Marco Vazquez
Albany,OR
Summary
I am a professional bringing a strong work ethic, interpersonal skills and customer service expertise. I am also highly effective at anticipating and accommodating customer needs. Friendly, punctual and enthusiastic team player with an extensive experience coaching team members effectively. Fluent in English and Spanish.
Overview
8
8
years of professional experience
Work History
Business Revenue Agent 2 (rotation)
Oregon Department Of Revenue
10.2024 - Current
- Take appropriate action to collect dilinquent liabilities on multiple programs in the field and on the telephone
- Conduct field investigations. Locate debtors by visiting their current and former place of residence, current and former place of employment and, current and former place of business
- Contact customer or representative by phone or in person to encourage payment before determining appropriate legal action
- Follow leads from the investigation to identify assets, verify ownership, and gather documents to determine responsibility for debt
- Interview neighbors, friends, relatives, and employers in person to locate debtors
- Receive and receipt payments in the field and convey them to appropriate office staff for processing
- Document investigations, field calls and findings in GenTax
- Work higher risk accounts
- Perform necessary investigation and determine if liability is uncollectable or the cost to the agency to collect the debt would exceed the amount of the debt. Determine the need for and initiates work account adjustments such as cancelation and write off.
- Works within strict timelines to explain the various options such as appeal rights, doubtful liability, and the appeal procedures for conference, Magistrate, and tax Court
- Assist and educates the public in person, by correspondence, and by telephone to answer indepth questions regarding collection procedures of various programs and options available to customers to resolve their liabilities
- Set up, monitor, and enforce payment agreements based on financial information gathered in the field, by phone, or provided on financial statements or settlement offers submitted by customers. Verify accuracy of information obtained
Business Revenue Agent 1 Leadworker
Oregon Department Of Revenue
03.2024 - 10.2024
- Review Leadworker email inbox throughout the day which includes but is not limited to: Approve or deny garnishment requests, Assign work items to ARU per split, Approve or deny any adjustment request such as cancellations and write offs, Leadworker call back requests
- Check for vendor garnishments the task management. Department has five days to process
- Queue day: Get agent backlog and total number of accounts first thing in the morning for an agent's queue day and complete their form at the end of their queue day.
- Assist agents with questions, emails payment transfers etc. Make sure after the collection is reviewed to document the account
- Turning phones on and off for unit meetings and trainings
- Complete call monitoring on each agent in their monthly queue review template for the appropriate month
- Trained new hire class that started on 05/15/2024
Revenue Agent 1
Oregon Department Of Revenue
06.2022 - 03.2024
- Experience using great active listening skills with customers
- Ability to work independently without constant supervision
- Demonstrated ability exercising excellent judgment and decision-making skills
- Knowledgeable about various Tax accounts including PlT, Business payroll accounts,and entity accounts such as Corp, partnership etc
- High level of problem solving skills during call with customers.
- Provide different options to resolve issues on case by case basis
- Help businesses stay in compliance
- Make outbound calls to collect on past due balances
- Take inbound calls and support business owners with plethora of concerns and provide information requested
- Educate customers around tax filing payments and collection processes
- Negotiated payment arrangements with delinquent taxpayers, securing recoveries while maintaining strong relationships with clients.
Personal Banker
Wells Fargo
03.2017 - 06.2022
- Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions
- Exceeded quarterly growth goals by minimum of 2%
- Maintained friendly and professional client interactions at all times
- Closely monitored performance of current portfolio of specialty loans and made changes to achieve performance targets
- Answered clients' questions about purposes and details of financial plans and strategies
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan
- Explained and documented for clients types of services to be provided, and responsibilities to be taken by the personal financial adviser
- Trained new team members on applying due diligence procedures and regulatory mandates
- Recommended loan approvals and denials based on customer loan application reviews
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
Education
High School Diploma - undefined
Piner High School
Santa Rosa, Ca2015
Skills
- Quick problem solver
- Thrives in fast-paced environment
- Courteous, professional demeanor
- Cash handling expert
- Guest relations professional
- Bilingual- Spanish
- Highly dependable
- Fast Learner
- Financial product knowledge
- Financial advisement
- Banking
- Branch management
- Relationship building and management
Timeline
Business Revenue Agent 2 (rotation)
Oregon Department Of Revenue
10.2024 - Current
Business Revenue Agent 1 Leadworker
Oregon Department Of Revenue
03.2024 - 10.2024
Revenue Agent 1
Oregon Department Of Revenue
06.2022 - 03.2024
Personal Banker
Wells Fargo
03.2017 - 06.2022
High School Diploma - undefined
Piner High School