John Jocelyn Email & Phone Number

Jacksonville, Florida, United States

• Coordinate with tax preparers to ensure the tax return preparation process goes smoothly and efficiently
• Closely monitor the tax calendar to ensure all tax-related filings are in compliance
• Work closely with attorneys, tax preparers, and other departments to obtain required information for tax needs and to provide tax information to meet customers’ needs
• Performs tax law and case-history research to identify law changes, support technical positions and minimize businesses’ tax risks
• Accounting - completing month-end closing activities, including journal entries, reporting, and issue resolution. Also responsible for the preparation of monthly or quarterly account reconciliations
• Compliance – support the compliance team in ensuring the proper filing and payment of state and local sales and use taxes, or similarly related transactional taxes

Jacksonville, Florida Area

• Developed syllabi, researched, and generated assessment materials for all courses taught.
• Established norms of class behavior; Demonstrated and reinforced social standards of conduct.
• Crafted and implemented guidelines for successful student achievement; Designed special learning modules to assist challenging learning students.
• Dedicated after-school time to assist students who need extra assistance; Planned rigorous curriculum resulting in students’ reading growth in one year.
• Created and executed intervention plans for struggling students; Differentiated lessons and instruction to meet the needs of various learners.
• Assisted students individually or in small groups to help master assignments and learning concepts.

Jacksonville, Florida Area

• Resolved a variety of complex client issues and reconstruction of accounts to maintain customer relationships efficiently.
• Conducted audits within branch to ensure compliance with all risk management policies.
• Analyzed individual and wholesale clients to enhance customer relationship and meet individual needs.
• Managed accounts in excess of $3.5 million in annual revenue, including lending in excess of $500,000.
• Delivered exceptional customer service, contributing to Customer Service Achievement award at the branch.
• Recognized consistently with Awards for achieving and exceeding deposit, loans and referrals to treasurer management services.

• Served as primary client contact for the mortgage throughout process, from initiation of inquiry to closing while maintaining a proactive communication with client and banker at all times.
• Partnered with bankers and other internal staff, including commercial and consumer bankers, to support the cross-sell objectives of each group and deliver high quality service to the Bank’s clients and prospects.
• Identify potential purchase and refinance target clients within assigned base; working with bankers, referral points, etc.
• Daily contact with settlement agents, correspondents, title companies to request outstanding documents and/or correction.
• Developed a loyal client base by providing exceptional mortgage advice and financial solutions

Master'S Degree, Accounting And Finance, A

Bachelor Of Arts (B.A.), English Language And Literature/Letters

Bachelor'S Degree, Liberal Arts And Sciences/Liberal Studies