Teresita Rogers
Charlotte,NC
Summary
Business management background of 18 years in facility administration. Has a record of solid history balancing team performance, customer service targets and business objectives. Dedicated to working closely with team members to maximize productivity and optimize procedures. Personable and dedicated in customer service with extensive experience in the healthcare management industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
25
25
years of professional experience
Work History
Accelarated Tax Specialist
H & R Block Tax Services
Charlotte, NC
01.2023 - 04.2023
- Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Implemented tax reduction strategies to analyze and minimize tax liabilities.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Evaluated clients, matching them with best-suited tax professional for individual needs.
- Applied and researched existing and most up-to-date federal, state and local tax laws in processing required tax forms relevant to client's filing status.
Owner, Manager, Administrator
Senior Haven, Inc.
West Hills, CA
10.2002 - 09.2020
- Led startup and opening of business as well as provided business development, creation of operational procedures and workflow planning.
- Oversaw staff hiring, initiated new training and scheduled processes to streamline operations.
- Recruited and hired qualified candidates to fill open positions.
- Assigned tasks to associates to fit skill levels and maximize team performance.
- Trained employees on additional job requirements to ensure safety and compliance.
- Conducted inventory counts by assessing current state of inventory integrity against target accuracy levels and tracking variances.
- Established and created training programs to enhance employee knowledge of best practices, resulting in improved customer satisfaction.
- Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
- Conducted quality, timely performance feedback and performance appraisals.
- Administered annual operating and capital budget to facilitate profitability.
- Analyzed client business needs and assisted in determining appropriate resources and strategies.
Claims Processor
Blue Cross of California
Woodland Hills, CA
09.1998 - 03.2002
- Verified claim data correctness in preparation for processing.
- Collaborated with fellow team members to manage large volume of claims.
- Checked documentation for appropriate coding, catching errors and making revisions.
- Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
- Processed claims according to established quality and production standards and made corrections and adjustments to solve problems.
Education
Tax Preparation & Filing
Block Academy
Charlotte, NC12.2022
Elder Care Facility Administrator Training
Community Training Connections
West Hills, CA05.2020
Real Estate Investment
Fortune Builders Real Estate Investment Education
San Diego, CA08.2016
Bachelor of Arts - Economics
University of The Philippines
Quezon City, Philippines 10.1987
Skills
- Established solid community and client relationships
- Information Confidentiality
- Resourceful and Analytical
- Work Planning and Prioritization
- Excellent Verbal and Written Communication skills
- Compliance Knowledge
- Dispute Resolution
- Recordkeeping and File Management
- Attention to Detail
- Goal Setting
Timeline
Accelarated Tax Specialist
H & R Block Tax Services
01.2023 - 04.2023
Owner, Manager, Administrator
Senior Haven, Inc.
10.2002 - 09.2020
Claims Processor
Blue Cross of California
09.1998 - 03.2002
Tax Preparation & Filing
Block Academy
Elder Care Facility Administrator Training
Community Training Connections
Real Estate Investment
Fortune Builders Real Estate Investment Education
Bachelor of Arts - Economics
University of The Philippines
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