William Reader Email & Phone Number

Palm Bay, Fl, Us

●Examines and verifies business and financial records for sales and use tax audits.● Calculate tax, penalty, and interest to prepare notice of proposed assessments in accordance with Florida laws, rules, and statutes.● Review and discuss audit findings with taxpayers to illustrate how tax laws and rulings apply to taxpayer’s specific operations and support audit results.● Examine and audit purchase and sales documents including receipts, invoices, business records, and related accounting records to verify accuracy of sales and to determine tax liabilities.

● Receive, review, and process vendor invoices to ensure Accounts Payable can pay invoices in a timely manner.● Post journal entries to update the general ledger.● Create monthly reports for senior management, to aid in business decisions.

Palm Bay, Florida, United States

●Reviews customer loan applications for accuracy and completeness, analyzing credit reports to determine repayment probability using risk management matrices, and resolving issues with the application process.●Acted as a liaison between the loan officer and the underwriter, identifying issues and implementing solutions to ensure loans met Fannie Mae, Freddie Mac, and FHA guidelines.●Managed and audited large data sets utilizing attention to detail and organizational skills to lead the team on audit metrics, receiving a 100% accuracy certification. ●Used written and verbal communication methods to collaborate with loan officers to problem solve so that the loan can be structured to accommodate the customer needs and Automated Underwriting findings.●Ensures documents are reviewed within regulatory and company required time frames using effective time management and task prioritization.

Palm Bay, Florida, United States

●Created budgets for customers to help them meet their financial goals, decreasing the likelihood of overspending, and helping clients achieve their financial goals faster. ●Introduced existing and potential customers to new financial products and services in a consultative manner, contributing to branch growth.●Conducted audits in a proactive and preventive manner, reducing errors and increasing compliance with regulatory requirements, therefore avoiding fines, penalties, negative press, and minimizing risk.●Provided financial advice to customers, increasing customer retention and loyalty, which helped increase the bank's value and profitability.●Completed applications for consumer credit products, resulting in an increase in loan origination.●Identified, made sales referrals, recommended alternate channels, and cross-sold bank services and products for Wells Fargo partners.●Build rapport with customers to uncover their true unmet needs, leading to more effective solutions.

Beaufort, South Carolina, United States

●Analyzed and reviewed daily and weekly sales reports, identifying opportunities to improve store sales and revenue. ●Oversaw ordering, receiving, storage and issuing of food, labor, equipment, and supplies to minimize waste and theft. ●Managed and trained approximately 20 employees to increase effectiveness and reduce employee turnover.●Evaluated employee performance and made recommendations to promote or terminate employees.