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•	Lead the department in Project Managing the most mello roos and special tax districts (80)
•	Responsible for calculating and enrolling over $20 million in taxes with the respective County
•	Work with the Assessor’s Office and Property Tax Divisions of various Counties to monitor parcel changes, tax delinquencies and property ownership
•	Special Tax Consultant in the issuance of over $400 million of bonds
•	Review and provide comments on legal documents on behalf of Clients
•	Work with large datasets to create tables and exhibits for official statements 
•	Present credit presentations to Standard & Poor’s on behalf of Clients to achieve goal rating
•	Conduct quantitative analysis of financial data to forecast revenues to be used to repay bonds
•	Compare actuals versus forecast/projections to find variances and trends 
•	Develop financial models to set special tax rates of new mello roos districts and calculate prepayments of taxes
•	Prepare and present analysis to School District Offi

Senior Associate Director

•	Project Manager for over 50 mello roos and special tax districts 
•	Calculated and enrolled the special taxes with the respective County
•	Worked with the Assessor’s Office and Property Tax Divisions of various Counties 
•	Formed four (4) mello roos districts 
•	Special Tax Consultant in the issuance of over $120 million of bonds
•	Prepared necessary reports in accordance with the Security and Exchange Commission (SEC) and California Debt and Investment Advisory Commission (CDIAC)


Associate Director 

•	Formed seven (7) mello roos districts 
•	Project Manager for over 40 mello roos and special tax districts 
•	Calculated and enrolled the Special Taxes with the respective County
•	Special Tax Consultant in the issuance of over $10 million of bonds 
•	Prepared necessary reports in accordance with the Security and Exchange Commission (SEC) and California Debt and Investment Advisory Commission (CDIAC)


Associate

•	Opened escrow and title on refinances / prepared files for processing
•	Managed company’s social media and website
•	Assisted the Processors and Loan Officers
•	Prepared monthly Loan Officer Revenue reports for Owners


Transaction Coordinator/ Processing Assistant 

Find out detailed information about Monique Farquharson,  in Newport Beach, CA

Monique Farquharson: in Newport Beach, CA

Monique Farquharson

University of California, Irvine