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, TX06-2019
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
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