Renata McPhaul
North Hollywood,CA
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
11
11
years of professional experience
Work History
Loan Signing Agent
Mortgage Connect
05.2023 - Current
- Review loan documents and verify identification.
- Document transactions in notary journal.
- Screen for coercion or fraud during signings.
- Administer oaths and affirmations.
Tax Analyst
Baker Tilly
01.2023 - 04.2023
- Prepared and reviewed federal, state, and local tax returns for corporations, partnerships, and individuals.
- Assisted with tax planning strategies to minimize liabilities and ensure compliance.
- Researched complex tax issues and drafted supporting memoranda.
- Supported senior staff during audits and responses to tax authorities.
- Maintained accurate client documentation and filing organization.
- Analyzed financial statements for tax implications.
- Contributed to process improvements within the tax department.
Legal Assistant / Paralegal
Attorney Jolene
07.2022 - 01.2023
- Managed legal correspondence, scheduling, and deadlines.
- Provided administrative support and conducted legal research.
- Supported estate planning preparation and client communications.
Mortgage Auditor
Bank of America
06.2017 - 12.2020
- Performed financial and operational audits.
- Oversaw accounting cycles and financial statements.
- Monitored income/expenses and improved internal controls.
Financial Service Representative
Sun America
05.2015 - 05.2017
- Delivered customer service and issue resolution.
- Maintained records and audited mutual funds.
- Handled high-volume phone communications.
Education
Notary Public - Registered & Bonded
Paralegal Certificate - undefined
UCLA Extension
Los Angeles, CABachelor of Science - Political Science
North Carolina A&T State University
Accounting Program - undefined
Los Angeles Pacific College
Salesforce Associate Certificate - undefined
Lifting the Veil
Los Angeles, CASkills
- Microsoft Word
- Excel
- Salesforce
- QuickBooks
- PowerPoint
- Outlook
- Westlaw
Timeline
Loan Signing Agent
Mortgage Connect
05.2023 - Current
Tax Analyst
Baker Tilly
01.2023 - 04.2023
Legal Assistant / Paralegal
Attorney Jolene
07.2022 - 01.2023
Mortgage Auditor
Bank of America
06.2017 - 12.2020
Financial Service Representative
Sun America
05.2015 - 05.2017
Paralegal Certificate - undefined
UCLA Extension
Bachelor of Science - Political Science
North Carolina A&T State University
Accounting Program - undefined
Los Angeles Pacific College
Salesforce Associate Certificate - undefined
Lifting the Veil