Leticia Haynes

• Conducted client interviews to gather essential financial information, including income, expenses, and deductions. Supported clients in accurately reporting financial data. Assisted in compiling comprehensive financial profiles for effective analysis.
• Utilizing tax software to calculate taxes owed or overpaid, and accurately completing tax forms.
• Reviewing prior-year returns and current financial records (W-2s, 1099s, expense documents) to ensure accuracy and compliance with changing tax laws.
• Submitting tax returns electronically (e-file) or by mail, often handling confidential information securely.

• Safeguard and maintain official court records; administer records management systems and retention schedules.
• Review, verify, and correct filing data; ensure completeness, accuracy, and compliance with Magistrate Court rules.
• Process high-volume filings and departmental documentation within deadlines; prepare forms, reports, and correspondence.
• Provide front-counter and phone assistance to attorneys, self-represented litigants, agencies, and the public; deliver clear procedural guidance.
• Attend court for motions, trials, and dispossessory proceedings; manage exhibits and docket updates.
• Use MS Office, case-management, and e-filing platforms to track, analyze, and report case activity.

• Prepared multi-county litigation calendars; coordinated witness appearances and client readiness.
• Drafted, proofed, and filed motions, briefs, and exhibits; ensured proper service and compliance with local and state court rules.
• Researched case law, verified citations, and summarized records; produced concise reports for attorneys.
• Maintained litigation files, checklists, and deadline calendars; monitored procedural updates.
• Notarized documents; prepared and e-filed pleadings and discovery with appropriate courts.

• Resolved customer inquiries and account issues via phone and email with professionalism and urgency.
• Updated account data, processed changes, and generated reports to support business needs.
• Identified issue trends and recommended process improvements; collaborated with cross-functional teams.
• Guided customers through technology setup and troubleshooting.

• Handled a high volume of inbound calls, ensuring timely issue resolution and strong customer satisfaction.
• Coordinated communications between management and customers; scheduled meetings and follow-ups.
• Captured and maintained accurate customer data in Excel; managed task assignments and tracking.
• Managed department call volume of 7] calls per day and coordinated department schedules to maximize coverage during peak hours.
• Produced and implemented customer satisfaction guarantee program which directly resulted in 30% increase in sales.
• Produced and implemented customer satisfaction guarantee program which directly resulted in 30% increase in sales.

• Delivered classroom instruction and student support both in-person and remotely.
• Drafted communications and ensured accuracy and compliance with school policies.
• Used MS Office, databases, and email to enter, retrieve, and report data.

• Maintains customer records by updating account information. Generate customer reports on a periodic basis.
• Maintain and update documents related to customer accounts and business reports.
• Organize workflow and appointment by reading and routing correspondence.

• Entered and verified customer data; opened and maintained accounts in accordance with policy.
• Established new customer profiles via digital and paper workflows; ensured data integrity and completeness.

Directed day operations and customer service, establishing policies and procedures to elevate service quality.

Managed front-office communications (calls, emails) and maintained facility standards.

Built community and client relationships to support enrollment and program growth.