Summary
Overview
Work History
Education
Skills
Education And Designations
Certification
Timeline
AdministrativeAssistant

SHIVONNE HARRIS

Tallahassee,FL

Summary

Top-notch Underwriter with solid experience in financial services. Proficient in determining level of risk for lenders using strong mathematical and statistical skills. Conscientious and committed to adhering to standards, underwriting guidelines and authority levels.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Licensed Field Underwriter

Symmetry Financial Group
03.2024 - Current
  • Enhance customer satisfaction by providing timely and accurate underwriting decisions.
  • Consistently meet or exceed established goals related to production volume, quality assurance, and time management standards.
  • Manage portfolio of accounts, diligently monitoring performance and addressing issues as they arose.
  • Evaluate applications to determine insurance coverage and appropriate risk classifications.

Senior Tax Advisor

Accounting Fulfillment Services
11.2022 - 03.2024
  • Increased client satisfaction by proactively identifying opportunities for additional deductions or credits through careful analysis of financial data.
  • Established strong relationships with clients by providing exceptional customer service and tailored advice based on individual needs.
  • Managed diverse portfolio of client accounts with meticulous attention to detail, consistently meeting or exceeding deadlines.
  • Conducted thorough research on ever-changing tax regulations, ensuring clients remained compliant with all relevant laws.
  • Developed comprehensive tax strategies for high-net-worth individuals, optimizing their financial performance and wealth preservation.
  • Implemented effective communication strategies within the team, fostering a collaborative environment that facilitated knowledge sharing and problem-solving capabilities.

Staff Accountant

ADVANCED BUSINESS SOLUTIONS / FAST TAX II
12.2011 - 11.2022
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Increased accuracy of financial statements through diligent attention to detail and thorough review processes.
  • Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.

Contact Representative

INTERNAL REVENUE SERVICE
10.2009 - 12.2011
  • Managed a high volume of inbound calls daily, maintaining composure under pressure while providing top-notch service to clients.
  • Improved customer satisfaction by resolving issues efficiently and professionally.
  • Exceeded performance targets consistently by prioritizing tasks and managing time effectively.

Education

Bachelor of Science - Accounting

Troy University
Montgomery, AL

Skills

  • Insurance Underwriting
  • Policy analysis
  • Claims Management
  • Data Interpretation
  • Client Relationship Building
  • Risk Assessment

Education And Designations

  • Bachelor of Science in Accounting from Troy University in Montgomery, AL
  • Life and Accident/Health License

Certification

Life and Accident/Health License

Timeline

Licensed Field Underwriter

Symmetry Financial Group
03.2024 - Current

Senior Tax Advisor

Accounting Fulfillment Services
11.2022 - 03.2024

Staff Accountant

ADVANCED BUSINESS SOLUTIONS / FAST TAX II
12.2011 - 11.2022

Contact Representative

INTERNAL REVENUE SERVICE
10.2009 - 12.2011

Bachelor of Science - Accounting

Troy University

Similar Profiles

CREATE PROFILE
SHIVONNE HARRIS