CHASE DILLON
Santa Ana,California
Summary
Knowledgeable and dedicated customer service professional with extensive experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
14
14
years of professional experience
Work History
Enrollment Specialist
City Tax
07.2025 - Current
- Guide prospective clients through the enrollment process using a consultative sales approach.
- Build trust and rapport while identifying client needs and recommending appropriate tax relief solutions.
- Manage client relationships from initial consultation through enrollment and funding.
- Process loan and financing applications accurately while maintaining compliance.
- Handle inbound and outbound client communications, resolving objections and improving conversion opportunities.
- Utilize CRM systems to manage pipelines, follow-ups, and customer documentation.
- Selected by the CFO to redesign the company’s compliance summary form, improving workflow efficiency and accuracy.
Compliance Specialist
Guardian Tax
12.2022 - 07.2025
- Collaborated with sales representatives to ensure smooth client onboarding.
- Analyzed financial and IRS information to identify client solutions and support successful enrollments.
- Explained complex tax information in an easy-to-understand manner, increasing client confidence.
- Managed large client portfolios while maintaining exceptional service standards.
- Created detailed reports that supported sales and negotiation strategies.
Quality Assurance Representative
Alleviate Financial Solutions
09.2021 - 11.2022
- Strengthened customer confidence by clearly explaining financial programs and available solutions.
- Helped improve client retention through exceptional communication and education.
- Built rapport with clients while addressing concerns and overcoming objections.
- Ensured a positive customer experience throughout the enrollment process.
- Maintained quality standards while supporting company revenue goals.
Tanning Consultant/Key Holder
Palm Beach Tan
02.2020 - 02.2021
- Consistently recommended tanning packages, memberships, and retail products based on customer needs.
- Built long-term customer relationships that encouraged repeat business and membership renewals.
- Exceeded customer service expectations in a fast-paced retail sales environment.
- Assisted with daily sales goals through personalized product recommendations and upselling.
- Trained new team members on sales techniques, customer engagement, and product knowledge.
Ticket Representative
The Laguna Playhouse
12.2012 - 08.2019
- Sold event tickets and premium seating while providing exceptional customer service.
- Recommended performances and special events based on customer interests.
- Processed high-volume transactions accurately while maintaining a positive guest experience.
- Built rapport with patrons, encouraging repeat attendance and loyalty.
Education
Advanced High School Diploma -
Stone Bridge High School
Ashburn, VA06-2010
Skills
- Data Entry
- Bartending
- Sales
- Retail Sales
- POS
- Communications
- Excellent phone demeanor
- Client relationship building
- Quality Assurance
- Microsoft Office
- English
- Microsoft Excel
- Exceptional communication
- Documentation management
- Customer service expertise
Timeline
Enrollment Specialist
City Tax
07.2025 - Current
Compliance Specialist
Guardian Tax
12.2022 - 07.2025
Quality Assurance Representative
Alleviate Financial Solutions
09.2021 - 11.2022
Tanning Consultant/Key Holder
Palm Beach Tan
02.2020 - 02.2021
Ticket Representative
The Laguna Playhouse
12.2012 - 08.2019
Advanced High School Diploma -
Stone Bridge High School