Team Leader, Trainer - HIBCC - Phoenix, AZ
(2024-02 - 2026-01)
- Assigned tasks to employees for efficient processing.
- Trained newly hired employees to enhance team performance.
- Assisted coworkers with inquiries to promote collaboration.
- Verified names and addresses of medical facilities through online research and direct calls.
- Conducted quality assurance on completed work to ensure accuracy.
Tax Preparer - H&R Block - Glendale, AZ
(2024-12 - 2025-04)
- Utilized H&R Block software to prepare individual tax returns efficiently.
- Reviewed financial documents for compliance with IRS regulations.
- Conducted client interviews to gather essential documentation for tax preparation.
- Educated clients on tax obligations, deductions, and available services.
- Filed tax returns electronically through approved software programs.
- Maintained accurate records of all client transactions and filings.
- Addressed client inquiries regarding tax issues and filing status promptly.
- Finalized paperwork with local, state, and federal authorities for timely processing.
Customer Service Professional - H&R Block - Glendale, AZ
(2024-01 - 2024-04)
- Ensured office readiness and organization at start of each day.
- Greeted customers upon entry and facilitated appointment check-ins.
- Exhibited courteous and empathetic service in all customer interactions.
- Handled customer inquiries and resolved complaints swiftly.
- Provided comprehensive information on products and services offered.
- Troubleshot product issues, addressing concerns effectively.
Team Leader, Trainer - Conduent-Xerox Business Services - Upstate New York
(2014-05 - 2023-11)
- Documented and updated customer records based on interactions.
- Developed a knowledge base to keep pace with evolving products and services.
- Established efficient data entry processes, enhancing accuracy and processing speed.
- Trained new employees on operational procedures to uphold best practices.
- Verified compliance with process control for New York State Worker's Compensation.
- Executed general processing for ODM and CCM mailings, meeting all deadlines.
- Maintained high-quality standards across all operational procedures.
- Advised employees on correcting data entry inaccuracies to improve reliability.
- Processed checks into the system promptly, facilitating timely transactions.
- Assisted in various queues to support team efforts as required.
Team Leader, Trainer - Sourcehov - Upstate New York
(2005-03 - 2014-05)
- Submitted daily code changes for office systems to enhance functionality.
- Maintained environmental safety checks in all areas, ensuring team safety.
- Scheduled employee time off and monitored work quality across teams.
- Collaborated with senior management to implement techniques for faster, accurate data entry.
- Collected and input data into the system with precision and efficiency.
- Executed quality assurance on completed work to uphold high standards.
- Verified completion of workflows through daily checks for operational consistency.
