Linda Lopez
Chicago ,Il
Summary
Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
18
18
years of professional experience
Work History
Income Tax Consultant
Lopez Tax Services
2007.01 - 2024.04
- Continuously expanded knowledge base through participation in professional development courses and industry seminars related to taxation law changes or updates.
- Enhanced overall practice reputation by consistently delivering exceptional results and maintaining a high level of professionalism in all interactions.
- Developed customized solutions for complex tax situations, resulting in optimized outcomes for clients.
- Assisted small business owners in navigating complex income tax requirements, supporting growth and success through strategic advice.
- Provided clear explanations of complex tax concepts to clients, fostering trust and understanding in the consulting relationship.
- Resolved disputes between clients and the IRS by effectively communicating relevant information, ultimately achieving favorable outcomes.
- Maintained confidentiality when handling sensitive client information, ensuring security and privacy throughout all stages of the consulting process.
- Streamlined the income tax filing process with accurate preparation and timely submission of federal and state tax returns.
- Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
Customer Service Manager
Cash America Pawn
2012.04 - 2017.06
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Reduced customer complaints, proactively addressing issues and implementing effective solutions.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Developed strong relationships with key clients, ensuring their needs were met consistently and promptly.
- Boosted customer retention rates through exceptional problem-solving skills and relationship-building efforts.
Accounts Receivable Clerk
Supreme Lobster
2009.03 - 2012.04
- Submitted cash and check deposits and generated cash receipts to record money received.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
- Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
- Made outbound calls to vendors and customers to discuss and resolve account needs.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
Customer Service Representative
State Farm Insurance Inc
2006.08 - 2009.03
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Processed customer service orders promptly to increase customer satisfaction.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Education
Associate of Applied Science - Business Management
Robert Morris University - Illinois
Chicago, IL06.2005
Skills
Tax Credits and Incentives
State and Local Taxation
Customer Service
Auditing Techniques
Individual Tax Returns
Languages
Spanish
Native or Bilingual
Timeline
Customer Service Manager
Cash America Pawn
2012.04 - 2017.06
Accounts Receivable Clerk
Supreme Lobster
2009.03 - 2012.04
Income Tax Consultant
Lopez Tax Services
2007.01 - 2024.04
Customer Service Representative
State Farm Insurance Inc
2006.08 - 2009.03
Associate of Applied Science - Business Management
Robert Morris University - Illinois
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