Carrie Nicole Betancourt
Phoenix,AZ
Overview
11
11
years of professional experience
Work History
Tax Expert
Intuit Lacerte
Phoenix, AZ
2024.11 - Current
- Responded to state and federal tax notices by preparing written responses or tax return amendments. Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns. Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
Case Manager
TEK Systems
2023.06 - 2023.08
- Review cases and application from tenant for rental assistance
- Review documentation that supports tenants proof of information, lease agreement, landlord statements, receipt, review utility bill information of tenant if requesting assistance for utilities
- Programs used for each case are PowerBi for information qualifications for landlord and tenant, Jurisdiction for address location
Customer Service Representative
Conduent
2021.01 - 2023.01
- Answer customer phone calls and provide them with the information that they request
- Input data and navigate from system to system while on calls
Mortgage Insurance Agent
Conversion Kings LLC
2021.06 - 2021.08
- Insurance sales agent contact potential customers and sell one or more types of insurance make sure the transfer is complete
Scanner
UPS Warehouse
2020.01 - 2021.01
- Receive shipments, unloading and sorting according to product type and scanning all barcodes into system before stocking
- Transport products to proper storage area using pallet jack
- Dispose of any damaged material and immediately report to warehouse manage
- Ensure safety of all warehouse employees by carefully moving heavy materials, identifying and reporting hazards and attending weekly safety meetings
Beauty Advisor
Walgreens
2014.01 - 2016.01
- Provides customers with courteous, friendly, fast, and efficient cosmetic service and information and maintains department records, inventories and appearance
- Models and delivers a distinctive and delightful customer experience
- Assists in other store functions, as requested (e
- G., assisting customers at the register, maintaining other departments)
Education
Medical Assistant -
Brookline College
01.2010
Skills
- Customer service
- Case management
- Tax preparation
- Customer support
Timeline
Tax Expert
Intuit Lacerte
2024.11 - Current
Case Manager
TEK Systems
2023.06 - 2023.08
Mortgage Insurance Agent
Conversion Kings LLC
2021.06 - 2021.08
Customer Service Representative
Conduent
2021.01 - 2023.01
Scanner
UPS Warehouse
2020.01 - 2021.01
Beauty Advisor
Walgreens
2014.01 - 2016.01
Medical Assistant -
Brookline College