Summer Caldwell
Raceland
Summary
Communicative customer service professional motivated to maintain customer satisfaction and contribute to company success. History managing large amounts of inbound calls and sustaining satisfactory relationships with customers. Offers skill with various systems paired with outstanding active listening and multitasking abilities.
Overview
12
12
years of professional experience
Work History
Customer Service Representative
Delta Airlines Global Services
08.2023 - 08.2024
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
- Worked with cross-functional teams to achieve goals
- Assisted with customer requests and answered questions to improve satisfaction
- Answered customer inquiries and provided accurate information regarding products and services
- Assist customers with flight reservations, changes, cancellations, and refunds
- Document all customer interactions and follow company protocols.
Hagerty
04.2015 - 08.2023
- Communicating with clients for ERAP Application
- Preparing claims forms and related documentation
- Reviewing claim submission and verifying the information
- Recording and maintaining claims information in a database system
- Determining coverage and calculating claim amounts
- Processing claims payments
- Complying with federal, state, and company regulations and policies
- Performing other clerical tasks as required.
Tax Preparer
Minority Tax Pros
09.2022 - 06.2023
- Completed and filed returns with tax departments at local, state and federal levels
- Maintained complete records of client tax returns and supporting documentation in secured areas
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities
- Offered clients recommendations to reduce tax liabilities
- Delivered comprehensive tax documentation required for accurate individual and corporate returns
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement
- Prepared written responses or tax return amendments to resolve state and federal notices
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities
- Facilitated communication between clients and tax authorities
- Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns
- Facilitated integration of modern tax software with client accounting software
- Prepared US, multistate and international tax returns for business clients
- Provided information about available products and services to clients, resulting in increased business opportunities.
CNA
GM Business Services Inc
03.2017 - 08.2022
- Supported ambulation and physical therapy needs by conducting planned exercise routines
- Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care
- Oversaw and maintained patients' rooms, group living areas, and nurse stations
- Participated in fun group activities with patients to boost mood, improve overall memory and provide light entertainment
- Conferred with multidisciplinary healthcare team to help effectively manage patient conditions with regular testing and vitals assessments
- Maintained a clean, safe environment for the patient by adhering to infection control policies and procedures
- Provided assistance with activities of daily living, including bathing, dressing and grooming
- Performed vital sign assessments, such as taking blood pressure and temperature.
CNA
Raceland Manor Nursing Home
02.2013 - 01.2017
- Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment
- Promoted good oral and personal hygiene by aiding patients with shaving, bathing and teeth brushing
- Checked patient vitals such as temperature, blood pressure and blood sugar levels
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives
- Delivered individualized patient care by recording vital signs, documenting observations, administering treatments and evaluating patient needs
- Cared for residents in assisted living facility and delivered high-quality support to meet needs
- Evaluated patients to identify and address wounds, behavioral concerns and medically relevant symptoms.
Education
High School Diploma -
Penn Foster High School
Scranton, PA12.2022
Health Care, Health Aide -
Louisiana Technical College
Larose, LA06.2009
Skills
- Time Management
- Staff Development
- Account Reconciliation
- Local, State and Federal Tax Returns
- IRS Correspondence
- Tax Code Knowledge
- Financial Management
- Multi-State Tax Filing
- Due Diligence
- Payroll Familiarity
- Tax Accounting
- Tax Liability Management
- Tax Audit Procedures
- New Business Development
- Government Regulations
- Sarbanes-Oxley Compliance
- Year-End Tax Provision Proficiency
- Tax Laws
- GAAP Expertise
- Financial Statements
- Quality Improvement
- Information Processing
- Mortgage-Related Documents
- Filing System Management
- Deductions Understanding
- QuickBooks Proficiency
- Legal Research
- Mathematical Calculations
- Storage Procedures
- Strategic Consulting
- Corporate Tax Issues
- Exemptions Expertise
- Organizational Abilities
- Interpersonal Strengths
- Liabilities Mitigation
- Virtual Tax Interviews
- Individual Tax Returns
- Corrective Actions
- Internal Control Development
- Data Inputting
- Trained in Tax Software
- Appointment Scheduling
- Inbound and Outbound Calling
- Data Entry
- 60 WPM
- Technical Support
- Problem-solving abilities
Timeline
Customer Service Representative
Delta Airlines Global Services
08.2023 - 08.2024
Tax Preparer
Minority Tax Pros
09.2022 - 06.2023
CNA
GM Business Services Inc
03.2017 - 08.2022
Hagerty
04.2015 - 08.2023
CNA
Raceland Manor Nursing Home
02.2013 - 01.2017
Health Care, Health Aide -
Louisiana Technical College
High School Diploma -
Penn Foster High School
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