Summary
Overview
Work History
Education
Skills
Timeline

Falon Garcia

Riverside,California

Summary

  • Authorized to work in the US for any employer
  • Knowledgeable in overseeing all paperwork for tax preparation. Adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities.
  • Focused conducting face-to-face tax interviews. Proficient in customer service best practices and related options.
  • Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
  • Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills.
  • Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty..
  • Proficient in using independent decision-making skills and sound judgment to positively impact company success.
  • Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
  • Uses independent decision-making skills and sound judgment to positively impact company success..
  • Ability to handle multiple projects simultaneously with a high degree of accuracy.
  • Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
  • Willingness to take on added responsibilities to meet team goals.

Overview

28
28
years of professional experience

Work History

Tax Preparer

H&R Block
01.2022 - Current
  • Prepared written responses or tax return amendments to resolve state and federal notices
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • 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.
  • Offered clients recommendations to reduce tax liabilities.
  • Assessed client tax situations to determine best filing options.
  • Maintained compliance by adhering to current tax laws and regulations.

Office Administrator

Hacienda Sign Company
01.2011 - Current
  • Interacted with customers by phone, email or in-person to provide information.
  • Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
  • Coordinated communications, financial processing, registration, recordkeeping and other administrative functions.
  • Kept accounts and records current by actively pursuing error resolutions and independently correcting problems.

Customer Service Representative

H&R Block
01.2019 - 04.2021
  • Customer service representative takes care of clients before and after meeting with tax preparer.
  • Schedule appointments
  • Taking care of multiple 4+ line phone
  • Taking payments from clients
  • Organizations paperwork
  • Training new customer service reps.
  • Offered advice and assistance to customers, paying attention to special needs or wants
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints
  • Utilized customer service software to manage interactions and track customer satisfaction
  • Processed customer service orders promptly to increase customer satisfaction
  • Investigated and resolved accounting, service and delivery concerns
  • Cross-trained and backed up other customer service managers
  • Responded to customer requests for products, services, and company information
  • Answered constant flow of customer calls with minimal wait times
  • Updated account information to maintain customer records
  • Answered customer telephone calls promptly to avoid on-hold wait times

Transaction Coordinator

Andrew Villalobos Coldwell Banker Residental Brokers
06.2019 - 01.2020
  • Assisting the real estate agent by performing administrative duties during each stage of the transaction from contract to closing
  • Duties included: Opening escrow, Coordinating inspections, repair negotiations, and completion of repairs.
  • Evaluated and negotiated contracts to procure favorable financial terms

Receptionist Assistant

Broadview Mortgage
01.2011 - 07.2011
  • Maintained order and cleanliness of reception area for professional and inviting atmosphere.
  • Managed multi-line telephone system and greeted claimants during office visits.
  • Prepared, collected and distributed outgoing and incoming mail and packages.
  • Greeted numerous visitors, vendors and interview candidates.
  • Organized electronic and hard copy filing systems for easy retrieval of documents and information.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients and updated client records.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Answered central telephone system and directed calls accordingly.
  • Responded to inquiries from callers seeking information.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Scheduled and confirmed appointments and meetings for senior management team.
  • Sorted, received and distributed mail correspondence between departments and personnel.
  • Directed incoming calls to internal personnel and departments, routing to best-qualified department.

Front Office Clerk

Ayers Construction Company
04.2006 - 11.2007
  • Maintained clean reception area to promote positive, professional environment for clients.
  • Reviewed and streamlined digital file systems to reduce usage errors.
  • Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
  • Completed patient check-in processes by verifying insurance and submitting forms to nursing team.
  • Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs.
  • Directed phone inquiries, answered customer questions and scheduled appointments.
  • Responded to inquiries from callers seeking information.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Ordered and distributed office supplies while adhering to fixed office budget.

School Tutor

Riverside Unified Scholl District
09.2000 - 06.2002
  • Collaborated with students to complete homework assignments, identify lagging skills and correct weaknesses.
  • Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
  • Supported students with helpful study habits and exam strategies.
  • Provided homework assistance using specific curriculum and materials.
  • Assessed students' progress throughout tutoring sessions and adjusted instructional methods and content focus.

Office Clerk

Craig And Karen Turner
03.2000 - 03.2002
  • Interacted with customers by phone, email or in-person to provide information.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Responded to inquiries from callers seeking information.
  • Maintained organized files and stocked supplies to support team needs and maximize performance.

Office Clerk

Lexus Of Riverside
06.1995 - 06.1998
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Maintained organized files and stocked supplies to support team needs and maximize performance.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Helped staff complete special projects by organizing documentation and supplies to handle forecasted demands.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Prepared packages for shipment, pickup and courier services for prompt delivery to customers.

Education

Bachelor of Science - Human Resources

University of Phoenix-Online Campus, Riverside, CA
11.2014

Associate's degree - Medical Administration

University of Phoenix-Online, Riverside, CA
06.2012

Skills

  • Microsoft Office
  • Marketing
  • Human Resources
  • Data Entry
  • Scheduling
  • Tax experience
  • Communication skills
  • Organizational Skills
  • Customer service
  • Administrative Assistant
  • Verbal Communication
  • Local, State and Federal Tax Returns
  • Due Diligence
  • Filing System Management
  • Clerical Support
  • Data Inputting

Timeline

Tax Preparer - H&R Block
01.2022 - Current
Transaction Coordinator - Andrew Villalobos Coldwell Banker Residental Brokers
06.2019 - 01.2020
Customer Service Representative - H&R Block
01.2019 - 04.2021
Office Administrator - Hacienda Sign Company
01.2011 - Current
Receptionist Assistant - Broadview Mortgage
01.2011 - 07.2011
Front Office Clerk - Ayers Construction Company
04.2006 - 11.2007
School Tutor - Riverside Unified Scholl District
09.2000 - 06.2002
Office Clerk - Craig And Karen Turner
03.2000 - 03.2002
Office Clerk - Lexus Of Riverside
06.1995 - 06.1998
University of Phoenix-Online Campus - Bachelor of Science, Human Resources
University of Phoenix-Online - Associate's degree, Medical Administration

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Falon Garcia