Database Management
VANESSA WILLIAMS
Real Estate/ Finance/ Insurance Claims Adjusting/ Tax Preparation
Columbus
Summary
Service-oriented Claims Adjuster skilled at applying creative approaches to solving complex problems. Adept at developing profitable and quality-focused processes. Extensive field work on both property and casualty daily claims. Experience with taking depictive photographs of insured risks and claim damages.
Detailed instructions on meaningful scope notes and detailed instructions on various types of supporting documents for different claim types.
Instructions on preparing meaningful and concise claim reports for various types of claims. Instructions on how to read
and interpret both property and casualty policies to determine coverage and to support coverage decisions.
Introduction to Xactimate. Supervised instruction on preparing sketch reports, labeling photos and preparing estimates on
live claims.
Overview
11
11
years of professional experience
5
5
years of post-secondary education
Work History
Claims Adjuster Property & Casualty
Perry & Associates Services, Inc.
Delaware
02.2018 - Current
- Conducted comprehensive interviews of witnesses and claimants to gather facts and information.
- Verified insurance claims and determined fair amount for settlement.
- Prepared summaries of damage, payments, and policy coverage.
- Examined claims forms and other records to determine insurance coverage.
Tax Preparer
Nexxt Level Taxes
Columbus
12.2020 - Current
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Completed and filed returns with tax departments at local, state and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions, filed over 120 years each year during the season.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
Real Estate Sales Agent
Keller Williams Las Vegas/ Keller Williams Excel
Columbus
03.2020 - Current
- Generated leads for sales and rental properties through cold calls and referrals.
- Coordinated appointments to show marketed properties.
- Negotiated between buyers and sellers of properties with efficiency and transparency to maximize profits and maintain satisfaction of clients.
- Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
- Dual Real Estate Licensure in Columbus, OH & Las Vegas, NV
Owner, Investor
Prestigious Authentic Creative LLC
Columbus
06.2018 - Current
- Managed day-to-day business operations.
- Evaluated suppliers to maintain cost controls and improve operations.
- Prepared annual budgets with controls to prevent overages.
- Discovered areas of improvement by generating quarterly operational and sales reports.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
QUALITY ASSURANCE ANALYST, IPSO QUALITY AUDITOR
Nationwide Financial Services
Columbus
11.2014 - 02.2021
- Delivered third-party audit services at client locations, keeping operations in compliance with regulatory requirements and ISO standards.
- Participated in compliance inquiries and provided interpretation of data to guide investigators in creation of Corrective and Preventive Actions.
- Adhered to strict SLA guidelines, for exact interest rates, disbursement schedules, and payout amounts.
- Compared quantity, quality and labeling of customer orders to check accuracy and completeness.
Senior Financial Services Support Representative
NATIONWIDE FINANCIAL
07.2013 - 03.2016
- Pulling data used to create visual excel generated graphs for
- Ensuring the policies are in accordance with Regulations
- Monitored market trends and informed members of opportunities to improve financial situation and meet financial goals.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
Education
ASSOCIATES DEGREE - REAL ESTATE
Columbus State Community College
Columbus, OH 08.2019 - 11.2020
MBA - BUSINESS ADMINISTRATION
Franklin University
Columbus, OH 06.2012 - 12.2013
Bachelor of Business Administration - FINANCE MANAGEMENT
Franklin University
Columbus, OH 02.2010 - 05.2012
Skills
Strategic financial planning
Strong organization
Excellent attention to detail
Customer Relationship Management
Highly reliable
Texas Claims Adjuster License
Affiliations
Destiny Church International
Mid-Ohio Foodbank
Meals on Wheels
NAR Association
Software
Microsoft Applications
Columbus MLS/ Las Vegas MLS
Tax Software/ TIN Number Associated
POS Systems
Timeline
Tax Preparer
Nexxt Level Taxes
12.2020 - Current
Real Estate Sales Agent
Keller Williams Las Vegas/ Keller Williams Excel
03.2020 - Current
ASSOCIATES DEGREE - REAL ESTATE
Columbus State Community College
08.2019 - 11.2020
Owner, Investor
Prestigious Authentic Creative LLC
06.2018 - Current
Claims Adjuster Property & Casualty
Perry & Associates Services, Inc.
02.2018 - Current
QUALITY ASSURANCE ANALYST, IPSO QUALITY AUDITOR
Nationwide Financial Services
11.2014 - 02.2021
Senior Financial Services Support Representative
NATIONWIDE FINANCIAL
07.2013 - 03.2016
MBA - BUSINESS ADMINISTRATION
Franklin University
06.2012 - 12.2013
Bachelor of Business Administration - FINANCE MANAGEMENT
Franklin University
02.2010 - 05.2012
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