Tabitha C Email & Phone Number

Cloverdale, California, United States

Santa Rosa, California, United States

Inputting and evaluating credit data in accordance with the bank’s credit guidelines for new loan originationsAnalyze financial data including personal and business tax returns, K-1’s, paystubs, W-2’s, personal financial statements and real estate schedules for appropriate spreading and/or cash flow analysisFollow-up inquiries and review additional documentation as neededCompile reports and provide supporting documentation on all financial analyses performedPresent completed credit packages with recommended credit decision to management for review and approvalPrioritize and complete all audit requests for both internal and external auditAssist in monitoring existing loan portfolio to ensure quality credit and identify any potential signs of default or deterioration and effectively communicate any potentially negative findings with appropriate departments

Santa Rosa, California, United States

Provide support to underwriting staff by inputting and evaluating credit data in accordance with the bank’s credit guidelines for new loan originationsAnalyze personal and business tax returns including K-1s for appropriate spreading and/or cash flow analysisPrioritize and complete all assigned loan review files for both internal and external audit

Santa Rosa, California, United States

Reconciled and prepared investor participation remittances, and submitted accurate and timely reports to investorsIdentified, classified, and recorded fixed assets into the general ledger system according to current tax guidelinesPrepared quarterly informational tax filings for Federal & State withholdingsPrepared and filed year-end business property taxes for all branch locationsAssisted in preparation of month-end, quarter-end, and year-end financial closing duties

Santa Rosa, Ca

Process, verify accuracy, and distribute all weekly invoicing.Receive invoices for payment, record bill payments, and prepare vendor checks for mailing. Record checks and post payments, handle daily bank deposits.Prepare payroll, process payroll liabilities, and maintain employee records. Enter all necessary general ledger entries into QuickBooks, reconcile monthly bank statements, and various other bookkeeping tasks.