United States
A versatile professional with a diverse skillset spanning across [Copywriting, Health Coordinating, Loan Processing, Tax Analyst, Mortgage Underwriting, Retail, Sales and Marketing], adept at seamlessly transitioning between roles to deliver high-quality results in dynamic environments. Proven ability to leverage strong analytical and creative thinking to tackle complex challenges, consistently exceeding expectations in both individual and collaborative settings
• Served as the content knowledge expert concerning the review and research of verification documents. • Assisted Management by monitoring the performance of assigned staff and providing input when appropriate. • Trained and evaluated performance of staff as directed by management. • Provided the Management with updates on all issues regarding quality, training, policy, procedures, and staff issues. • Managed customer concerns with calm demeanor and knowledgeable service. • Conducted performance reviews monthly.
Organizing and analyzing clients’ financial information Taking advantage of opportunities to minimize tax liability through deductions Preparing necessary forms for filing taxes Advising clients about tax liabilities and other tax-related matters Filing tax returns on paper or electronically on behalf of clients Establishing and updating client records Keeping abreast of current IRS and state and local tax rules and regulations and ensuring full compliance Assisting with audits by gathering financial information and meeting with auditors as needed.
• Communicated with all company stakeholders in written and verbal communication strategies. • Identified opportunities for process and office management improvements, design and implemented new systems when required. • Provided other administrative support as necessary, including scheduling patient visits, maintaining calendars, and rendering weekly status reports
● Conducted presentations of the company's products and services using handheld devices to prospective customers, facilitating signups and exceeding monthly objectives by 50% through outstanding demonstrations and follow-up. ● Kept records of customer interactions or transactions by recording details of inquiries, complaints, comments, and actions taken to ensure appropriate changes were made to resolve customers' problems. ● Maintained exceptional customer service by updating customers on claim investigation results or inquiries, referring unresolved customer grievances to designated departments for further investigation. ● Documented detailed records for services requested, payments collected, billing status, contract forms, account cancellations and service changes, ensuring 100% accuracy with customer accounts. ● Advocates for customers by obtaining and examining all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.