Jamie Storms Email & Phone Number

Berwyn, PA

Blue Bell, PA 19462

• Conducted extensive daily research of tax laws and guidelines utilizing professional database searches, websites, and forums for 11 different states
• Served as subject matter expert for taxation and jurisdiction information for over 1000 internal/external clients
• Built and maintained successful relationships with service providers, multiple state and local jurisdictions and internal/ external clients
• Summarized and interpreted data provided by Department of Revenue (DOR) and presented to client in friendly format for consumption into tax software
• Edited, copy edited and proofread tax forms and publications provided to clients in an online format

• Facilitate resolution of customer issues by logging and verifying bugs/enhancements
• Updating customer and supervisor on problem resolution status
• Performing complex bug verifications, release testing and beta support for assigned products
• Performing on-site client work and troubleshooting, dial-in services and 24x7 beeper support as necessary to debug customer issues
• Majority of time is spent handling customer inquiries by phone and by email
• Operating under minimal supervision

Malvern, PA

• Technical Support Level III – Acting Supervisor
• Created, designed and implemented knowledge-based for internal/external resources which reduced backlog issues by 50% within first two months
• Averaged 15% higher first call resolutions than entire staff on a monthly basis for 3 consecutive years
• Served as acting support manager for a diverse team of 5 support professionals serving 75 to 100 clients
• Reduced testing and migration of new releases from 5 hours of migration to 1 ½ hours by implementing documented workflow procedures
• Discovered recurring software issues through proactive exploration of software after monthly migrations; provided findings to developers and analysts for repair or adaptation

Sussex, WI

• Achieved a 97% underwriting score reviewing mortgage, credit, and compliance guidelines
• Supervised a diverse team 15 to 30 underwriters and ensured client satisfaction were met within specified time-frames
• Facilitated design of work space, work equipment, work schedule, and work times at multiple on-site client locations
• Assessed regulatory compliance related documents to ensure conformity with federal, state and local regulations

Plymouth Meeting, PA

• Facilitated accurate transfer of several million dollar accounts in accordance with investor sale contracts
• Performed duties throughout due diligence process to ensure good relations with existing and new contacts
• Ensured all secondary market operations were carried out in compliance with applicable regulations
• Acted as liaison between internal departments to clear investor conditions for higher execution rates
• Obtained recorded mortgages and title polices from more than 350 title offices
• Verified accuracy of final recorded mortgages and title policies for data entry

Malvern, PA

• Retirement Education Coordinator
• Determined the appropriate educational campaign and budget for each client and their employees
• Designed and distributed educational brochures relevant to each client perspective campaigns
• Coordinated retirement education meetings in multiple locations and multiple timeframes
• Assisted marketing department in creating unique educating campaigns for specific High Net Worth Clients
• Conducted surveys to ensure plan participation for presenters and offered recommendations to increase activity for future meetings

Bsit, Information Technology/ Web Design

Education record