Sheila Sandoval
Del Rey,CA
Summary
Dynamic professional with extensive experience at the IRS, excelling in tax compliance and customer service. Proven ability to analyze complex issues and deliver tailored solutions. Bilingual communicator skilled in legal documentation and team leadership, consistently enhancing client relations and operational efficiency. Recognized for maintaining 100% accuracy in record analysis and compliance.
Overview
11
11
years of professional experience
Work History
Customer Service Representative
Internal Revenue Service, IRS
Fresno, CA
08.2022 - Current
- Advise taxpayers on compliance, ensuring accuracy and confidentiality in financial data handling.
- Conduct interviews to resolve tax issues, enhancing voluntary compliance through clear guidance.
- Analyze records to offer solutions for complex tax inquiries, supporting informed decision-making.
- Guide clients through documentation processes, tailoring solutions for diverse scenarios.
- Interpret federal tax codes, resolving compliance issues with thorough investigation and review.
- Conduct comprehensive taxpayer interviews with 100% accuracy in record analysis, interpreting federal tax codes to resolve complex compliance issues.
Legal Secretary/Interpreter
The Law Office Of Scott Levy
Fresno, CA
12.2020 - 08.2022
- Drafted legal documents, enhancing clarity and communication, improving client relations.
- Organized client files, optimizing accessibility and case management efficiency.
- Coordinated attorney's schedule, ensuring timely meetings and deadlines.
- Bridged language gaps for Spanish-speaking clients, facilitating effective communication.
- Managed bilingual correspondence, accurately conveying case details to legal entities.
- Orchestrated attorney's professional schedule while handling telephone communications, document management, and providing essential bilingual support to diverse clientele.
- Managed comprehensive bilingual legal support, drafting documents and coordinating attorney schedules while serving as interpreter for Spanish-speaking clients.
Financial Services Representative
Educational Employees Credit Union
Selma, CA
12.2017 - 12.2020
- Oversaw cash operations, ensuring accuracy and compliance in daily transactions.
- Resolved member issues efficiently, enhancing customer satisfaction.
- Trained in banking procedures, maintaining account integrity.
- Completed compliance tasks, ensuring regulatory adherence.
- Improved branch efficiency with precise cash management.
- Facilitated members' financial needs by handling deposits, withdrawals, transfers, payments, and applications, while maintaining accurate cash drawer and vault operations.
- Ensured financial accuracy through daily balancing procedures, vault management, and regulatory compliance, while expanding capabilities to perform banker-level account services.
Lead Teller
Wells Fargo
Fresno, CA
04.2014 - 12.2017
- Led the team in high-value transactions, boosting accuracy and efficiency.
- Managed schedules, balancing team and business needs effectively.
- Trained new hires in cash handling, ensuring audit success.
- Executed branch operations, maintaining regulatory compliance.
- Delivered prompt service, reducing wait times, and enhancing satisfaction.
- Balanced team scheduling needs with business requirements, creating an efficient workflow that improved both employee satisfaction and customer service.
- Streamlined high-value transactions at Wells Fargo, reducing processing time while maintaining 100% accuracy and compliance with federal banking regulations.
- Optimized teller window operations, cutting average customer wait times by 4 minutes, while exceeding branch service quality metrics.
- Implemented enhanced cash drawer reconciliation protocols that eliminated counting discrepancies and strengthened branch security procedures.
Education
Some College (No Degree) - Paralegal Studies
Fresno City College
Fresno, CASkills
- Case management
- Customer service
- Confidentiality practices
- Problem solving
- Microsoft Office
- DocuSign
- Dropbox
- Gmail
- Google Docs
- Customer service
- Financial services
- Legal documentation
- Bilingual
- Tax compliance
- Cash handling
- Team Leadership
- Regulatory compliance
- Risk Assessment
- Financial Reporting
- Office Administration
- Document drafting
- Calendar management
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Customer Service Representative
Internal Revenue Service, IRS
08.2022 - Current
Legal Secretary/Interpreter
The Law Office Of Scott Levy
12.2020 - 08.2022
Financial Services Representative
Educational Employees Credit Union
12.2017 - 12.2020
Lead Teller
Wells Fargo
04.2014 - 12.2017
Some College (No Degree) - Paralegal Studies
Fresno City College
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