Yolanda Rambo-Lewis
Summary
Diligent Customer Service Representative with background in tax examination and compliance review. Adept at identifying discrepancies and ensuring adherence to tax regulations. Demonstrated analytical skills and attention to detail in auditing financial records and processing property tax sales and liens.
Overview
2010
2010
years of professional experience
Work History
Tax Sale Specialist, Client Operations Management
CoreLogic
2009 - 2025
- Advanced expertise in addressing intricate property tax problems tied to loans, claims, and financial liabilities.
- Assisted borrowers in navigating mortgage client apps and company departmental functions to improve overall customer service experience.
- Resolved real estate property issues with Bill Request, Lien Index, Tax Amount, Delinquency, and Tax Payment programs against varying data sources.
- Ability to work independently, as well as in a team environment, to achieve set goals and complete assignments within established parameters, and deadlines.
- Worked with leaders, associates, vendors, and other business partners to plan key projects.
- Conveyed property tax sale resolutions effectively to taxing authorities, clients, and borrowers.
- Resolved borrower's complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both borrower and the client alike.
- Responded to borrower requests for products, services, and company/client information.
- Enhanced borrower satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong tax liens, REO, foreclosure, knowledge to provide informed recommendations based on individual borrowers needs.
- Maintained detailed mortgage closing records of borrower/client interactions, ensuring proper follow-up and resolution of any closing tax lien issues.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving property tax disputes or conflicts.
Tax Examiner
First American
12.2002 - 01.2010
- Provide operational and analytical support to the research, tax, and offshore operations nationwide. Interact with account management, third-party service providers, training, and customers to drive operational excellence.
- Conduct tax research using various resources and tools to verify proper risk, compliance, and assessment value to the homeowner's advantage, based on current tax laws.
- Delivered technical support to mediate taxpayer property tax disputes with government agencies.
- Evaluated legal documents, data maps, HUD-1 forms for loan boarding.
- Streamlined payment processes by leveraging tax validation tools.
- Investigated refunds and return checks from tax authorities using customer guidelines.
- Resolved real estate property issues with parcel formatting, Bill Request, Lien Index, Tax Amount, Delinquency, and Tax Payment programs against varying data sources.
Education
- - Computer System Networking & Telecommunications
El Centro College
Dallas, TX- - Business Administration
Richland College
Dallas, TXSkills
- Problem solving
- Process improvement
- Analytical skills
- Customer service
- Attention to detail
- Critical thinking
- Data analysis
- Risk assessment
- Tax compliance
Accomplishments
- Received Pinnacle Award for exceptional client satisfaction and adherence to company values.
- Completed lean training workshops, advancing process improvement expertise.
- Platforms: Mainframe, CRM, Fiserv, MSP, MERS, Black Knight, Sourcebridge, Oracle, LSAMS.
- Tools: SendSuite, Live Chat App, RightFax, Microsoft Word, Excel, digital call lines.
Work Preference
In-office, remote, hybrid Schedule : Full-time, part-time, flexible hours, shift work
Timeline
Tax Examiner
First American
12.2002 - 01.2010
Tax Sale Specialist, Client Operations Management
CoreLogic
2009 - 2025
- - Computer System Networking & Telecommunications
El Centro College
- - Business Administration
Richland College
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