Hi, I’m
Julie A Herrera
Fresno,Ca
Summary
Skilled Client Services Representative with background in managing customer relations. Strengths include communication, problem-solving and multitasking. Proven track record of enhancing client satisfaction through exceptional service and solution implementation. Known for improving operational procedures to streamline client interactions.
Overview
17
years of professional experience
Work History
Internal Revenue ServiceFresno, CA
Customer Service Representative
10.2020 - Current
Job overview
- Executed comprehensive reviews of tax returns to verify accuracy of income and liabilities.
- Documented detailed research methods and findings for tax assessments and related casework.
- Maintained current knowledge of evolving tax laws to ensure compliance in assessments.
- Analyzed financial data to identify inconsistencies and discrepancies effectively.
- Conducted meticulous document reviews to uphold accuracy and regulatory standards.
- Implemented streamlined processes, enhancing efficiency in resolution of identity theft cases.
- Answered customer inquiries and provided accurate information regarding products and services.
Compex Legal ServicesFresno, California
Customer Service
06.2016 - 10.2020
Job overview
- Organized and maintained client records and legal documents in paper and electronic systems.
- Conducted research to support case preparation and address client needs.
- Drafted correspondence, legal documents, and various case-related materials.
- Provided prompt assistance by answering and routing incoming phone calls for clients and legal professionals.
- Updated and maintained contact lists for attorneys, clients, and service providers.
- Assisted clients with financial matters by verifying and tracking outstanding balances.
McCormick Barstow LLP
Records Management Specialist
11.2015 - 02.2016
Job overview
- Maintained and organized records in physical and electronic filing systems for efficient retrieval.
- Reviewed and archived outdated materials, ensuring compliance with company policies and legal requirements.
- Handled sensitive information with confidentiality and accuracy to support compliance audits.
Quest Discovery ServicesFresno, Ca
Client Services Representative
06.2008 - 06.2014
Job overview
- Delivered high-quality customer service by addressing inquiries and resolving issues promptly.
- Supervised copy room operations, ensuring efficient document preparation and quality control.
- Managed sensitive medical records in X-ray department, maintaining compliance with privacy regulations.
- Executed legal document delivery as a registered process server, adhering to Fresno County regulations.
- Performed professional photocopying duties, securely handling confidential legal and medical documents.
- Represented company in the field, building client relationships and ensuring timely service completion.
- Trained and mentored new staff across departments, fostering a collaborative team environment.
Education
Fresno City CollegeFresno, Ca
General Education from Psychology Prerequisites
06.2002
University Overview
- Completed first and second-year coursework with a focus on Psychology; prepared for transfer to a state college.
- Completed foundational courses in psychology, statistics, research methods, and general education.
- Developed strong academic foundation for upper-division study in Psychology.
- Completed 56 units. No degree obtained.
Central High East CampusFresno, Ca
High school diploma Diploma
06.2000
Skills
- Effective verbal and written communication
- Microsoft Office suite
- Technical aptitude
- Work prioritization
- Identity theft resolution
- Tax law interpretation
- Staff training
- Critical thinking capacity
- Oracle database administration
- Database migration
- Multitasking capacity
Timeline
Customer Service Representative
Internal Revenue Service
10.2020 - Current
Customer Service
Compex Legal Services
06.2016 - 10.2020
Records Management Specialist
McCormick Barstow LLP
11.2015 - 02.2016
Client Services Representative
Quest Discovery Services
06.2008 - 06.2014
Fresno City College
General Education from Psychology Prerequisites
Central High East Campus
High school diploma Diploma
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