Willie Goins
Raleigh,NC
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Dedicated Mortgage, Banking and Tax Real Estate professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
31
31
years of professional experience
Work History
Tax Status Researcher
LERETA, LLC Tax And Flood Services
04.2014 - Current
- 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.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Facilitated integration of modern tax software with client accounting software.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Facilitated communication between clients and tax authorities.
- Offered clients recommendations to reduce tax liabilities.
Mortgage Document Specialist
Wells Fargo & Company
04.1992 - 10.2014
- Prepared digital files, physical documents and work requests in compliance with company guidelines.
- Transmitted documents, organized revisions and tracked changes.
- Prepared documents for projects in accordance with project manager, team or client specifications.
- Maintained organized and efficient document flows by using excellent planning and multitasking skills.
- Managed file archival and information retrievals.
- Carefully reviewed all documents and reports for completeness and accuracy.
- Scanned, filed and transmitted various documents and adhered to digital filing procedures.
- Monitored due dates and deadlines and worked to submit all documents on time or early.
- Maintained document archive and file server of approved documents and drawings to provide easy traceability and retrievability.
- Coordinated document exchange between departments, contractors, suppliers and customers.
- Complied with safety regulations as outlined in organizational procedures to minimize [Type] issues.
- Liaised with project teams, vendors and third parties on documentation flow, handover and project close-out.
Education
Doctor of Ministry - Doctor of Ministry
Lake Charles Bible College
06.2004
Bachelor of Arts - Biblical Studies
Carolina University of Theology
Master Of Arts Christian Counseling Psy.11.1994
Church Vocation - Church Vocation
Shaw University Divinity School
118 E. South St. Raleigh, NC 2760104.1992
Business Adm./ Sale Development - Business Adm./ Sale Development
Wake Technical College
9101 Fayetteville Rd, Raleigh, NC 2760308.1990
High School Diploma -
William G. Enloe High School
128 Clarendon Crescent, Raleigh NC 2761006.1985
Skills
- Tax Form Completion
- Local, State and Federal Regulations
- Client Invoicing
- Adjustments and Deductions
- Detailed Documentation
- Tax Computation
- Tax-Related Research
- Data Input
- Real Estate Industry Understanding
- Mortgage-Related Documents
- Tax Issue Research
Timeline
Tax Status Researcher
LERETA, LLC Tax And Flood Services
04.2014 - Current
Mortgage Document Specialist
Wells Fargo & Company
04.1992 - 10.2014
Doctor of Ministry - Doctor of Ministry
Lake Charles Bible College
Bachelor of Arts - Biblical Studies
Carolina University of Theology
Church Vocation - Church Vocation
Shaw University Divinity School
Business Adm./ Sale Development - Business Adm./ Sale Development
Wake Technical College
High School Diploma -
William G. Enloe High School
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