Marisol Claudio
Orlando,USA
Summary
Customer Service Rep. with an unwavering commitment to customer service, with the ability to build productive relationships, resolve complex issues and win customer loyalty. Strategic-relationship/partnership-building skills- listen attentively, solve problems creatively/use diplomacy to find common ground and achieve win-win outcomes.
Overview
22
22
years of professional experience
Work History
Individual Taxpayer Advisory Specialist (ITAS)
DEPARTMENT OF THE TREASURY INTERNAL REVENUE SERVICE (IRS)
04.2024 - Current
- Assists and advises taxpayers in meeting their Federal Tax obligations.
- Conducts interviews with taxpayers to determine their tax situation and provides advice,
- Assists taxpayers in determining and explaining the status of the taxpayer’s account(s),
- Use Treasury regulations, Internal Revenue Code (IRC), Internal Revenue Manual (IRM), and other memoranda to take appropriate actions on taxpayers’ accounts.
- Provides technical tax law advice on newly enacted legislation, complex tax returns of individuals and small businesses.
- Provided expert advice on regulatory compliance matters, enabling clients to navigate complex legal environments effectively.
- Strengthened client relationships by proactively addressing concerns and ensuring timely resolution of issues.
Store Consultant
Fed Ex
04.2022 - 08.2023
- Ensured confidentiality of customer data and careful handling of documents, media, and packages.
- Processes efficient financial transactions using a Point-of-Sale terminal (POS), including handling cash.
- Repaired & stocked all retail store printing & shipping equipment to provide optimal performance and avail ability.
- Ensured proper display of all retail area products and signage.
- Took preemptive action to prevent errors and waste materials.
- Completed required financial paperwork and assisted with daily sales, close-outs, and bank deposits.
- Followed FedEx Office standard operating procedures as well as adhering to legal, HR, safety, customer service and security policies and procedures.
Executive Mortgage Collector
Berkley Group Lando Resorts Corporation
02.2017 - 06.2020
- Collected mortgage debt on outbound/inbound calls daily, arranged payment plans.
- Auto pay for outstanding debt owed on timeshare accounts on 30days delinquency.
- Interfaced with customers to bring accounts current with suitable repayment plans.
- Assessed customer compliance with repayment schedule by reviewing account details.
- Worked closely with delinquent account holders to collect and recruit accounts through approved channels.
Customer Service Reservation Specialist
Delta Airlines
08.2015 - 03.2016
- Handled all facets of work associated with calls from general and silver SkyMiles members, serviced all customers efficiently, courteously, and accurately while meeting Department of Transportation compliance requirements.
- Made reservations for customers are accurately entered personal information into the computer system.
- Researched and resolved all customer issues.
Customer Service
Helzberg Diamonds
01.2014 - 08.2015
- Assisted customers with high end jewelry of all kinds of diamonds, Rolex, rings, bracelets, and necklaces.
- Met a monthly goal of $22,800 in sales.
- Provided excellent customer service care in person as well as over the phone.
Customer Service, Business Owner
Claudio Custom
11.2010 - 04.2014
- Created customer drapery for commercial and residential clients by phone and in person.
- Created a database with 4 high profile clients throughout the Central Florida area.
- Handled all operations in a small business environment, operated of a Self-Opel rating Hume Office (SOHO).
- Resolved complex customer issues by identifying source of customers issue and resolving in timely manner.
Tax Collector
Earl K Wood
04.2007 - 11.2010
- Collected residential and business property taxes, customer service inquiries via toll - free phone lines.
- Collected taxes, monitored payment plans and imposed deadlines for delinquent taxpayers.
- Set up and monitored payment plans and processed payments.
- Maintained up-to-date contact information for each case under review.
Sr Financial Representative 'Personal Banking Representative
Washington Mutual Bank
02.2004 - 04.2007
- Grew small business to profitable status and managed operations, managed loan process from pre-qualification through closing.
- Implemented company processes to effectively resolve customer service Issues.
- Escalated issues to correct individuals when typical procedures did not achieved resolution.
- Answered customer's questions and addressed complaints in-person.
Recruiter
Bank of America
09.2003 - 01.2004
- Provided personal customer service, responded, and resolved inquiries for 150+persons per week.
- Introduced products and services to members, handled sales and made appropriate referrals.
- Explained policies and procedures, communicated with statewide accounts to set up customized profiles and requirements.
- Solicited prospective clients via networking with realtors, processors and underwriters and closers.
- Exceeded monthly new account goals of 12+new clients.
Education
Interior Decor Fabrication -
Orlando Technical College
Orlando, FloridaSkills
- Bilingual English/Spanish
- Outstanding Customer Service
- Conflict Resolution
- Records Management
- Billing Processing
- Credit/Collections
- Payment Management
- Punctual/Reliable
- Multitasking/Meet Deadlines
- Great Phone Etiquette
- Confidentiality
- Proficient in Microsoft
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Individual Taxpayer Advisory Specialist (ITAS)
DEPARTMENT OF THE TREASURY INTERNAL REVENUE SERVICE (IRS)
04.2024 - Current
Store Consultant
Fed Ex
04.2022 - 08.2023
Executive Mortgage Collector
Berkley Group Lando Resorts Corporation
02.2017 - 06.2020
Customer Service Reservation Specialist
Delta Airlines
08.2015 - 03.2016
Customer Service
Helzberg Diamonds
01.2014 - 08.2015
Customer Service, Business Owner
Claudio Custom
11.2010 - 04.2014
Tax Collector
Earl K Wood
04.2007 - 11.2010
Sr Financial Representative 'Personal Banking Representative
Washington Mutual Bank
02.2004 - 04.2007
Recruiter
Bank of America
09.2003 - 01.2004
Interior Decor Fabrication -
Orlando Technical College
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