Maybeth Garza
Mission,TX
Summary
Diligent Secretary with talent for fostering effective professional relationships with clients, staff and business associates. Supportive and focused team player with proactive approach to administration and strong attention to detail. Skilled at providing friendly service to coworkers and customers. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Substitute
Mission CISD
Mission, TX
02.2023 - Current
- Monitored attendance records, enforced rules regarding tardiness or absences, and completed incident reports when necessary.
- Managed classrooms of up to 30 students at once while maintaining order and discipline.
- Facilitated small group discussions among students about assigned topics or materials covered in class.
- Provided instruction in place of absent teachers, following lesson plans and instructions for classroom management.
- Created an atmosphere conducive to learning by establishing clear expectations for behavior and performance.
- Provided notes and reports on school day activities to primary teacher.
- Provided classroom instruction following regular teacher's lesson plans.
Office Assistant
Xpertz Tax Service
Penitas, TX
01.2020 - 04.2023
- Collected and coded various documents to prepare for filing, storage and processing.
- Maintained business records by updating customer information.
- Answered phone calls and welcomed visitors to office.
- Greeted visitors or callers to handle questions or direct to appropriate staff.
- Delivered messages and ran errands.
- Communicated with customers, employees and vendors to answer questions and address complaints.
- Computed, recorded and proofread data or reports.
- Answered telephones, directed calls and took messages.
- Offered diverse clerical support to office team members, managed correspondence, answered telephone calls and tracked documentation.
Customer Service Sales Representative
Fred Loya Insurance
McAllen, TX
10.2018 - 04.2019
- Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Developed appropriate quotes based on risk information.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Upsold products to policyholders and potential new clients.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Operated register, handled cash and processed credit card transactions.
- Conducted site visits to assess needs, demonstrate products and recommend strategic solutions for customer requirements.
- Generated quotes, processed payments and documented customer communications.
- Listened to customer requests and asked questions to provide effective solutions.
- Avoided payment errors by carefully implementing all credit and debit card data into system.
- Maintained strong call control and quickly worked through scripts to address problems.
Tax Preparer
Premier Tax Solutions
Mission, TX
01.2016 - 05.2016
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
- Produced work papers and lead sheets, tax projects and payment estimations.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Computed taxes owed or overpaid for clients.
- Produced US and state income, gift tax and estate tax returns for individuals.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Calculated form preparation fees according to return complexity and processing time required.
Tax Preparer
Premier Tax Solutions
Mission, TX
01.2014 - 05.2014
- Prepared estimated and deferred tax calculations on monthly basis to forecast cash flows.
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
Education
La Joya High School
La Joya, TX05.2005
Skills
- Excellent customer service
- Documentation and Reporting
- Customer Service and Engagement
- Time Management
- Information Confidentiality
- Organizing and Categorizing
- Clerical Support
- Record Sorting and Filing
- Service-Oriented
- Team Collaboration
- Flexible and Adaptable
- Materials Organization
- Self-Motivated
- Reliable and Punctual
- Mail Sorting and Routing
- Attention to Detail
- Creative Thinking
- Multitasking and Prioritization
- Problem Solving
- Service Oriented
- Classroom Management
- Group and individual instruction
Languages
English
Professional
Spanish
Professional
Certification
- Region One Education Service Center. June 2022
Region One ESC Substitute Teacher Certification Academy.
Timeline
Substitute
Mission CISD
02.2023 - Current
Office Assistant
Xpertz Tax Service
01.2020 - 04.2023
Customer Service Sales Representative
Fred Loya Insurance
10.2018 - 04.2019
Tax Preparer
Premier Tax Solutions
01.2016 - 05.2016
Tax Preparer
Premier Tax Solutions
01.2014 - 05.2014
La Joya High School