Summary
Overview
Work History
Education
Skills
Timeline
Additional Information
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Colleen Perez

Westminster,CO

Summary

Results-driven case management professional with track record of effective client advocacy and support. Experienced in conducting thorough assessments and creating individualized care plans to meet client needs. Collaborates seamlessly with multidisciplinary teams and adapts to dynamic situations to ensure optimal client outcomes. Professional with strong background in case management, prepared to make significant impact. Proven ability to collaborate with teams and adapt to changing needs. Skilled in client assessment, resource coordination, and crisis intervention. Reliable and results-focused, with commitment to achieving positive outcomes.

Overview

21
21
years of professional experience

Work History

Case Manager

Capstone Tax Consulting Inc
08.2022 - Current
  • Opening, monitoring, and completing assigned cases which can be 60-140 cases at a time.
  • Open case files for each client which includes contacting the federal and state tax agencies to get account details and if case is assigned revenue officer contact. Requesting documentation for each client based on agency type and tax liability owed.
  • Conducted thorough assessments to identify client needs and recommend appropriate services.
  • Monitored client progress, adjusting interventions to meet evolving needs effectively.
  • Assist Senior Associates with gathering client documentation, filing appeals, manage deadlines, sending installment agreement requests for each client with full financial analysis.
  • When client is in the appropriate agreement, monitor the case by calling agency and requesting penalty abatements.

Paralegal Assistant

Phoenix Financial Group
03.2018 - Current
  • I am a paralegal assistant that works with an enrolled agent. I handle contacting clients, contacting the internal revenue service. I get the clients balances and missing returns. I assist with timelines set by the IRS, go through financial documents, analyze finances to see what clients can afford to pay monthly to the IRS, organize the documents, and propose an installment agreement. I correspond with the revenue officers and clients, request Taxpayer Advocate Assistance when necessary. I handle the complicated files that have multiple businesses, have high dollar limits, have more than 2 parts, and the cases of fraud.

Administrative Assistant II

BANK OF AMERICA
08.2004 - 09.2009
  • Excelled in role requiring the ability to handle a variety of customer service and administrative tasks for the Vice President of Training in Chandler Arizona.
  • Demonstrated proficiencies in telephone and front-desk reception within a high-volume environment. Researched and rapidly solved problems completed all administrative tasks which included expense reports, travel arrangements, and planning and completing all employee moves.
  • Working with all employees to train them on using their equipment, getting all desks set up with phone, computer, and all supplies.
  • Assisted the completion and upkeep of company database and all files. Assisted in organizing personnel, financial and operational records.
  • Consistently praised by management for the quality and timeliness of reports, attention to detail, exemplary customer service delivery and team-player attitude.

Education

AS - Business in Business

COLORADO INSTITUTE OF ART
01.1996

Skills

  • Customer service (5 years)
  • Database (5 years)
  • RECEPTIONIST (5 years)
  • RETAIL SALES (5 years)
  • Telephone (5 years)
  • Paralegal (1 year)
  • Case management
  • Problem-solving
  • Time management
  • Case documentation

Timeline

Case Manager

Capstone Tax Consulting Inc
08.2022 - Current

Paralegal Assistant

Phoenix Financial Group
03.2018 - Current

Administrative Assistant II

BANK OF AMERICA
08.2004 - 09.2009

AS - Business in Business

COLORADO INSTITUTE OF ART

Additional Information

  • KEY SKILLS
  • Office Skills: Telephone & Front Desk Reception
  • Customer Service
  • Filing Database & Records Management
  • Executive & Administrative Support
  • Reports & Spreadsheets
  • Employee Training
  • Computer Skills: Word
  • Excel
  • PowerPoint
  • Outlook
  • Windows

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Colleen Perez