BW Barbara Ward

Franklin, WI ***** 414-***-**** adxcns@r.postjobfree.com Bold Profile

PROFESSIONAL

SUMMARY

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals and independently. SKILLS Managing Risk

Underwriting Understanding

Production Goals

Multitasking Abilities

Attention to Detail

Data Integrity

Data Entry and 10-Key

Bill Payment and Recordkeeping

Encompass

Microsoft Office/Excel

Proactive and Self-Motivated

WORK HISTORY SEASONAL TAX PREPARER 02/2023 to 04/2023 Stark And Yager Franklin, WI

Completed and filed returns with tax departments at local, state and federal levels. Maintained complete records of client tax returns and supporting documentation in secured areas. Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions. Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities. UNDERWRITER 09/2015 to 01/2023

OPUS Capital Markets Consultants Brookfield, WI

Quality Assurance and Due Diligence reviews of mortgage loans Determined and documented loan conditions and communicated requirements and decisions. Analyzed credit, income, compliance, title documents and appraisals during underwriting process. Reviewed applications for insurance coverage and reports from loss control specialists to determine risks. Evaluated debt ratio, loan-to-value ratios, credit scores property valuations and various other factors when making underwriting decisions.

Identified portfolio risks resulting from client's underlying business practices, underwriting investigations or fraud exposure.

Completed paperwork, recognizing discrepancies and promptly addressing for resolution LOAN DOCUMENTATION SPECIALIST 08/2009 to 03/2013

Wells Fargo Menomonee Falls, WI

Maintains working knowledge of loan documentation system software in relation to document processing. Carefully reviewed all documents and reports for completeness and accuracy pertaining to Collateral, Title Report, Flood, and Paid loans to meet guidelines.

Review all due diligence documents on NEW clients to ensure information is complete and correct documentation is received to accurately complete all required loan documents. Maintains knowledge of Consumer and Commerical loan documentation and regulatory requirements to process variety of loans pertaining to Consumer and Commerical loan portfolio Conducted pre-funding and funding activities for over 36 monthly applications Remains current on all pending and proposed state and federal regulatory changes impacting Commercial and/or Consumer lending. Other duties as assigned.

EDUCATION Associate of Arts Word Processing 06/1996 Bryant And Stratton College - Newport News, Newport News, VA Major- Word Processing, Minors- Data Entry/Accounting 1 year of Accounting classes at Grand Canyon University ADDITIONAL

INFORMATION

Internship/Hired as a Accounts Receivable clerk in manufacturing company performing accounts receivable functions with preparing letters to customer on their accounts, tracking payments, resolving bill issues, monthly reconciliation of aged 30 day accounts

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