Experienced with operational management, team leadership, and customer service excellence. Utilizes strategic planning and problem-solving to enhance store efficiency. Track record of achieving sales targets and maintaining high standards in store presentation.
Overview
12
12
years of professional experience
Work History
Tax Associate
H & R Block Tax Services
11.2016 - Current
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
Managed portfolio of assigned clients'' accounts, monitoring deadlines, payments, refunds, and other critical aspects of their financial health.
Offered clients recommendations to reduce tax liabilities.
Service Coordinator II
Consumer Direct Care Network
05.2022 - 03.2024
Served as a primary point of contact for clients, addressing inquiries, providing updates, and ensuring overall satisfaction with services rendered.
Managed a high volume of client requests, ensuring timely and effective service delivery.
Played a key role in the successful onboarding of new hires within the Service Coordinator role, offering mentorship and guidance as needed.
Assessed customer needs and developed solutions to meet needs.
Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
Store Manager
Cellular Plus - Verizon Authorized Retailer
02.2019 - 04.2022
Managed inventory control, cash control, and store opening and closing procedures.
Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
Assisted with hiring, training and mentoring new staff members.
Improved customer satisfaction through staff training in customer service and product knowledge.
Completed point of sale opening and closing procedures.
Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
Approved regular payroll submissions for employees.
Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
Assisted in recruiting, hiring and training of team members.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Patient Account Representative
Mid Valley Hospital
07.2015 - 04.2019
Assisted colleagues during peak periods or absences, showcasing teamwork skills while maintaining personal workload demands efficiently.
Posted payments and processed refunds.
Reviewed insurance eligibility and verified coverage details to minimize claim denials and delays in payment.
Worked with outside entities to resolve issues with billing, claims, and payments.
Electronically submitted bills according to compliance guidelines.
Ensured compliance with healthcare regulations while processing claims and managing patient accounts.
Utilized computer programs to create invoices, letters, and other documents.
Engaged with patients to provide critical information.
HCA
Critical Nurse Staffing, Inc.
07.2013 - 09.2015
Ability to learn quickly and adapt to new situations.
Excellent communication skills, both verbal and written.
Assisted with daily living activities, promoting patient independence and overall wellbeing.
Maintained clean, safe, and well-organized patient environment.
Kept accurate records of patients' care, condition, and progress.
Supported patient nutrition needs by preparing meals according to dietary restrictions and preferences.
Provided emotional support for patients and families during times of stress and uncertainty.
Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
Assisted with patient transfer and ambulation.
Education
High School Diploma -
Omak High School
Omak, WA
06-2010
Skills
Customer engagement
Effective team leadership
Prioritization and time management
Strategic decision-making
Proficient in both verbal and written communication
Strategic issue resolution
Team development initiatives
Effective task delegation
Strategic goal setting
Resource allocation management
Employee shift management
Comprehensive policy rollout
Crisis management
Timeline
Service Coordinator II
Consumer Direct Care Network
05.2022 - 03.2024
Store Manager
Cellular Plus - Verizon Authorized Retailer
02.2019 - 04.2022
Tax Associate
H & R Block Tax Services
11.2016 - Current
Patient Account Representative
Mid Valley Hospital
07.2015 - 04.2019
HCA
Critical Nurse Staffing, Inc.
07.2013 - 09.2015
High School Diploma -
Omak High School
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