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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Summary

Accomplished Real Estate Tax Analyst with 9 years of broad tax expertise. Detail-oriented with proven track records of no errors. Personable professional able to communicate effectively with every personnel level.

Skills
  • Multi-state real estate tax review
  • Verbal and written communication
  • Proficient in Microsoft Word, Quickbooks, Excel, Outlook and a multi-line phone.
  • Project management
  • Problem resolution
  • Delinquent account management
Experience
Tax Analyst, 05/2018 - 09/2021
Fedex Antioch, TN,
  • Included duties of researching assigned properties to obtain any monies that may be owed for water/sewer, code violations, liens , identifying any open or expired permits.
  • Extensive experience in all things tax research, Have experience working all US states.
  • Identifying tax collectors, any assessed values, delinquencies if any.
  • Calculating any penalties and interest from mild to complex situations, exemptions, and exemption amounts if applicable.
  • General knowledge of how to obtain this information via email, fax, and telephone.
  • Being a small start up and apart of one of the original teams brought on answered any client inquiries for any additional assistance needed.
  • Acted as a point of contact for our overseas teams answering any file questions and also being a point of contact between them and the client.
  • Also gained experience in processing payments needed for collectors to release information if required, entering those payments in quickbooks for tracking, and preparing the package for shipping for 2 separate teams.
  • Also acted as a quality control analyst checking newer analysts work and assisting them in correcting any errors if found.
  • Educated clients on complex tax issues by explaining details in understandable terms.
  • Conducted tax research using various resources and tools to verify proper compliance .
Tax Analyst; Team Trainer, 03/2014 - 01/2018
Quench Usa Savannah, GA,
  • Quality Assurance Team; Municipal Lien Search Duties include researching assigned foreclosing or recently purchased homes to reveal if any liens, code violations, permits or water and sewer charges are owed on the property.
  • Also have experience in researching property taxes via mail, internet, phone, email and fax.
  • Determining the tax amounts and if there are exemptions if so identifying those, making sure property is fully assessed or if land parcel may be associated gathering this information and reporting as needed.
  • Determining if taxes are paid or delinquent and reporting that information as well all while maintaining an average of 75 completed tax files daily, trained in various states.
  • As the team trainer was also responsible for preparing new analysts with the tools they needed to process files by conducting various training classes as well as preparing the training documents for those classes.
  • As a part of the qc team duties included checking analysts work, identifying any errors made, logging those errors for supervisor review, and returning if corrections were needed based on client standards.
  • Also Acting as a SME for new analysts assisting with any questions that may arise while processing, and also submitting files to the client if processed correctly.
  • Also kept all team members updated on any new policies or changes brought forth by the client.
Customer Care Specialist, 10/2013 - 02/2014
Great American Insurance Group Oklahoma, PA,
  • Welcome Calls Duties included reaching out to new members of Humana Medicare approved health plans via an outbound dialer to welcome them to Humana and to complete a new member health assessment.
  • Responsibilities also include assisting inbound callers with completing the health assessment, data entry entering assessments into the system that members returned by mail, routing and transferring calls as needed and answering various questions about the wellness programs offered.
  • Also assist members with basic questions regarding their health plans all while maintaining metrics of 40 completed assessments daily.
Customer Service Representative, 09/2012 - 07/2013
Aegis Communications City, STATE,
  • Duties included providing customer service for recipients of the AARP Medicare Prescription Drug Plans financed by United Healthcare.
  • Inbound call center setting of about 80 calls daily assist customers with questions on billing such as premium amounts, payments, and delinquencies.
  • Drug coverage inquiries such as different medications and the coverage of that medication according to different formularies.
  • Also assisted customers with claims that may have been processed incorrectly as well as rejected claims and working with the member to determine what could be done to obtain the medication and also submitting prior authorizations.
  • Account maintenance such as updating of addresses, email and phone numbers, also assisted with questions regarding Medicare such as inputting late enrollment penalties etc.
  • All while maintaining satisfactory metrics such as 98% quality, 95% survey and 535 average handle time.
  • Also determined and routed the customer to the appropriate departments when needed.
Education and Training
Diploma: , Expected in 01/2006
-
Richfield Sr. High School - ,
GPA:
A.A.S: Child Development, Expected in 01/2007
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Minneapolis Community and Tech College - ,
GPA:
Certificate, Esthiology: , Expected in 01/2009
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Aveda Institute - ,
GPA:

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School Attended

  • Richfield Sr. High School
  • Minneapolis Community and Tech College
  • Aveda Institute

Job Titles Held:

  • Tax Analyst
  • Tax Analyst; Team Trainer
  • Customer Care Specialist
  • Customer Service Representative

Degrees

  • Diploma
  • A.A.S
  • Certificate, Esthiology

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