Customer Service Manager
Resume:
San Diego, CA,*****
Cell: 619-***-****
Home 619-***-****
*****************@*******.***
Jessica Aguilar
Professional Objective: To obtain a position at your company where I could
apply my skills and abilities that will allow growth in my career within an
organization that will utilize my management, supervision & administrative
skills to benefit mutual growth and success.
Experience:
PRESTIGE TAX GROUP- Administration &Tax Professional
Seasonal from January-April
January 2011 to April 2013
San Diego, CA
Efficiently and accurately, identify, assess, and resolve issues/problems
within other tax professionals. Answering phones, making,rescheduling,&
confirming Appointments . Answer questions- office hours, fees, tax related
questions .Contacting clients-return refund. Process payments-, credit
card, coupon or cash. Issue client checks and collecting signatures.
H&R BLOCK- Client Service Coordinator /Tax Professional
Seasonal from January-April
January 2007 to April 2010
San Diego, CA
The CSP (Client Service Professional) - is responsible for welcoming
clients, identifying and addressing the client's need, and maintaining a
pleasant and business-like atmosphere and attitude. The CSP will interact
with clients in person or via telephone through inbound and outbound calls.
Uses H&R Block systems to schedule and confirm appointments, check in
clients, match clients to the optimal Tax Professional (using client
matching software); and effectively manage client flow in a tax office.
Routinely balances cash register; and receives cash, check, and credit card
payments for provided tax services; and provides clients with completed tax
returns and checks. Conduct tax interviews and research tax questions for
the purpose of preparing complete and accurate tax returns. Review
completed tax forms for accuracy and compliance per TBS procedures and
standards. Promote and provide additional or alternative tax and financial
products, which the company may make available. Responsible for developing
and maintaining effective working relationship with assigned clients.
Resolves issues, proactively and timely, to ensure client satisfaction and
retention.
New Life Realty- Loan
Processor/Receptionist -
November 2005 to February 2009
Chula Vista, Ca
Loan Processor is to ensure the timely and accurate packaging of all loans
originated by our loan officers. Responsibilities include: Gather
information and take each file from pre-approval to closing. Input proper
loan information into the system for processing. Responsible for ensuring
that all loan documentation is complete accurate verified and complies with
company policy. Verify loan documents including income credit appraisal and
title insurance ultimately preparing application for submittal to
underwriting. Review file documentation and make sure all items needed are
requested. Order and coordinate loan documents. Meet crucial deadlines
requested. Perform any additional duties/activities assigned by management.
Macy's Fashion Valley- Sales Associated
/Customer Service -
July 2004 to November 2005
San Diego, CA
A Sales Associate ensuring that customers have a rewarding experience that
will keep them coming back time after time. Your duties will include
demonstrating excellent customer service skills, meeting hourly selling and
express credit goals, providing product knowledge to our customers and
working as part of a team to meet individual, department and store
objectives.
Associated Skills
. Effective Communicator: English, Spanish proficient
. Computer Skills: Excel, Word, 50 WPM typist
. Graduated San Diego High School - 2004
. Some College San Diego Mesa College/ San Diego City College
Referrals
Rachel Aguayo
Storage Manager
North Park Storage 619-***-****)
Ramon Aldana
OWNER and Manager
PRESTIGE TAX GROUP 619-***-****)
Denise Sanchez
Manager &Tax Professional
H&R Block 619-***-****)
David Rylander
OWNER and Tax Professional
Taxes 4 Less 619-***-****)
Joseph Hernandez
Collector Supervisor
Alliance One 619-***-****)
.
Contact this candidate