Customer Service Agent

**/**** - ******* *** ******** (Seasonal)

West Texas Tax Associates, LLC, San Angelo

Meet with clients and review tax documents for returns Obtain approval and signatures from clients and file returns Review and audit all returns before filing to ensure that all information is correct

06/2018 - 07/2023 Customer Service Agent

Foundever, Saint Louis, MO

Started June 2018 with Sitel company was Shaklee campaign of health products at the office then later

in March 2020 worked from home with Shaklee incoming calls taking order and answering questions about the products and made adjustments as needed to satisfy customers until the job was removed. Then in April 2023 started work with AARP another Sitel campaign. Recently, name change from Sitel to Foundever interacted with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.

Business Administration

1 Year at College or a Technical or Vocational School NMJC, Hobbs, NM

General High School Curriculum

High School Diploma

Hobbs High, Hobbs, NM

01/2022 Tax professional tax analyst

H&R Block

YOLANDA LOZANO

Phone: 325-***-****

Email: *******.*******@*******.***

Objective

Looking for a job with a fast paced company with many chances to advance. Ability Summary

Experience in interacting with customers to provide information in response to inquiries about products and services, and able to handle and resolve complaints. Bilingual in Spanish.

Employment History

Education History

Occupational Licenses, Certificates and Training

Honors & Activities

Former CASA advocate, former PAIMI advocate now (DRT), work in community elections as election clerk and co-judge for Tom Green County

Additional Information

Retired after 38 years GTE/Verizon worked as receptionist, teller, billing and collections clerk, audit Company property, accounts payable and accounts receivable last position single point of contact Business rep with ISP companies. Tax education over 500 hrs in tax theory. References Available on Request

Detailed References

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