TAX ADVOCATE

Monitored and completed audits of activities within an assigned area of the Bank to ensure internal policies, processes, and external regulations were being followed. Communicated findings to appropriate parties to mitigate recurring issues of the same nature. Identified trends and recommended solutions.

• Contacted County tax office to verify current tax information and supporting documentations • Borrower contact to advise of shortages and request current tax bills • Scheduled and Posted Real Estate tax payments, ran daily Pending Payment Journal to verify balances• Ran Transaction Journal Report to reconcile posted payments with total transactions

• Monitored Mortgage Non-Litigated & Litigated files for Pennsylvania State• Reviewed new procedures, trained associates• Developed and designed exception reports to measure/display incomplete work for Out of Standard Report• Quality Control to measure processor error for Out of Standard Report, sales accuracy• Coached associate, held daily team huddlesRecognition • Completed multiple projects requested by VP

• Monitored daily bid workload, trained, coached associates, approved bids• Reported approved work to Property Preservation Vendor in securing vacant property• Addressed violations and damaged property • Completed payoff statements, reinstatements, charge offs• Worked with attorney on litigated matters Recognition • Project - OCC Audit /validation of signatures and documents

• Prepared monthly reconciliation reports for controlled and uncontrolled gains and losses • Analyzed denied and curtailed Freddie Mac claims • Submitted appeals for unpaid and curtailed claimsRecognition • Project- analyzed reason for delays on 3rd party sales **Junior Accountant** • Prepared accounts receivable, income reports for financial statements, & monthly statistical reports• Journal entries in general ledger for cancellations, adjustments, and loan closings• Check and wire transfers, adjustments made for refunds for prepaid commitment fees, service charges, and interest earned for fee accounts• Analysis of loan closing, cash receipts, check registers, and check refunds for funded mortgages• Transferred fee account balances to operating account