Summary
Overview
Work History
Education
Skills
Timeline
Generic

Wayne Brake

Arnold,MD

Summary

Dynamic professional with a proven track record in small business operations and customer relations. As Owner of IRS Tax Plans, LLC, I enhanced operational efficiency and implemented successful marketing strategies. Skilled in relationship building and financial analysis.

Overview

4
4
years of professional experience

Work History

Owner

IRS Tax Plans, LLC
03.2024 - Current
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Established foundational processes for business operations.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
  • Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
  • Ensured regulatory compliance by staying abreast of industry-related changes and implementing necessary policies or procedures as needed.

Research Analyst

Bernice Hassan & Associates
06.2023 - 09.2023
  • Interpreted data and made recommendations from findings.
  • Created and maintained database to store research data.
  • Participated in data mining activities to uncover insights from various sources.

Account Manager

National Debt Relief
01.2023 - 06.2023
  • Negotiated contract terms with clients, securing favorable agreements for both parties.
  • Developed customized account plans for clients to help them achieve their business goals.

Telemarketer

Endeavor Solutions
11.2022 - 04.2023
  • Managed a high volume of calls daily while maintaining professionalism and efficiency.
  • Answered calls, took messages, and transferred calls to correct individuals.
  • Completed daily cold calling and outreach to build sales pipeline.
  • Generated new leads through targeted cold calling efforts, expanding the company''s client base.
  • Delivered scripted sales pitch to potential customers, adjusting pitch to meet needs of specific individuals and businesses.
  • Qualified leads and set up customer appointments for outside sales team.

Mortgage Loan Officer

Evolve Bank & Trust
02.2021 - 03.2023
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.

Education

Cognitive Psychology

University of Pittsburgh
Pittsburgh, PA
05-1984

Skills

  • Customer relations
  • Small business operations
  • Relationship building
  • Verbal and written communication

Timeline

Owner

IRS Tax Plans, LLC
03.2024 - Current

Research Analyst

Bernice Hassan & Associates
06.2023 - 09.2023

Account Manager

National Debt Relief
01.2023 - 06.2023

Telemarketer

Endeavor Solutions
11.2022 - 04.2023

Mortgage Loan Officer

Evolve Bank & Trust
02.2021 - 03.2023

Cognitive Psychology

University of Pittsburgh

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