Shar Thayer

Provide compliance services for multiple wineries that include analyzing reports processed through the point-of-sale system, Filing Excise and Sales Tax. Process WA State and Federal Taxes. Research tax questions for states that wineries can ship to. Process Shipper Applications for Distribution and Direct Shipments to shippable states.

Provided office support to the sales team for installs. Processed invoices, coordinated schedule, ensured client satisfaction with communication and follow up. Assisted Service with the overflow of calls.

Worked in a fast-paced environment in Mortgage Servicing as a supervisor for New Loans and Document Retention. Supervised a team of 5 individuals and 3 temps that funded loans, filed all loan documents and managed the mailroom and front desk. Organized events for the CEO at the corporate center. Implemented new software to process wires and document storage software that integrated with the banking system.

Researched all Debit Card Transactions and assisted manager with projects and new bank acquisitions. Helped boost morale in a position that was not always positive for the employees. Assisted teammates with questions and took on challenging disputes that required fraud research and communication with clients. Processed all wire disputes and worked directly with the fraud department to document all current fraud cases in the dispute resolution software.

Provided support for all Debit Card Transactions including researching declines, unauthorized transactions and fraud trends.

Cared for a family member that had cancer.

Conducted wine tastings, enhancing customer experience and product knowledge.

Developed individualized training plans to enhance participant performance and engagement.

Managed daily office operations to ensure efficiency and compliance with company policies. Coordinated schedules and meetings for financial advisors, enhancing team productivity. Oversaw administration of office systems and tools to support investment operations. Coordinated schedules and appointments for advisor, optimizing time management processes. Attended all client meeting and took notes, entered notes in the tracking system and facilitated buys under the financial advisors supervision.