William Broyles
Mortgage Operations & Sales Support Professional | Loan Setup, Disclosures & Compliance | 20+ Years Mortgage Experience | Remote
- Role
- Senior Tax Specialist at H&R Block
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About William Broyles
Mortgage operations professional with 20+ years of experience supporting the full loan lifecycle, with deep expertise in loan setup, initial disclosures, compliance, and pipeline management. I’ve worked in high-volume, deadline-driven environments across retail, call center, and broker channels, primarily in fully remote roles.My background includes issuing RESPA/TILA/TRID disclosures, managing loan files from application through closing, ordering and coordinating third-party services, supporting underwriting conditions, and maintaining audit-ready files. I’m highly process-oriented, detail-driven, and trusted to work independently while collaborating across sales, processing, underwriting, and closing teams.I’m currently seeking a fully remote mortgage operations role—particularly in loan setup, disclosures, or operational support—where accuracy, compliance, and consistency matter more than sales volume. Based in South Florida with part-time residence in Chicago; fully remote-ready.
Experience
Senior Tax Specialist
Dec 2024 — Present · Chicago, IL, US
Prepared and reviewed individual tax returns, ensuring accuracy and compliance with federal and state tax laws. Provided expert tax advice and guidance to clients, resolving complex tax issues. Leveled up to Tax Specialist from entry level Tax Associate within first tax season. Prepared approximately 100 tax returns during the season.
Education
University School
High School Diploma, General Studies
1989 — 1993
East Tennessee State University
Bachelor of Science, Urban and Regional Planning
1993 — 1998
Skills
- Marketing
- Refinance
- Mortgage Banking
- Residential Mortgages
- U.s. Va Loans
- Loan Origination
- Va Loans
- Financial Services
- Portfolio Management
- Loans
- Sales
- Banking
- Fha
- Usda
- Mortgage Lending
- Notary Public
- First Time Home Buyers
- Financial Analysis
- Customer Service
- U.s. Department of Agriculture (Usda)
- Working with First-Time Home Buyers
- Referrals
- Title Insurance
- Real Estate
- U.s. Federal Housing Authority (Fha)
- Credit
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.