RICHARD URANGA
Waterloo,IA
Summary
Motivated professional looking to bring my work experiences, organization and skills to the United States post office.
Overview
11
11
years of professional experience
Work History
IRS Tax Collector
CBE Companies Inc
Cedar Falls, IA
04.2023 - Current
- Handled both inbound and outbound calls regarding federal tax debt.
- Managed calls in Both English and Spanish
- Helped tax payers with a solution to resolve tax obligations and assisted with payment plans.
- Manager existing payment plans to assure tax payer was in compliance with the IRS.
- Worked with business personal to handle tax obligations and ways to pay their federal tax obligation
- Multi tasked to handle reminders set out for Spanish speaking tax payers
Retirement Education Specialist II
Principal Financial Group
08.2019 - 06.2021
- Educating participants on their employer sponsored accounts
- Submitting and educating participants on loans, withdrawals and distributions
- Providing accurate and timely documentation of work resulting from participant calls
- Educating participants on their Investment portfolios
- General understanding of taxes on retirement plans.
Financial Service Specialist
Regions Financial Corp.
02.2018 - 06.2019
- Processed treasury, tax and loan payments
- Supplied tellers with coin and currency as needed
- Helped customers open and close accounts, apply for loans and make sound financial decisions
- Established new accounts, consumer loans and lines of credit
- Processed cash withdrawals and deposits
- Directed specific questions to appropriate bank personnel
- Verified amounts and integrity of every check or fund transfer
- Met or exceeded sales goals by promoting bank products and services in every transaction
- Processed sales referrals and promoted services and products
- Offered every customer exceptional service by remaining friendly and professional during every transaction.
Teller
Wells Fargo
09.2015 - 02.2018
- Processed withdrawals, deposits and payments
- Managed customer referrals to help financial service team members capitalize on sales/benefit changes to the customer
- Restocked shelves, racks and bins with the latest merchandise and changed signage to promote special items
- Recommended optimal merchandise based on customer needs and desires
- Counted cash, made change, kept drawer organized, balanced cash register drawer.
Part time Teller
Veridian Credit Union
06.2014 - 08.2015
- Educated customer on electronics such as TV's, Radio and Bluetooth systems
- Consistently met my short and long-term goals.
Electronic Sales Associate
Sears
08.2013 - 05.2014
- Processed withdrawals, deposits and payments
- Managed customer referrals to help financial service team members capitalize on sales/benefit changes to the customer
- Restocked shelves, racks and bins with the latest merchandise and changed signage to promote special items
- Recommended optimal merchandise based on customer needs and desires
- Counted cash, made change, kept drawer organized, balanced cash register drawer.
Education
Associates - Criminal Justice
High School Diploma -
Waterloo East High School
Waterloo, IA05.2014
Skills
- Motivated
- Over 9 years of work experience
- MS Office proficient
- Exceptional Customer Service Skills
- Excellent communication skills
- Bilingual
- Organized
- Strong Work Ethic
- Approachable
- Coachable
Accomplishments
- Worship director and leader
- Habitat for humanity volunteer
- Board of directors member at IJCN church
- Educating participants on their employer sponsored accounts
- Submitting and educating participants on loans, withdrawals and distributions
- Providing accurate and timely documentation of work resulting from participant calls
- Educating participants on their Investment portfolios
- General understanding of taxes on retirement plans
- Processed treasury, tax and loan payments
- Supplied tellers with coin and currency as needed
- Helped customers open and close accounts, apply for loans and make sound financial decisions
- Established new accounts, consumer loans and lines of credit
- Processed cash withdrawals and deposits
- Directed specific questions to appropriate bank personnel
- Verified amounts and integrity of every check or fund transfer
- Met or exceeded sales goals by promoting bank products and services in every transaction
- Processed sales referrals and promoted services and products
- Offered every customer exceptional service by remaining friendly and professional during every transaction
- Processed withdrawals, deposits and payments
- Managed customer referrals to help financial service team members capitalize on sales / benefit changes to the customer
- Restocked shelves, racks and bins with the latest merchandise and changed signage to promote special items
- Recommended optimal merchandise based on customer needs and desires
- Counted cash, made change, kept drawer organized, balanced cash register drawer
- Educated customer on electronics such as TV's, Radio and Bluetooth systems
- Consistently met my short and long-term goals
Birthdate
10/21/95
Personal Information
- Title: Retirement Specialist
- Nationality: American
Languages
Spanish
Native or Bilingual
Timeline
IRS Tax Collector
CBE Companies Inc
04.2023 - Current
Retirement Education Specialist II
Principal Financial Group
08.2019 - 06.2021
Financial Service Specialist
Regions Financial Corp.
02.2018 - 06.2019
Teller
Wells Fargo
09.2015 - 02.2018
Part time Teller
Veridian Credit Union
06.2014 - 08.2015
Electronic Sales Associate
Sears
08.2013 - 05.2014
Associates - Criminal Justice
High School Diploma -
Waterloo East High School