Experience

Home Tax Solutions, LLC.

• United States
• Financial Services
• 1 - 100 Employee

• Sr. Loan Operations Manager

  • Nov 2013 - Present

  • Obtains and reviews necessary loan documentation and submits complete packages to underwriting for loan approval monitors and ensures closing dates and company deadlines are met • Finalized presentation of loan package validated personal information, verification of employment, bank, and rental/mortgage • Managed closing of each loan and ensured that each loan properly funded • Reviewed previously purchased loans while ensuring the accuracy of data; such as, income status and DTI • Perform timely reviews of conditions submitted, as well as loan resubmissions • Analyze challenging loan packages to render sound credit solutions Show less



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Advisor II

  • Jan 2002 - Present

  Provides guidance and direction to clients regarding local and regional tax obligations, guidelines and payment options. Calculate client's financial obligations and file the required documents. Provides the ongoing counseling to clients to keep them advised of changes in rules and regulations that may affect their tax duties. Correspond and communicate with clients, Trust Advisors and taxing authorities such as Internal Revenue Service. Provides guidance and direction to clients regarding local and regional tax obligations, guidelines and payment options. Calculate client's financial obligations and file the required documents. Provides the ongoing counseling to clients to keep them advised of changes in rules and regulations that may affect their tax duties. Correspond and communicate with clients, Trust Advisors and taxing authorities such as Internal Revenue Service.



Chase

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Closer

  • Aug 2012 - Nov 2013

  As a closer my functions include preparing closing documents, receiving incoming loan titles, performing loan data entry, and sending out applicable disclosures. Ensures all closing documents are issued timely and accurately. Work hand and hand with Title Company to ensure closings are smooth and easy. Review incoming HUD-1 documents for compliance with program guidelines. Ensure Title Companies adhere to Chase policies and procedures. Handle and resolve all post-closing loan issues. Achieve and maintain all departmental cycle time, service, and volume standards Show less

• Workforce Management Scheduling Analyst

  • Aug 2011 - Aug 2012

  Determine the appropriate staffing levels that are needed on a weekly basis to achieve target service levels. Manage all off phone time ensuring service delivery and budgeted shrinkages are accounted for. Partner with call center management and training specialists to manage all offline requests. Manage all over and under capacity to maximize agent utilization whilst protecting service levels. Monitor and manage all staffing scenarios in a multisite environment. Management and maintenance of Aspect eWFM and Empower workforce management systems. Determine the need for and take action to redesign schedules, training plans etc. to meet changes in business objectives. Work closely with Global WFM team to improve skills and knowledge base. Analysis of productivity, service levels, utilization, call volume and staff trends, providing recommendations as required. Provide input for headcount modeling calculations including seasonal variations by market. Show less



Chase

• United States
• Financial Services
• 700 & Above Employee

• Client Service Specialist, Treasury and Security Services

  • Nov 2000 - Dec 2010

  Handle the day-to-day customer service and relationship activities of assigned portfolio or group accounts for their respective products and services. Responsible for consulting with clients, implementing and servicing complex treasury management products and services. Duties include: independently identifying and resolving client issues; utilizing experience/knowledge of bank transmissions and electronic payment channels to address complex technical issues for the client; acting as a liaison between the client and bank operations, sales officers, vendors and Relationship Managers to ensure the delivery of quality services to meet client needs; collecting and analyzing client information and trends to recommend products or services that best meet client needs; establishing timelines and tracking ongoing projects to meet established deadlines; provides quality review of complex implementations. May participate with product team to define, document and recommend new products. Accompany Bankers and/or Treasury Management Officers on client visits to discuss any issues or concerns the customer has; deliver Service Reviews and offer opportunities for improvement; provide leadership and guidance to less experienced team members. Show less