Lori Pence

Plano, TX

adylwc@r.postjobfree.com

+1-469-***-****

I am looking for a position for Property Tax Consulting. I have had many years’ experiences in the business personal property for owned and leased equipment. I have also worked in commercial and residential property. I have had my property tax consulting license, but it will need to be renewed as I did not get it renewed in 2021 due to work situation. Willing to relocate to: Dallas-Fort Worth, TX

Work Experience

Surveillance Officer

Riverstar Casino - Terral, OK

May 2022 to September 2022

watching computer monitors to verify jackpot winners. Verifying amount and patron and the amount of payout is what was on the machine. Senior Analyst

Ryan Tax Compliance - Dallas, TX

June 2021 to December 2021

retrieve business personal property value notices and send to correct team for processing, verify values based on what was filed, send scheduling information to appeals team, research for missing value notices, tax bills in a timely manner. File personal property tax returns after requesting data and classifying and updating system. Helping with team members when necessary and other special projects as requested. Senior Analyst

Duff and Phelps - Addison, TX

August 2019 to March 2021

-retrieve business personal property & real estate value notices, verify values, input values in system, keep schedule of deadlines for protesting or appealing for each state. Process tax bills maintaining deadlines for states assigned. Providing information to assessors, collectors and associates as deemed necessary.

Property Tax Consultant

Outsourcing Solutions Group - Plano, TX

June 2009 to June 2019

– file business personal property returns for leasing client; retrieve notice values, and asset breakdowns; Verifying values are correct; process tax bills. Research customer questions with tax assessors and collectors. Maintain filing deadlines, tax bill deadlines. Work is done in a deadline- oriented atmosphere for each step.

Tax Administrator

Brazos Tax Group - Fort Worth, TX

September 2007 to June 2009

- assist with filing of property tax returns for corporate clients; retrieving data, tax information and filing of appropriate forms; customer service calls to and from taxpayers and taxing authorities; process savings analysis for clients with appropriate reports and support documentation; maintaining filing deadlines; filing, copying and other various o Tax

Administrator - assist with filing of business property tax returns for corporate clients; retrieving data, tax information and filing of appropriate forms; customer service calls to and from taxpayers and taxing authorities; process savings analysis for clients with appropriate reports and support documentation; maintaining filing deadlines; filing, copying and other various office related work. Tax Technician III

Countrywide Home Loans - Richardson, TX

June 2006 to September 2007

procure tax amounts from various taxing authorities, load amounts into the system, and verify parcel ids with homeowners addresses to make sure they match the loan. Research properties going into foreclosure; process payments all the property taxes due prior to conveyance. Customer service calls either with taxing authorities, assessor offices or homeowners, as necessary. I oversaw whole state of Louisiana, South Dakota, and various parts of Texas, procuring tax amounts, researching properties for refunds, delinquencies, foreclosures, verifying parcel identification. I also assisted other team members who worked on all other states in United States.

Property Tax Specialist

First American Real Estate Tax Services - Dallas, TX May 2001 to June 2006

Team Lead, Research Department- monitor work flow of employees in the research department, help with difficult tasks that need to be researched, escrow analysis, research claims from client or area service center if they do not agree with our billing, contacting tax offices for further information, coordinating meetings, keep staff on target of deadlines, available for processing if questions need to be asked regarding delinquent taxes

General Clerk III, Outsourcing-duties include researching delinquent tax bills to pay, calling taxing authorities to get specific information on loans as to what is owed., performed data entry of these amounts and determining why the delinquency occurred. I also learned how to charge delinquent amounts to the appropriate responsible party.

Quality Control Clerk II in Escrow Reporting includes researching tax bills for tax id, customer, and loan number. Running compares to verify dollar amount. TAR

(Tax account retrieval) matching and payment matching and mailing payments in a timely manner according to deadlines: also available for special projects for supervisor and any other assigned tasks. Administrative Assistant

Lockheed Martin IMS - Dallas, TX

May 2000 to May 2001

Administrative Assistant to the operations director- tracking and logging individual training applications for welfare recipients to obtain training in marketable fields. I also assisted the Human resource manager by scheduling appointments for future employees. Print, fold, and mail letters. Keep track of vacation/ sick leave balances for administration.

Administrative Assistant/Tax Consultant

Webb Cooley Co. - Dallas, TX

February 1998 to January 2000

-assist tax consultants with filing of property tax returns for corporate and leasing clients; maintain 40 clients-retrieving data, tax information and filing of appropriate forms; customer service calls to and from taxpayers and taxing authorities; process savings analysis for clients with appropriate reports and support documentation; maintaining filing deadlines. Received consultant license & started training to become consultant.

Lead Clerk

Dallas Central Appraisal District - Dallas, TX

February 1997 to February 1998

Clerk 16-data entry; quality control; customer service; reception relief; filing; ARB training and maintaining; appraisal support functions; permit logging; Special assessments. Worked on deeds to determine the correct boundaries were on property accurately. I had to be able to read Metes and bounds and know how to measure property as needed. Property Tax Specialist

Property Valuation Administration - Louisville, KY April 1993 to January 1996

Deputy Clerk-data entry, value changes, quality control, customer service, filing, assign field work, maintain and log permits for field inspections. I also had to read property deeds for commercial field inspections-measure buildings and sketching drawings to show the outside measurements of buildings. Assistant Manager-cook

Burger King - Louisville, KY

May 1993 to December 1994

train, inventory control, maintain bank balance, quality control, and maintain nightly ledger. Clerk

Dallas Central Appraisal District - Dallas, TX

December 1985 to May 1992

16-data entry, quality control, customer service, reception relief, filing, maintaining supplemental log; train and maintain ARB proceedings for commercial department. Emergency Room Clerk-data Entry

Doctors Hospital - Dallas, TX

September 1983 to June 1986

patient registration, answer phones, patient relations, filing. Emergency Room Clerk

Baylor University Medical Center - Dallas, TX

July 1985 to December 1985

patient registration, answer phones, collection, patient relations, filing. Education

Associates in Arts and Sciences

Eastfield Community College Mesquite

Diploma

Mesquite High School Mesquite

Skills

• Tax experience

• Assistant manager experience

• Inventory control

• Human resources

• Human resources management

• Leadership

• Cooking

• Hospital experience

• Escrow

• Customer service

• Front desk

• Microsoft Office

• Quality control

• Research

• Cash handling

• Administrative experience

• Surveillance

• Organizational skills

• Data entry

• Filing

Certifications and Licenses

Property & Casualty License

May 2021 to May 2022

Property Tac Consultant

Contact this candidate