Customer Service Live Chat

HEATHERMONTANO

*** **** **. ** *********** NM ***05 505-***-****

Skills Summary

I love to work with people! My favorite is for a guest to leave and say wow I’ll be back that was amazing! I’ve been serving for roughly 16 years and still love it. I was also an expo for a while. Which was different but just as awesome! Seasonally for the past over 10 years I also have been doing personal/business taxes for friends and family! I really like doing that too! I also enjoyed bar-tending. It was a new experience for me and I loved it. I’m a people person so I live to make people happy. It's always nice to make someone's day a little better just by doing your job!

Work Experience

Tek System Global Tax Act tax software (contract). Remote desktop tier 2 IT and member support representative and software navigation specialist Inbound/outbound calls email/text live chat support.IT, member support, tax software navigation are just some of the issues that were presented daily. February 2022 - November 2024 Seasonal position (returned for 3 seasons). Remote position answered inbound support, IT, and software navigation questions about tax software. Outbound calls/ multiple screens, CSS, Okta verification, Five9, Peoplesoft, Allegis are must a few of the programs we used. Completed purchases processed refunds, applied discounts. Answered live chat and email inquiries. Screen shared and remotely guided tax payers to solve their issues.

Extreme Clean Team LLC December 2020 – Present Housekeeping/Personal Shopper. I am the owner and operator of this business. I love being my own boss. This adventure has been very enlightening and educational! Unfortunately the income is just not steady enough to be my only source of pay. I am ready to get back into the workforce but I am pursuing a remote position so I can have some flexibility with my schedule.

Cheddar's Scratch Kitchen. March 2014- November 2024. Multiple Positions I was a certified trainer and was offered a service team leader position and was approached by the VP to start the manager training program. I was a server, bartender, key hourly, hostess/cashier, and an Expo. Employee of the month and certified trainer.

Perfection Auto Repair

March 2012- March 2016

Front Office Manager

In this position I ran the entire front office of the shop. My responsibilities were scheduling, data entry, parts inventory, parts ordering, payroll, hiring and firing, all ordering of all supplies office or other, daily bank deposits, tax returns, all customer service inquiries, outbound/inbound calls, multi phone line system, settling of all invoices, payment plans, and billing. I loved this position I learned so much! Unfortunately the owner moved the business to Texas I was invited to relocate but that was not possible at the time. Being responsible for the day to day operations made me feel so great and I was very comfortable and confident in the position.

Village Inn

February 2008-February 2012

Server, Host, Cashier, and Expo

I was trained in a lot of different positions there. I really enjoyed the fast pace. Our sections were about 10-12 tables. I learned a lot about time management. I was also responsible for cashing out guests, managing phone in to-go orders, all side work and ensuring every guest was satisfied to guarantee a return visit.

Liquor Mart

Assistant Manager

April 2006-2009

Made schedules, ordered inventory, did daily deposit, all accounting, cashier, I did it all pretty much. I really liked being in a higher position. The position felt very comfortable and very easy to learn.

H&R Block

Tax Consultant/Customer Service Representative

March 2006 - June 2008

Assisted clients in filing there taxes. Performed full service tax filing. Completed over 250 tax filings in the time I was there. It was otj training. This was a seasonal position.

April 2000- March 2002. United Call Center. Remote Customer Service Representative/ Inbound sales Answered in bound sales and customer service inquiry calls. Some of the products were the New York Times and magazine subscriptions. The company represented multiple companies so we were constantly learning new products and techniques to give the best customer service possible. Processed refunds and purchases.

2006-Present

Tax experience

Every year I complete and file around 35-40 personal/business taxes for friends, friends of friends and family and that number grows every year as does the types. So I constantly stay informed as best as I can about new tax law and deductions! I actually truly enjoy the challenge some of them give me and learning new techniques and deductions to get everyone their maximum refund!

All in all whether it's serving a guest at a restaurant or training a staff as management, or even helping a customer complete their taxes it's all about customer service and going above and beyond to make every customer feel like they matter and are so satisfied that they will return the next time they need our services.

I can 100% say I would be an asset to any company that would bring me aboard! I hope that company is yours!

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