Tax Administrative Lead (Southeast Region)
the creation and management of engagement letters, including client lists, mail merges, and DocuSign processes. Oversee...
the creation and management of engagement letters, including client lists, mail merges, and DocuSign processes. Oversee...
, and DocuSign processes. Oversee the accurate management of consent forms (7216 Marketing, 7216 RFG, 3rd party release forms...
ethic, communication skills, drafting skills, and judgment. Proficiency in DocuSign, Adobe Acrobat Pro and Teams;Microsoft...
signatures, scheduling/calendaring. Pulling title to properties, sending documents via DocuSign, corresponding with clients... signatures, scheduling/calendaring. Pulling title to properties, sending documents via DocuSign, corresponding with clients...
projects are completed in a timely manner. Utilize DocuSign for document management, ensuring all necessary paperwork...
for approved consumer loan applications, create loan documents, and schedule member closings for both DocuSign, and branch...
(Excel), DocuSign, and the Company Mainframe and SAP computer systems. Familiarity with office work flow procedures...
ethic, communication skills, drafting skills, and judgment. Proficiency in DocuSign, Adobe Acrobat Pro and Teams;Microsoft...
in Request Framework, DocuSign integration is required Functional experience in Workday is a must. Preferred Qualifications...
signatures, scheduling/calendaring. Pulling title to properties, sending documents via DocuSign, corresponding with clients... signatures, scheduling/calendaring. Pulling title to properties, sending documents via DocuSign, corresponding with clients...