Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Katia Diaz

St. Cloud,FL

Summary

Experienced professional with a dynamic and resourceful approach to administrative support, customer service, and entrepreneurial leadership. Proven ability to streamline operations, improve client satisfaction, and effectively manage multiple priorities in fast-paced environments. Fluent in English and Spanish, with exceptional communication and organizational skills that promote collaboration and efficiency.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Tax Preparer

Brighter Taxes
01.2022 - Current
    • Prepared and filed accurate tax documents, ensuring compliance with federal and state regulations
    • Developed and executed marketing strategies to grow the customer base and drive revenue
    • Handle confidential information and documents with discretion and maintain their proper organization
    • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
    • Analyzed financial records to verify accuracy of tax returns.
    • Streamlined data entry processes for improved efficiency and increased productivity.
    • Improved overall efficiency with meticulous record-keeping and accurate data entry.
    • Delivered exceptional customer service experiences by maintaining a positive attitude, active listening skills, and empathetic responses to customer concerns.
    • Developed strong relationships with clients, resulting in repeat business and positive feedback.

Crafter

Katia's fun Crafts
01.2020 - 01.2023
  • Directed all aspects of business operations, including product creation, marketing, and sales
  • Oversaw and streamlined all shipping operations, ensuring timely and accurate deliveries
  • Handled all cash and electronic transactions, maintaining meticulous financial records
  • Delivered an exceptional level of service that led to repeat business and word-of-mouth referrals.

Supervisor | Front Office

Compass Counseling
01.2016 - 01.2018
  • Provided exceptional front-desk customer service to create a welcoming environment
  • Verified health insurance and processed patient information accurately
  • Managed medical records requests and ensured confidentiality compliance
  • Handled monetary transactions, including co-pays and outstanding balances
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Streamlined data entry processes for improved efficiency and increased productivity.

Education

Associate Degree - Nursing Science

Colegio Universitario De San Juan
San Juan, PR
01.2011

Phlebotomy -

Florida Health Care Academy
Orlando, FL
01.2005

Skills

  • Strong Communication Skills
  • Meticulous Attention to Detail
  • Budget Management Experience
  • Managing Financial Documentation
  • Effective Time Management
  • Document Formatting
  • Training Others
  • Accurate Data Entry
  • Proficient in Microsoft Word
  • Excel Proficiency
  • Client Support Expertise
  • Analytical Problem Solving

Certification

  • Health and Life Insurance
  • Notary

Languages

Spanish
Native or Bilingual
English
Full Professional

Timeline

Tax Preparer

Brighter Taxes
01.2022 - Current

Crafter

Katia's fun Crafts
01.2020 - 01.2023

Supervisor | Front Office

Compass Counseling
01.2016 - 01.2018

Associate Degree - Nursing Science

Colegio Universitario De San Juan

Phlebotomy -

Florida Health Care Academy

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Katia Diaz