Dynamic professional with extensive experience at the Department of Treasury, IRS, excelling in problem resolution and data analysis. Proven track record in educating clients and ensuring compliance, while consistently exceeding performance targets. Proficient in Microsoft Office, demonstrating strong collaboration skills to enhance team efficiency and drive results.
Overview
14
14
years of professional experience
Work History
Contact Representative GS-0962-08/1
Department of Treasury, IRS
Dallas, Texas
11.2021 - Current
Conducted in-depth interviews with individuals and professionals to address inquiries and ensure tax compliance.
Gathered and analyzed sensitive financial data to advise on tax obligations and reporting requirements.
Determined discrepancies, identifying potential errors or fraud through thorough investigation.
Calculated accurate tax liabilities based on individual circumstances and applicable laws.
Prepared detailed files documenting steps taken and conclusions reached for clarity.
Compiled comprehensive case histories presented logically for ease of understanding.
Educated customers on filing and payment responsibilities, discussing causes and remedies for issues.
Amazon Delivery Driver
Genesis Delivery Services USA
Grand Prairie, Texas
06.2021 - 11.2021
Grouped and routed deliveries by designated areas, ensuring efficient delivery times.
Communicated with dispatch regarding route changes and delays affecting customer deliveries.
Verified order details at distribution center and customer locations to eliminate errors.
Customer Sales & Retention Specialist
ADT Security Services
Irving, Texas
04.2021 - 06.2021
Advised customers on promotions and sales procedures to maximize results from company products.
Assessed customer accounts to identify issues and recommend effective solutions.
Conducted cost-benefit analyses to inform sales strategy decisions for potential products.
Transaction Processing Specialist
Randstad
Fort Worth, Texas
03.2021 - 04.2021
Operated mail processing equipment and manually sorted incoming and outgoing mail.
Sorted letters and packages into designated containers, applying appropriate identifying tags for organization.
Demonstrated self-reliance by consistently exceeding workflow expectations.
Call Center Representative
Exeter Finance
Irving, Texas
12.2019 - 12.2020
Consulted with customers to resolve service and billing issues effectively.
Demonstrated strong telephone etiquette in managing difficult calls.
Achieved service team sales targets and call handling quotas consistently.
Educated clients on utilizing convenient online transaction solutions.
Initial Loss Reporting Associate
State Farm Insurance
Richardson, Texas
04.2019 - 11.2019
Analyzed initial loss reports and supporting documents to detect fraudulent claims.
Adhered to company policies and client standards in claims processing and closures.
Assessed policy coverage while ensuring compliance with contractual obligations.
Confirmed claim details with policyholders, requesting additional information as needed.
Funding Analyst
Santander Consumer USA
Dallas, Texas
11.2011 - 01.2019
Reviewed and verified borrowers' income, credit reports, and property appraisals for underwriting documentation.
Filed completed loan packages swiftly to maintain operational efficiency.