Tracey Morrow
Richardson,TX
Summary
Motivated team player with high-level integrity and strong desire to help resolve challenges. Compassionate and team-oriented individual offering extensive knowledge of services, treatment options and issue resolution methods Seasoned Tax Specialist brings years of tax industry expertise, including dispute resolutions and local, state, federal and international tax laws. Excellent understanding of evaluations and statements, liabilities and payments
Overview
22
22
years of professional experience
1
1
Certification
Work History
Tax Specialist
Associa Property Management
01.2024 - 08.2024
- As a tax specialist I assist with providing audit documents to the CPA, working help spot tickets to process the tax preparation and tax filing for the year end for Home Owner Association's reviews and audits
- Provide documents to the property malt
- Team
- Such as bank statements, financials, generals' ledgers, also make tax payments to the IRS providing income statements, financials, reserve statements
Conservatorship Caseworker
Protective and family Services
10.2018 - 11.2023
- Protective Services (CPS) to serve as a "Conservator" of the child
- Conservatorship Specialists are a specific type of caseworker legally responsible for a child's welfare whenever they are removed from their home and monitors children's care while in CPS conservatorship
- They work closely with parents, extended family, and legal parties to help children find a permanent, safe place to live.
Claims Adjuster
Pilot Catastrophe Services
01.2020 - 10.2023
- Property Claims Adjuster reviews the claim inspect the damages, by looking in person or at photos and writing an estimate for the damages
- Working as a Litigation Support Team member Using Claim Legacy Replacement Portal Knowledge of rules and practices covering and collecting litigation data
- Knowledge of legal collections processes and procedures third- party vendors Process payment solutions, payment negotiations and compliance with legal standards
- Verified insurance claims and determined fair amount for settlement.
- Negotiated with policyholders and claimants to reach mutually satisfactory resolutions.
- Clarified coverage of losses to policyholders and provided assistance in itemizing damages and finding alternative living arrangements.
Attendance Clerk
Longview Independent School District
08.2018 - 10.2020
- Perform data entry, maintains student information on a computer
- Respond to inquiries for the public, parents, students, and campus staff
- Remain current concerning campus events, courses, community resources, and related information
- Assist with clerical tasks
- Coordinate fund raisers, pictures, and translations
- Maintain a log of visitors in the school
- Receive incoming calls, take reliable messages, and route to appropriate staff
- Comply with district policies, as well as state and federal laws and regulations
- Adhere to the district's safety policies and procedures
- Maintain confidentiality in the conduct of district business
- Perform the essential functions of walking and interacting with students and/ or district employees in the specific work site assigned (classroom or office setting demonstrate regular and prompt attendance
Assistant Property Manager
Sovereign Management
01.2015 - 01.2020
- Efficiently operated all aspects of the property to ensure that revenues were maximized expenses were minimized and curb appeal was optimized
- Maintained resident occupancy of 95% and above
- Managed office and maintenance personnel provided quality customer service and established rapport with residents
- Reduced tenant turnover by identifying with tenant relation's issues
- Negotiated contracts for various services, contractors, vendors, etc
- Inspected the property, grounds, apartments, building structures, landscaping
- Processed rent payment including posting rent, collecting delinquencies, evictions, postings invoices and lease renewals
- Responsible for accurate reporting of resident ledgers and daily deposits
- Responsible for knowing
Customer Service Specialist
Biglots Department Stores
10.2013 - 04.2015
- As a customer service specialist my responsibilities were to assist customers with inquiries, I guided customers through the purchasing process, make product or service recommendations and resolve complaints or technical concerns
- I also prepared deposits at the closing of the night
- I worked all over the store as needed.
