Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Utilities Specialist
Essex
01.2022 - Current
Responsible for retaining income tax information
Pulling reports for each property
Conduct general billing inquiries
Correct billing errors
Consult with tech support
Build rapport utilizing effective questions with customers
Budget Report
Disposition/Acquisition for property sales
Audit billing for properties
Managed time efficiently in order to complete all tasks within deadlines
Demonstrated respect, friendliness and willingness to help wherever needed
Organized and detail-oriented with strong work ethic
Used critical thinking to break down problems, evaluate solutions and make decisions
Developed and maintained courteous and effective working relationships
Identified issues, analyzed information and provided solutions to problems
Tax Associate
H&R Block
11.2022 - 04.2023
Conduct face-to-face tax interviews with clients
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide IRS audit support
Support office priorities through teamwork and collaboration
Completed and filed returns with tax departments at local, state, and federal levels
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
Reviewed and analyzed client data and accurately prepared income tax returns and tax research
Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation
Analyzed financial records to verify accuracy of tax returns
Prepared tax returns for clients in various industries according to government regulations and requirements
Billing Coordinator
Essex
09.2020 - 12.2021
Responsible for retaining income tax information
Pulling reports for each property
Conduct general billing inquires
Correct billing errors
Consult with tech support
Build rapport utilizing effective questions with customers
Turning utilities on and off
Dispositions for property sales
Contracts for tenants
Audit billing for properties
Oversaw daily operations for billing department handling payments monthly
Identified, researched, and resolved billing variances to maintain system accuracy and currency
Organized accounts for financial audits and supported audit process
Reviewed and reconciled customer accounts to manage accuracy of payments
Administrative Assistant
AppleOne, Essex
01.2020 - 09.2020
Responsible for retaining income tax information
Pulling reports for each property
Conduct general billing inquires
Correct billing errors
Consult with tech support
Build rapport utilizing effective questions with customers
Turning utilities on and off
Dispositions for property sales
Contracts for tenants
Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data
Assistant PM
Covenant Management
02.2005 - 09.2020
Prepare and send all outgoing mail and packages including certified, overnight, and special deliveries
Handle accounts payable & receivable
Work with vendors
Handle lease administrative duties
Show units to potential prospects
Prepare rental agreements
Collect rent from tents
3 day and 30-day notices
Resource Assistant
AppleOne
11.2019 - 12.2019
Assist in non-employee data entry hire to term
Research any issues and missing information prior to input into Lawson
Assist with HRIS mailbox maintenance and phones for non-employee related issues/tickets
Manages Non-Employee Service Center tickets in ServiceNow
Assist with other task as assigned to help with team as needed i.e., data clean-up identified for Lawson
Collaborates with other teams as necessary when auditing non-employee data to ensure data is clean and identify any issues
Independently research issues, compiling information and data to assist with issues
Distributes and disseminates information within department and/or unit
Formats and types of correspondence, documents, memos, reports, meeting minutes and/or presentations materials
Scans or makes copies of correspondence or other printed materials and compiles basic reports
Replenishes and orders office supplies, may arrange for equipment maintenance
May assist with expense reports, monitoring budget, and/or tracking invoice payments
May act as or support Staff Development Advisory Network (SDAN), Safety Representative and/or Kronos editor department and or unit.
Facilities Assistant
T.H.E. Health & Wellness Center
06.2018 - 11.2019
Prepare and send all outgoing mail and packages including certified, overnight and special deliveries
Manage different task in department (staff, training, and contractors)
Make sure all certifications and registration are up to date
Send out memos to staff as needed
Complete deadlines with work orders and projects
Maintain confidentiality information with patients and Human Resources
Take minutes during meetings
Prepare monthly EOC reports for staff meetings
Payroll
Work closely with COO on projects (Joint Commission, Site Visits and Audits)
Make sure staff have Blood-borne Pathogens for Healthcare, and DOT Regulated Medical Waste
Place PO’s
Keep track of inventory for Facilities and Medical
Built relationships with vendors and contractors to support timely and cost-effective services
Scheduled, coordinated and supervised all facility-related tasks and activities to monitor performance
Conducted regular facility inspections to identify repair needs or improvements
Provided support and services related to mail and deliveries
Updated tracking system monitoring facilities-related materials, supplies and equipment
Negotiated with vendors to secure cost-effective pricing and terms for facility-related services and supplies
Wellness Coordinator
The Joint Chiropractic
08.2017 - 02.2018
Execute all The Joint Chiropractor’s Standard Operating Procedures
Complete transactions using point of sale software and update all patient’s information
Marketing/sales to attract new patients into the clinic
Educate patients on wellness offering and services
Professional Customer Service
Manage Calendar for payment adjustment and follow-up appointments
Collected and tracked information about participation and outcomes of individual programs
Build productive relationships with vendors and on-site providers
Foreign AirMail Clerk
United States Postal Service
07.2011 - 04.2017
Expedite International Parcels in a fast-paced environment, operating highly effective Global Business System to meet all daily, weekly and monthly goals
Maintain on time processing and dispatching of over 250,000 parcels daily through multiple ground and air carriers WorldWide, following restricted FAA and OSHA guidelines
Train, coach and assist with development of new team members