Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Krystel Lugo

Fort Worth,TX

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

20
20
years of professional experience

Work History

Mailchimp Onboarding Expert

Concentrix (Intuit Mailchimp)
Fort Worth, TX
05.2024 - Current
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Identified needs of customers promptly and efficiently.
  • Maintained updated knowledge through continuing education and advanced training.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Recognized by management for providing exceptional customer service.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Completed day-to-day duties accurately and efficiently.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.

Tax Expert

Concentrix (Intuit)
Fort Worth, TX
03.2024 - 05.2024
  • Provided tax advice and guidance to clients regarding investments, deductions, credits, and other relevant matters.
  • Assisted in the preparation of complex tax returns for individuals, businesses, and trusts.
  • Reviewed financial statements to determine accuracy of reported income and expenses.
  • Researched current legislation related to taxation changes or new laws that could affect clients' taxes.
  • Advised on various international taxation issues associated with foreign accounts or transactions.
  • Ensured timely filing of all required documents with the IRS and state agencies as needed.
  • Performed due diligence reviews on entities prior to mergers or acquisitions in order to assess any potential liabilities resulting from such activities.
  • Participated in continuing education programs related to taxation matters in order to stay abreast of changing laws.
  • Reviewed previous year's returns for errors or missed opportunities which may result in refunds or additional savings.
  • Maintained up-to-date knowledge of applicable state, local, federal regulations governing taxation procedures.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
  • Implemented electronic filing procedures to streamline tax return processing and reduce errors.
  • Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
  • Provided exceptional customer service, addressing client concerns and questions promptly.
  • Helped clients integrate new tax software with accounting software.

Detention Officer

Tarrant County Sheriff's Office
Fort Worth, TX
09.2019 - 08.2020
  • Monitored inmate behavior to ensure compliance with facility regulations and procedures.
  • Conducted searches of cells for contraband items such as drugs, weapons or other prohibited materials.
  • Assisted in the intake of new inmates, ensuring all necessary paperwork was completed and filed correctly.
  • Provided support and assistance to fellow officers during emergency situations.
  • Maintained records of incident reports and daily logs to document inmate activity.
  • Supervised inmates during recreational activities, providing guidance when needed.
  • Enforced disciplinary action when appropriate according to established guidelines.
  • Performed administrative duties such as filing, data entry, mail sorting and answering telephones.
  • Investigated disturbances within the facility and reported findings to supervisors.
  • Escorted inmates from one area of the detention center to another safely and securely.
  • Participated in training sessions designed to improve job performance or learn new techniques.

Process Assistant

Amazon
Fort Worth, TX
02.2017 - 09.2019
  • Provided support to team members in resolving process-related issues.
  • Assisted in developing strategies for streamlining operations through automation initiatives.
  • Responded to advanced issues with professional and relationship-focused approach.
  • Provided product shipment logistical support and quality control by coordinating with vendors, resulting in increased revenue.
  • Assisted in the development of efficient and effective process protocols.
  • Monitored process performance to ensure compliance with established standards.
  • Identified areas for improvement and recommended solutions to optimize processes.

Shift Supervisor

CVS Pharmacy
Fort Worth, TX
09.2011 - 05.2013
  • Provided on-the-job training to new staff members.
  • Monitored staff performance to ensure quality standards were met.
  • Assigned tasks to team members based on their strengths and skill sets.
  • Resolved customer complaints in a timely manner.
  • Communicated clearly with employees regarding job duties, expectations, and policies.
  • Created work schedules for staff while adhering to labor laws and budget constraints.
  • Performed cash handling duties such as counting money, balancing registers, and preparing bank deposits.
  • Collaborated with management to plan special events or promotions.
  • Assisted upper management with daily operations to meet standards of service and quality.
  • Planned and managed resources to consistently meet production, quality, and cost goals.
  • Taught staff upselling techniques to meet revenue targets.

Customer Service Representative

CVS Pharmacy
Belton , MO
09.2004 - 05.2013
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Gathered customer feedback through surveys and used the data to improve customer service.
  • Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
  • Maintained detailed records of customer interactions, transactions and comments for future reference.
  • Performed administrative tasks such as filing paperwork, updating databases and generating reports.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.
  • Identified areas of improvement in customer service processes and suggested changes accordingly.

Education

Associate of Arts - Psychology

Tarrant County College
Fort Worth, TX
05-2019

Skills

  • Analytical Thinking
  • Team Management
  • Software Proficiency
  • Maintenance & Repair
  • Data Entry
  • Troubleshooting
  • Supervisory skills
  • Analytical
  • First Aid/CPR

Languages

Spanish
Native/ Bilingual

Timeline

Mailchimp Onboarding Expert

Concentrix (Intuit Mailchimp)
05.2024 - Current

Tax Expert

Concentrix (Intuit)
03.2024 - 05.2024

Detention Officer

Tarrant County Sheriff's Office
09.2019 - 08.2020

Process Assistant

Amazon
02.2017 - 09.2019

Shift Supervisor

CVS Pharmacy
09.2011 - 05.2013

Customer Service Representative

CVS Pharmacy
09.2004 - 05.2013

Associate of Arts - Psychology

Tarrant County College
Krystel Lugo