JOSEPH FERNANDEZ
Grand Terrace,CA
Summary
Skilled in project management and client retention, I've consistently delivered exceptional results, from streamlining tax compliance at HR Block to enhancing customer service at Symmetry Financial. My background in financial management and residential construction ensures projects meet budget and timeline goals, with a track record of boosting client satisfaction and retention rates.
Overview
4
4
years of professional experience
Work History
Independent Contractor
TaskRabbit
01.2021 - Current
- Delivered high-quality work on time and within budget, earning positive feedback from clients.
- Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
- Managed multiple projects simultaneously while maintaining strict adherence to deadlines and budgets.
- Coordinated timely delivery of materials and resources to job sites, preventing delays in project timelines.
Insurance Broker
Symmetry Financial
01.2020 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
Tax Specialist
HR Block
01.2022 - Current
- Maintained thorough and current understanding of applicable tax laws.
- Reviewed financial statements for accuracy and integrity.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Resolved tax disputes by effectively communicating with IRS representatives on behalf of clients.
Skills
- Project Management
- Client Retention
- Financial Management
- Residential construction
Timeline
Tax Specialist
HR Block
01.2022 - Current
Independent Contractor
TaskRabbit
01.2021 - Current
Insurance Broker
Symmetry Financial
01.2020 - Current