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4506 T Specialist

Date: Apr 14, 2021

Location: Atlanta, GA, US, 30328

Company: United Bank

Job Description

Summary:    Ensure all required tax transcripts ordered using the 4506T are received in a timely manner.
Essential Duties and Responsibilities include the following.  Other duties may be assigned.

1.  Possess a good working knowledge of all regulatory requirements pertaining to the job function, including, but not limited to, BSA/AML, the U.S. Patriot Act, and privacy laws.
2.  Follow up with the appropriate vendor on all tax transcript orders.  Review reports of tax transcripts not received and determine if the order was rejected for some reason and try to resolve.
3.    Complete the custom data field for re-orders and completion dates.  

Supervisory Responsibilities:  None


To perform the job successfully, an individual should demonstrate the following competencies:
Leadership: Exhibits confidence in self.  Expected to provide leadership, training and support to less experienced representatives and other staff members.  A certain degree of creativity and latitude is required.
Judgment: Exhibits sound and accurate judgment. Supports and explains reasoning for decisions. Includes appropriate people in decision-making process.
Motivation: Sets and achieves challenging goals. Demonstrates persistence and overcomes obstacles.
Professionalism: Approaches others in a tactful manner. Reacts well under pressure. Treats others with respect and consideration regardless of their status or position. Accepts responsibility for own actions; Follows through on commitments.
Quality: Demonstrates accuracy and thoroughness.
Attendance/Punctuality: Is consistently at work and on time. Arrives at meetings and appointments on time.
Dependability: Follows instructions, responds to management direction. Takes responsibility for own actions. Completes tasks on time or notifies appropriate person with an alternate plan.
Initiative: Undertakes self-development activities. Seeks increased responsibilities. Looks for and takes advantage of opportunities; Asks for and offers help when needed.


To perform this job successfully, an individual must be able to perform each duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience: Employee must be knowledgeable of Crescent Mortgage’s policies and procedures.
Language Skills:

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. 

Mathematical Skills: Basic math skills required.    
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.

Certificates, Licenses, Registrations:  None required.
Physical Demands:  
Required to sit for long periods of time and work on the computer keying data or typing words with accuracy.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment:
The noise level in the work environment is usually moderate.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  


Company Profile

With over 180 years of experience, United Bank is one of the region’s premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with nearly $20 billion in assets.

At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work.

United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential.

Nearest Major Market: Atlanta

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