and verifying authenticity.
Tax Preparer
H & R Block Tax Services
01.2008 - 04.2026
- Analyzed financial records to verify accuracy of tax returns.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Maintained compliance by adhering to current tax laws and regulations.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Assessed client tax situations to determine best filing options.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Education
GED -
BRANDYWINE H S
Niles, MI 05.2001 -
Skills
Document preparation
Confidentiality assurance
Real estate transactions
Fraud prevention
Identity verification
Mobile notary services
Certification
NSA NOTARY SIGNING AGENT
Timeline
Tax Preparer
H & R Block Tax Services
01.2008 - 04.2026
Notary Signing Agent
ROSE MARIE LAY
07.2007 - Current
GED -
BRANDYWINE H S
05.2001 -