Jami Hewankorn
Polson,MT
Summary
Customer-focused financial operations and property management professional with hands-on experience in tax account review, rent collection, payment processing, reconciliation, records management, and customer service. Handles confidential financial information, resolves account discrepancies, and communicates clearly with customers and tenants while maintaining accurate records and meeting quality and timeliness standards.
Overview
6
6
years of professional experience
Work History
TAX EXAMINER TECHNICIAN
U.S. Department of the Treasury, Internal Revenue Service (IRS)
Austin, TX
01.2025 - Current
- - Process tax returns, payments, adjustments, refunds, and credit transfers in accordance with established policies and procedures.
- - Research and interpret policies, procedures, and regulations to determine appropriate actions and resolve account issues.
- - Researched and analyzed customer accounts, balances, payments, and transaction histories to accurately and efficiently resolve discrepancies, ensuring customer satisfaction.
- - Review supporting documentation and maintain complete records related to financial transactions and account activity.
- - Maintain accurate customer information and confidential financial records while following strict privacy, security, and procedural requirements.
- - Entered and updated financial and customer information in computerized systems, maintaining high accuracy to support effective account management.
- - Responded to customer inquiries via telephone and other communication channels, delivering courteous and timely service that enhanced customer experience.
- GS-6 | 40 hours/week
PROPERTY MANAGEMENT / RENT COLLECTION
[Employer Name]
Victoria, TX
03.2021 - 06.2024
- - Managed day-to-day property management activities while providing professional and responsive service to tenants and property residents.
- - Collected rent payments by cash, check, and other approved payment methods and provided receipts when requested.
- - Maintained accurate tenant account balances, payment histories, contact information, and rental records.
- - Reconciled rent payments and other financial transactions to ensure accounts were accurate and properly recorded.
- - Prepared and maintained deposit documentation and handled collected funds with appropriate care and accountability.
- - Communicated with tenants about rent balances, late payments, and payment arrangements to foster clear understanding and resolve account-related issues.
- - Followed up on overdue rent to collaboratively address outstanding balances while maintaining positive tenant relationships.
- - Processed and maintained tenant documentation related to leases, move-ins, move-outs, and rental account activity.
- - Responded to tenant questions and concerns in person and by telephone while maintaining professionalism and composure.
- - Received and coordinated maintenance requests and communicated with maintenance personnel, contractors, vendors, and service providers.
- - Coordinated access for maintenance and special service providers and followed up to ensure requests were addressed appropriately.
- - Protected confidential tenant and financial information and exercised sound judgment while handling sensitive matters.
Education
High School Diploma -
Stroman High School
Victoria, TX05-1999
Skills
- Taxpayer Support
- Payment Processing
- Transaction Reconciliation
- Account Balances
- Delinquent Accounts
- Tax Records Management
- Regulatory Compliance
- Financial Issue Resolution
- Records Management
- Data Entry
- Transaction processing
- Customer Account Systems
- Property Management Systems
- Rent collection
- Tenant records
- Tenant information
- Telephone support
- Account inquiries
- Organization
- Problem solving
- Written & Verbal Communication
- Microsoft Office
- Confidential Information
- Policy & Procedure Compliance
- Multitasking
- Tenant relations
- Transaction processing
- Tenant records
Timeline
TAX EXAMINER TECHNICIAN
U.S. Department of the Treasury, Internal Revenue Service (IRS)
01.2025 - Current
PROPERTY MANAGEMENT / RENT COLLECTION
[Employer Name]
03.2021 - 06.2024
High School Diploma -
Stroman High School