Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Contact Service Representative
Internal Revenue Service (IRS)
Franklin, Tennessee
03.2025 - Current
Duties include the resolution of tax account issues by phone contact with taxpayers and their representatives, as well as by paper returns that are submitted for amending the originals as filed.
To provide technical and procedural information relative to tax matters to individuals and/or their representatives, based on federal tax laws and regulations. Due to my exemplary research skills and my experience as a CER technician, I have recently been tasked with spot-checking account adjustments made by CSRs concerning amended returns.
Those duties consist of reviewing closed Adjustments Paper cases before COB, the next day. To locate closed cases on CII by organization code. To review 25 cases per team, or 100 cases per day, with the intent to stop incorrect letters, computations, adjustments, erroneous refunds, and to provide feedback to the managers.
The overall goal is to catch 80 percent of the customer accuracy errors. (Only looking for CA errors.)
CER Review Technician
Internal Revenue Service (IRS)
Franklin, TN
03.2022 - 03.2025
Duties as a CER Review Technician are to be responsible for conducting detailed reviews of employee interactions with taxpayers and amended returns, ensuring adherence to EQRS coding procedures, and quality standards.
Duties include evaluating and inputting Critical Job Elements (CJEs) into EQRS, preparing cases for coding consistency meetings, and developing training materials and job aids.
Generating reports to identify and analyze common errors and trends, with a strong focus on compliance with disclosure laws.
Facilitate and deliver training classes based on defect trend analysis, and create supporting PowerPoint presentations.
Develop and share with site stakeholders job aids and training documents based on deficiencies identified through EQRS reports.
Develop and share with site stakeholders quality improvement initiatives, with recommendations for addressing quality deficiencies.
Maintain research and technical skills for all current IRS work-related procedures.
Supervisory Contact Representative
Internal Revenue Service (IRS)
Franklin, TN
02.2021 - 03.2022
Led and supported a team of 14 Contact Service Representatives, focusing on employee development and performance improvement
Identified training needs, provided additional support, and implemented quality initiatives
Authored policy and procedure briefings, participated in leadership development programs, and executed quality improvement strategies
Utilized effective workload management techniques
Developed, prioritized and aligned strategies to meet performance objectives, demonstrating sound, logical decision-making and taking into account key influences on organizational performance
Collaborated with internal and external stakeholders to identify needs and expectations, while building trust, and achieving desired business results
Adept at leveraging resources (human, financial, etc.) to maximize efficiency and produce high quality results
Expeditiously took steps to provide training to address training gaps and ensure program continuity
Took steps to fully support the hiring process including recruitment, timely applicant selection, and supporting new hires in their successful transition
Educated employees on the importance of maintaining tax compliance
Basic knowledge of Section 1203(b) concerns aiding in the identification of confidential and sensitive matters relative to employee tax compliance determinations
Adept at identifying problem areas and proactively prioritizing objectives and deadlines
Set specific, relevant, measurable, employee performance expectations (goals) that align with organizational goals
Contact Service Representative
Internal Revenue Service (IRS)
Kansas City & Franklin, MO & TN
11.2011 - 10.2012
As a CSR, I provide technical and procedural information relative to tax matters to individuals and/or their representatives based on federal tax laws and regulations, primarily through telephone interaction.
Have taken actions to develop myself by creating a Career Learning Plan (CLP), by successfully completing Classroom Instructor Training (CIT) and Virtual Classroom Instructor Training (VCIT), then by becoming a certified classroom instructor. Just as I provide technical and procedural information to the general public, I provide the same in a classroom setting for new-hire training.
Researched guidelines pertaining to requests made by taxpayers pursuant to FOIA/Privacy Act and clarified these laws to taxpayers and their representatives when taking phone calls, as well as in person while conducting new-hire training.
Fully advise the taxpayer of all rights and, as applicable, secure agreement from the taxpayer to commit to a final decision.
Maintain current knowledge of procedures, policies, and directives, such as IRM updates and SERP alerts. I adhere to strict IRC 6103 guidelines to effectively determine which tax return information can be released to the caller during every telephone contact, always following the IRC 6103 as it pertains to the Confidentiality and Disclosure of Return Information of all taxpayers and or employees.
Consistently adhere to the IRC 6103 guidelines when verifying disclosure. In an effort to protect the confidentiality of the taxpayer’s account, I am diligent in covering each of the required authentication probes, and if required, I further probe for additional taxpayer authentication. In the instances where I issued internal transcripts, I ensured that I thoroughly analyzed them to determine what type of information was in the transcript. I ensure that any sensitive information is sanitized before its release.
Provided excellent customer service by answering phone inquiries, resolving problems, and complaints promptly.
Education
Major in Psychology - Psychology, Communication
Howard University
Washington, DC
Skills
Data Analysis
Coding Consistency
Trend Analysis
Education & Training
Disclosure Compliance
Research Skills
Technical Skills
Communication Skills
Quality Improvement Initiatives
Leveraging Resources
Sound Decision-Making
Employee Development & Relations
USA Staffing & HR Connect
Effective Workload Management
Achieving desired business results
Addressing training gaps
Performance Management
E-Verify
Support Teamwork
Collaboration with Stakeholders
Author of Policy and Procedure Briefings
Career Connector
Onboarding
Orientation
Talent Management
Recruitment & Staffing
Labor Relations
Employee Relations
Compliance and Regulations
HR Data Analysis
Job fairs
Stakeholder Engagement
Conflict Resolution
Advertising
USA Staffing
HR Connect
Integrated Talent Management
Excel
EQRS Coding Procedures
Verint Contact Recording
IDRS
AMS
BEARS
PowerPoint
IORS
SharePoint
MS TEAMS
Adobe
Aceyus
Certification
Tennessee and North Carolina licensee of the National Association of REALTORS
Classroom Instructor and Virtual Classroom Instructor Certifications
Accomplishments
Selected for the Leadership Development Program (LDP) and Frontline Readiness Program (FLRP).
Created and integrated a new Affordable Care Act (ACA) training course into the FY22 new hire curriculum.
Executed successful quality improvement initiatives based on data analysis.
Authored and drafted essential briefing materials on policies and procedures.
Managed multiple projects, including onboarding and team coordination.
Served as Train-the-Trainer to front-line management.