Nallely Gonzalez
Houston,TX
Summary
Results-driven individual with a solid background in client services and document management. Focused on ensuring compliance and fostering informed decision-making through clear communication and meticulous document review.
Overview
8
8
years of professional experience
Work History
Notary Public
Self-employeed
Houston, TX
10.2025 - Current
- Provided impartial notarization services for various legal documents.
- Verified the identity of signers through valid identification.
- Verified customer signatures and identification documents.
- Facilitated document preparation for notarization, ensuring compliance with legal standards.
- Instructed clients on notarization process and requirements to enhance understanding and efficiency.
- Clarified contents of documents for signers to promote informed decision-making.
Insurance Specialist
Farmers Insurance
Houston, Texas
04.2024 - Current
- Guided clients on coverage options and policy enhancements, enhancing their understanding of available benefits.
- Handled client insurance inquiries, delivering precise policy information to ensure client understanding.
- Assisted in processing claims and coordinating with adjusters for timely resolution.
- Reviewed policy documents for accuracy and ensured compliance with company standards, supporting operational integrity.
- Maintained organized records of client interactions and policy changes.
Tax Preparer
Self-employeed
Houston, Texas
02.2023 - 03.2025
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Prepared individual and business tax returns using accounting software.
- Reviewed financial documents to ensure accuracy and compliance with tax regulations, mitigating risks for clients.
- Advised clients on tax deductions and credits, maximizing potential refunds and minimizing liabilities.
- Maintained accurate records of all client transactions and filings.
- Managed submission of documents, ensuring timely compliance with all applicable deadlines.
Manager
Chick Fil A
Houston, Texas
06.2021 - 04.2024
- Managed daily operations, enhancing restaurant functionality and customer experience.
- Trained and supervised team members, improving adherence to customer service protocols.
- Implemented inventory management practices to maintain stock levels.
- Developed schedules to optimize staff coverage during peak hours.
- Ensured compliance with health and safety regulations in food preparation.
- Coordinated promotional events, increasing customer engagement and boosting sales.
- Monitored food quality and presentation standards to meet company expectations.
- Monitored staff performance and addressed issues.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Provided leadership during times of organizational change or crisis situations.
Call Center Representative
Call center
Houston, Texas
05.2018 - 09.2021
- Answered incoming calls, delivering professional and knowledgeable service to ensure customer satisfaction.
- Answered incoming calls from customers and provided assistance with product inquiries, billing questions, and other customer service related issues.
- Assisted customers with inquiries and product information via phone and chat, enhancing customer understanding of products.
- Provided resolutions to de-escalate calls and effectively address customer issues, improving overall customer experience.
- Maintained high levels of professionalism while interacting with customers via phone or email.
- Updated customer accounts, addresses and contact information within call management databases.
Education
High School Diploma -
Eisenhower High School
Houston, TX05-2005
Skills
- Notary services
- Document notarization
- Identity verification
- Document review
- Insurance policy review
- Tax preparation
- Customer relationship management
- Customer service
- Multitasking
- Multi-line telephones
- Professional and mature
Languages
Spanish
Professional
English
Professional
Timeline
Notary Public
Self-employeed
10.2025 - Current
Insurance Specialist
Farmers Insurance
04.2024 - Current
Tax Preparer
Self-employeed
02.2023 - 03.2025
Manager
Chick Fil A
06.2021 - 04.2024
Call Center Representative
Call center
05.2018 - 09.2021
High School Diploma -
Eisenhower High School