High School Loan Closing
Resume:
Centerri brown
Jacksonville, FL
************@*****.***
Self-motivated, Hardworking, Technically Skilled Individual. Well known for accuracy, great attention to detail, motivational leadership with great experience in leadership roles. A strong ambition and reliable worker that’s willing to work for a diverse company to achieve short- and long-term goals to reach effective results.
Education
June 2007
High School Diploma
Robert E. Lee Senior High School
Experience
March 2022 – Present
Tax Analyst, Tax Defense Network
The Tax Analyst is responsible for reviewing tax liability and tax practices for a company. Maintains current knowledge of federal, state, and local tax laws and codes; assists with company tax filings, monitors compliance with tax codes and identifies opportunities for tax savings.
Utilize QuickBooks to manage client data and prepare necessary financial statements.
Own the preparation of the consolidated/worldwide provision calculations and AJE, including account reconciliations.
Prepare ASC 740 tax accounting calculations.
Input apportionment factors into OneSource tax system.
Correspond with taxpayers, accountants, and CPAs.
Assist in federal and state return preparation using OneSource software.
Generate check requests; process ACH payments based on records make during the state filing period.
Prepare federal and state tax provisions (ASC 740 and IAS 12) and provision to return true ups.
Work with users to understand Federal/State/Local taxation issues.
Adapt automated federal depreciation system to unique state calculation requirements to ensure efficiency and uniformity.
Correspond with claimants regarding documentation and net disability benefits as well as various taxation issues.
Implement use and reporting standards for purchase cards along with performing monthly reconciliations on individual accounts.
Maintain and update the criteria with regulatory changes and revisions that are communicate through IRS notifications.
Gather and analyze expatriate client data for complex international tax return preparation in accordance with IRS guidelines.
Institute internal controls for a client by developing standardize operating procedures for their global payroll and assignment management processes.
May 2020 – November 2021
Closing Disclosure Analyst, Intercontinental Capital Group
The Closing Disclosure Analyst is responsible for reviewing fees and transaction information in Mortgage Processing Express (MPX) and Collateral Management System (CMS). Works with managed and non-managed vendors when requesting necessary revisions and delivers the Closing Disclosure to the customer(s) prior to the loan closing.
Perform a complete file review prior to requesting any other group or department for unresolved issues.
Enter detailed comments in all tracking items, especially when requesting another user, to ensure what is needed is fully conveyed.
Reviews the fees and transaction information in MPX and requests any necessary revisions prior to the loan closing.
Approves and delivers the final Closing Disclosure to all interested parties
Contact with non-managed title companies
TRID guidelines require that lenders list all required third party services on the Loan Estimate and Closing Disclosure, regardless of whether the charge is paid by the customer, seller, lender, or any other party.
September 2019 – May 2020
Mortgage Title Analyst, Mphasis (Digital Risk)
The Mortgage Title Analyst position is responsible for reviewing title related documents for all Managed Vendors to ensure they meet Chase requirements and match MPX data. The Title Analyst works with: Title Commitments, Wiring Instructions, Tax Information, State Related Disclosures, Appraisals, and Closing Protection Letters.
specialist role supporting business operations
Supports business processes and works in a specialized function/role
Approach problems logically and with good judgment to ensure the appropriate outcome
Approach problems logically and with good judgment to ensure the appropriate outcome
Conduct research as needed
Critical thinker and ability to exercise independent judgment
Accuracy and attention to detail
Required to abide by all applicable regulatory and department practices and procedures
December 2017 – September 2019
Loan Care Specialist, Loan Care LLC
The Loan Care Specialist position handling inbound and outbound calls from customers in a fast-paced environment, while maintaining established performance metrics expectations and delivering.
Quality service to our customers Take ownership of the Customer Experience, as well as demonstrate attributes in
Accordance with the Loan Care Brand Experience Expectations Utilize good judgment and understanding of process and procedures to effectively
Make decisions to resolve customer issues Obtain and evaluate all relevant information to handle inquiries and complaints accurately and efficiently
Accurately track and document all communications with customers to provide a detailed history of contact
Assist with identifying root causes and explain the best solution to resolve customer concerns in an expedient manner
Follow escalation procedures to address customer concerns requiring additional research or resources to resolve
Achieve monthly individual and team based targeted performance goals
Direct requests and unresolved issues to the designated resource All other duties as assigned
References Available Upon Request
Contact this candidate