JASMINE MANUEL
*********@*****.*** 832-***-****
SUMMARY:
● Responsible for answering phones, preparing taxes.
● Assist in the preparation and submission of tax returns for individuals.
● Help clients file their taxes and ensure the accuracy of various tax forms. SKILLS:
● Account Management
● Microsoft Windows
● Sales Management
● Banking
● Technical Support
● Underwriting
● Microsoft Excel
● Computer skills
● Microsoft PowerPoint
● Salesforce
● Outbound sales
● Recruiting
● Social media management
● Content marketing
● Content creation
● Budgeting
● Google Suite
● QuickBooks
EXPERIENCE:
10/22 to Charles Schwab, Remote
01/23 Tax Processor
● Accountable for daily reports
● Responsible for W-9/ W-8 validation tax forms
● Participate in annual Taxes
● Verify that corrections and modifications are assigned in accordance with tax laws
● IRS compliance
● Thoroughly analyze client information
● Work all basic word, excel, Microsoft etc.
● Reconciled assigned tax documents out of compliance 01/22 to PCS TAX SERVICE, Dallas, TX
Seasonal Tax Preparer (Seasonal)
● Responsible for answering phones, preparing taxes
● Responsible for Marketing, sales
● Have been responsible for doing data Entry, performing CC payments
● Provide advice and support related to the payment and reporting of taxes
● Transportation to other locations for relief
● Assist in the preparation and submission of tax returns for individuals
● Help clients file their taxes and ensure the accuracy of various tax forms
● Tax Preparer Systems
● IRS compliance
● Transmitter
06/19 to ONE MAIN FINANCIAL, Dallas, TX
09/21 Personal Loan Specialist
● Responsible for answering phone calls and assisting customers in relation to their inquiries
● Provided customers with information about loan products, interest rates, and repayment terms
● Processing advances and disbursements, as well as preparing pay off letters
● Worked closely with loan officers to obtain credit information, coordinate closings, calculate closing costs, and disperse funds for clients
01/18 to ALLIED UNIVERSAL, Dallas, TX
12/19 Security
TRANSAMERICA - Call Center
● Provided great customer service
● Answering inbound calls/ high volume
● Handling LTC Insurance policies
● Bank authorization payments
● Sending letter to insured
● Faxing/ Internet Explorer/ Emails
● Contacting clients and giving information on policy for their LTC Insurance policy
● Dealing directly with claims dept., POS Team, Underwriting, Help Desk, LTC Disbursements
● Outbound calls to clients to review specific details on policy. 01/15 to TELVISTA, Dallas, TX
07/17 Call center Supervisor
● Contacted clients as well as giving any information on services we provide.
● Checking emails as well as answering phones, setting appointments
● Training for Sales/Customer Service
● Inbound Calls/Outbound Calls/ High Call Volume 80 to 100 calls daily
● Reaching Goals for sales/Fleet Sales
● Commission Based
● Coaching/ One- on- Ones
● Supervisor Meeting
● Team Meetings
01/15 to JOB CORP, Dallas, TX
12/15 Independent Living Advisor
● Worked with team to oversee students.
● Counselor /Mentor
● Administrative/ Clerical
● Excel/ Microsoft
08/12 to TORCHMARK INC., Dallas, TX
01/14 Retention Supervisor
● Collections
● Call Center
● Excel Microsoft
● Handling collections correspondence, return mail, claims, sending emails for medical records
● Accurately works specified assignments within required time frame
● Faxing, filing, sending out letters, appeals and claims to payers via mail
● Ordering and distributes supplies to all collectors
● Assist departments on various special projects assigned by manager
● Meeting deadlines
● Organized team meetings
● Reached Team/Personal Goals
02/11 to PFS WEB, Dallas, TX
07/13 Call Center Agent
● Call center rep
● PFS Web
● Customer Service
● Collections
● Handling Customer Accounts
● Shipping Orders
● Answering Phones/ High Call Volumes 80 to 100 calls daily
● Faxing/ Emails
EDUCATION:
McKinney North High School
High School Diploma
CERTIFICATIONS & LICENSES:
● Armed Security License – Level II Level III
● Certified Management Accountant