Ashley Willis

Experience

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  Integrity Tax Professionals

  Jan 2018 - now

  Tax Project Manager

  🔹Efficiently handled 25+ daily customer interactions, ensuring a delightful and loyal customer experience.🔹Drove customer and product strategies on digital platforms to optimize customer acquisition and engagement.🔹Executed and reviewed complex Federal and State Corporate/Partnership income tax returns, maintaining compliance with IRS and ASC740 regulations.🔹Collaborated with planning teams for accurate transaction recording and conducted in-depth tax research.🔹Utilized advanced technology for financial modeling, dashboards, and analytics, leading process improvements.🔹Mentored and managed a team of tax analysts, providing guidance and leadership in tax-related matters. Show less

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  Keller Williams Realty, Inc.

  Jan 2018 - Jan 2019

  Realtor

  🔹Developed property listings through community engagement and strategic networking.🔹Coordinated with appraisers and other professionals to set competitive selling prices and facilitate successful property sales.🔹Grew buyer networks by participating in community events and effectively responding to inquiries.🔹Ensured compliance with legal and regulatory requirements throughout the sales process, enhancing customer trust and transaction integrity.

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  Michael Group Realty

  Jan 2019 - Aug 2021

  Real Estate Agent

  🔹Actively sought new mortgage business, establishing robust relationships with clients, realtors, and builders.🔹Maintained a deep understanding of local real estate market trends and regulatory changes.🔹Negotiated favorable terms for clients, managing relationships with over 50 real estate agents and various professionals.🔹Handled comprehensive loan application processes, ensuring smooth transactions and client satisfaction.

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  EXp Realty

  Aug 2021 - now

  Project Manager- Real Estate and Sales Development

  🔹Spearheaded client solution development and project planning, delivering comprehensive project scopes and key deliverables.🔹Fostered over 30 daily interactions with prospective real estate customers and investors, providing tailored assistance and advising on optimal loan products.🔹Successfully scheduled 3-5 daily appointments, achieving an impressive closure rate of 10 to 15 deals monthly.🔹Analyzed clients' financial information to assess home loan eligibility, while securing financing for affordable housing projects.🔹Orchestrated project teams, involving attorneys, lenders, and contractors, ensuring seamless project execution.🔹Managed multiple projects concurrently, ensuring adherence to budget and schedule, while navigating city approval processes. Show less