Hardworking Case Advocate working diligently on behalf of high needs clients to obtain necessary assistance. Skilled in coordinating files and resources to meet routine and complex needs. Effective under pressure and in stressful situations.
Overview
7
7
years of professional experience
Work History
Executive Case Advocate
Tax Processing Solutions/Tax Relief Advocates
04.2023 - Current
Took on special company clientele and high needs cases.
Assisted my Team by providing industry knowledge and other daily requests
Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
Supported individuals with tax issues & related complex problems.
Organized supporting documentation for individuals under evaluation with the IRS and coordinated paperwork transfers to correct staff members.
Case Advocate
Tax Relief Advocates
07.2022 - 04.2023
Assisted clients with extreme care while working on resolving their tax dept
Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
Gather documents for clients for submission to the IRS
Liaison between Enrolled Agents and Clients to effectively resolve tax debt.
Explain to clients in effective ways, how processes work and keep them up to date.
Use computer software to stay organized and updated on each case.
Patient Access Representative
St. Joseph Hospital
11.2019 - 03.2022
Assembled registration paperwork and placed identification bands on patients
Applied knowledge of payer requirements, utilizing on-line eligibility systems to verify patient coverage and policy limitations
Verified demographics and insurance information to register patients in computer system
Utilized customer service skills and detailed system knowledge to support hospital and pavilion operations
Obtained necessary signatures for privacy laws and consent for treatment.
Visitor Control/Lobby Ambassador
Towne Parke / St. Joseph Hospital
11.2017 - 11.2019
Check in incoming patients for labor and delivery
Monitor visitation for all women's health departments
Provide exceptional service to patients and their families
Complied with health and sanitation practices and procedures
Provided knowledgeable service when answering questions and greeted all people with friendliness.
Hostess
Kabuki Japanese Restaurant
07.2017 - 10.2017
Delivered outstanding service and support from initial interaction to final departure, maintaining loyal clientele
Accommodated guests with special needs, including accommodations for child seats and wheelchairs.
Youth Development Professional
Boys and Girls Club
04.2017 - 08.2017
Provide Excellent support for children and their parents
Use exceptional creativity to engage young children and promote growth in all aspects.
Education
High School Diploma -
Santiago High School
Garden Grove, CA
06.2016
Skills
Computer Proficient
Communication & Adaptability
Problem Solving
Training delivery
Analytical Reasoning
Document Review
Resource Management
Client Representation
Timeline
Executive Case Advocate
Tax Processing Solutions/Tax Relief Advocates
04.2023 - Current
Case Advocate
Tax Relief Advocates
07.2022 - 04.2023
Patient Access Representative
St. Joseph Hospital
11.2019 - 03.2022
Visitor Control/Lobby Ambassador
Towne Parke / St. Joseph Hospital
11.2017 - 11.2019
Hostess
Kabuki Japanese Restaurant
07.2017 - 10.2017
Youth Development Professional
Boys and Girls Club
04.2017 - 08.2017
High School Diploma -
Santiago High School
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