LISA WARNER

***** ***** **** ******, ********** BEACH, FL 34032 · 904-***-****

adtt9j@r.postjobfree.com

EXPERIENCE

ATAX Jan 2022 - Current

Sr. Tax Associate

Providing businesses and individuals with sound advice regarding their financial planning and investments. Duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Rowland Title Company Mar 2020 - Oct 2021

Escrow Closer

Prepare Closing Documents

Coordinate Closings

Ensure Compliance

Monitored files to ensure all instructions are carried out that were put out in the Purchase Agreement as well as abide by lenders conditions to close loan Aide in funding

Disbursed funds and made/ payoffs

recorded new loan

Meshingomesia Country Club Mar 2019 - Mar 2020

Fine Dining Server

Took and submitted orders, including customer preferences and dietary requirements. Learned and utilized extensive bar and wine knowledge to enhance guest dining experiences. Managed sections for smooth flow of guests and orders. Rolled silverware, set up tables and polished glassware and silverware. Maintained customer satisfaction with timely table check-ins to assess needs. Stayed up to date on menu changes to offer current information, answer questions and help customers select optimal meal choices based on individual preferences. Assisted with various banquet food stations, set up and service to multiple dining areas. 2

Jackson Hewitt Nov 2018 - Mar 2020

Tax Associate

Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.

Provided information about available products and services, including assisted refund and advance refund services, to clients, resulting in increased business opportunities. 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.

Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits. Maintained complete records of client tax returns and supporting documentation in secured areas. Peace & Plenty Catering March 2016 - Mar 2019

Server / Team Lead

Established and updated work schedules to account for changing staff levels and expected workloads. Codified office structures and processes to promote teamwork and performance. Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.

Improved customer satisfaction scores through application of superior conflict resolution and problem- solving skills.

Oversaw Catering Events making sure the client had a positive experience. Planning and execution of Catering Events and Private Parties to the customers’ expectations and satisfaction.

Spartan Logistics Jan 2013 - Jan 2016

General Manager

Enhanced operational success through effective staffing, strong training, adherence to safety regulations and well-timed customer service.

Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency

Oversaw inventory by ordering precise quantities of stock and executing corrective actions to drive profitability.

Set, enforced, and optimized internal policies to maintain efficiency and responsiveness to demands. Evaluated suppliers to assess quality, timeliness and compliance of deliveries, maintain tight cost controls and maximize business operational efficiency. 3

REMAX Feb 2006 - Sep 2012

Sr Escrow Officer

Worked with Real Estate Sales Agent, Lender/Broker, Buyers, Sellers and Title Company Closing the Sale and Purchase in an accordance to the Real Estate Contract defining the terms of the Sale/Purchase of Property.

Preparing Escrow Instructions, holding and disbursing funds, preparing title documents and obtaining parties' signatures on paperwork.

Fidelity National Title Jun 1995 - Jan 2006

Escrow Officer

• Received purchase funds from the Buyer.

• Prepared or secured the deed or other documents related to Escrow.

• Closed Escrow when all the instructions of the Buyer and Seller have been carried out.

• Disbursed funds as authorized by the Escrow instructions, including charges for title insurance, recording fees, real estate commissions, and loan payoffs.

• Forwards recordable documents to the title company.

• Prepared final statements for the parties.

• Secured releases of all contingencies or other conditions as imposed on any Escrow.

• Prorate taxes, interest, insurance, and rests.

• Requests a preliminary title sea.

• Requests a beneficiary's statement or pay-off demand relating to existing financing.

• Complies with Lender's requirements, as specified in the Escrow agreement. central point of communication between all parties involved, including the buyer and seller, title company agents, business managers, attorneys, and mortgage broker. Prepares Escrow Instructions.

• Secures releases of all contingencies or other conditions as imposed on any Escrow.

• Forwards recordable documents to the title company.

• Requests insurance of the title insurance policy 4

EDUCATION

Madison-Grant High School Graduated 1983

National Institute of Paralegal Associates Degree 1998 Arts & Sciences

The University of Arizona Bachelor of Arts 2023

Global Campus Marketing

REAL ESTATE EXPRESS PRE-LICENSING EDUCATION

FLORIDA STATE BOARD EXAM

SCHEDULED JANUARY, 2023

CERTIFICATES AND LICENSES

LICENSED BY THE DEPT OF INSURANCE

CERTIFIED NOTARY PUBLIC

CERTIFIED INSTRUCTOR TO TEACH TAX SCHOOL

FORIENSIC CERTIFICATION

VETTED BY THE STATE OF FLORIDA

VETTED BY THE FEDERAL GOVERNMENT

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