Martha Patricia Rosales
Dallas,Texas
Summary
Versatile professional with comprehensive experience in cash management, banking operations, proof processing, and specialized roles in auto claims and fraud prevention within a call center environment.
Overview
15
15
years of professional experience
Work History
Professional Tax Preparer and Texas Notary
Martha Rosales Dba Rose Taxes and Beyond
01.2017 - Current
- Maintained up-to-date knowledge of federal and state tax laws through continuous professional development courses.
- Ensured error-free calculations by conducting rigorous reviews before submitting completed forms.
- Streamlined the tax filing process for clients by utilizing advanced tax software and ensuring accurate data entry.
- Implemented efficient record-keeping systems that improved accuracy and accessibility of clients'' financial information during the tax preparation process.
Fraud Specialist
JPMorgan Chase Bank
10.2021 - 04.2022
- Filed fraud claims for unauthorized transactions for bank customers
- Improved customer trust by promptly addressing and resolving reported instances of fraud.
- Conducted thorough investigations into suspected fraudulent activities, resulting in timely resolution of cases.
Teller and Proof Operator
GardaWorld Cash Services
08.2020 - 09.2021
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Detected out of balance transactions and followed implemented handling procedures.
- Processed financial transactions of deposits, payments, checks, and withdrawals by encoding numerical data.
- Reduced processing errors by diligently inputting transactions into specialized banking software.
Bilingual Customer Service Representative
Credit Protection Association
07.2019 - 07.2020
- Assisted customers with Spanish-language inquiries in a timely and professional manner.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Enhanced customer satisfaction by addressing and resolving complex inquiries in both English and Spanish languages.
Claims Representative
United Automobile Insurance Company
01.2010 - 08.2012
- Worked productively in fast-moving work environment to process large volumes of claims.
- Improved customer satisfaction by providing timely and accurate information on claim status and resolution.
- Streamlined data entry processes, improving efficiency in claim file management.
- Delivered personalized customer service, addressing policyholder concerns and clarifying coverage details.
- Negotiated settlements with claimants, achieving favorable outcomes for both parties.
Education
High School Diploma -
Heritage Academy
Dallas, TX05.2000
Skills
- Excellent communication, verbal and writing skills; bilingual (Spanish/English)
- Customer Service experience 20 years
- Microsoft Office, 10 ten key skills, call center experience 10 years
- Problem solver; prioritize and manage heavy workflow with direct supervision
- Excellent working relationship with staff
- Public Notary for the State of Texas
- Cash Flow Management
- Bookkeeping
Languages
Spanish
Native or Bilingual
Timeline
Fraud Specialist
JPMorgan Chase Bank
10.2021 - 04.2022
Teller and Proof Operator
GardaWorld Cash Services
08.2020 - 09.2021
Bilingual Customer Service Representative
Credit Protection Association
07.2019 - 07.2020
Professional Tax Preparer and Texas Notary
Martha Rosales Dba Rose Taxes and Beyond
01.2017 - Current
Claims Representative
United Automobile Insurance Company
01.2010 - 08.2012
High School Diploma -
Heritage Academy
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