Angie Andrade
Lancaster,CA
Summary
Intake Specialist with expertise in compassionate communication and critical thinking. Proven ability to manage complex client situations while improving community outreach and engagement initiatives. Ready to leverage skills in time management and case file management for impactful client support.
Overview
19
19
years of professional experience
Work History
LIHEAP Intake Specialist
Maravilla Foundation
Lancaster, CA
05.2022 - Current
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Completed intake assessment forms and filed clients' applications.
- Utilized critical thinking skills to analyze complex client situations and make informed recommendations for appropriate services and support.
- Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.
- Supported team members through collaborative problem-solving, leading to enhanced productivity and overall workplace morale.
- Trained and supervised new intake staff to deliver high-quality client care.
- Increased community engagement by organizing outreach events and coordinating with local organizations.
- Completed client utility assistance applications efficiently and within a timely manner, while prioritizing those in crisis.
Senior Tax Specialist
Andrade's Speedy Income Taxes
Los Angeles, CA
01.2016 - 04.2025
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Developed and implemented strategic plans to drive business growth and market expansion initiatives.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Developed strong relationships with clients through proactive outreach and regular check-ins on progress and satisfaction.
- Reviewed financial documents for accuracy and compliance with IRS and State regulations.
- Accurately prepared and filed individual and small business federal and state tax returns.
- Provided tax advice and guidance to clients based on their specific financial needs.
Client Service Representative/Senior Tax Advisor
H&R Block
Los Angeles, CA
12.2006 - 05.2022
- Managed client scheduling and triaged tax-related inquiries to appropriate consultants,enhancing customer satisfaction and maximizing efficiency.
- Managed client accounts, maintaining up-to-date records and documentation.
- Resolved client concerns efficiently, enhancing overall satisfaction levels.
- Provided training to new staff on company policies and client service protocols.
- Assisted clients in understanding tax obligations and deductions applicable to their situations.
- Accurately completed and filed individual small business federal and state tax returns in compliance with tax regulations.
Education
High School Diploma -
LACOE
Lancaster, CA04-2019
Skills
- Bilingual in Spanish and English
- Clerical Support
- Microsoft Outlook
- Microsoft Excel
- Microsoft Word
- Computer Networking
- Application Assessment
- Data entry
- Intake assessment
- Compassionate communication
- Critical thinking skills
- Case File Management
- Time Management
- Reading comprehension
- Non Profit Experience
- Research and analysis
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
LIHEAP Intake Specialist
Maravilla Foundation
05.2022 - Current
Senior Tax Specialist
Andrade's Speedy Income Taxes
01.2016 - 04.2025
Client Service Representative/Senior Tax Advisor
H&R Block
12.2006 - 05.2022
High School Diploma -
LACOE