Experienced financial professional with a strong understanding of compliance requirements. Detail-oriented and organized, offering excellent communication, customer service, and time management skills. Background includes tax preparation, banking and teller line operations, customer service, restaurant management, and cashiering. Education in business management and administration has provided valuable skills in finance, marketing, communication, and business ethics.
Overview
8
8
years of professional experience
1
1
Certification
Work History
TAX EXPERT
TurboTax
12.2024 - Current
Managed tax submissions and made sure all information complied with regulations.
Collected and submitted required tax payments.
Maintained thorough and current understanding of applicable tax laws.
Reviewed financial statements for accuracy and integrity.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Identified potential audit red flags to minimize risk of IRS audits.
BANK TELLER
West Texas National Bank
08.2024 - Current
Process daily financial transactions, including deposits, withdrawals, transfers, and loan payments with accuracy and efficiency
Maintain a balanced cash drawer, ensuring zero discrepancies at the end of each shift
Provide exceptional customer service by answering inquiries, resolving account issues, and offering banking solutions tailored to customer needs
Cross-sell bank products and services, such as savings accounts, credit cards, and loans, contributing to branch sales goals
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Adhere to all bank policies and procedures, ensuring compliance with regulatory standards and maintaining confidentiality of customer information
Detect and report any suspicious activities, helping to prevent fraud and ensuring a secure banking environment
Support team members and assist with branch operations to ensure smooth and efficient service
TAX PREPARER
Jackson Hewitt Tax Service
10.2023 - Current
Prepared and filed accurate tax returns for individuals and small businesses, ensuring compliance with federal and state tax laws
Conducted thorough tax interviews with clients to maximize deductions and credits, resulting in increased tax savings
Reviewed financial documents and statements to generate precise calculations for taxable income and liabilities
Resolved complex tax issues and inquiries from clients, proving strong problem-solving and customer service skills
Utilized tax software and tools to streamline the tax preparation process, improving efficiency and accuracy
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
BANKER
My Community Credit Union
08.2023 - Current
Managed and kept client accounts, ensuring accuracy and compliance with regulatory requirements
Utilized financial software and tools to track and monitor market trends for decision-making purposes
Provided exceptional customer service by addressing inquiries, resolving complaints, and offering solutions to banking-related issues over the phone
Demonstrated ability in navigating banking systems and databases to accurately assist customers with account inquiries, transactions, and online banking services
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Opened, closed, and updated accounts for customers.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
DRIVER
Driver Network Service
02.2022 - Current
Safely and efficiently operated company vehicles to transport goods and materials between various locations
Maintained accurate logs and records of shipments, pickups, and deliveries according to company protocols
Conducted routine vehicle inspections and maintenance checks to ensure proper working condition
Communicated effectively with dispatchers and team members to coordinate transportation schedules and resolve any issues or delays
Completed routine pre- and post-trip inspections to evaluate vehicles and assess maintenance needs.
CUSTOMER SERVICE REPRESENTATIVE
Alorica Inc., Bank of America Program
11.2020 - Current
Answered and resolved 50+ customer inquiries daily via phone, email, and online chat
Demonstrated excellent communication skills to effectively address customer concerns and provide solutions
Processed orders, returns, and exchanges with an elevated level of accuracy and efficiency
Maintained a 95% average customer satisfaction rating through attentive and personalized service
Collaborated with cross-functional teams to streamline processes and improve overall customer experience
Effectively handled high volume of incoming customer calls about account inquiries, transactions, and general banking assistance
Demonstrated strong problem-solving skills by resolving customer issues, complaints, and escalations in a prompt and professional manner
Consistently met and exceeded performance metrics, such as call quality, average handle time, and customer satisfaction scores
Utilized knowledge of banking products and services to educate customers on available options and promote cross-selling opportunities
Collaborated closely with other departments, including fraud prevention and loan processing, to ensure seamless customer service and resolution of complex issues
RESTAURANT MANAGER
Whataburger
08.2018 - Current
Led a team of 20+ staff members, ensuring high levels of customer service and satisfaction
Implemented cost-saving measures that resulted in a 15% reduction in overall expenses
Developed and executed marketing strategies to increase restaurant revenue by 20%
Oversaw inventory management and vendor relationships to ensure adequate supplies and minimize waste
Conducted regular staff training sessions on food safety best practices and customer service standards
Skilled in conducting thorough candidate assessments, reference checks, and background screenings
Strong knowledge of labor laws and regulations related to hiring and employment in the hospitality industry
Oversaw food and beverage inventory, reducing waste and optimizing ordering processes to meet budget goals
Implemented new customer service initiatives that led to a 15% increase in customer satisfaction scores
Conducted regular performance evaluations and provided constructive feedback to improve employee performance
Demonstrated strong problem-solving skills in resolving customer complaints and ensuring a positive dining experience
Implemented safety protocols and cleanliness standards, resulting in a 95% health inspection rating and compliance with all sanitation guidelines
Conducted regular staff meetings to communicate expectations, address issues, and foster a positive work environment that resulted in a low employee turnover rate
CASHIER
Church’s Chicken
10.2016 - Current
Demonstrated exceptional customer service skills by aiding customers with their purchases and providing correct information about products
Processed cash, credit card, and mobile payments efficiently and accurately, keeping a prominent level of cash register accuracy
Handled high-volume transactions during peak hours while staying organized and attentive to customer needs
Maintained a clean and organized checkout area, stocked merchandise, and assisted with inventory management tasks
Collaborated with team members to ensure smooth operations and uphold store policies and procedures