Adrin Darjean Email & Phone Number

Beaumont, TX, US

Successfully complete complex tax returns for individuals and business clientele, including Employer quarterly tax return preparation.Conducted prior year tax return reviews to assist in recouping missed deductions.QuickBooks proficiencyFinancial Statement Preparation.Payroll processing.

Anti Money Laundering and Bank Secrecy Act Compliance Officer.Guide clients through the maze of homeownership by educating prospective home buyers on the process, credit, and requirements.Optimize loan options to serve a wide base of clients by offering Non-Qualified, Bank Statement, and ITIN Loan programs in addition to traditional Conventional and.

Maintained pipeline productivity as a liaison between Underwriters and various Brokers and Processors.Cleared Underwriting conditions, completed Appraisal Reviews, and updated initial fee calculations.Collaborated with other departments to eliminate hurdles so approvals could be finalized.Responded to all inbound client communication and provided accurate.

Promoted to Client Advocate – Single Point of Contact. As the Team Administrator I trained Client Underwriting Specialist to assist during times of overflow, and delegated tasks for their completion.Integral member of a specialized Underwriting team dedicated to one of the companies' most important Correspondent Lenders.Trusted as an escalation contact for.

Spearheaded the Grand Opening of a new location, while taking over as frontline Management for an existing office with a staff of over 20 Tax Preparers.Conducted regular training meetings to coach employees on tax updates and new products to maximize the franchise’s profitability.