Hector Cazares
Sacramento,Ca
Summary
Can do attitude, charismatic, well developed interpersonal skills, strong work ethic, leadership, demonstrate initiative, reliable, patient, flexible, thrive in working independently, sound decision making, team player, self motivated. Attention to detail,Financial analysis,Financial reporting. Time management,problem solving.
Overview
8
8
years of professional experience
Work History
Tax Technician
State Of California Franchise Tax Board
10.2020 - Current
- Provide outstanding civil service to taxpayers by providing financial summaries and reviewing bank statements for installment agreements, audits tax returns for discrepancies and accuracy, review and submit tax returns for personal and corporate income tax returns for sales tax and income tax, maintain accurate records for payments towards balance due, review tax laws with tax payers, provide end of day records for payments and various other analytics
- Explain the basis for liabilities; initiate action to secure and evaluate financial statements, and recommend payment arrangement plans; issue assessments for missing years; recommend discharge from accountability; and follow up to assure final resolution
- For special procedures, prepare, adjust, amend, or withdraw bankruptcy or probate claims and respond to verbal and written correspondence regarding objections to and rejection of bankruptcy claims
- For Call Center or Public Counter functions in Collection, Audit, and Filing Programs: communicate with taxpayers via incoming phone calls or directly in person to advise and explain various provisions of laws and regulations administered by the Department and other various duties.
- Audited client financial records to determine tax liability.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Leveraged ARCS, spreadsheets and databases to provide supporting documentation for schedules and journal entries.
- Prepared simple to moderate state tax-related financial statement calculations, entries and disclosures.
Call Center Representative
Sacramento Credit Union
08.2020 - 10.2020
- Provided exceptional member service including, efficient and accurate transaction processing in a call center environment , account for all monies collected, opened accounts and answered member inquiries regarding loans, interest rates
- Also, provided appropriate departmental forms and applications and informational material
- Inspected checks and documents for authenticity as well as signatures, and completeness of information
- Audited the work of counter tellers and prepared daily reports and prepared deposits while also assisted with correspondence and also performed other related technical and clerical duties.
- Placed outbound customer service or customer satisfaction calls to follow up on issues.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Banker Team Lead
Yolo Federal Credit Union
09.2019 - 08.2020
- Promoted available products and services to customers during service, account management, and order calls.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Managed payroll operations for team of 4 employees.
- Collaborated with purchasing department to reconcile vendor invoices and facilitate payments.
- Collected and reported monthly expense variances and explanations.
- Prepared working papers, reports and supporting documentation for audit findings.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
- Organized and prioritized workflow with daily planning and team performance assessments.
Participant Services Representative
Newport Group Financial
01.2018 - 01.2019
- Handled day-to-day accounting processes to drive financial accuracy.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Gathered financial information, prepared documents, and closed books.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Recommended specific investments to help clients meet financial goals.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Member Service Representative II
Golden One Credit Union
05.2015 - 04.2017
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Educated and engaged customers with new bank products and services.
- Responded to customer calls and emails to answer questions about products and services.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Maintained accurate records of customer transactions in line with bank procedures.
- Monitored and reported suspicious activity in line with bank security policies.
- Assisted with training of new tellers on policies and procedures.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
Education
High School Diploma -
Grant Union High School
Sacramento, CA06.2010
No Degree - Business Economics
American River College
Sacramento, CASkills
- Microsoft office(Excel, Word, PowerPoint), can
- Attention to Detail
- Recordkeeping Skills
- Finance
- Month-End Documentation
- Financial Statements Expertise
- Report Preparation
- Office Operations
- Variance Analysis
- Risk Reduction
- Customer Satisfaction
- Oral Presentations
Languages
Spanish
Native or Bilingual
Timeline
Tax Technician
State Of California Franchise Tax Board
10.2020 - Current
Call Center Representative
Sacramento Credit Union
08.2020 - 10.2020
Banker Team Lead
Yolo Federal Credit Union
09.2019 - 08.2020
Participant Services Representative
Newport Group Financial
01.2018 - 01.2019
Member Service Representative II
Golden One Credit Union
05.2015 - 04.2017
High School Diploma -
Grant Union High School
No Degree - Business Economics
American River College
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