Summary
Overview
Work History
Education
Skills
Websites
Affiliations
Additional Information
Timeline
Generic

Tara THORNTON

Summary

20+ years of Collaborative experience | Certified Tax Professional | Certified Realtor | Expertise in Data Analytics and Operations Management

Overview

28
28
years of professional experience

Work History

Tax Professional

H&R Block
01.2023 - Current
  • Process over $500,000 in return income with tax departments at local, state and federal levels.
  • Demonstrate superb accounting functions, record keeping and reporting using great attention to detail.
  • Review available data and compare against tax code to determine credits, eligibilities, exemptions, deductions and potential liabilities saving clients thousands of dollars.
  • Contact IRS or other relevant government organizations on behalf of client to address issues and concerns.
  • Maintain confidential records of client returns and supporting documentation in secured areas.
  • Generate business growth, increase client retention and sales of financial products and services.

Real Estate Agent

Ivy League Realty
01.2022 - Current
  • Develop and manage relationships with potential buyers and sellers to generate leads earning 42% of business.
  • Show properties to potential buyers and provide information about the local market.
  • Negotiate contracts, purchase agreements, closing statements, deeds and leases with buyers and sellers increasing efficiency by 36%.
  • Research market conditions and trends to advise clients on the best strategies for buying and selling.
  • Coordinate home inspections, appraisals and open houses while networking with other agents, brokers, lending and leasing professionals in the industry.
  • Stay informed of local, state and federal laws related to real estate transactions to ensure compliance.

Data Analyst/Trainer

Interface
01.2012 - Current
  • Successfully manage the design and implementation of 60+ projects while directing and training data team members.
  • Improve data accuracy and reduced data processing time by 40% by optimizing and automating data cleansing, extraction and analysis processes.
  • 10+ years of experience in the manufacturing industry, specializing in data interpretation, reporting, and visualization.
  • Identify and mitigate data discrepancies resulting in a 20% decrease in reporting errors.
  • Partner with cross-functional teams to increase customer retention by 25%.
  • Create and deliver training with management for improved sales, customer service and employee retention.

Consulting Manager

LaGrange College Business Consultants
01.2009 - 01.2012
  • Collaborated with team and network of industry contacts to develop professional business and marketing plans.
  • Presented project proposals for 15+ local businesses to obtain grants and business funding.
  • Implemented best practices for consulting projects, resulting in a 20% improvement in project success rate and a 15% increase in client retention.
  • Developed and maintained relationships with clients to ensure satisfaction and identify opportunities for additional services, setting timelines and managing resources.

Mortgage/Loan Officer

Bank of America
01.1997 - 01.2009
  • Managed a portfolio of 200+ mortgage loans, ensuring compliance with lending regulations and maintaining a less than 0.5% default rate.
  • Developed and maintained relationships with local real estate agents and companies, resulting in a 15% increase in referred loan applications.
  • Utilized advanced mortgage loan software to streamline application processes, which improved customer satisfaction scores by 20%.
  • Collaborated with underwriters to tailor loans to clients' specific circumstances expanding loan portfolio by 35%.

Education

Real Estate Agent -

TAP Real Estate Academy
Fayetteville, GA
2022

Bachelor of Science - Business Management And Entrepreneurial Studies

LaGrange College
La Grange, GA
05.2012

Skills

  • Employee Training
  • Performance Management
  • Budget Control
  • Team Development
  • Schedule Management
  • Leadership
  • Time management
  • Communication

Affiliations

  • Georgia Multiple Listing Service (GAMLS)
  • National Association of REALTORS®
  • East Metro Board of Realtors

Additional Information

Technical Proficiencies

  • JDE
  • CRM Pulse
  • Outlook
  • Easy Vista
  • PowerPoint
  • Lotus Notes
  • Kronos
  • Salesforce
  • Systems Application & Products (SAP)
  • Visual Compliance
  • Workforce Dimensions
  • MW Integration
  • D&B Hoovers
  • Dot Loop

Timeline

Tax Professional

H&R Block
01.2023 - Current

Real Estate Agent

Ivy League Realty
01.2022 - Current

Data Analyst/Trainer

Interface
01.2012 - Current

Consulting Manager

LaGrange College Business Consultants
01.2009 - 01.2012

Mortgage/Loan Officer

Bank of America
01.1997 - 01.2009

Real Estate Agent -

TAP Real Estate Academy

Bachelor of Science - Business Management And Entrepreneurial Studies

LaGrange College

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Tara THORNTON