Brad Barnett
Tax Team Lead at Colliers Mortgage | Operational Leadership | Analytics | Commercial Real Estate | Trusted Advisor | Transformational Change Leader
- Role
- Tax Team Lead at Colliers
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Brad Barnett
I am a senior operating executive focused on enterprise execution, revenue operations…
Experience
Tax Team Lead
Jun 2024 — Present · Charlotte, NC, US
Conduct due diligence of loan documents to ensure proper tax setup and servicing of the loan• Perform duties and responsibilities in accordance with applicable laws, regulations, self-regulatory organization requirements and Colliers compliance and employee policies• Management functions; including training, coaching, staffing, review and write policies and procedures, assigning workload• Plan and schedule team workload to most efficiently meet benchmarks and manage assigned portfolios, prioritizing according to risk and urgency• Monitoring and payment of property taxes for loans in which escrows are held to ensure they are paid timely and accurately• Payment of HUD mortgage insurance premiums (MIP)• Review and approve team disbursements.• Perform escrow analysis to ensure sufficient funds are escrowed for taxes and insurance • Collaborate with Colliers Mortgage Staff, outside counsel, and title ensuring that the tax file is analyzed and correct prior to closing • Work directly with Borrowers regarding appeals and shortages recommending course of action
Education
St Andrews Presbyterian College
Bachelors
1998 — 2002
University of Liverpool
Master of Business Administration - MBA
2007 — 2010
Skills
- Leadership
- Management
- Marketing
- Analysis
- Customer Service
- Sales
- Quality Assurance
- Marketing Strategy
- Account Management
- Team Building
- Process Improvement
- Strategic Planning
- Team Leadership
- Social Media
- Sales Operations
- Microsoft Office
- Business Planning
- Salesforce.com
- Negotiation
- Operations Management
- Forecasting
- Budgets
- Human Resources
- Contract Negotiation
- Financial Analysis
- Data Entry
- Business Analysis
- Data Analysis
- Sales Analysis
- Business Process Improvement
- Business Development
- Relationship Building
- Sales Management
- Training
- Sales Process
- Business Strategy
- Customer Experience
- Strategy
- Customer Satisfaction
- Time Management
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.