Sean Y. Email & Phone Number

North Andover, Ma, Us

Worcester, Massachusetts, United States

Newton, Ma

• Leading project to improve outdated spreadsheets and processes to increase efficiency. • Create consistency through implementing job aids and reference guides.• Leading project to revamp website, cleaning up old formatting and errors on site.• Electronically receive and input tax information for individual, corporate, and fiduciary tax returns.• Learn and apply new tax rules to foreign and domestic tax preparation with the Lacerte tax program.• Prepare legal drafts for wills, trusts, and other estate planning documentation for execution.

Norwood, Ma

• Maintained and organized dealership lot to ensure smooth business operation.• Oversaw sold vehicle delivery, including detailing and body work, and met delivery deadlines.• Drafted employee handguide and trained newly hired employees in the responsibilities of the role.• Updated online inventory database identifying and placing over 500 missing photographs of vehicles.

Stoughton, Ma

• Contacted customers with outstanding balances to help settle any discrepancies.• Handled incoming monies (mostly checks and wires) and applied them to correct bank account daily.• Researched any payment peculiarities in a timely and thorough fashion.

Plano, Texas

• Fostered collaborative relations with attorney firms; facilitated compliance and met investor deadlines.• Created, maintained, troubleshooted, debugged and updated a standardized Excel spreadsheet using macros that a team of four utilized for daily logs, data trends, surveys, contacts and events.• Designed, built, and standardized a vendor-to-vendor file transfer process.• Developed new processes and wrote job aids utilized by Carrington associates and attorney firms.• Performed root-cause analyses of negative trends; remediated and minimized process gaps.• Maintained a balance of data analytics and operations queues for more than 60 firms nationally.• Ability to prioritize and adapt from daily operations to address acute issues contingent with business needs. • Reviewed foreclosure documents and contracts including mortgages and titles.

Farmers Branch, Tx

• Reconciled bankruptcy accounts for a leading international bank. • Reviewed transaction histories for accurate processing of debtor and trustee funds; communicated findings and provided appropriate remediation actions pursuant to client’s settlement agreement.• Monitored Quality Control of payment ledgers transacted by a team of ten.• Performed account enrichment and validation to identify anti-money laundering red flags.• Improved productivity and accuracy of files by creating Excel macros used by the specialist.

Plano, Tx

• Assisted with auditory preparations in response to newly released OCC regulations.• Promoted in four months to manage foreclosure loans portfolio of 200 customers• Collaborated with legal firms on foreclosure timelines while adhering to bank regulations and laws.• Provided solutions to management on process flaws allowing for interdepartmental collaboration.• Awarded newly created Pre-Sale Specialist role to review accuracy and completion of entire foreclosure process.

Greenville, Ny

• Promoted to head counselor in summer 2010; worked with children ages 8-15• Oversaw all camp counselors and their campers and mentored peers (ages 16-23)• Planned and executed Evening and Weekend Programs for each day of the camp session.

Lewisville, Tx

• Assure documents sent to United States Citizenship and Immigration Services contained all essential documents.• Scan immigration request transactions into a computer system while maintaining accurate assembly and documentation.• Enter and sort transactions in an online database for future review and relocation.• Follow government protocol at all times for applicants’ privacy and safety.

Nashua, Nh

• Tested and identified issues with software accompanying test equipment with PC Interface• Tracked software bug fixes through communication with third party vendors.• Wrote software user manuals for new products upon the completion of testing.

Observed class sessions for all classes tutoredTutored students in Pre-Calculus, Basic Statistics, and other subjects.Responsible for organizing and holding review sessions before each exam.

Drafted electrical parts using Autodesk InventorResponsible for organizing files on the computer.

Bachelor’S Of Arts Degree, Actuarial Science

Financial Math I &II, Advanced Financial Math, Corporate Finance, Financial Accounting, Managerial Accounting, Risk Management, Actuarial.

Bachelor'S Degree, Actuarial Science

Education record