Orlando Perez
San Antonio
Summary
Reliable professional with strong communication skills and a proven track record in team collaboration. Experienced in database entry and relationship building, ready to contribute to operational efficiency and process improvements.
Overview
14
14
years of professional experience
Work History
Clerk
Internal Revenue Service
Austin
10.2015 - 08.2021
- I worked as an ERRF Clerk in the ACO Accounting department.
- I utilized the IDRS software program to research cases as well as using it to assign cases to the Tax Examiners on the team.
- I assisted with numbering documents as needed and assigned.
- Each morning, I would pull cases for Quality Review and kept up with the record keeping on which Tax Examiners were being reviewed for the week.
- I assisted with printing, processing, and balancing reports.
- I picked up and delivered mail to other units and departments multiple times throughout the work day.
- I assisted with filing as needed and assigned which included cases needing to be pulled, modified, and refiled.
Cadre Manager
Internal Revenue Service
Austin
09.2016 - 06.2019
- I worked as a Frontline Manager for an ITIN Clerical Team in ITIN Operations at SPOC.
- I sustained a professional environment which encourages communication, learning, and above all, teamwork.
- I am familiar with the Clerical duties including the W7 process of Stripping and Batching.
- I know the process of handling Suspense cases which are then assigned to the Suspense Wall.
- I utilized RTS to input inventory as well as use it to research all loose documents discovered in Clerical.
- I kept up with the daily reports including inventory, stripping and sorting, and production reports.
- I control the Tic sheets from Clerical which are used to keep track of the daily volume worked by the team.
- I created the weekly work schedule for the team and assigned job duties as needed.
- I kept the Team up to date on all process changes both local and in the IRM by using a pass around.
- I held weekly Team meetings as needed to discuss Team business, process changes, as well as listen to any Employee feedback or concerns.
- I distributed weekly and monthly IPR's to Employees and discuss their work progress.
- I completed Employee 3081 timesheets daily and input them into SETR.
- I helped with the truck deliveries when work is delivered organizing carts and delivering them to the Tax Examiner floor.
- I kept track of ITIN Clerical supplies and placed orders as needed to our Operations Manager's Assistant.
- I created the Job Aid for the runner hub in Clerical which was introduced the last quarter of 2016.
- I assisted in New Hire Orientation going over mandatory briefings, and the processes of the Service.
- I trained two first time Managers in the 2017 and 2018 Tax Season, and acted as a mentor.
Cadre Manager
Internal Revenue Service
Austin
12.2015 - 09.2016
- I worked as a Frontline Manager for the ITIN Extraction Team in Submission Processing RCO.
- I sustained a professional environment which encouraged communication, learning, and above all, teamwork.
- In working and communicating with my team, I had discovered areas that were in need of improvement and initiated steps to implement changes to help boost morale, and team production.
- I participated and helped with the Orientation of Return to Duty and New Hire employees.
- I was also the training coordinator for Extraction training.
- I made sure my trainers were ready to train, and had the proper training tools ready, such as job aids, reference sheets, and other necessary handouts.
- I helped reserve training rooms when needed, and helped to ensure the room was equipped with the proper tools necessary for training, such as computers, and projectors.
- When we received visitors from other Departments to assist us in working mail and return mail, I helped to make sure they received the proper training, and coordinated team placement throughout the Extraction floor.
- I helped with the completion of the Extraction Production Report every morning.
- I helped to ensure that any leftover receipts from the day before were counted correctly for an accurate report and input the data to update the Directors page daily.
- I captured the daily data on an Excel spreadsheet and emailed the report to my Department and Operations Mangers to ensure they had the correct information for the morning meeting.
- I completed and input Employee 3081's daily into SETR.
- I attended Pipe Line Feedback meetings twice a month, and communicated all feedback impacting the Extraction area to my peer Managers including nights and weekends.
- When a work procedure changed or was updated due to pipeline feedback, I wrote up memos, and turned it in to my Department Manager for approval.
- Once a memo was approved, I provided a copy to all managers so they could ensure their team members were made aware of any changes or updates being made.
- I also made sure to provide a copy of any memos to the Department Managers and Frontline Managers of night and weekend shifts so they could be shared which their team members.
- I took part in a risk assessment group in January 2016, which included P&A staff and peer Managers.
- The risk assessment tracked the handling of original documentation from the mail room to extraction, deposits, field office, DPO, ITIN batching and through the entire process at SPOC.
- During this assessment, I was able to identify key points of risk in the extraction process to both the taxpayer and the IRS.
- I submitted a report breaking down these risks using and comparing IRM references with local procedure guidelines.
Mail Clerk
Internal Revenue Service
Austin
02.2008 - 10.2015
- I was a Mail Extraction Clerk in Receipt and Control for group 31104.
- I received daily incoming mail for extraction, and sorted mail by forms, current, and prior tax years, and by type of remittance.
- I trained and worked as a runner for both remit and non-remit.
- I ensured mail is picked up and sorted to the proper baskets for further processing, and any remittance is delivered to the proper area.
