Estefania Deniz Andrade
Tillamook,OR
Summary
Bilingual and skilled in rapid data entry. Committed to delivering exceptional customer service. Experienced with maintaining accurate and organized records. Utilizes strong attention to detail and organizational skills to ensure data integrity. Knowledge of compliance standards and best practices in records management.
Overview
10
10
years of professional experience
Work History
Teller
TLC Fibre Federal Credit Union
09.2020 - 08.2021
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Processed customer transactions promptly, minimizing wait times.
- Maintained friendly and professional customer interactions.
- Calculated fees due, interest and change for customer transactions.
- Received loan and utility payments, sending funds to correct destinations.
- Executed wire transfers, stop payments and account transfers.
- Handled various accounting transactions.
- Assisted customers with compromised debit cards and issued new credentials.
- Audited fellow teller currency to contribute to dual-control procedures.
Cashier
Tacos La Providencia
01.2016 - 12.2021
- Operated cash register for cash, check and credit card transactions
- Counted cash in register drawer at beginning and end of shift
- Checked prices for customers and processed items sold
- Handled customer requests
- Took orders and calculated prices of various food items
- Received cash and gave change
Dental Assistant Intern
The Smile Studio
01.2018 - 02.2018
- Kept work areas clean, sanitized and organized to minimize infection risk.
- Cleaned and sanitized dental tools and equipment, straightened treatment rooms and restocked supplies to prep for next patient and maintain health and safety practices.
- Assisted dentists, hygienists and other personnel by handing appropriate tools and supplies needed for procedures.
- Prepared dental rooms and materials.
- Sterilized rooms and prepped equipment and instruments for 5-7 procedures daily.
- Assisted in language communication barriers within dental technician and patients.
Tax Accountant
Hurliman CPA
03.2022 - Current
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Reduced client tax liabilities through diligent research and application of applicable tax laws.
- Assisted clients in understanding complex tax concepts, explaining implications of various financial decisions.
- Ensured compliance with federal, state, and local tax requirements by researching relevant legislation and applying necessary adjustments to client accounts as needed.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Successfully resolved IRS disputes by gathering supporting documentation and effectively communicating with government officials.
- Assisted clients in resolving IRS notices and audits.
- Collaborated with financial advisors and attorneys to develop integrated tax planning strategies for individuals.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Experience with Quickbooks online and Quickbooks Desktop for business tax returns.
- Use of Excel to prepare financial records.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
Education
High School Diploma -
Tillamook High School
Tillamook, OR05.2018
Pacific University
Forest Grove, ORSkills
- Customer Relationship Development
- Rapid Data Entry Skills
- Bilingual
- Excel
- Microsoft Word
- Tax Preparation/Tax Law Experience
- Time Management Skills
- Cleanliness and Organization
- Cash Drawer Management
- Credit Card Processing
- Customer Assistance
- Cash Handling
Timeline
Tax Accountant
Hurliman CPA
03.2022 - Current
Teller
TLC Fibre Federal Credit Union
09.2020 - 08.2021
Dental Assistant Intern
The Smile Studio
01.2018 - 02.2018
Cashier
Tacos La Providencia
01.2016 - 12.2021
High School Diploma -
Tillamook High School
Pacific University
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