JENNIFER BATCHELOR
Lusby
Summary
Motivated and results-driven professional with several years of experience juggling multiple priorities to keep company running smoothly. Communicative team leader possessing outstanding time management and documentation abilities. Polished in overseeing employee performance and guiding and motivating new talent. Proven ability to lead teams, support customers, and maintain accuracy and efficiency in high-volume environments.
Overview
17
17
years of professional experience
2003
2003
years of post-secondary education
Work History
Assistant Manager
OneMain Financial
08.2013 - Current
- Assisted customers in selecting loan products and ensured compliance with lending policies and regulations.
- Reviewed loan applications, verified income and documentation, and supported underwriting decisions.
- Managed delinquent accounts through outbound calls, payment arrangements, and follow-up.
- Achieved or exceeded goals for loans, insurance products, and renewals.
- Delivered high-quality customer service and resolved complex account and payment issues.
- Oversaw branch operations including opening/closing, reporting, and audit preparation.
- Trained and supported new employees on sales techniques, system processes, and compliance requirements.
- Represented the branch at community events to build customer relationships.
- Managed a $28 million branch, ranked #2 in the state of Maryland and #5 on the East Coast in 2025.
Tax Specialist II
H&R Block
09.2008 - 04.2013
- Prepared accurate federal, state, and local tax returns for individual clients.
- Conducted detailed interviews to gather financial information and verify documentation.
- Identified tax credits, deductions, and strategies to maximize refunds or reduce liability.
- Explained tax laws, requirements, and refund options in clear and simple terms.
- Assisted with IRS notices, amended returns, and prior-year corrections.
- Used H&R Block software and IRS tools for return preparation and quality checks.
- Maintained strict confidentiality of sensitive financial information.
- Supported and trained new preparers during peak tax seasons.
Education
Patuxent High School
Lusby, MDSkills
- Loan Processing & Underwriting Support
- Federal & State Tax Preparation
- Customer Service & Client Relations
- Credit Review & Financial Assessment
- Collections & Delinquency Management
- Compliance & Regulatory Adherence
- Cash Handling & Branch Operations
- Problem Solving & Conflict Resolution
- Documentation Review & Quality Control
- Leadership, Training & Team Support
- Financial & Tax Software (H&R Block)
- Loan compliance
Hobbies and Interests
- Traveling
- Networking
- Problem solving
- DIY projects
- Puzzles
- Learning new skills
- Watching documentaries
Timeline
Assistant Manager
OneMain Financial
08.2013 - Current
Tax Specialist II
H&R Block
09.2008 - 04.2013
Patuxent High School