Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Leticia I. Ulloa

San Diego,CA

Summary

Experienced administrative professional with a strong background in customer service and data management, primarily with the Internal Revenue Service. Skilled in streamlining operations, enhancing customer interactions, and maintaining high levels of confidentiality. Demonstrates excellent multitasking abilities and a commitment to supporting team and organizational goals through effective communication and administrative expertise.

Overview

12
12
years of professional experience

Work History

Clerk - Initial Assistance Representative

Internal Revenue Service, W&I Operating Division
San Diego , CA
03.2023 - Current
  • Average working hours: 8:00AM - 4:30PM weekdays.
  • Assisted Tax Resolution Representatives and specialists by directing taxpayer inquiries and managing walk-in traffic, improving operational efficiency.
  • Analyzed operational barriers and suggested improvements, enhancing workplace efficiency.
  • Control reporting systems that track taxpayer utilization of IRS products and services.
  • Examine returns, supporting documents, and monetary receipts for completeness and discrepancies, as well as monitor and track information for sampling requirements prior to transmission to Submission Processing Centers.
  • Make initial determination on filing extensions, assign Employer Identification Numbers, process Power of Attorney requests, resolve and assist taxpayers with entry discrepancies at kiosk terminals and inquiries on basic tax law, forms, and IRS services such as W-2, W-7, obtaining an Individual Taxpayer Identification Number, filing requirements, filing status, and VITA locations.
  • Retrieve transcript of account(s), accepts payments via personal checks, money orders, cashiers checks, and bank checks, and issue receipts, prepare daily payment transmittals, process copy of tax return and federal tax deposit requests.
  • Use word processing and other software to produce a variety of correspondence in proper format, with responsibility for procedural and grammatical accuracy, factual correctness, and adequacy of treatment.
  • Receive and distribute mail, schedule appointments for on-site walk-in staff, maintain office files, inventory tax forms, publications, and non-expendable equipment.

Food & Beverage Service Ambassador, Alcohol

Sea World, DBA Sesame’s Place
San Diego , CA
05.2019 - 10.2022
  • Average working hours: 9:30AM - 5:30PM daily, including weekends and major holidays.
  • Delivered exceptional guest service by warmly greeting visitors and ensuring a memorable dining and drinking experience.
  • Provided information to guests on food and alcoholic beverage products being offered at specific locations throughout the theme and water park.
  • Made recommendations to fit each guest’s food and beverage craving needs.
  • Took orders in a prompt manner and ensured execution of delivery.
  • Maintained a clean working environment, walked, stood extensively for hours, pushed and pulled up to 50 lbs. of food and drink products at all times.
  • Operated cash registers daily, providing outstanding communication and interpersonal skills, following proper cash, credit card, apple/google pay procedures.
  • Maintained monies and sales information for audit and balance.
  • Prepared specialty drinks, served a variety of draft beers.
  • Obtained and demonstrated strong organizational and multitasking abilities when opening and closing assigned work stations throughout the entire busy season.
  • Successfully completed all trainings, including;
  • 360 Training, County of San Diego, Department of Environmental Health Food Handler Card, Food Handler Education Certificate,
  • A+ Server Education AB1221 RBS Training Program (Responsible Beverage Service), ABC (California Department of Alcoholic Beverage Control) Certificate of Completion,
  • Completed the Certified Autism Center (CAC) Team Member training from The International Board of Credentialing and Continuing Education Standards (IBCCES); mastering and identifying sensory awareness, motor skills, autism overview, program development, social skills, communication, environment, and emotional awareness. Fun Fact: Southern California Sesame’s Place is the first theme park in the world to be designated as Certified Autism Center (CAC).
  • Victoriously completed the first year of Sesame’s Place grand opening seasonal employment, earning all bonuses offered, plus an extra $2.00 hourly pay as promised.
  • Successful completion of each summer seasonal assignments.

