Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Barbara Ward

Barbara Ward

Franklin,WI

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals and independently.

Overview

14
14
years of professional experience

Work History

Seasonal Tax Preparer

Stark And Yager
02.2023 - 04.2023
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.

Underwriter

OPUS Capital Markets Consultants
09.2015 - 01.2023
  • Quality Assurance and Due Diligence reviews of mortgage loans
  • Determined and documented loan conditions and communicated requirements and decisions.
  • Analyzed credit, income, compliance, title documents and appraisals during underwriting process.
  • Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
  • Evaluated debt ratio, loan-to-value ratios, credit scores property valuations and various other factors when making underwriting decisions.
  • Identified portfolio risks resulting from client's underlying business practices, underwriting investigations or fraud exposure.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution

Loan Documentation Specialist

Wells Fargo
08.2009 - 03.2013
  • Maintains working knowledge of loan documentation system software in relation to document processing.
  • Carefully reviewed all documents and reports for completeness and accuracy pertaining to Collateral, Title Report, Flood, and Paid loans to meet guidelines.
    Review all due diligence documents on NEW clients to ensure information is complete and correct documentation is received to accurately complete all required loan documents.
    Maintains knowledge of Consumer and Commerical loan documentation and regulatory requirements to process variety of loans pertaining to Consumer and Commerical loan portfolio
  • Conducted pre-funding and funding activities for over 36 monthly applications
    Remains current on all pending and proposed state and federal regulatory changes impacting Commercial and/or Consumer lending. Other duties as assigned.

Education

Associate of Arts - Word Processing

Bryant And Stratton College - Newport News, Newport News, VA
06.1996

Major- Word Processing, Minors- Data Entry/Accounting

  • 1 year of Accounting classes at Grand Canyon University

Skills

  • Managing Risk
  • Underwriting Understanding
  • Production Goals
  • Multitasking Abilities
  • Attention to Detail
  • Data Integrity
  • Data Entry and 10-Key
  • Bill Payment and Recordkeeping
  • Encompass
  • Microsoft Office/Excel
  • Proactive and Self-Motivated

Additional Information

Internship/Hired as a Accounts Receivable clerk in manufacturing company performing accounts receivable functions with preparing letters to customer on their accounts, tracking payments, resolving bill issues, monthly reconciliation of aged 30 day accounts

Timeline

Seasonal Tax Preparer - Stark And Yager
02.2023 - 04.2023
Underwriter - OPUS Capital Markets Consultants
09.2015 - 01.2023
Loan Documentation Specialist - Wells Fargo
08.2009 - 03.2013
Bryant And Stratton College - Newport News - Associate of Arts, Word Processing

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Barbara Ward