Stacey Winokur
Marrero,LA
Summary
Analytical Sales Tax Auditor known for high productivity and efficient task completion. Possess specialized skills in tax law interpretation and financial auditing. Excel in critical thinking, problem-solving, and communication, ensuring thorough analysis and clear reporting. Specialized in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature.
Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
10
10
years of professional experience
Work History
Sales Tax Auditor
Jefferson Parish Sheriff's Office
1233 Westbank Expressway, LA
11.2022 - Current
- Conducted research to ensure correct application of state and local laws related to sales tax.
- Answered questions from taxpayers and assisted individuals with completing tax forms.
- Identified discrepancies between reported sales figures and actual amounts due.
- Analyzed financial statements, ledgers, and other documents in order to verify compliance with applicable regulations.
- Resolved customer inquiries regarding sales tax issues or disputes.
- Reviewed sales tax returns for accuracy and completeness of information.
- Discussed and explained various tax forms with taxpayers.
- Compiled detailed reports of audit findings to discuss with supervisor.
Mortgage Loan Processor
Eustis Mortgage Corporation
New Orleans, Louisiana
07.2015 - 10.2022
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Prepared file for final clear-to-close by branch management.
- Handled any conditions sent from underwriting departments.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Communicated with originator and applicant concerning progress of loan file.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Maintained compliance with privacy and security requirements, as well as federal statutes covering mortgage loans.
- Coordinated closing process with attorneys, title companies and government clerks.
- Oversaw file input in mortgage software and grant-specific software.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Reviewed and validated details of loan applications and closing documentation.
- Assessed customer account histories to determine previous compliance with payment plans and loan terms.
Education
Bachelor of Arts - Communications
Southeastern Louisiana University
Hammond, LA05.2009
Skills
- Sales tax regulations
- Continuous learning attitude
- Government Standards
- Federal Statutes
- Strong Customer Communication
- Financial Data Collection
- Lending Software Systems
- Loan Application Preparation
- Loan Paperwork
- Legal Documentation
- Mortgage Loan Processing
- Government Lending
- Calculations Error Correction
- Principal, Interest and Payment Calculation
- Financial Information Monitoring
References
Personal References
Devin Wirtz ( JPSO Burglary Detective)
Phone #: 504-975-2230
Brandon Barrois ( District Manager, Pizza Hut)
Phone #:504-909-0521
Professional References
Lori Serpas ( Loan Officer, Eustis Mortgage)
504-382-0537
Tiffanie Points (Audit Supervisor)
504-363-5502
Timeline
Sales Tax Auditor
Jefferson Parish Sheriff's Office
11.2022 - Current
Mortgage Loan Processor
Eustis Mortgage Corporation
07.2015 - 10.2022
Bachelor of Arts - Communications
Southeastern Louisiana University
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