Fine Dining Support Staff Member

Stoic Holdings Inc., CH Projects, Seneca Trattoria
San Diego , CA
10.2021 - 04.2022
  • Average working hours: 9:30AM - 1:30AM, daily hours varied depending on the need of support, Monday - Sunday, including major holidays.
  • Prepared the No. 1 serving dish in front of guests; Tableside Hand Stretched Mozzarella
  • Presented an impeccable appearance, great manners, and a positive attitude in this upscale dining establishment.
  • Ensured accuracy of all food items prior to delivering to guests.
  • Followed seating charts to ensure guests receive the proper entree.
  • Provided necessary assistance and guest requests to the servers to create a positive guest experience.
  • Cleared tables of dishware and silverware and reset tables.
  • Refilled waters and replaced plates and settings, on a frequent basis and as needed.
  • Sweeped floors and wiped down chairs after guest departure.
  • Handled cleaning of the dining areas at opening and close of the day.
  • Successfully completed other and variety duties assigned.

Enumerator (Bilingual - English/Spanish)

U.S. Census Bureau
San Diego, CA
07.2020 - 10.2020
  • Average working hours: 8:00AM - 10:00PM daily, including weekends, and major holidays.
  • Visited assigned neighborhoods and knocked on doors of households that had not yet participated in the decennial US Census questionnaire.
  • Interviewed residents in assigned areas throughout the large San Diego county, explained the purpose of the Census count, answered questions, and recorded residents’ answers.
  • Utilized an iPhone provided by the US Census Bureau to record all important answers and information required.
  • Maintained and submitted records of hours worked, miles driven, and expenses incurred on the job.
  • Met with supervisors to review procedures, report issues or concerns, and received updated instructions on a daily basis.
  • Attended team meetings and communicated with other Census takers via phone calls, text messages, and emails.
  • Successfully fulfilled the job assignment, earned all bonuses offered, and was recognized as one of the highest ranked Enumerators in the county of San Diego, CA.

Stock Associate (Part-Time)

FOREVER 21 RED
San Diego , CA
07.2018 - 07.2019
  • Average working hours: 5:30AM - 6:00PM daily, hours varied depending on the need of support. Weekends and major holidays included.
  • Responsible for receiving and processing up to 150+ daily shipment boxes of all new apparel merchandise and accessories.
  • Ensured that all merchandise inside the stock room and in-store racks and shelves met company standards.
  • Actively assisted the Visual Team Members, and controlled store shrinkage of all merchandise.
  • Processed and reported merchandise damages and discrepancies.
  • Ensured that all safety protocols were directed per corporate office.
  • Organized and created a pleasant environment throughout the sales floor, including the stockroom.
  • Assisted walk-in and existing customers as required by store demand, providing excellent retail and customer service skills.
  • Assisted in maintaining the store in a presentable condition, and supported management and sales team at all times.
  • Excited to have been an important team member of putting together two brand new FOREVER 21 stores; one located in Mission Valley, San Diego, CA, and the other one in Carlsbad, CA.

Human Resources, Benefits Specialist

Evans Hotels
San Diego , CA
09.2012 - 03.2017
  • Average working hours: 8:30AM - 5:00PM, Monday - Friday. However, this was a job that required my working attention between 60 - 80 hours per week. Weekends and major holidays worked, until department goals were successfully met.
  • As a corporate benefits administrator; main duties included processing employee benefit programs such as medical, dental, vision, life insurance, COBRA, 401k, leave of absences, and payroll.
  • Notified employees and their managers in writing of their benefit eligibility according to established guidelines; coordinated and conducted monthly New Hire Orientation, and yearly Open Enrollment meetings with eligible employees.
  • Reviewed paper benefit enrollment forms; ensured completeness and accuracy; notified employees of errors and/or omissions.
  • Entered benefit deductions into the ADP System; audited system output ensuring accuracy and integrity of system information.
  • Entered benefit election information into benefit vendor websites; updated employee name and address changes. Audited output from websites ensuring integrity and accuracy of data.
  • Responsible for timely resolution of employee questions and concerns regarding employee benefits which may involve contacting third parties such as insurance companies.
  • Audited, completed, and calculated monthly benefit billings; ensuring payments were made on a timely basis and that enrollments were accurate.
  • Assisted with the coordination of the annual Open Enrollment Period
  • Assisted with the coordination of bi-annual Health Fairs/Flu shots.
  • Advised dependents who reached age 26 and employees who became eligible for COBRA in writing within established time frames of their rights under COBRA
  • Utilized a COBRA database, which computed time lines of COBRA enrollment, collected and recorded monthly payments
  • Developed and processed complex reports related to benefit enrollment to ensure compliance with applicable state and federal regulations including the Affordable Care Act
  • Assisted and coordinated quarterly retirement plan enrollment meetings and appointments between Financial Advisors and employees in all three properties of Evans Hotels
  • Primary contact regarding potential employee leave of absences and/or accommodation requests.
  • Gathered facts through communication with employee, management, and when appropriate, medical personnel, regarding the leave accommodation request so proper approval, eligibility and designation could have been determined.
  • Identified leave types; ensuring accurate coordination with state and federal leave laws, and calculated and monitored leave duration.
  • Responsible for creating new or updating existing files and maintenance of confidential leave and medical forms.
  • Maintained a record keeping system and coordinated as needed with Payroll for employees to be paid benefit time during leave.
  • Maintained consistent contact and timely follow up with the employee and management for status updates.
  • Updated leave of absence forms, templates, and policies; developed and implemented new processes and procedures accordingly.
  • Maintained employee benefit files and records
  • Other duties as assigned.

