Carrie Nicole Betancourt

• Assisting tax preparers using the intuit Lacerte program inputing tax data, requesting client file if we go over 10 minutes of reviewing, problem solving, utilizing resources provided and web browsing written responses or utilizing tax software.

• 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, PowerBi for information qualifications including landlord and tenant information Jurisdiction for address location.

• B2B inbound calls verifying clients with name, date of birth, social security, home address and phone number. Provide case information that includes Medicaid, food stamps, case status, review client information, notices sent and information received sent by client. Review received documents, made sure request information has signatures and dates.

• B2B warm outbound calls to potential clients, offering clients different mortgage insurance options, warm transfers if client proceeds with purchase.

• Receive shipments, unloading and sorting according to product type, scanning all barcodes into system before stocking and organizing into trailer. Dispose of any damaged liquid boxes, identify and reporting hazard to supervisor.