Edgar Ricardo Aguilar
Irvine,CA
Summary
Dynamic Junior Case Manager with a proven track record at Fresh Tax Solutions, excelling in problem-solving and case management. Successfully secured funding through grant writing and streamlined documentation processes, enhancing efficiency. Known for empathetic crisis management and effective communication, fostering strong client relationships and ensuring high satisfaction levels.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
14
14
years of professional experience
Work History
Junior Case Manager
Fresh Tax Solutions
200 E Sanpointe Santa Ana Ca 92707
09.2024 - 01.2026
- Coordinated client intake assessments to determine eligibility for tax-related services.
- Secured funding for special projects through grant writing, expanding resources available to clients.
- Managed crisis situations with empathy and professionalism, ensuring client safety and continuity of care.
- Conducted thorough assessments to identify client needs, laying groundwork for effective case management.
- Streamlined case documentation procedures, reducing processing time and increasing efficiency.
MOD
Equinox
Irvine, CA
11.2024 - 09.2025
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Excellent communication skills, both verbal and written.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Organized and detail-oriented with a strong work ethic.
- Worked flexible hours across night, weekend, and holiday shifts.
- Passionate about learning and committed to continual improvement.
CSR
Home Acceptance Corp
Anaheim
01.2015 - 09.2024
- Resolved customer inquiries efficiently, ensuring high satisfaction levels and timely issue resolution.
- Trained new staff on customer service protocols, fostering a knowledgeable and capable team environment.
- Managed escalated complaints effectively, maintaining professionalism and promoting positive customer relationships.
- Implemented best practices for handling high-volume calls, improving overall team performance and efficiency.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Customized support strategies for high-priority clients to ensure their specific needs were met.
- Negotiated solutions with dissatisfied customers, turning potential negative reviews into positive testimonials.
- Enhanced customer loyalty by offering personalized solutions tailored to individual needs.
- Led quarterly customer service meetings to review performance and set goals for improvement.
- Addressed customer inquiries to ensure satisfaction and foster positive service experience.
- Developed feedback system for customers to share their service experience, leading to actionable improvements.
- Analyzed customer feedback to identify trends, contributing to continuous improvement in service offerings.
Sales and Csr
Precise Auto Protection
Covina, CA
06.2012 - 01.2015
- Managed customer inquiries and resolved issues efficiently through effective communication and product knowledge.
- Assisted customers in selecting products that best fit their needs, enhancing overall satisfaction and loyalty.
- Trained and mentored new representatives on customer service protocols and sales techniques to improve team performance.
- Increased customer satisfaction by addressing and resolving complex issues effectively.
- Main task was to transfer calls so they became deals, but once I got promoted I became Junior Closer and only part I cud not do was to go over contract policy in case of cancelling etc.
- Reduced wait times through efficient call handling, enhancing overall customer satisfaction rates.
- Coordinated with sales team to identify cross-selling opportunities, enhancing overall revenue.
- Enhanced team morale and productivity by leading weekly motivational meetings.
- There was packages offered which consisted of different car warranties qualified for based on miles and year of car and history of usage. 3 coverages offered: Power Train Coverage, Full Coverage, and Full Comprehensive Coverage. We would do negotiations based on a tier we had to reach as well as to use our rebuttal lines to make sure sell was final and it was a valid deal.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Kept detailed records of daily activities through online customer database.
- Built diverse and consistent sales portfolio.
- Achieved or exceeded company-defined sales quotas.
Education
No Degree - Electronics
Orange Coast College
Costa Mesa, CA08-2010
Skills
- Problem-solving
- Case management
- Time management
- Case documentation
Accomplishments
I was promoted to Case Manager and got an award Ive learned more programs and how to convert big documents for peoples tax case. I am able to scan documents and review files before they can go to Case Manager. I handle custpmer service calls and make sure clients have a good experience getting assisted with concerns over the phone.
Languages
English
Native or Bilingual
Timeline
MOD
Equinox
11.2024 - 09.2025
Junior Case Manager
Fresh Tax Solutions
09.2024 - 01.2026
CSR
Home Acceptance Corp
01.2015 - 09.2024
Sales and Csr
Precise Auto Protection
06.2012 - 01.2015
No Degree - Electronics
Orange Coast College