Client Service Coordinator

Sarina Garcia

Administrative professional with over ten years of experience in the Banking/Mortgage Industry. Desire the position in a fast-paced work environment, bringing a wealth of experience in performing general administrative duties, including administrative, general secretarial and technical services for managers, project teams, and clients.

EXPERIENCE

Pisenti & Brinker, Santa Rosa- Client Service Coordinator

November 2023-June 2024

Creation printing and mailing of the individual tax organizers with letters as appropriate.

Set up new clients in CCH Axcess and Workflow.

Maintain accurate client contact information in CCH Axcess, upload documents and create projects.

Maintain client e-file authorizations by ensuring we have them on file for every e-file client for 3 years as required by the Internal Revenue Service.

Assist in finalizing invoices and delivering to clients by mail or electronic deliverables.

Downloads client data from electronic deliverables such as Suralink, SafeSend, ShareSafe or Tax Caddy.

Prints and processes tax returns from tax software (electronic or hardcopy) for client copies and/or governmental filings as required.

Responsible for sending electronic copies of returns to clients through secure file transfer services, or by mail

Tracks filing status of all tax return entities and maintains tax files on the network

Copies K-1's for related clients and saves them into their file on the network

Transmits e-file tax returns, informational reports, extensions, and foreign bank reports.

Troubleshoot general issues with electronic deliverables with clients as well as staff.

Other Skills & Abilities used-

●Ability to speak effectively with technical staff to interpret instructions and convey details related to such documents.

●Ability to read and organize documents (i.e., financial statements, engagement letters, tax returns, estimate payments).

●Ability to turn out high quality work on a consistent basis.

●Excellent proofing and work review skills.

●Knowledge of administrative and clerical procedures.

●Strong written and oral communication skills.

●Effective organization and time management skills.

●Ability to manage multiple tasks and problem solve.

●Strong attention to detail.

●Strong time management skills to consistently meet deadlines.

Redwood Credit Union, Santa Rosa — Member Service Representative

NOVEMBER 2012 - July 2023

Customer Service Phone Banking, Technical Support resolving complex issues for customers. Complete phone transactions & filing Disputes & Fraud Claims.

Respond with accurate information to Members' questions or transfer them to the appropriate department or person for further assistance.

Research Members' problems and complaints and respond with accurate information to Members' questions through oral and/or written communication, or by directing emails to the appropriate department or person for assistance.

Post and balance daily work and maintain proper documentation.

Complete departmental and back-office tasks as assigned including typing routine letters/Emails and/or documents.

Scheduling Appointments for Branches & Departments.

Compile data and complete work related to departmental reports.

Cross Selling & offering additional services including Investments & Insurance.

Maintain files, post records, make and check routine calculations.

EDUCATION

SKILLS

Communication (written and verbal)

Prioritization and problem-solving

Organization and planning

Research and analysis

Attention to detail

Customer service

Phone Etiquette

Discretion

Emotional

Intelligence

Responsibility

Teamwork and delegation

Management and training

Flexibility and

Efficient

Healdsburg High School

AUGUST 1994 - JUNE 1998

2317 Claiborne Circle . Santa Rosa, CA 95403 . 707-***-**** . *********@*****.***

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