Bobby Mcbride Mba Email & Phone Number

Flemington, New Jersey, United States

• MERGER WITH DLD CPA Actively drive, develop, and maintain positive relationships with clients varying in size and scope.
• Foster an in-depth understanding of the client’s business and the unique aspects of the client’s industry.
• Provide Expert Knowledge for QUICKBOOKS, GREAT PLAINS, SAGE 50
• Prepare and review individual, 1120 S corporate, 1065 partnership, 1041, and other returns produced by the department.
• Become familiar with tax planning techniques and IRS Code
• Correspond with the IRS and state agencies

Denville, New Jersey

• Actively drive, develop and maintain positive relationships with clients varying in size and scope.
• Foster an in-depth understanding of the client’s business and the unique aspects of the client’s industry.
• Provide Expert Knowledge for QUICKBOOKS, GREAT PLAINS, SAGE 50
• Prepare and review individual, 1120 S corporate, 1065 partnership, 1041, and other returns produced by the department.
• Become familiar with tax planning techniques and IRS Code
• Correspond with the IRS and state agencies

Washington, New Jersey, United States

• Tax Accountant – Full Time David A Santini CPA, LLC 16 Broad Street Suite 6 Washington, NJ 07882 908-223-1007 August 2022- Present Actively drive, develop and maintain positive relationships with clients varying in.
• Foster an in-depth understanding of the client’s business and the unique aspects of the client’s industry.
• Provide Expert Knowledge for QUICKBOOKS, GREAT PLAINS, SAGE 50
• Prepare and review individual, 1120 S corporate, 1065 partnership, 1041, and other returns produced by the department.
• Become familiar with tax planning techniques and IRS Code
• Correspond with the IRS and state agencies

Springfield, New Jersey, United States

• Manage day-to-day Early Payment Default (EPD), Pre and Post Fund workflow process, provide leadership and guidance to internal audit associates and external vendor auditors via auditor training, staff meetings and.
• Manage creation and distribution of EPD, Pre and Post Fund Audit Master Sample assignments to auditors, vendors and Support Group.
• Generate and oversee the communication and management of channel feedback via daily and weekly reports identifying audit findings.
• Manage channel responses from Team Leads and Operations Managers to QA and QC Findings via mailbox communication.
• Lead QA/QC Monthly Feedback Meeting with lending channels for the purpose of identifying patterns, trends and implementation of Action Plans.
• Effectively monitor and manage the quality expectations with a minimum 10% secondary reviews of internal auditors and third-party vendors; communicate results via Scorecard Reports on a monthly basis and ensure.

Califon, NJ

• Actively drive, develop and maintain positive relationships with clients varying in size and scope.
• Foster an in-depth understanding of the client’s business and the unique aspects of the client’s industry.
• Provide Expert Knowledge for QUICKBOOKS, GREAT PLAINS, SAGE 50
• Prepare and review individual, corporate, partnership and other returns produced by the department.
• Become familiar with tax planning techniques and IRS Code
• Expert Knowledge of INTUIT PROSERIES and CCH PRO SYSTEMS tax software.

Iselin, NJ

• Balanced the need for loan-volume growth with the equally important necessity of optimum underwriting quality to minimize risk while maximizing profitability.
• Ensured loan submittals met internal and external eligibility requirements. Gained extensive experience in underwriting conventional and jumbo loans.
• Provided meticulous attention to detail in underwriting mortgages.
• Evaluated the financial strength of borrowers to determine risk and repayment capacity.
• Leveraged knowledge of loan products to help restructure turned-down loans for subsequent approvals. Maintained compliance with lending, underwriting and government requirements.
• Demonstrated excellent follow-through with borrowers, loan processors, loan originators and management throughout all phases of the underwriting process.

Iselin, New Jersey

• QC sample Fannie Mae and Investor file as relates to Repurchase Risk.
• Create and provide periodic QC/Compliance training
• Work with the Quality Control Manager to ensure that all Compliance related findings from internal QC audits are examined and controls put into place to eliminate the errors.
• Assist in QC Reviews and provide a summary of the findings in tandem with QC.
• Manage all spot audits along with the Compliance to ensure they are completed timely and results are analyzed, distributed, and correction action is implemented.
• Review complex 1120 and 1065 Tax Returns for QC.

Warminster, Pa.

• Reviewing loan files for completeness and accuracy.
• Analyzing credit documents, including, but not limited to, mortgage applications, credit history and income documents, title documents, appraisals and all applicable compliance documents.
• Evaluate debt ratio, loan-to-value ratios, credit score, property valuation and various other factors.
• Manual Frontline Underwriting Conventional/Conforming loan products.
• Determining and documenting loan conditions and communicating requirements and/or decisions.
• Identifies portfolio risks resulting from the client's underlying business practices, underwriting, and/or fraud exposure.

Fort Washington, Pa.

• Reviewing loan files for completeness and accuracy.
• Analyzing credit documents, including, but not limited to, mortgage applications, credit history and income documents, title documents, appraisals and all applicable compliance documents.
• Evaluate debt ratio, loan-to-value ratios, credit score, property valuation and various other factors.
• Manual Frontline Underwriting Conventional/Conforming loan products.
• Determining and documenting loan conditions and communicating requirements and/or decisions.
• Identifies portfolio risks resulting from the client's underlying business practices, underwriting, and/or fraud exposure.

Marlton, New Jersey

• Guides and directs proper application of procedures and policies by staff to achieve quality service, improve productivity, maintain confidentiality and security controls, which will provide positive response to.
• Makes credit decisions as authorized.. Reviews as necessary any mortgage loans for approval that may require an exception to policy. If appropriate, approves the decision to make an exception and reports it to the.
• Oversees the loan sale process to secondary market investors such as FNMA and FHLMC. Ensures loans are packaged properly and quality control is completed before shipping “pool” of loans to secondary market.
• Works with the Loan Origination Manager to define expectations for all staff with respect to work assignments and member service (internal and external).
• Makes recommendations for staffing of mortgage origination department to Chief Lending Officer. Ensures staff assigned to the department is properly trained. Monitors and evaluates employee performance. Counsels.
• Develops, recommends and operates within budget for department. Monitors expense for cost efficient operation for department.

Huntingdon Valley, Pa.

• Performance Reporting and Analysis – develop and effectively communicate financial performance drivers, identified financial risks and opportunities and linkages across reporting segments. Requires strong decision.
• Stakeholder Management – develop a broad internal network, open lines of communication and ongoing and dialogue with Operations, Finance and other internal Firm stakeholders.
• Expense Allocation / Reporting Management – deliver support for cost allocation schemes within Activity Based Costing framework, relating to the close of monthly P&L, budget and forecasting and analysis and.
• Budgeting and Forecasting – provide insights regarding composition, risks and opportunities, correlation with targets and prior performance periods.
• Process Improvement – identify opportunities for improvements in process efficiency and effectiveness, articulating and gaining consensus around execution options and working with organization resources to implement.
• Personnel Management - guide and manage activities of other Finance and Operations team personnel; the role currently has no direct staff management responsibilities.

Ms - Ecf- Forensic Accounting And Mortgage Securities Fraud, ( Cum Laude )

Mba, Accounting, ( Cum Laude )

Bs, Accounting/Finance - ( Dual Major With Accounting Co-Op)