SANTIAGO RAMOS
LEHI,UT
Summary
My goal is to find myself at a company and position that share the similar values that I have and continue to improve my skills so that I can become an asset to my work and to those around me.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Customer Loyalty Specialist & OSSP Lead Setter
Greenix Pest Control
04.2023 - Current
- Utilized inbound and outbound telephone techniques to solidify and build client relationships.
- Interpreted contracts and communicated terms and conditions.
- Investigated and resolved customer inquiries and complaints quickly.
- Acted as first point of contact and set appointments for prospective clients.
- Set appointments with salespeople and potential customers.
- Scheduled follow up calls with potential customers to gain interest in scheduling appointments.
Tax Intern
Block Advisors
11.2022 - Current
- Prepared various tax forms and documentation associated with tax compliance, audits and refunds.
- Organized client tax documents to facilitate quick preparation of tax returns.
- Interviewed clients to obtain information such as taxable income, deductibles and expenses.
- Utilized tax-related software such as Block Works 2022-2023 to prepare and process returns and research tax matters.
- Managed bookkeeping functions such as invoicing and account reconciliations.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
- Kept case data and contact information up to date to expedite proceedings.
- Conducted call audits to assess interaction quality, accuracy and service success.
RECORDER
PUBLIC NOTARY, TESLA INC
04.2021 - 11.2022
- Provided excellent customer service to individuals requesting information in accordance with company guidelines.
- Processed and scanned files into electronic databases.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Administered oath to document signers to obtain affirmation of truth.
- Supported timely and accurate administrative task completion.
- Met with clients in Tesla's office environment to witness signings.
- Completed daily logs for management review.
- Assisted in proper processing of up to 4000 title filings monthly, encompassing multiple solar panel systems.
Customer Service Sales Representative
Total Client Connect
05.2020 - 04.2021
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Computed total costs and profit requirements for customer sales to provide accurate pricing.
- Visited customer locations to evaluate requirements, demonstrate product offerings and propose strategic solutions for diverse needs.
- Prospected continuously for new potential customers and maintained robust conversion rate.
- Delivered superior customer service to retain existing customers and attract future customers.
- Informed customers of sales and promotions to build customer base, boost traffic and increase customer loyalty.
- Worked independently with minimal supervision.
- Met or exceeded sales, customer service and loyalty program standards.
- Obtained referrals with existing clients to generate new business, boosting overall sales 86%.
Middle School Tutor
AMERICAN PREPARATORY ACADEMY
07.2018 - 12.2018
- Administered feedback to students using positive reinforcement techniques to encourage and build confidence.
- Participated in professional development activities to improve tutorial skills and grow cultural competence and reflection skills.
- Participated in training classes to improve tutoring practices and learn new tutoring techniques.
- Implemented listening and questioning strategies to diagnose student needs and monitor progress.
- Developed student-specific tutoring plans in concert with teachers, parents, and administrators.
CUSTOMER SERVICE REPRESENTATIVE
NATIONAL MEDTRANS
12.2017 - 07.2018
- Maintained updated and detailed records of calls in physical and electronic database.
- Directed dispatching, routing and tracking of 32 fleet vehicle companies
- Planned, organized and managed work of subordinate staff to accomplish consistent work within organizational standards.
- Processed orders, ran bulk pick sheets, processed and printed invoices and created daily shipping logs.
- Coordinated schedules for optimal coverage of daily workload and adjusted quickly to changing demands.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
Education
Associate of Science - General Studies
Salt Lake Community College
Salt Lake City05.2024
Skills
- Tax Documentation
- Administrative Support
- Individual Tax Returns
- Correspondence Writing
- Customer Interaction
- File Management
- Data Analysis
- Upbeat and Positive Personality
- Calm and Professional Under Pressure
- Spanish Interpreting
- Reviewing and approving incoming and outgoing money movement transactions for retail and retirement accounts
- Experience with various systems to ensure the appropriate approval of each transaction
- Troubleshooting
- 2 years of Roth/Traditional IRA experience
- Clerical Skills
Certification
- CNP - Certified Notary Public
Timeline
Customer Loyalty Specialist & OSSP Lead Setter
Greenix Pest Control
04.2023 - Current
Tax Intern
Block Advisors
11.2022 - Current
RECORDER
PUBLIC NOTARY, TESLA INC
04.2021 - 11.2022
Customer Service Sales Representative
Total Client Connect
05.2020 - 04.2021
Middle School Tutor
AMERICAN PREPARATORY ACADEMY
07.2018 - 12.2018
CUSTOMER SERVICE REPRESENTATIVE
NATIONAL MEDTRANS
12.2017 - 07.2018
Associate of Science - General Studies
Salt Lake Community College