Serina Valencia

• Prepare federal and state income tax returns for individuals, small businesses, and corporations
• Review previous-year client tax returns (self-completed or completed by other companies) at client request to identify possible missed deductions
• Respond to and resolve any client complaints or questions in a timely manner
• Attend periodic continuing education to remain current on prevailing tax law and procedures
• Assessed client tax situations to determine best filing options.

• Managing communication channels such as phone calls and emails

.• Serving as the main point of contact for internal and external parties

• Respond to all new leads and input all client data into CRM

• Follow up on new and existing leads daily via phone call and email

• Schedule all zoom calls and managed daily schedule

• Handling correspondence, scheduling appointments, and preparing documents

Build and maintain relationships with clients

• Manage the register, including all credit card and cash operations
• Maintains continuous contact with co-workers, management, and other
departments
• Ensures an accurate accounting of all transactions, collections, and disbursements
• Balances daily checks and sales reports
• Maintains positive working relationships with all team members and any external customers
• Creates the cash up report and provide change to the tills
• Provides the daily sales report to management
• Scans, files, and uploads invoices daily
• Responds to chargebacks

• Provides administrative support

• Manage new patient schedule
• Answer multiple phone lines/schedule new and existing patient appointments and follow ups
• Respond to patient inquiries regarding treatments and services (requests via email, calls, web forms)
• Follow up on new patient leads daily
• Mail out clinical literature and information packets to new and existing patients weekly
• Schedule patients into CureMD
• Update all new leads in Salesforce and tag all calls in Call Tracking Metrics platform
• Create and manage new patient medical charts
• After Hours Calls and scheduling (evenings, weekends).

• Deal directly with customers by telephone, and email
• Respond promptly to customer inquiries
• Handle and resolve customer complaints
• Obtain and evaluate all relevant information to handle product and service inquiries
• Direct requests and unresolved issues to the designated resource
• Record details of inquiries, comments and complaints
• Maintain customer databases
• Communicate and coordinate with internal departments
• Provide feedback on the efficiency of the customer service process.

• Oversee the timely and efficient scheduling of clients and potential clients (i.e
• Interior designers, designer showrooms, private residential clientele, etc)
• Supervise the daily scheduling operations and manpower as it relates to transportation services and logistics according to daily requirements (local and OTR)
• Maintain a business contacts database for scheduling notification, verification, and post-delivery follow-up
• Act as a liaison between clientele and installation staff
• Communicate with clientele regarding billing and invoicing issues in an effort to collect past due and/or open balances
• Administrative assistant to management staff (i.e
• Internal and external verbal and written correspondence with clientele, employees, and vendors)
• Maintains various files and records-both computerized and hard copy files
• Monitor and track drivers DOT eligibility and work schedule for all OTR travel to ensure compliance with state and local laws
• Ensures compliance with all DOT regulations including the review of daily drivers log sheets, accident reporting and investigation, drug testing requirements, and transportation equipment maintenance
• Handle per diem requests, distribution, and reconciliation for scheduled OTR trips
• Marketing which included mail-outs, faxes, emails, advertising on Facebook, and on company website.

• Responsible for answering incoming calls
• Responded to all customer service-oriented questions and/ or concerns relating to all aspects of company business
• Supervise the daily scheduling operations and manpower as it relates to transportation services and logistics according to daily requirements (local and OTR)
• Sent written receiving notifications to clientele when furnishings and other items were received by our facility
• Communicate with clientele regarding billing and invoicing issues in an effort to collect past due and/or open balances
• Interacting directly with clientele who visited our facility to view items we were storing for them
• Responsible for data entry, maintain alphanumeric filing system
• Prepared daily pull-list for warehouse staff detailing outgoing inventory
• Maintains various files and records-both computerized and hard copy files
• Administrative assistant to management staff (i.e
• Internal and external verbal and written correspondence with clientele, employees, and vendors).

• Performed administrative and office support activities for multiple supervisors and staff members in all departments
• Duties included: making travel arrangements, memorandum production and distribution, typing business proposals and organizing sample packages
• Received and directed visitors
• Coordinated meetings for sales personnel
• Performed other clerical duties upon request by management team and staff members
• Accounts Payables Assistant from (entered invoices, assisted with payroll processing, maintained alphanumeric filing system, and other duties as needed.