MARTHA RIVAS

• SEASONAL Time.
• WORKED ON SIEMPRE TAX SOFTWARE ALSO TAXWISE TAX SOFTWARE, QUICKBOOKS, BEGAN BOOKKEEPING.
• 5years + Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
• 4years+ Analyzed financial records to verify accuracy of tax returns.
• 5 years+ Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
• Completed and filed returns with tax departments at local, state, and federal levels.
• Communicated with clients regarding tax situations, providing guidance on financial decisions.
• Educated clients on tax planning strategies, helping them save money in future years.
• Reduced errors through meticulous review of financial documents and double-checking calculations.
• 5 years+ Maintained complete records of client tax returns and supporting documentation in secured areas.

• Sanitized, restocked, and organized 4 exam rooms and medical equipment.
• Obtained client medical history, medication information, symptoms, and allergies.
• Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
• Performed 2 months medical records management, including filing, organizing and scanning documents.
• Scheduled appointments, registered patients, and distributed sample pharmaceuticals as prescribed.
• Ensured patient safety and comfort during examinations, effectively addressing concerns and answering questions.
• Improved patient experiences by efficiently managing appointments and maintaining organized medical records.
• Completed EKGs and other tests based on patient presentation in office.
• Conducted thorough examinations, diagnosing conditions accurately and developing appropriate treatment plans accordingly.
• Developed customized exercise programs specifically designed to support each patient''s rehabilitation process, promoting improved mobility and function.

• Print out files and files them correctly, check emails, payroll, take about 20 calls daily
• Clean office end of the day.
• Used various computer software programs, made payments, checked emails and checked cameras on units.
• 5years+ Managed daily operations, ensuring timely completion of tasks and maintaining a well-organized work environment.
• Created and updated records and files to maintain document compliance.
• Sorted, opened, and routed mail and deliveries to meet business requirements.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

• Sold Auto, Home, Boat, Renters Insurance
• Customer Service, Daily Deposit to Bank, take pictures of vehicles with full coverage
• Filed, keep up with daily receipts, open and close store use fax scanner and phone
• Built strong relationships with clients through consistent communication and excellent customer service.
• Responded to 90+ customer calls swiftly to resolve issues and answer questions.
• 3 years+ Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Cross-sold insurance products to existing clients to reach sales targets.
• Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
• Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.

Outbound phone call 25+customer to remind about collections/payments past due or coming up.

• Processed payments and applied to customer balances.
• Documented all interactions with borrowers accurately in the database system for seamless handover between team members.
• Increased loan repayment rates by proactively monitoring delinquent accounts and implementing effective collection strategies.
• 1Year Assisted management in identifying potential high-risk loans for proactive monitoring and targeted intervention strategies.
• Developed strong relationships with borrowers to facilitate open communication, trust, and successful loan repayments.
• Utilized various communication methods including phone calls, emails, and written correspondence to maintain contact with borrowers throughout the collections process.
• Improved borrower satisfaction by effectively addressing inquiries and resolving issues in a timely manner.
• Demonstrated empathy while maintaining firmness when dealing with challenging collection scenarios, balancing compassion with professionalism.
• Managed a diverse portfolio of loans, consistently achieving or exceeding assigned collection targets.
• Regularly monitored accounts to identify overdue balances and potential areas of risk.
• Identified and contacted customers with overdue accounts to address payment status.
• Negotiated payment plans with customers to prevent accounts from entering collections.
• Used scripted conversation prompts to convey current account information and obtain payments.
• Notified co-signers of delinquent accounts to assist in collecting payments.
• Maintained accurate records of customer accounts, payments and payment plans.