Amanda Perez
Bayonne,NJ
Summary
Knowledgeable and dedicated customer service professional with extensive experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
21
21
years of professional experience
Work History
Tax Preparation Specialist/Office manager
H&R Block
01.2011 - Current
- Prepared tax returns for clients in according to government regulations and requirements.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
Intake Representative
Centers Plan For Healthy Living
08.2022 - 10.2024
- Maintained strict confidentiality of client information, adhering to HIPAA regulations and company policies at all times.
- Conducted thorough assessments of client needs, connecting them with appropriate resources and services within the organization.
- Facilitated smooth transitions between different stages of care by effectively coordinating necessary steps during the intake process.
- Maintained up-to-date knowledge of industry trends and changes in regulations, ensuring accurate information was shared with clients at all times.
- Managed high call volumes while maintaining a professional demeanor, ensuring a positive experience for all callers.
- Resolved escalated issues with professionalism and empathy, earning trust from both colleagues and clientele alike.
- Enhanced office productivity by handling high volume of callers per day.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
Customer Service Representative
Tighe Warehouse
01.2005 - 01.2010
- Communicated with vendors regarding back order availability, future inventory and special orders.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Assisted customers with setting appointments, shipping and special order requests, and arranging merchandise pick-up at other locations.
- Consulted with outside parties to resolve discrepancies and create effective solutions.
Front Desk Agent
Residence Inn Marriott
01.2004 - 01.2005
- Kept accounts in balance and ran daily reports to verify totals.
- Answered multi-line phone system, responded to inquiries and transferred calls to correct departments and personnel.
- Updated customer accounts with add-on room charges, including minibar use and room service bills.
- Liaised with housekeeping and maintenance staff to address requests and complaints made by guests.
- Calculated billings and posted charges to room accounts, reviewing all charges with guests at checkout.
Education
H.S. Diploma - undefined
Community College Of Rhode Island
Warwick, RI01.2006
Skills
- Fluent in Spanish
- Proficient with Microsoft Word, EXCEL, Outlook
- Customer Advocate
- Excellent communication skills
- Time management skills
- Interact positively with a wide range of people
- Client confidentiality
- Data inputting
Timeline
Intake Representative
Centers Plan For Healthy Living
08.2022 - 10.2024
Tax Preparation Specialist/Office manager
H&R Block
01.2011 - Current
Customer Service Representative
Tighe Warehouse
01.2005 - 01.2010
Front Desk Agent
Residence Inn Marriott
01.2004 - 01.2005
H.S. Diploma - undefined
Community College Of Rhode Island
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