Fairly and equitably initiate and process tax and exemption programs for the Assessor-Treasurer’s office. Provide top-line customer service to the most vulnerable population of Pierce County
Reviewing complex federal income tax returns, legal documents to include deeds, wills and trusts
Work directly with property owners and representatives to obtain documentation, resolve issues, and explain decisions regarding exemption applications
Analyze applications quickly and objectively to determine proper course of action. Approve or deny based on the information provided
Determination of taxable values includes the recalculation of property taxes and the processing of refunds to ensure that the taxpayer has accurate and timely information
Convey technical information regarding exemptions to the public in a clear, concise manner. This could include communicating sensitive and difficult issues with tact and patience, and representing the county in a professional manner
Interpret and apply the Revised Code of Washington (RCW), Washington Administrative Code (WAC), Pierce County Code (PCC), tax codes and other regulatory guidelines as they apply to property tax exemption
Maintain accurate records and documentation to support audits, appeals, and public inquiries
Office Assistant II - Customer Service
Pierce County Assessor Treasurer
Tacoma
10.2019 - 03.2022
Providing customer service to the public, taxpayers and their families, attorneys, and title companies as it relates to property taxes by phone, live chat and in person
Generated parcel maps, ortho photos, and quarter-section maps, supporting property identification and research needs.
Researched historical property records and processed account corrections, ensuring the accuracy of official county records.
Generate maps depending on the needs of the tax payer i.e. Parcel Maps, Ortho Photos and Quarter Section Maps
Research historical documents on Micro Fiche to fulfill job requests
Office Assistant
The Health Connection
Tacoma
09.2018 - 10.2019
Managed reception and lobby area, greeted visitors and responded to requests for information
Received and screened high volume of internal and external communications
Collected payments, issued receipts and updated accounts to reflect new balances
Validated insurance and advised patients of benefits and coverage
Properly filed insurance claims by obtaining and entering data related to patient, insurance provider and medical code for procedures and services provided
Scheduled appointments for clients, customers, and other visitors
Production Assistant
Loan Depot
Kirkland
10.2016 - 11.2017
Supported residential purchase transactions, coordinating timelines and documentation with title, escrow, real estate agents, and third-party vendors.
Reviewed property appraisals and valuation data to identify discrepancies, and support underwriting decisions.
Prepared, reviewed, and delivered closing documents to title and escrow, ensuring regulatory and procedural compliance.
Resolved transaction issues involving title, appraisal conditions, and documentation accuracy.
Loan Officer Assistant
Homestreet Bank
Seattle
09.2015 - 10.2016
Supported residential purchase transactions, coordinating timelines and documentation with title, escrow, real estate agents, and third-party vendors.
Reviewed property appraisals and valuation data to identify discrepancies, and support underwriting decisions.
Prepared, reviewed, and delivered closing documents to title and escrow, ensuring regulatory and procedural compliance.
Resolved transaction issues involving title, appraisal conditions, and documentation accuracy.
Education
Bachelor of Science - Business Administration
Central Washington University
Ellensburg, WA
Skills
Customer service
Administrative support
Tax law expertise
County property and tax systems
Research abilities
Property tax assessment and recalculation
Customer and taxpayer advocacy
Public outreach and education
Teamwork and collaboration
Strong ability to meet deadlines while maintaining a high level of accuracy
Revised Code of Washington (RCW) and Washington Administrative Code (WAC) interpretation
Accomplishments
Pierce County Standing Ovation Award 2023 - Effective Government
Departmental IS Administrator at County of San Bernardino- Assessor-Recorder-County ClerkDepartmental IS Administrator at County of San Bernardino- Assessor-Recorder-County Clerk
Property Assessment Specialist III at County of San Diego Assessor Recorder County ClerkProperty Assessment Specialist III at County of San Diego Assessor Recorder County Clerk
Administrative Assistant I at San Joaquin County Assessor-Recorder-County ClerkAdministrative Assistant I at San Joaquin County Assessor-Recorder-County Clerk