Barbara Ward
Franklin,WI
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.
Overview
14
14
years of professional experience
Work History
Seasonal Tax Preparer
Stark And Yager
02.2023 - 04.2023
- 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
OPUS Capital Markets Consultants
09.2015 - 01.2023
- 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
Wells Fargo
08.2009 - 03.2013
- 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
Major- Word Processing, Minors- Data Entry/Accounting
- 1 year of Accounting classes at Grand Canyon University
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
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
Timeline
Seasonal Tax Preparer - Stark And Yager
02.2023 - 04.2023
Underwriter - OPUS Capital Markets Consultants
09.2015 - 01.2023
Loan Documentation Specialist - Wells Fargo
08.2009 - 03.2013
Bryant And Stratton College - Newport News - Associate of Arts, Word Processing
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