Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sarey Palma Catalan

Dallas,TX

Summary

Dedicated and adaptable management professional possessing excellent communication, organizational, and analytical capabilities. Eager to collaborate and offer support to a results driven environment.

Overview

15
15
years of professional experience

Work History

Case Manager

Stewart J. Guss, Attorney At Law
Dallas, TX
10.2022 - Current
  • Consistently monitor 100+ cases, with regular follow-up to flag appropriate parties with any concerns for prompt problem resolution.
  • Serve as a liaison between applicable parties: attorneys, insurance representatives, medical providers, and clients, through verbal or written communication, utilizing multiple mediums.
  • Document essential information and communications using case management software.
  • Collaborate with team members to ensure that action items are completed in a timely manner.
  • Execute administrative tasks efficiently, ensuring completion of daily office operations.

Income Tax Preparer

Jackson Hewitt
Mesquite, TX
12.2021 - 04.2022
  • Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
  • Conducted client interviews to gather necessary documentation and information for tax preparation.
  • Reviewed financial documents to identify potential deductions and credits.
  • Liaised between clients and tax authorities, such as IRS representatives.
  • Managed multiple tasks in a high-pressure, deadline-driven environment to ensure the filing of a high volume of individual tax returns in a timely manner.

Assistant Manager

Payless ShoeSource Inc.
Dallas, TX
09.2016 - 06.2019
  • Provided support and guidance to colleagues to maintain a collaborative work environment, achieving sales and profit goals.
  • Assigned work and monitored the performance of shift personnel.
  • Led planning, implementation, and execution of merchandising and operating initiatives to streamline business effectiveness.
  • Prioritized and organized tasks to successfully manage day-to-day store operations, including customer service, inventory management, sales transactions, and store maintenance.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Administrative Assistant

Adams Golf
Plano, TX
05.2010 - 08.2012
  • Supported the Operations Manager by coordinating meeting schedules, organizing travel arrangements, and managing project logistics to ensure smooth operation.
  • Managed daily office operations and administrative tasks.
  • Liaised with employees, vendors, and personnel across departments.
  • Responded to employee issues to provide immediate resolution, and harbor strong team collaboration.
  • Provided essential support and resources to teams as needed for projects.

Education

Bachelor of Science - Business Administration

East Texas A&M University
Commerce, TX
06-2019

Skills

  • Clear communication proficiency
  • Task and time management
  • File and document organization
  • Team collaboration and support
  • Ability to work under pressure, and handle tight deadlines
  • Multitasking and prioritization
  • MS Office and Collaboration Tools (Zoom, Teams, Google)

Timeline

Case Manager

Stewart J. Guss, Attorney At Law
10.2022 - Current

Income Tax Preparer

Jackson Hewitt
12.2021 - 04.2022

Assistant Manager

Payless ShoeSource Inc.
09.2016 - 06.2019

Administrative Assistant

Adams Golf
05.2010 - 08.2012

Bachelor of Science - Business Administration

East Texas A&M University
Sarey Palma Catalan