Mercedes Magana
Fort Worth,Texas
Summary
To work for an organization where my administrative experience and business management knowledge will be beneficial to the company.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Self Employed
My Little Shop Auto Sales and Repair LLC
10.2020 - Current
- Owner and administrator of a used auto sales dealership. Duties include seek, inspect and evaluate vehicles to purchase for dealership inventory; order parts for the repair of inventory vehicles; photograph vehicles ready for sale and post pictures online for advertising; provide details to interested clients of vehicles; arrange and assist with test drive of vehicles; complete documents of vehicle sale; make bank deposit.
Self Employed
DFW Mobil Diagnostic and Auto Repair
10.2019 - Current
- Owner and administrator of auto repair shop. Duties include handling accounts receivable and account payable for the business; ordering inventory and shop supplies; answering inbound calls; assisting mechanic with repair task when needed; responsible for advertising and compliance of the business.
Self Employed
Mercy Tax and Business Services
10.2017 - Current
- Provide professional services such as tax preparation, complete immigration documents, notary services, business bookkeeping, business research, licensed agent for medical, dental and life insurance. Provide consulting on personal and business tax laws as well as consult clients on regulation in the industry of interest. Complete immigration application and supporting paperwork; provide written and verbal translations for clients. Assist clients understand Affordable Care Act options available for medical care; assist with applying for Medicaid and Medicare. Market and sale of medical, dental and life insurance products.
Seasonal Tax Expert
Intuit
12.2024 - 04.2025
- Help clients navigate the complexities of taxation by phone or chat. Provide support to Turbo Tax customers on completing their personal tax return in a remote employment setting. Provide enhancement of the brand by delighting empowering customers to prepare their taxes. Provide full service in completing tax returns for paying customers. Services were also provided in Spanish.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
Insurance Agent
HealthMarkets Insurance Agency
08.2019 - 01.2021
- Handle inbound calls for insurance sales for Medicare, Affordable Care Act, life, accident, dental and vision plans. Duties include provide information of insurance plans offered by agency; educate and inform clients of insurance options and benefits; follow company compliance rules and regulations with every call.
Community Health and Outreach Specialist
North Texas Area Community Health Centers, Inc.
12.2015 - 02.2018
- As part of the research staff conducting a study on depression and anxiety within the Hispanic community, my role is to complete follow up questionnaires by telephone or in person on study participants; confirm and reschedule appointments of the behavioral health counselor; provide feedback on the status of participants who have not continued study participation; provide assistance to individuals who lack the access to healthcare or health insurance to apply for benefits with Texas Department of Health and Human Services; provide information of resources available to the community for food, family counseling and other needs; assist individuals with issues concerning healthcare coverage; provide knowledge and information to the community of qualifications for CHIP, Medicaid and Affordable Care Act healthcare; participate in community events promoting the clinic programs and educating the community on state benefits.
Human Resources Assistant
Fort Worth Transportation Authority
08.2014 - 12.2015
- Responsibilities is providing clerical support to the human resources department. Duties include processing employment verification for current and former employees, assisting the hiring coordinator with the pre-employment process and orientation of new employees; producing and distributing a monthly calendar; sorting correspondence on a daily basis; filing documents in employee personnel files; answering general payroll and benefits questions for employees; providing Spanish translation when needed; any other duties assigned by human resource manager.
Seasonal Customer Relations Representative
Pier 1 Imports
10.2013 - 03.2014
- Responsibilities include answering inbound calls in a call center setting, providing customer assistance in making online purchases, assist customers with locating product availability, assisting store associates with order information, product availability, and customer service issues. Other duties are to assist store associates with gift card information and reissuing of expired gift cards. Spanish interpretation when needed.
Customer Service Desk
Lowe’s Home Improvement
12.2011 - 05.2013
- Responsibilities include operating a cash register, process product returns for customers, assist customers with questions and locating products in store; answer telephone and transfer calls to appropriate departments; any other duties requested by management.
Surplus Lines Tax Clerk
Bene-Marc, Inc.
02.2009 - 12.2010
- Responsibilities include processing reports to identify policies that have surplus tax that need to be reported to each state the transaction occurred; ensure that all documentation required by each state is completed and submitted to each state; assist the college accounts agent with secretarial duties such as creating letters, proposals, invoices and mailing and emailing correspondence; data entry of active accounts; assist the business manager with the completion of franchise and corporate reporting to each state business is transacted; any other duties and responsibilities requested by other staff members.
Licensed Agent
Aegis Communications
10.2008 - 02.2009
- Responsibilities include answering calls regarding Medicare part D plans available through United Health Group; advise customers on all plans available; provide quotes on prescription co pays and plan premiums; process enrollments over the telephone; provide customer service support for current customers.
Education
Bachelor's Degree - Business Administration Management
Tarleton State University
Stephenville, Texas08.2016
Associates of Arts - undefined
Tarrant County College
Fort Worth, Texas12.2014
High School Diploma - undefined
Green B. Trimble Technical High School
Fort Worth, Texas01.1990
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Attention to detail
- Flexible and adaptable
- Dependable and responsible
- Multitasking
- Critical thinking
- Calm under pressure
- Active listening
- Problem resolution
- Verbal communication
Certification
- General Lines Agent (Life, Accident, Health, HMO) Expires May 2026
- Texas Notary Public Commission expires March 27, 2027
- Microsoft Excel Certified December 2013
Study Abroad
Texas Wesleyan University March 2014 to August 2014 Fort Worth, Texas College student at Texas Wesleyan University. Attend a study abroad program for International Business course.
Unemployed
Maternity Leave May 2013 to October 2013 Fort Worth, Texas Leave of absence from employment due to child birth.
Full time College Student
Tarrant County College December 2010 to December 2011 Fort Worth, Texas Full time student at Tarrant County College
Languages
Spanish
Native or Bilingual
Timeline
Seasonal Tax Expert
Intuit
12.2024 - 04.2025
Self Employed
My Little Shop Auto Sales and Repair LLC
10.2020 - Current
Self Employed
DFW Mobil Diagnostic and Auto Repair
10.2019 - Current
Insurance Agent
HealthMarkets Insurance Agency
08.2019 - 01.2021
Self Employed
Mercy Tax and Business Services
10.2017 - Current
Community Health and Outreach Specialist
North Texas Area Community Health Centers, Inc.
12.2015 - 02.2018
Human Resources Assistant
Fort Worth Transportation Authority
08.2014 - 12.2015
Seasonal Customer Relations Representative
Pier 1 Imports
10.2013 - 03.2014
Customer Service Desk
Lowe’s Home Improvement
12.2011 - 05.2013
Surplus Lines Tax Clerk
Bene-Marc, Inc.
02.2009 - 12.2010
Licensed Agent
Aegis Communications
10.2008 - 02.2009
Associates of Arts - undefined
Tarrant County College
High School Diploma - undefined
Green B. Trimble Technical High School
Bachelor's Degree - Business Administration Management
Tarleton State University
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