Job Details & Specifics:

EVANS HOTELS include:

1. Bahia Resort Hotel

2. Bahia Sternwheelers

3. Catamaran Resort Hotel & Spa

4. The Lodge at Torrey Pines (5 Diamond Hotel)

5. Evans Garage/Belmont Laundry

Health Insurance Plans:

1. Meritain Health, Inc. (PPO)

2. Sharp Health Plans (HMO): Gold, Gold Plus, Performance, Performance Plus

3. Kaiser Permanente (HMO)

4. SIMNSA Health Plan (HMO)

Dental Plans:

1. United Concordia (HMO & PPO)

2. SIMNSA Dental (HMO)

Vision Plan:

1. EyeMed

UNUM Insurance Plans:

1. Life

2. Critical Illness

3. Accident

4. AD&D (Accidental Death and/or Dismemberment)

COBRA Plans:

1. WageWorks

2. IGOE Administrative Services

401(k) Plans:

1. Prudential Retirement Services

2. One America Financial Partners, Inc.

FMLA Internet Software Utilized:

1. J.J. Keller's FMLA Manager

Education

Certificate of Completion - CA Department of Alcoholic Beverage Control

A+ Server Education
San Diego
06-2022

Education Certificate - Food Handler

360 Training
San Diego
05-2022

Certificate of Completion - Diversity Management

Southwestern Community College
Chula Vista
10-2011

Certificate of Completion - CTEC Registered Tax Preparer

Liberty Tax Service
Chula Vista
12-2009

Associate of Arts - Psychology & Transfer Studies

Southwestern Community College
Chula Vista, CA
06-2007

Course Certificate - Legal Office Clerk - Bilingual

Southwestern Community College
Chula Vista
06-1996

High School Diploma -

Palomar High School
Chula Vista
06-1991

Skills

  • Spreadsheet and Database Management
  • Confidential Records Handling
  • Customer Service and Relationship Management
  • Efficient Multitasking and Prioritization
  • Advanced Administrative Support
  • Bilingual proficiency (English/Spanish)

Accomplishments

  • FY24 Performance Award in accordance with the IRS/NTEU National Agreement.

Timeline

Clerk - Initial Assistance Representative

Internal Revenue Service, W&I Operating Division
03.2023 - Current

Fine Dining Support Staff Member

Stoic Holdings Inc., CH Projects, Seneca Trattoria
10.2021 - 04.2022

Enumerator (Bilingual - English/Spanish)

U.S. Census Bureau
07.2020 - 10.2020

Food & Beverage Service Ambassador, Alcohol

Sea World, DBA Sesame’s Place
05.2019 - 10.2022

Stock Associate (Part-Time)

FOREVER 21 RED
07.2018 - 07.2019

Human Resources, Benefits Specialist

Evans Hotels
09.2012 - 03.2017

Certificate of Completion - CA Department of Alcoholic Beverage Control

A+ Server Education

Education Certificate - Food Handler

360 Training

Certificate of Completion - Diversity Management

Southwestern Community College

Certificate of Completion - CTEC Registered Tax Preparer

Liberty Tax Service

Associate of Arts - Psychology & Transfer Studies

Southwestern Community College

Course Certificate - Legal Office Clerk - Bilingual

Southwestern Community College

High School Diploma -

Palomar High School
Leticia I. Ulloa