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Diplomatic Customer Service Agent versed in applying strong communication, problem-solving skills and polite, professional demeanor to resolve customer issues and maximize satisfaction. Experienced in exceeding performance goals in fast-paced call center environments. Trained in connecting with customers to build positive relationships and strengthen loyalty. Results-driven Data Entry Clerk with extensive database management expertise. Proven history of successful error detection and correction.
- Statistic analysis expertise
- Information organization
- Telephone headset mastery
- Data confirmation
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- Meeting sales goals
- High-volume call reception
- Laser fax machine expert
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05/2021 to Current Tax Preparer Optima Tax Relief – Santa Ana, CA,
- Stored copies of completed returns and related documents according to company procedures and business regulations.
- Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Finalized and processed paperwork with local, state and federal government authorities.
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Applied federal and state government regulations to prepare accurate and compliant tax returns for clients in [Industry].
- Produced work papers and lead sheets, tax projects and payment estimations.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
- Produced US and state income, gift tax and estate tax returns for individuals.
12/2020 to 07/2021 Data Entry Clerk Hoya Corporation – Boston, MA,
- Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
- Identified and corrected data entry errors to prevent duplication across systems.
- Reviewed and updated account information in company computer system.
- Adhered to strict data confidentiality policies to prevent information leakage.
- Proofread documents and edited materials to correct grammar and spelling mistakes.
- Maintained quality levels above prescribed minimums to support team productivity.
- Organized billing and invoice data, prepared accounts receivable and generated revenue reports to provide controllers with vital financial information.
- Maintained records by creating monthly reports, closing terminated records and performing chart audits.
- Verified and logged deadlines in response to daily inquiries and requests.
- Maintained confidentiality of client and staff personal details by adhering to all company regulations and requirements.
- Modified and updated data formatting and added new input fields following evolving record formatting requirements in database of over [Number] records.
01/2021 to 03/2021 COVID-19 Tester Children's Mercy Hospital – Junction City, KS,
- Collected and prepared nasal-pharyngeal samples for PCR testing of COVID-19 in accordance with standard methods and processes.
- Maintained cleanliness of testing booth and testing materials to comply with CDC guidelines.
- Followed in-process quality control procedures and performed accurate data entry of patient information to prepare collected specimens for testing and analysis.
- Adhered to universal protocol precautions when disposing of contaminated items while performing phlebotomy or laboratory procedures.
- Cleaned and sterilized lab area, tools and equipment.
- Maintained clean and fully operational laboratory equipment.
- Recorded control values from technical instruments to maintain reliability and validity of test results.
01/2019 to 05/2019 Waitress Holiday Retirement – Bradenton, FL,
- Maintained accuracy while handling payments, giving change and printing receipts to customers.
- Stocked server areas with supplies before, during and after shifts.
- Greeted customers, answered questions and recommended specials, wine and desserts to increase profits.
- Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
- Communicated with kitchen staff frequently to stay up-to-date on supply availability and potential customer wait times.
- Addressed concerns or complaints quickly to improve service and escalated more advanced issues to management for resolution.
- Handled food safely and kept spaces clean to protect customers from foodborne illness and maintain proper sanitation.
Expected in 12/2020 High School Diploma:
Texas Virtual Academy - Online,
GPA:
English:
Full Professional
- Garnered continuous referrals and recommendations by providing friendly and knowledgeable support to customers.
- Prepared individual income, gift tax and estate tax returns for high-net-worth clients.
- Obtained positive outcomes after individual income tax audits.
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