John Cortez
Overview
25
25
years of professional experience
Work History
Settlement Officer
Remedy Tax Solutions
Irvine, CA
02.2025 - 12.2025
- Managed settlement processes ensuring compliance with regulatory standards.
- Conducted thorough reviews of client documentation to confirm accuracy and completeness.
- Facilitated communication between clients and tax authorities to resolve disputes effectively.
- Developed and implemented streamlined workflows to enhance operational efficiency.
Life Insurance Agent
American Income Life Insurance Company
Tracey CA
10.2022 - 12.2024
- Maintained high standards of customer service by building relationships with clients.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Developed comprehensive knowledge of life insurance products and services to effectively educate clients.
Customer Service Specialist
Hyundai Motor America
05.2017 - 04.2020
- Resolved customer inquiries efficiently, ensuring high satisfaction rates.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and effective solutions.
- Consulted with customers regarding vehicle concerns, addressing Lemon Law and repurchase requests.
Assistant Administrator
David's Tree Service
01.2016 - 05.2017
- Tracked expenses, processed invoices and completed other related accounting tasks.
- Documented all communication between relevant stakeholders such as vendors, departments and customers.
- Performed accounts receivable duties, including invoicing, researching charge backs, discrepancies and reconciliations.
Research Coordinator
Fleet Abstract
10.2000 - 01.2016
- Devised new promotional approaches to boost customer numbers and market penetration while enhancing engagement and driving growth.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Developed key operational initiatives to drive and maintain substantial business growth.
Education
Bachelor of Arts - History
California State Long Beach
Long Beach, CAProficient in Microsoft Office, Excel, CRM, And Outlook
Timeline
Settlement Officer
Remedy Tax Solutions
02.2025 - 12.2025
Life Insurance Agent
American Income Life Insurance Company
10.2022 - 12.2024
Customer Service Specialist
Hyundai Motor America
05.2017 - 04.2020
Assistant Administrator
David's Tree Service
01.2016 - 05.2017
Research Coordinator
Fleet Abstract
10.2000 - 01.2016
Bachelor of Arts - History
California State Long Beach
Proficient in Microsoft Office, Excel, CRM, And Outlook