Tax Preparer at Self - Employed (2013-01 – Present)
Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
- Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation and to determine a strategy to prepare current returns
- Calculates taxes owed or refunds due to the client, consults tax law publications for guidance on unusual situations
- Uses the appropriate accounting software or system to prepare tax returns
- Consults tax resources and law books to obtain assistance with atypical returns
- Verifies forms that individuals prepared themselves to check for errors or miscalculations
- Reviews all supplied financial information for accuracy
- Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
Customer Service Representative at Alorica (2021-01 – 2021-04)
Maintained vast product knowledge for increased customer satisfaction and to promote services offered to new and existing customers
- Used unique problem-solving/decision-making skills to achieve the highest level of customer satisfaction in resolving customer complaints
- Resolved credit inquiries on new accounts and authorized sales on existing customers' accounts
- Processed transactions to include refunds, store credits, and other service issues following company policy
- Resolved customer complaints through strong listening and communication skills
- Independently evaluated accounts to determine the best course of action for the customer to resolve the delinquency
- Evaluated sensitive personal information to determine and negotiate payment arrangement eligibility with account holders
Benefits Verification Specialist at AppleOne (2020-10 – 2020-12)
Compiled medical insurance verification of benefit and eligibility information submitted by client for processing within contracted timelines
- Collected and reviewed patient insurance information
- Maintained patient demographic information and data collection systems for initial and subsequent verification of benefits
- Verified insurance eligibility for upcoming appointments by utilizing online websites and/or by contacting the carriers directly
- Verified patient specific benefits and documented specifics for various payer plans
- Identified restrictions and details on how to expedite patient access
- Reported any reimbursement trends/delays to management
Key Holder at Dollar General (2017-09 – 2018-06)
Performed opening and closing procedures following set standards; and ensured Company's policy and procedures regarding time and attendance were followed
- Maintained accurate knowledge of products, merchandising standards, and other areas of customer service
- Created interactive customer focused service and selling environment
- Collaborated with the leadership team of the store to gain knowledge and understanding of all management reports and processes
- Aided in merchandising, floor moves, and display maintenance
- Completed all sales transactions correctly and efficiently and ensured cash and media accountabilities were properly maintained at POS registers
- Promoted excellent customer service and selling culture
Cashier at Walmart (2015-04 – 2016-06)
- Responded to customer inquiries and supported them with their needs
- Documented price changes, special sales bulletins, and price sheets as a reference
- Recorded departments and merchandise prices and recorded both taxable and nontaxable items
- Redeemed discount coupons and processed customers' payments and refunds via charge payment, check, or cash
- Operated authorization systems for credit cards and recorded the number on driver's license to verify credit acceptance
- Reconciled cash drawer at the start and end of work shift
Scheduling Clerk at Pinnacle Anesthesia (2008-02 – 2009-11)
Registered patients, collected fees, and verified patient insurance and personal information. Scheduled appointments and made follow-up appointments.
- Conferred with patients to obtain and confirm pertinent billing and demographic information and accurately enter patient and insurance information into system and complete the patient registration process in an accurate manner
- Coordinated scheduling needs with staffing availability
- Provided new patient packets, maps, directions, and hotel accommodations as needed
Dispatch Secretary at Tex-American Recycling (2015-04 – 2016-06)
Recruited to deliver clerical support by efficiently handling a wide range of routine and special requirements
- Purchased and maintained office supply inventory and employee equipment (uniforms, badges, PPE, etc.)
- Managed vendor/client complaints and maintained the company's databases
- Maintain vendor/client relationships and increased vendor sales from 20% to 60%
- Reviewed resumes, scheduled interviews, and conducted background checks
- Coordinated new hire onboarding, including offer letter generation, paperwork collection & processing within a timely manner (I-9, Workers Comp, EEOC Forms), primary contact for all new hires, start date tracking, and updating/maintaining new hire files
- Facilitated new hire orientation providing an overview of the company's history and policies
