ASHLEY ESCOBAR
New York State Department of Taxation and Finance
Albany,NY
16
years of professional experience
Experienced professional with a strong background in banking, financial services, and management. Skilled in account research, case resolution, financial documentation, and sound decision-making within regulated environments. Currently pursuing a bachelor's degree in accounting, with a focus on financial investigations and forensic accounting.
Work History
Taxpayer Services Specialist 1
1 Year- Handle high-volume taxpayer interactions by researching account histories, liabilities, payments, filings, notices, and prior activity to resolve complex inquiries.
- Analyze account information and articulate complex tax and collection matters to taxpayers and representatives, ensuring clarity in guidance on resolution options.
- Conduct delinquent collection casework, ensuring timely payment recovery and adherence to established procedures.
- Execute authorized collection actions, including levies and income executions, in compliance with New York State policies.
- Maintain meticulous case record maintenance, documenting taxpayer communications, account research, financial information, payment arrangements, case developments, and actions taken.
- Safeguard sensitive taxpayer and financial information with a focus on accuracy and confidentiality.
Relationship Manager, Banking Operations
2 Years 7 Months- Developed and maintained relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Uncovered client's needs to streamline referral processes and ensured warm transfer with wealth management, business, and mortgage partners.
- Displayed strong attention to detail in all aspects of cash control operations, minimizing errors and ensuring accurate reporting.
- Managed ATM Custodianship, including cash balancing, reconciliation, replenishment, and adherence to established security and control procedures.
Regional Manager
12 Years- Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align efforts with corporate goals.
- Promoted a culture of continuous improvement through competitive sales, ongoing process reviews, employee engagement initiatives, and open channels of communication.
- Enhanced team performance by providing regular coaching, training, and performance feedback to staff members.
- Mentored and developed high-potential employees for leadership roles through individualized career development plans and opportunities for growth.
- Established and maintained operational standards such as inventory, ordering, and advertising for 3 locations.
Education
Associate of Science - Business Administration
Associate of Science - Accounting
Skills
Proficient in Microsoft Office
Risk Management
Critical Thinking
Organization
Multitasking
Fluent in Spanish
Client relationship management
Adaptive
Timeline
Taxpayer Services Specialist 1
New York State Department of Taxation and Finance
2025.09 - CurrentRead More
Relationship Manager, Banking Operations
Keybank
2022.10 - 2025.05Read More
Regional Manager
Draper Development
2010.10 - 2022.10Read More
Hudson Valley Community College
Associate of Science from Business Administration
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Empire State University
Associate of Science from Accounting
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