Civil/Criminal Deputy Clerk
Gregg County
06.2008 - 01.2012
- As a deputy clerk I reviewed and processed dockets
- Processed bonds, Monitored legal case documents related to multiple types of appellate litigation within each court's jurisdiction and provided business office clerical assistance
- I processed and received legal documents for filing, recorded motions, orders, maintained orderly custody or control of court records and exhibits, posted copy fee monies from attorneys or litigants and wrote receipts
- I was also responsible for handling out going mail
- Posting property taxes, mailing out statement to the owners
- I work with the title companies as needed providing property information
- I was the go to person for the law firms that handled the tax suits being filed
- Responds to routine inquiries regarding departmental operations, programs, and services; documents and/or assists in resolving public complaints
- Provides customer service and assistance to the public
- Provides clerical support to management and/or other assigned departmental personnel
- Prepares correspondence, memoranda, reports, meeting minutes, contracts, pay estimates, and/or other types of documentation
- Copies, scans, faxes, and files various types of documents
- Performs data entry; updates/maintains departmental records, files, and databases
- Generates, submits, and/ or prepares various types of reports for area of assignment
- Performs other routine and/or specialized duties relative to area of assignment, issued bond forfeitures and issued capias pro fines, process applications for revocations.
Leasing Manager
Boston Properties, Inc
01.2003 - 04.2008
- Exhibits Strong Commitment to the service needs of the internal and external customer
- Oversees the property and the staff in the absence of the property manager
- Assists the property manager in the hiring and orientation of new employees
- Assists with various daily and month -end reports including posting rent, collecting delinquencies, evictions, postings invoices and lease renewals
- Responsible for accurate reporting of resident ledgers and daily deposits
- Responsible for knowing the status of vacant units and inspections of all pre-leased apartments
- Secures lease renewals to ensure the property generates a satisfactory cash flow and strong resident retention
- Assist with monitoring resident satisfaction in person or through follow-up phone calls and e-mails to ensure a positive living experience
- Daily communication and collaboration with staff, property manager and others as needed including any service maintenance request
- Develops and maintains knowledge of the property, community, and competitors
- Assist with building and maintaining a team environment onsite to achieve all property goals
- Assists with motivating, directing, and evaluating employees and all related personnel issues
- Physically walks and inspects community on a daily basis to address issues and verify standards
- Oversees and directs all administrative duties in accordance with company policy.
Customer Service Manager
Stein Mart Department Store
07.2003 - 08.2007
- As a Customer Service Manager I was responsible for completing a variety of task which included ringing on registers, maintaining the cleanliness of the store and fitting rooms, loss prevention, getting clothes for customers, putting out Merchandise, opening and closing the store, bank deposits, training new hires and conducting interviews interviewing new hires
Education
Associate - Christian Psychology in Law of Agency -
Texas Institute Of Biblical Studies
Gladewater, TX01.2016
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Longview High School
Longview, TX01.1995
Skills
- Customer service
- Computer skills
- Negotiation
- Underwriting
- Sales
- Account management
- Financial services
- Accounting
- Compliance knowledge
- Tax Preparation
- Dispute Resolution
- Accounting Principles
- Financial Auditing
Certification
- LICENSE INSURANCE CLAIMS ADJUSTER, 01/01/20, 10/01/23
- Property & Casualty License, 03/01/23, 04/01/25
- Driver's License
- Personal Lines License, 03/01/23, 06/01/25
Personal Information
- Dallas-Fort Worth, TX
- Houston, TX
Timeline
Tax Specialist
Associa Property Management
01.2024 - 08.2024
Claims Adjuster
Pilot Catastrophe Services
01.2020 - 10.2023
Conservatorship Caseworker
Protective and family Services
10.2018 - 11.2023
Attendance Clerk
Longview Independent School District
08.2018 - 10.2020
Assistant Property Manager
Sovereign Management
01.2015 - 01.2020
Customer Service Specialist
Biglots Department Stores
10.2013 - 04.2015
Civil/Criminal Deputy Clerk
Gregg County
06.2008 - 01.2012
Customer Service Manager
Stein Mart Department Store
07.2003 - 08.2007
Leasing Manager
Boston Properties, Inc
01.2003 - 04.2008
Associate - Christian Psychology in Law of Agency -
Texas Institute Of Biblical Studies
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Longview High School
- LICENSE INSURANCE CLAIMS ADJUSTER, 01/01/20, 10/01/23
- Property & Casualty License, 03/01/23, 04/01/25
- Driver's License
- Personal Lines License, 03/01/23, 06/01/25
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