Jason De La Torre
Corona,CA
Overview
4
4
years of professional experience
Work History
Office Admin Data Entry Experienced
Tax Relief Advocates Associates
Irvine, CA
09.2022 - 07.2023
- Tax Resolution Officer for Tax Relief Advocates, I was able to help with office admin work, a mix of accounting and talking to people that needed to log and file for their tax returns
- Assist clients that have questions whether or not they would need to file with or without us, we would contact the IRS on the clients behalf and help conduct an investigation to make sure our clients get the most out of our services offered at Tax Relief, the position took lots of scheduling, managing emails, answering questions and clerical managerial work, and following up and sending things in for signatures through email
- Verify Income along with debt problem and possible solution make sure it's ready for a further resolution of the tax debt along with mitigating any interest accrued if any.
- Gathered and documented statistical information to generate reports.
- Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
- Verified outdated data and implemented necessary changes to records.
- Followed up on missing or incorrect information provided by customers.
- Reviewed, corrected or deleted data, verifying customer and account information.
- Collected and organized information for entry, prioritizing entries to increase efficiency.
Data Entry/ Medical Office Scheduling and Supplies Requesting Admin
ULS AllCare Health Services
Corona, CA
10.2019 - 07.2021
- Medical clinic data entry specialist for ULS Health
- The day would consist of helping patients and scheduling their appointments with MA'S and NP's for their annual wellness exam as well as doing data entry work updating, uploading, combining, and creating documents for patients and updating their medical history
- Request medical supplies at times for patients through Data Logic Services, faxed out confirmation orders, and scanned, uploaded, and scheduled patient nurse visits for that calendar month using Microsoft Excel spreadsheets, Google Suite and erm system scheduling and communicating with team members to confirm for approvals.
- Updated customer profiles based on latest contact information provided by sales department.
- Obtained scanned records and uploaded into company databases.
- Reviewed and updated account information in company computer system.
- Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
- Verified information entered into database to ensure accuracy and completeness.
- Performed data entry of customer orders into database system, ensuring accuracy and timeliness.
- Gathered and documented statistical information to generate reports.
- Supported data entry across departments as requested, switching promptly to new projects.
- Developed daily, weekly, monthly summaries outlining data entry progress and accuracy rate.
Education
Bachelor of Arts - Business Administration
Cal State Fullerton
Fullerton, CA05-2024
Associate of Arts - Business Administration
Norco College
Norco, CA03-2024
Skills
- Data Transcription
- Advanced Clerical Knowledge
- Verifying Data Accuracy
- Meticulous Attention to Detail
- Data Accuracy
- Proofreading
- File Management
- Filing and Data Archiving
- Professional and Mature
- Data Security
- Collecting Information
- Document Processing
- Proficient With [Excel, Google Suite]
Timeline
Office Admin Data Entry Experienced
Tax Relief Advocates Associates
09.2022 - 07.2023
Data Entry/ Medical Office Scheduling and Supplies Requesting Admin
ULS AllCare Health Services
10.2019 - 07.2021
Bachelor of Arts - Business Administration
Cal State Fullerton
Associate of Arts - Business Administration
Norco College
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