Summary
Overview
Work History
Education
Skills
Timeline
Generic

Elizabeth Daddona

Olympia,WA

Summary

Hardworking and focused Administrative professional offering excellent communication, planning and prioritization skills demonstrated through 10 years of performance. Experienced in data entry, preparation of technical reports and invoices to assist and support company personnel, superior time management skills, with strong organizational and interpersonal skills to deliver outstanding administrative support. Skilled at business correspondence, managing mail and updating tracking spreadsheets. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths.

Overview

10
10
years of professional experience

Work History

Tax Professional

H&R Block
Lacey, WA
12.2020 - Current
  • Skilled at working independently and collaboratively in a team environment
  • Self-motivated, with a strong sense of personal responsibility
  • Proven ability to learn quickly and adapt to new situations
  • Worked effectively in fast-paced environments
  • Completed and filed returns with tax departments at local, state, and federal levels
  • Maintained complete records of client tax returns and supporting documentation in secured areas
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities
  • Provided information about available products and services to clients, resulting in increased business opportunities
  • Offered clients recommendations to reduce tax liabilities

Associate Team Lead

H&R Block
12.2021 - 04.2023
  • Built strong relationships with customers through positive attitude and attentive response
  • Worked with team to identify areas of improvement and devised solutions based on findings
  • Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards
  • Supervised team members to confirm compliance with set procedures and quality requirements
  • Established open and professional relationships with team members to achieve quick resolutions for various issues
  • Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service
  • Promoted high standards through personal example to help each member understand expected behaviors and standards
  • Evaluated customer needs and feedback to drive product and service improvements
  • Generated reports detailing findings and recommendations

Customer Service Professional

H&R Block
12.2018 - 04.2021
  • Assisted customers by answering questions and responding to inquiries.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Responded to customer calls and emails to answer questions about products and services.
  • Maintained and managed 1200 customer files and databases.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Reached out to customers after completed sales to suggest additional service or product purchases.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Updated account information to maintain customer records.

Supervisor

Korean Women’s assocation
Lacey, WA
01.2014 - 01.2015
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows
  • Handled customer complaints, resolved issues, and adjusted policies to meet changing needs
  • Evaluated employee performance and coached and trained to improve weak areas
  • Maintained compliance with company policies, objectives, and communication goals
  • Enforced rules and regulations outlined in company manual to set forth expectations comprehensibly and consistently
  • Created successful work schedules for each team member to maintain deadlines and fully staff shifts
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues
  • Collected, arranged, and input information into database system

Education

Associate of Applied Science - Medical Assisting

South Puget Sound Community College
Olympia, WA
06.2018

Provider level CPR certification -

National CPR Foundation
Online
06.2020

Skills

  • EPIC (EMR) Experience
  • Management
  • Supervised up to 72 personnel at one time, participated in hiring of staff, responsible for training of new staff, completed payroll, management of confidential records, created staff schedules, HIPAA compliant communication, generated office reports, advocated for staff and clients, handled staff and client complaints and escalations
  • Administrative skills
  • Operation of multi-line phones, processed client payments, opened and closed POS, completed deposits, maintained supplies, handled confidential communications, maintained alphabetical filing system, responsible for scanning in all client documents, experienced in the following computer systems: Microsoft 365, Microsoft Teams, Work Center, Amp, Block Academy, and Outlook, accounts receivable and accounts payables, excellent typing skills (50 wpm)
  • Client Service
  • Employee Evaluation
  • Complaint resolution
  • Problem-Solving
  • Good Telephone Etiquette
  • Clerical Support
  • Critical Thinking
  • Cash Handling
  • Staff education and training

Timeline

Associate Team Lead

H&R Block
12.2021 - 04.2023

Tax Professional

H&R Block
12.2020 - Current

Customer Service Professional

H&R Block
12.2018 - 04.2021

Supervisor

Korean Women’s assocation
01.2014 - 01.2015

Associate of Applied Science - Medical Assisting

South Puget Sound Community College

Provider level CPR certification -

National CPR Foundation
Elizabeth Daddona