
Detail-oriented, customer-focused professional with over 20 years of experience in customer service and operational support within high-responsibility environments. Experienced in accurate cash handling, transaction processing, and maintaining confidentiality of sensitive financial and personal information. Bilingual in English and Spanish, recognized for reliability, professionalism, and building strong customer relationships while adhering to policies and procedures.
Managed daily operations including scheduling, inventory, purchasing, and financial oversight. Established procedures to ensure consistency, compliance, and cost control while maintaining strong customer relationships. In addition handled cash and financial transactions with precision, balancing daily totals, verifying documentation, and ensuring full compliance with financial regulations and internal controls.
Provided direct assistance to individuals and families during crisis situations by completing intake applications and coordinating emergency resources with city and county partners. Accurately processed and documented monetary assistance and sensitive financial information while maintaining strict confidentiality, regulatory compliance, and attention to detail in high-responsibility environments.
Supervised tax preparation operations while ensuring accuracy, compliance, and timely completion of individual and small business tax filings. Reviewed financial documentation, verified client information, and maintained strict confidentiality when handling sensitive financial and personal data. Supported and
trained staff, conducted quality reviews, and ensured adherence to tax regulations and internal procedures.
Policy and procedure compliance; bilingual communication (English & Spanish); professional judgment, reliability, and integrity
Policy and procedure compliance; bilingual communication (English & Spanish); professional judgment, reliability, and integrity