Case Manager
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Results-driven tax resolution and customer service professional with over 5 years of experience managing complex client cases in the tax relief industry. Proven ability to oversee cases from intake through resolution, including audits, debt resolution, and installment agreements. Experienced in collaborating with executive leadership to develop Standard Operating Procedures (SOPs), improve workflows, and train team members.
Strong background in client communication, case documentation, and meeting performance metrics in fast-paced environments. Detail-oriented, highly organized, and committed to delivering exceptional client service while ensuring accuracy, compliance, and timely follow-up with tax agencies.
High school graduate with foundational college coursework completed at Santa Ana College. Demonstrated commitment to continued learning and professional development.
Century High School - High School Diploma, 2018
Santa Ana College - Coursework completed, Fall 2018