- I passed out work equally as needed throughout the day.
- As a runner, I also helped with any technical questions that came up.
- I worked secondary sort in which extracted mail is further sorted and sent for processing.
- I helped organize the new Streamline process, including establishing Streamline procedures, and working the Streamline mail as it comes in.
- I became a subject matter expert for Streamline.
- I followed all security rules and regulations for the restricted area such as no piggybacking, wearing restricted area badge at all times, proper handling of cash received in the mail, and protecting tax payer information.
- I trained on security monitor desk, and provided relief for breaks, or as needed.
- I monitored entry and exit of authorized personnel, performed inventory of ID badges, received, verified, and logged in any discovered remittance.
- I assisted in date stamp inventory control, ensuring date stamps worked properly and then inventoried after each peak season, the checking, repairing, and inventory of staplers, and the breakdown of overflow areas after peak season teams leave.
- I serve as an OJI, On the Job Instructor, for new, returning seasonal employees, and temps.
- I served as a trainer in the RCO training team.
- I have lead instruction in classes for employees returning to duty, new hires, as well as training employees from other departments.
- I enrolled in FLRP, Frontline Readiness Leadership Program, to prepare to enter the Manager Care program.
Lead Clerk
Internal Revenue Service
Austin
01.2015 - 06.2015
- I worked as a Lead Clerk during the 2015 peak season for team 31105 in Receipt and Control.
- I set up the team at the start of the shift, and was responsible for pulling, logging, and distributing mail to employees throughout the day.
- I kept aware of daily receipts from the mail room and attendance to gauge the amount of work needed.
- As a Lead, I made sure all work was processed and delivered within the allotted time frame.
- I coordinated with my runners on the daily process of workload distribution, and of any changes made to the sorting and delivery of the mail.
- I communicated with other team leaders and managers on a daily basis to ensure all the previous day’s mail had been completed before starting the current days' mail.
- I kept my runners informed on closing out and clearing the floor of the current days’ work and preparing for the next day’s workload.
- At the start of this peak season, I managed the training of new temps, and update training of returning seasonal employees.
- I kept up to date on all process changes utilizing the IRM, and SERP.
- I kept all updated memos filed according to received date for reference, and inform team members of any immediate changes by pass arounds or short standup meetings.
- Each day I completed and submitted our team's daily production report.
- I worked with other Lead Clerks in Receipt and Control in the batching process of forms 8453.
- In addition to batching, I input and create transmittals using the BBTS system and process.
- I take the responsibility of acting manager in my managers absence, and kept the team functioning successfully.
- I attended daily morning staff meetings, and informed my manager of the staff meeting discussions when she reported in on her tour of duty.
- In addition to Lead Clerk, I am also a member of the Submission Processing Training Team.
- As part of this team, I assist in job aid creation, and led training classes of new temps, returning seasonal employees, and the training of visitors from other departments.
Lead Clerk
Internal Revenue Service
Austin
02.2014 - 06.2014
- I worked as a Lead Clerk during the 2014 peak season for team 31104 in Receipt and Control.
- I set up the team at the start of the shift, and was responsible for pulling, logging, and distributing mail to employees throughout the day.
- I kept aware of daily receipts from the mail room and attendance to gauge the amount of work needed.
- As a Lead, I made sure all work was processed and delivered within the allotted time frame.
- I coordinated with my runners on the daily process of workload distribution, and of any changes made to the sorting and delivery of the mail.
- I communicated with other team leaders and managers on a daily basis to ensure all the previous day’s mail was completed before starting the current days' mail.
- I kept my runners informed on closing out and clearing the floor of the current days’ work and preparing for the next day’s workload.
- I managed the training of new temps, and update training of returning seasonal employees.
- I kept up to date on all process changes utilizing the IRM, and SERP.
- I kept all updated memos filed according to received date for reference, and informed team members of any immediate changes by pass arounds or short standup meetings.
- Each day I completed and submitted our team's daily production report.
- I took the responsibility of acting manager in my managers absence, and kept the team functioning successfully.
Education
Associate of Science - Computer Aided Drafting
ITT Technical Institute
Austin, TX12-1995
Skills
- Reliable and efficient
- Communication proficiency
- Willing to take on various tasks
- Relationship building
- Database entry
- Professional correspondence
- Office management software
- Customer service
- Data entry
Training
- Frontline Leadership Readiness Program, 01/01/16
- Manager Cadre program, 01/01/15
Timeline
Cadre Manager
Internal Revenue Service
09.2016 - 06.2019
Cadre Manager
Internal Revenue Service
12.2015 - 09.2016
Clerk
Internal Revenue Service
10.2015 - 08.2021
Lead Clerk
Internal Revenue Service
01.2015 - 06.2015
Lead Clerk
Internal Revenue Service
02.2014 - 06.2014
Mail Clerk
Internal Revenue Service
02.2008 - 10.2015
Associate of Science - Computer Aided Drafting
ITT Technical Institute
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