Worked in customer service since 2004, lots of experience, really enjoy helping people, love the challenge of learning new things, also enjoy working as a tax preparer every year.
Overview
11
11
years of professional experience
Work History
Bilingual CSR
Archon Resources
04.2024 - Current
Work at Payment Processing Center, General Account maintenance.
Enhanced customer satisfaction by providing timely and accurate responses to inquiries in both English and Spanish.
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Remote Tax Preparer
Bakertilly Financial Services
02.2024 - 04.2024
Remote Tax Preparer
Enhanced customer relationships with personalized service and addressing individual concerns promptly.
Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
Tax Preparer Assistant
Tulsa Responds LLC
01.2014 - 04.2024
Seasonal Tax Preparer
Prepare Simple Tax Returns for Individual and Small Business
Lots of Data Entry.
Tax Preparer
ProRecruiters
01.2023 - 04.2023
Prepare Simple Tax Returns for Individual and Small Businesses.
Assessed client tax situations to determine best filing options.
Completed and filed returns with tax departments at local, state, and federal levels.
Built strong rapport with clients through clear communication and regular updates on status of their tax filings.
ASC, Tulsa - Bilingual Customer Asst Rep. II
- 12.2023
General Account Maintenance
Worked at the Pikepass Center Taking payments over the phone and cash in person, worked at the store when needed
Create new pikepass accounts.
JB Remodeling, Ogden Utah - Remote Scheduler
05.2020 - 12.2021
Schedule appointments for prospects customers, Managed facebook page.
Blue Cross and Blue Shields, Tulsa - Bilingual Pre Auth Rep
05.2013 - 05.2015
Pre Authorization department, Talked to Clinics, Hospital Sta
Patients
Attached Medical Records to Cases and Send for Review.
Education
Certificate - Registered Medical Assistant And Phlebotomist
Oklahoma Health Academy, Tulsa
Tulsa, OK
10.2010
Skills
Microsoft Word/Excel
Strong Data Entry skills including
Exceptional Customer Service Approach
More than 15 years' successful experience in customer service and support
Timeline
Bilingual CSR
Archon Resources
04.2024 - Current
Remote Tax Preparer
Bakertilly Financial Services
02.2024 - 04.2024
Tax Preparer
ProRecruiters
01.2023 - 04.2023
JB Remodeling, Ogden Utah - Remote Scheduler
05.2020 - 12.2021
Tax Preparer Assistant
Tulsa Responds LLC
01.2014 - 04.2024
Blue Cross and Blue Shields, Tulsa - Bilingual Pre Auth Rep
05.2013 - 05.2015
ASC, Tulsa - Bilingual Customer Asst Rep. II
- 12.2023
Certificate - Registered Medical Assistant And Phlebotomist