CONNOR HEALY

Recent Experience

Tax Expert: TurboTax Live, Intuit- Baker Tilly

Pontiac, MI, January 2024- April 2024

●Assisted taxpayers in preparing their tax returns, navigating TurboTax software to answer complex tax questions and ensure accurate filing.

●Resolving tech issues, auditing data entry, researching and applying solutions to unique cases.

Senior Underwriter, United Wholesale Mortgage

Pontiac, MI — July 2020- January 2024; 50 hours/week

●Reviewed income, title, appraisal, insurance, HOA/COA and documents relating to additional properties to analyze and make lending decisions regarding residential mortgage loans-- flexible and detailed problem solving.

●Conventional, Jumbo, Bank Statement Loans, DSCR.

●Trained for leadership roles through the EMERGE program.

●Fluent with FNMA and FHLMC guidelines, familiar with VA/FHA differences.

●Communicated with brokers to streamline their processes and provide explanations of guideline interpretations.

●Trained and mentored new underwriters, processors, loan officers, brokers, explaining the ‘why’ behind policies, procedures, and decisions.

Fiscal Intermediary: Child Waiver Program, The Arc of Oakland County

Troy, MI — November 2019- March 2020; 40 hours/week

●Processed large volumes of timesheets for payroll on a tight schedule, utilizing Visual Basic and Autohotkey to develop automated processes to improve my own performance.

●Interacted with clients to keep them informed of issues with pay, and to train them in best practices to reduce errors.

●Developed and implemented new processes to digitize paper archives

Video Production

Michigan — May 2018- September 2019; 40 hours/week

●Produced weekly recap videos using Adobe Premiere for a YMCA Camp

●Equipment including DSLRs, GoPros, Drones

●Provided in-office support including payroll for a production company

●Edited, managed lights and personnel, produced for commercials, campaigns, and documentaries.

College work, Various

Albion, MI — August 2015-May 2019; 50 hours/week

●Organized volunteers for a State House Campaign. Communicated to voters door to door and over the phone

●Published Thesis on extremist violence and the causes of terrorism, utilizing SPSS and Sdata to perform statistical analysis as a research assistant. Work recognized by MIT.

●Conducted in-depth research on donor prospects to discover interests, donation history, salary estimates, and relevant family details using online archives including Lexis Nexis for school prospect research.

Lab Assistant, Somerset Skin Centre

Troy, MI — December 2016- January 2018; 30 hours/week

●Working with hazardous chemicals, requiring careful attention to detail

●Organized and improved laboratory procedures in accordance with CLIA standards

●Produced new proofreading algorithms to hasten typing pathology reports

EDUCATION

Albion College

Graduated May 2019

GPA 3.7/4.0

Bachelor of Arts with Honors in;

Public Policy and Management

HONORS

Omicron Delta Epsilon (Economics)

Phi Alpha Delta (Law)

Mortar Board (General)

HOBBIES

●Blacksmithing, Gardening, Cooking

●Singing (ask about the international choir tour in Europe)

PROFICIENCIES

IRS guidelines

Tax Preparer forums

DU/LP AUS

EDGE/EASE/DESTINY

FNMA/FHLMC Selling guide

The almighty ctrl+f

Microsoft/Google Suite

Excel

Audacity

Autohotkey

VisualBasic

716-***-****

ad4fyh@r.postjobfree.com

716-***-****

ad4fyh@r.postjobfree.com

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