Jessica Valdez
Houston,TX
Summary
Result oriented professional with 20 + years of experience and proven knowledge of entrepreneurship, leadership, relationship management, accounting and business development. I am aiming to leverage my skills in a successful position with your company.
Overview
21
21
years of professional experience
Work History
CSR II
City of Houston Health Department-Mobile Vaccine Unit
01.2021 - Current
- Provides accurate customer service responses to customer inquiries that are complex in nature by various forms of communication i.e
- Phone, email, mail, or in person including referrals to other government agencies
- Monitors customer accounts and researches data to resolve problems (in a clinical setting)
- Prepared documentation to adjust customer accounts while maintaining security and confidentiality
- Maintains and monitors various immunization records and Epic vaccine reports
- Prepares written records of immunization proceedings, as well as original correspondence to customers
- Distributes Covid-19 & vaccine information to the public on City programs and/or initiatives
- Acts as liaison to the Mayor and Council Offices by attending health conferences, parades and major public events
- Functions in a lead capacity or serve as a shift leader of Customer Service Representatives or volunteers
- Trains employees on Epic and ImmTrac to function in their roles as Registration for mass vaccine clinics and standard vaccine clinics.
Individual Tax Preparer
Self employed
06.2007 - Current
- Income tax preparation for individuals and their companies
- Identify potential tax credits and liabilities to ensure an accurate and complete return
- Complete tax forms in accordance with regulation set by local, state and government legislations.
Owner
Space City Cleaning Solutions
03.2006 - Current
- Customer orientated
- Exceptional communicator
- Process payroll, manage employees
- File quarterly/yearly tax obligations in a timely manner.
Eligibility Specialist
Search Services-Catholic Charities
02.2020 - 01.2021
- Contact qualifying clients to inform of program enrollment, process to determine eligibility and steps
- Verify required documentation is correct in accordance with program guidelines and Catholic Charities policies and procedures
- Prepare relevant paperwork to ensure that qualifying clients receive emergency financial assistance in accordance with Catholic Charities
- Correspondence with applicant (English & Spanish)
Administrative Specialist
A-1 Personnel -City of Houston/Disaster Recovery Division
10.2019 - 11.2020
- Manages schedules, organizes office functions, and oversees daily operations of the office with 65 employees
- QC invoices to ensure properly populated and signed prior to submission
- QC change order forms and ensure amounts are correct and signed prior to submission
- Schedule production meetings, scope walks, inspections, design meetings, conduct design meetings, escalations, and training
- Contractor / Applicant Correspondence (English & Spanish) Communicate concerns of applicant and address appropriately
- Obtain pathway concurrence both applicant and contractor
- Track progress of applicants at various stages
- Permitting, inspections, assignments, abatement clearance documents, NTP Issuance, demo and start dates, IMS note entry, etc
- Email correspondence, charts, presentations, etc
- Other duties as assigned.
Office Administrator
Southwest Forklift LLC
01.2018 - 07.2020
- Scheduling forklift training
- Liaison for non profit organization to schedule trainees
- Supervising staff and dividing responsibilities to ensure performance
- Daily accounting reports, bank reconciliation
- Secure compliance to all OSHA standards in the office.
Project Manager Retirement Accounts
Morgan Stanley
02.2003 - 03.2006
- Managed 10 employees onsite and 10 employees offsite in New Jersey
- Assisted with internal and external accounting audits
- Produced monthly, quarterly and annual statements for all retirement and fiduciary accounts.
Education
diploma -
Bachelors of Nursing/RN…. in progress -
03.2024
01.2008
Associates in Accounting -
05.1997
Skills
- Bilingual Spanish /English
- QuickBooks
- Microsoft Office, Excel, Word, Access, PowerPoint
- Outlook
- Epic Super user
- ImmTrac Texas Immunization Registry
Languages
Spanish
Native or Bilingual
Timeline
CSR II - City of Houston Health Department-Mobile Vaccine Unit
01.2021 - Current
Eligibility Specialist - Search Services-Catholic Charities
02.2020 - 01.2021
Administrative Specialist - A-1 Personnel -City of Houston/Disaster Recovery Division
10.2019 - 11.2020
Office Administrator - Southwest Forklift LLC
01.2018 - 07.2020
Individual Tax Preparer - Self employed
06.2007 - Current
Owner - Space City Cleaning Solutions
03.2006 - Current
Project Manager Retirement Accounts - Morgan Stanley
02.2003 - 03.2006
Douglas MacArthur High School - diploma,
Galen college of Nursing - Bachelors of Nursing/RN…. in progress,
University of Phoenix - ,
North Harris Community College - Associates in Accounting,
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