Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.
Overview
8
8
years of professional experience
Work History
Customer Service Representative| GS-07
Internal Revenue Service, IRS
10.2020 - Current
Interprets and applies applicable portions of basic tax law and regulations, and basic collection techniques and enforcement actions, in order to advise, inform, assess and collect taxes, and associated liabilities
Research for and analyzes all available information applicable to specific and well-defined collection issues and takes corrective actions needed to close accounts
Contacts taxpayers and/or their representatives in response to IRS contacts regarding a limited number of delinquent situations
Provides explanations to specific inquiries initiated by individuals, generated by notices, or internally generated assignments
Advises taxpayers of the enforcement actions that may be taken if they fail to meet commitments to file return and/or pay tax liabilities and encourages voluntary compliance with tax laws
Appropriately identifies situations meeting taxpayer advocate criteria and initiates referral
Research IDRS and other data base sources for information to locate taxpayers and their assets
Performs other duties as assigned
Ongoing on the job instructing to peers & within new hires training program.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Updated account information to maintain customer records.
Handled customer inquiries and suggestions courteously and professionally.
Provided taxpayers with various types of transcripts upon request from the taxpayer.
Family Advocate
CDI Head Start, Southwest Presbyterian Church
03.2020 - 08.2020
Recruit families for new enrollment
Made referrals for emergent needs during the national pandemic
Assisted families in navigating the social services system, including applying for benefits, accessing resources and connecting with other family support services.
Observed security measures to maintain confidentiality and restrict access by unauthorized individuals.
Conducted needs assessments for families
Created family partnership agreements
Collaborated with families to assist in growth, development and education to increase potential.
Managed heavy caseload using well-developed time management, organizational and task prioritization skills.
Social Worker / Medical Records Clerk
Bryn Mawr Extended Care Center
08.2019 - 12.2021
Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
Processed medical records requests from outside providers according to facility, state, and federal law.
Scanned medical records in digital format for easy retrieval and accessibility.
Supported medical staff by providing organized and accurate medical records.
Reviewed charts and flagged incomplete or inaccurate information.
Assisted in preparation of medical records to release to other medical facilities requesting for patient history and information.
Social Worker
Bryn Mawr Extended Care Center
11.2017 - 03.2020
Network with other agencies
Facilitate family meetings
Collaborate with resident council
Properly close charts after discharge according to federal regulations
Complete legal requests & store medical documents properly
Maintain department compliant according to federal and state laws and regulations
Interviewed clients, families, or groups to assess situations, limitations and issues and implement services to address needs.
Network with other agencies
Facilitate family meetings
Collaborate with resident council.
Updated client documentation for accurate, compliant and current records.
Supported clients and families with empathy and compassion during difficult times.
Advocated for clients to assure respected rights and wishes.
Director of Social Services
Bryn Mawr Extended Care Center
02.2016 - 11.2017
Established preliminary and comprehensive assessment for social service needs of consumers.
Constructed short- and long-term planning to improve client programs.
Delegated authority and responsibility to department personnel.
Led performance improvement projects based on QAPI efforts.
Conducted monthly audits analyzing company quality indicators.
Collaborated with department managers to correct and improve services.
Evaluated service note content for description representative of clients' response to specified services.
Developed department policies and procedures adhering to quality and performance measures.
Referred clients to appropriate team members, community agencies and organizations to meet treatment needs.