NATALY FLORES
Mesa,AZ
Summary
Accomplished professional with superior work ethic and proven track record of maintaining high client retention rates. Over 9 years of experience in diverse and complex client relations environments, consistently surpassing goals through a customer-first approach. Collaborative and detail-oriented, with extensive expertise in customer service. Known for building strong relationships internally and externally, driving a customer-focused culture throughout the organization.
Overview
11
11
years of professional experience
Work History
TAX ANALYST
3Sixty Advisors DBA StenTam Tax Services LLC
11.2023 - 10.2024
- Maintaining a portfolio of accounts
- Aided in setting up client portals performed various administrative tasks.
- Demonstrated strong attention to detail and analytical skills.
- Preparing tax forms
- Validating data, resolving discrepancies and updating payroll policies.
- Finding tax benefits for clients
- Methodically review tax forms and proficient in identifying any irregularities in the documents
- Analyzed tax issues and made recommendations for remediation to management.
- Conducted targeted tax research to facilitate informed project planning and compliance efforts.
- Managed relationships with external auditors, providing timely responses to requests for information and resolving any discrepancies.
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Prepared all federal and state income tax paperwork for extensions and returns.
- Reduced tax liabilities by identifying and implementing effective tax strategies.
CLIENT SUCCESS MANAGER
Stenson Tamaddon
10.2022 - 11.2023
- Maintain a portfolio of 50-100 existing and new clients, delivering exceptional results.
- Serve as a day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices and documenting both.
- Resolved customer issues, ensuring satisfaction and retention.
- Communicate effectively with both internal and external senior managers to better understand client needs, maximize retention and growth and share learnings
- Ability to work effectively across multiple departments in deadline-driven environment
- Own the entire relationship with assigned clients, including onboarding, implementation, training, adoption, retention, and satisfaction.
- Supported clients in strategic processes with essential tools for success.
- Communicate with clients and provide support through emails, texts, and phone calls and conducted weekly online meetings to review progress of targeted goals.
- Develop opportunities for new referrals and other services to exceed new business targets.
Dispatch Operations Specialist
Amazon Logistics
10.2021 - 05.2022
- Gathered data from multiple sources daily (FMC, YMS, R4D, R4C)
- Provide support for drivers and team to assist with driver assignments, load acceptance and equipment availability
- Assist in identifying defects and offering resolutions
- Help write standard work for both internal team and field team
- Extremely detail oriented, self-motivated, ability to respond effectively to changing workloads
- Great communication skills
- Ability to manage multiple assignments
- Reorganize routes for drivers to complete their assignments in a timely manner
LOAN PROCESSOR
Eagle Home Mortgage
08.2017 - 10.2019
- Reviewed financial statements and contacted institutions and customers to clarify details
- Handled any conditions sent from underwriting departments
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues
- Coordinated closing process with attorneys, title companies and government clerks
- Evaluated approvals against established bank and government lending standards
- Verified credit histories, personal references and employment backgrounds for each applicant
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories
- Assessed customer account histories to determine previous compliance with payment plans and loan terms
- Consulted with outside vendors to identify and resolve loan closing issues
- Reviewed and validated details of loan applications and closing documentation
SERVICE MANAGER
Wells Fargo
06.2016 - 08.2017
- Replenished ATM funds in empty canisters prior to validation process
- Created a teller schedule to keep weekly and weekend shifts properly staffed
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Identified potential needs through observation, questioning and listening
- Mentored newly hired team members on appropriate responses to patron questions
- Introduced customers to other bank team members to help meet financial needs
- Maintained friendly and professional customer interactions
- Completed all paperwork, recognizing any discrepancies and addressing them in a timely fashion
- Maintained energy and enthusiasm in a fast-paced environment
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Enhanced customer satisfaction ratings by motivating team members to strengthen quality and increase productivity
PERSONAL BANKER
Wells Fargo
12.2014 - 06.2016
- Identify customers' existing short term/long term goals and opportunities
- Establish a strong referral network both internal and external
- Cross-sell all products and services
- Reaching out to community by helping business owners find ways to help their business succeed
- Manage customer portfolios
- Develop relationship with Wells Fargo partners to maximize sales
- Using profiling skills to identify opportunities
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio
- Expanded client base by promoting new financial products
- Balanced cash drawers and vault accounts daily with zero discrepancies
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
LEAD TELLER
Wells Fargo
06.2014
- Building life-long relationships with all customers
- Helping customers achieve their financial goals, and helping team members development
- Multitasking with completing all tasks and resolving customers concerns
- Following procedures to lead by example
- Balance cash daily
- Coaching, leading and supervising
TELLER
Wells Fargo
11.2013 - 06.2014
- Satisfy all customers financial needs, help them successes financially
- Introduce customers to new products and services and generate leads for another team member to close
- Greet customers make them feel welcomed and appreciated and engaged with them to learn more about their financial needs
- Process transactions with no mistakes through patience, attention to detail, and the ability to follow procedures
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities
- Established rapport with new clients to increase satisfaction and loyalty
- Maintained energy and enthusiasm in a fast-paced environment
Education
Golden West College
Huntington Beach, CAChandler Community College
Associates Degree - Administration of Justice
Cerritos College
Norwalk, CA05.2018
Skills
- Fast Learner
- Adaptability and Flexibility
- Problem-Solving
- Organized
- Customer Relations
- Data Entry
- Multitasking and Prioritization
- Attention to Detail
- Analytical and Critical Thinking
- Relationship Building
- Bilingual-fluent in Spanish
- Proficient in Microsoft Office
Languages
Spanish
Full Professional
Timeline
TAX ANALYST
3Sixty Advisors DBA StenTam Tax Services LLC
11.2023 - 10.2024
CLIENT SUCCESS MANAGER
Stenson Tamaddon
10.2022 - 11.2023
Dispatch Operations Specialist
Amazon Logistics
10.2021 - 05.2022
LOAN PROCESSOR
Eagle Home Mortgage
08.2017 - 10.2019
SERVICE MANAGER
Wells Fargo
06.2016 - 08.2017
PERSONAL BANKER
Wells Fargo
12.2014 - 06.2016
LEAD TELLER
Wells Fargo
06.2014
TELLER
Wells Fargo
11.2013 - 06.2014
Chandler Community College
Associates Degree - Administration of Justice
Cerritos College
Golden West College
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