Overview
Work History
Education
Timeline
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Carrie Nicole Betancourt

Phoenix,AZ

Overview

11
11
years of professional experience

Work History

Tax Expert

Intuit Lacerte
11.2024 - 03.2025
  • 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
06.2023 - 08.2023
  • 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
01.2021 - 01.2023
  • 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
06.2021 - 08.2021
  • Insurance sales agent contact potential customers and sell one or more types of insurance make sure the transfer is complete

Scanner

UPS Warehouse
01.2020 - 01.2021
  • Receive shipments, unloading and sorting according to product type and scanning all barcodes into system before stocking
  • 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
01.2014 - 01.2016
  • 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

Timeline

Tax Expert

Intuit Lacerte
11.2024 - 03.2025

Case Manager

TEK Systems
06.2023 - 08.2023

Mortgage Insurance Agent

Conversion Kings LLC
06.2021 - 08.2021

Customer Service Representative

Conduent
01.2021 - 01.2023

Scanner

UPS Warehouse
01.2020 - 01.2021

Beauty Advisor

Walgreens
01.2014 - 01.2016

Medical Assistant -

Brookline College

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Carrie Nicole Betancourt