Eric Briggs
Sacramento,CA
Summary
- Effective communicator with culturally diverse groups of employers & consumers.
- Obtain new duties quickly, prioritize, & perform multiple tasks in a fast paced environment.
- Ability to analyze complex situations accurately & adopt an effective course of action.
- Team player with strong communication & interpersonal skills.
- Maximize consumer satisfaction using excellent problem solving & negotiation skills.
- Proficiency using Microsoft Word, Excel, PowerPoint, & Outlook.
- Ability to communicate effectively both written & orally & adapt to change.
- Self starter eager to learn more.
Overview
21
21
years of professional experience
Work History
HOME LOAN SPECIALIST 1
Private National Mortgage Company
01.2020 - 07.2022
- Demonstrating behaviors which are aligned with organization's desired culture/values.
- Fostered positive work environment by collaborating with team members and contributing to productive atmosphere.
- Streamlined loan application procedures for smoother client experiences and faster approvals.
- Increased customer satisfaction by providing expert guidance on home loan products and processes.
- Conducted thorough reviews of loan files, identifying potential issues early in process to avoid delays.
- Managed multiple loans simultaneously while maintaining high levels of organization and attention to detail.
TAX TECHNICIAN
Franchise Tax Board
12.2009 - 01.2020
- Respond to taxpayers via phone and correspondence to educate on State of California's intent to offset federal refunds received to expedite delinquent balances
- Educate taxpayers of CA business laws & policies to understand their liabilities & obligations, preventing future delinquencies, & consequences of non-compliance
- Review, research and analyze complex accounts using Franchise Tax Board systems for personal income tax and business entities compliance
- Allocate federal payments utilizing state and federal systems for complex account resolution
- Prepare analytical reports thru Microsoft Excel to assist with yearly fiscal earnings and budget analysis for Federal Treasury Offset Program
- Subject matter expert with assistance of retrieving, configuration and completion of data spreadsheets and analytical reports outlining federal funds allocation
- Responsible for requesting and evaluation of financial statements to evaluate ability to pay and hardship requests in order to achieve financial compliance.
- Maintained up-to-date knowledge of changing tax laws, ensuring accurate and compliant filing practices.
CUSTOMER SERVICE REPRESENTATIVE
HealthNet Federal Service
08.2008 - 11.2009
- Utilized excellent customer service skills to explain benefits coverage, TRICARE benefits, cost-share & deductible comparison, referrals, authorizations, & claims input
- Communicated with military personnel & their beneficiaries via correspondence
- Utilized strong computer skills in MS Word, MS Excel & company programs.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Streamlined call center processes for improved efficiency and reduced wait times.
SENIOR OFFICE ASSISTANT
Department of Health/Human Services
02.2008 - 07.2008
- Responded to patients & providers via call center & correspondence
- Analyzed & processed incoming referrals for clinical assistance
- Confirmed patient appointments via phone & correspondence
- Used organization & time management skills to prioritize assigned case loads to meet deadlines
- Worked independently & collaboratively in team environment to provide support assistance to registered nurses & multiple medical clinics
- Provided skills training for new employees.
- Monitored and tracked budgets and expenses
- Enhanced team productivity by providing administrative support, including scheduling, travel coordination, and meeting preparation
STUDENT ASSISTANT
Department of Health Services
06.2001 - 01.2005
- Responded via call center and correspondence to process enrollment applications through Medi-Cal system and documentation for legal purposes
- Explained company policies & procedures to potential candidates
- Provided excellent customer service to consumers with no medical coverage to ensure highest customer satisfaction
- Produced new methods to document and input application processing, screening, funding, and separation of applicants
- Work with Microsoft Access, Microsoft Word and Excel Spreadsheet.
- Enhanced office efficiency by organizing and maintaining files, records, and resources.
Education
Associate of Arts - Communications
Cosumnes River College
Sacramento, CA05.2005
Skills
- Teamwork and Collaboration
- Excellent Communication
- Data Entry
References
- MARQUES CAMERON, Cameron Consulting, LLC, (206) 399-2759
- TIFFANY FULLUM, Mercury Insurance, LLC, (415) 571-1194
- JAVONE TAVARES, State of California, Franchise Tax Board, (916) 845-5456
Timeline
HOME LOAN SPECIALIST 1
Private National Mortgage Company
01.2020 - 07.2022
TAX TECHNICIAN
Franchise Tax Board
12.2009 - 01.2020
CUSTOMER SERVICE REPRESENTATIVE
HealthNet Federal Service
08.2008 - 11.2009
SENIOR OFFICE ASSISTANT
Department of Health/Human Services
02.2008 - 07.2008
STUDENT ASSISTANT
Department of Health Services
06.2001 - 01.2005
Associate of Arts - Communications
Cosumnes River College
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