Leona D. Beaty – Resume

Position: Data Validation Analyst, Appeals Team req11986

**** ******* **** **., ********, NC 28054 • 704-***-**** • ad4lj0@r.postjobfree.com Passionate about customer experience and accurate work. Enthusiastically driven by a commitment to customer and team success by delivering projects with attention to detail and timeliness in all aspects of work.

Highly motivated Subject Matter Expert with seven years' experience in the Mecklenburg County Assessor’s office including over two years with the Appeals Team. This includes docket Quality Control (QC), preparation for hearings, proficiency with OnBase and AssessPro, attention to detail, recognizing trends, and doing the right work at the right time. Core Competencies

• Proactive and self-motivated with ability to set high goals

• Quality-focused

• Results driven

• Effective communicator

• Knowledgeable in technical and professional skills

• Customer empathy

Experience

Mecklenburg County Charlotte, NC

Assessment Specialist: Appeals Team September 2021 – Present Provide subject matter expertise and execution of duties for smooth operation of the Appeals Team and dependencies.

Key Achievements

• While entering Property Tax Commission (PTC) orders, verified multi-year information and values in AssessPro before creating adjustments or refunds.

• Partnering with the County Attorney to provide precise numbers for PTC accounting within a multi-year Excel document.

• Maintain QC of dockets for BER hearings for valuation accuracy.

• Direct contact with tax representatives and customers for PTC and BER refund status reports through the Finance team resulted in well-coordinated efforts and relationship building.

• Prepare, set up, and display information for Board of Equalization and Review (BER) hearings for the appellant, board and appraisers, which allowed the participants to experience a higher degree of process efficiency.

• Increased proficiency with OnBase software which included: o Uploading all documents from incoming mail, PTC orders and internal mail for Real, Personnel, and Business Personal Property departments, along with o Purging the 2019 Revaluation folders, ensuring all information is available in OnBase for future access.

• Top performer, accepting and completing work of other teammates when needed, in addition to my own, on time and accurately.

Assessment Specialist: Real Property Exemption Team October 2018 – September 2021 Key Achievements

• Expert customer service skills using face-to-face, phone, and email communication enabled better service while enhancing relationships between customer and County.

• Corrected keywords of incoming documents for ease of retrieval by monitoring OnBase daily.

• While calculating Builders Inventory using maps, parcel IDs, and purchase price, discovered acreage values and made the correct time-based adjustments.

• Completed timely delivery of multiple special assignments and projects with immediate deadlines, in addition to regular work.

• Mass data entry of Property Record Cards (PRC) completed with high accuracy.

• Worked directly with appraisers to accurately key PRCs, building good relationships and accurate history.

Administrative Assistant Temp: Revaluation Team February 2017 – September 2018 Key Achievements

• Accurate data entry of PRCs and proper notations.

• Organized thousands of PRCs from prior years and keyed entries for 2019 Revaluation.

• Provided additional administrative support to Revaluation Team. This included adding a building tab to a parcel, accommodating the separation of one building from another on the same parcel.

Prior Experience

PSNC Energy Gastonia, NC

Customer Service Representative and Collections Agent June 2004 – February 2015

• Frontline customer contact for calls, orders, complaints, bill analysis, payment arrangements, and service scheduling.

• With 98-100% accuracy created customer records, completed credit and personal information checks, and set up new accounts.

• Reconciled large checks from County, City, and Private organizations assisting customers with utility bills and deposits.

• Referred unresolved customer grievances to designated departments for further investigation.

• Assigned and trained as Designated Energy Conservation Specialist to educate customers to use their energy efficiently and where to make improvements to get the best impact for their investment.

• Two-year assignment with technology implementation team for new company-wide software. City of Gastonia Gastonia, NC

Customer Service Representative September 2001 – May 2004 Frontline customer service. Responsibilities included managing phone lines, collections, mass payment posting, invoice reconciliation, electrical, mechanical, and plumbing permit submission and reconciliation, business permits, police and city department deposits, and preparation of daily bank deposits.

Education

Completed two years of coursework towards a Business Administration degree with emphasis in Accounting.

Programs and skills

Microsoft Office, CAMA, AssessPro, NCPTS, Appeals Module, BER recording and uploading to Ravnar for public information, maintain multiple email boxes, use Register of Deeds website to verify information, also advanced use of Pictometry, Polaris, Modria, and Comper software.

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