Jennifer Carbajal
Mesquite,TX
Overview
9
9
years of professional experience
Work History
Office Manager
LA Taxes
Balch springs, TX
01.2023 - 04.2025
- Developed Excel sheets to monitor office production metrics
- Generated detailed reports for management review and entered them into Excel sheets
- Handled payment processing to ensure timely transactions
- Input client details to enhance data management accuracy
- Responded to client inquiries regarding tax return details
- Addressed inquiries and facilitated training sessions for tax preparers.
Claims Analyst-Fraud Department
Bank Of America
03.2020 - 03.2023
- Reviewed ATM and bank footage to verify transactions not made by the account holder
- Decided pay out approval or denial
- Closed claims and issued new cards to mitigate potential fraud risk
- Entered data to support fraud claim investigations
- Analyzed spending patterns
- Worked remotely to manage tasks efficiently
Front Desk Receptionist
Purvis Industries
Dallas, TX
01.2019 - 01.2020
- Greeted every visitor with a friendly smile and an immediate offer of knowledgeable assistance.
- Managed incoming and outgoing mail and deliveries while answering telephone calls to provide information, take messages, and schedule appointments, ensuring seamless office operations.
- Resolved guest and staff issues independently by using strong organizational, conflict management and decision-making abilities.
- Provided skilled clerical assistance to office staff by writing and distributing professional, error-free correspondence, including internal memos and email responses.
Sales Agent/Office Manager
Baja Auto Insurance
Garland, Tx
10.2016 - 12.2018
- Made office sales go up by 10% in the first week on the floor
- Customized insurance programs and cross-promoted products to maximize the group's profits by matching customers with the best options to fit their needs
- Connected with customers to provide assistance and promote products, enhancing customer engagement
- Implemented workflow process improvements that increased productivity without requiring additional staff
- Trained new employees on office practices and procedures, ensuring compliance with company policies in customer transactions
- Collaborated with an underwriter to accurately complete insurance forms
- Reviewed daily reports in detail and resolved any identified discrepancies. Balanced daily deposits and prepared bank deposit slips.
- Continuously classified and filed records to keep the system efficient and all information organized
Education
High School Diploma -
I.Jean Cooper
Dallas, TXSkills
- Data management
- Workflow optimization
- MS Office applications
- Report generation
- Financial tracking
- Sales performance
- Training and development
- Proven leadership
- Customer service excellence
- Effective communication
- Problem solving
- Data entry accuracy
- Bilingual communication
Timeline
Office Manager
LA Taxes
01.2023 - 04.2025
Claims Analyst-Fraud Department
Bank Of America
03.2020 - 03.2023
Front Desk Receptionist
Purvis Industries
01.2019 - 01.2020
Sales Agent/Office Manager
Baja Auto Insurance
10.2016 - 12.2018
High School Diploma -
I.Jean Cooper