Technical Support Sales Manager

Jasmine Manuel

*********@*****.*** 832-***-**** Killeen Tx, TX

SUMMARY

Experienced Sales Manager with 17 years in customer engagement and sales pipeline management. Proven driving customer satisfaction through strategic account management. Adept at leveraging skills in sales management and technical support to enhance client solutions.

WORK EXPERIENCE

PCS Tax Service Dallas, TX

Seasonal Tax Preparer Jan 2022 - Present

• Prepare and submit individual tax returns, ensuring accuracy and compliance with IRS regulations.

• Provide support and advice to clients on tax payment and reporting, enhancing client satisfaction and

understanding.

• Manage administrative tasks such as phone inquiries, data entry, credit card payments, and marketing efforts to

improve service efficiency.

Charles Schwab Remote

Tax Processor Oct 2022 - Jan 2023

• Validated and processed W-9 and W-8 tax forms to ensure compliance with IRS regulations.

• Analyzed and verified client information to facilitate accurate annual tax submissions.

• Reconciled tax documents to address compliance discrepancies and ensure alignment with tax laws.

One Main Financial Dallas, TX

Personal Loan Specialist Jun 2019 - Sep 2021

• Assisted customers by providing detailed information on loan products, interest rates, and repayment terms,

ensuring clarity and customer satisfaction.

• Collaborated with loan officers to gather credit information, coordinate closings, and accurately calculate closing

costs for seamless transaction processing.

• Managed the processing of advances and disbursements, and prepared payoff letters, contributing to efficient loan

servicing and client relations.

Allied Universal Dallas, TX

Security Jan 2018 - Dec 2019

• Delivered exceptional customer service by managing a high volume of inbound and outbound calls, addressing

inquiries related to long-term care insurance policies.

• Coordinated with the claims department, point of sale team, underwriting, help desk, and LTC disbursements to

resolve client issues and facilitate smooth communication.

• Managed bank authorization payments and maintained correspondence with insured clients through letters, faxes,

and emails to ensure accurate policy information dissemination.

Telvista Dallas, TX

Call Center Supervisor Jan 2015 - Jul 2017

• Managed high call volumes, handling 80 to 100 inbound and outbound calls daily, ensuring efficient client service

and support.

• Conducted training sessions for sales and customer service teams, contributing to the achievement of sales and fleet

sales targets.

• Led coaching and one-on-one sessions, facilitating team meetings and supervisor meetings to enhance performance

and communication.

Job Corp Dallas, TX

Independent Living Advisor Jan 2015 - Dec 2015

• Provided guidance and mentorship to students, fostering personal development and improving their independent

living skills.

• Supported administrative operations through efficient handling of clerical tasks and proficient use of Microsoft

Excel and other software tools.

Torchmark Inc. Dallas, TX

Retention Supervisor Aug 2012 - Jan 2014

• Managed collections correspondence, including return mail and claims, and facilitated communication for medical

records by sending emails, thereby ensuring timely completion of specified assignments and adherence to deadlines.

• Assisted departments with special projects, organized team meetings, and supported goal achievement through

effective supply distribution and coordination.

PFS Web Dallas, TX

Call Center Agent Feb 2011 - Jul 2013

• Managed high call volumes, efficiently handling 80 to 100 customer inquiries daily, and resolved issues related to

customer accounts and collections.

• Coordinated shipping orders and communicated via fax and email to ensure seamless service delivery and customer

satisfaction.

EDUCATION

McKinney North High School

High School Diploma

CERTIFICATIONS

Armed Security License – Level II Level III

Certified Management Accountant

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 • Communication •

Creativity • Motivation • Presentation • Collaboration

View Changes

Jasmine Manuel, Remote

2107 Lava Lane, 76549, 832-***-****, *********@*****.***

Summary

Detail-oriented Tax Processor with nearly 3 years of experience in tax preparation and compliance. Proven expertise in W-9/W-8 validation and IRS compliance, ensuring accuracy in tax documents while analyzing client information. Successfully reconciled tax discrepancies, contributing to seamless operations. Committed to leveraging strong analytical skills and customer service experience to meet the needs of a remote role, driving efficiency and compliance in financial processes.

Work Experience

Oct 2022 – Jan 2023

Tax Processor, Charles Schwab

Remote

• Accountable for daily reports

• Oversaw W-9/W-8 validation tax forms to ensure compliance

• Participated in annual tax assessments and filings

• Verified corrections and modifications based on current tax laws and regulations

• Ensured IRS compliance through meticulous data review

• Thoroughly analyzed client information to identify discrepancies

• Proficiently utilized Microsoft Word, Excel, and other software tools

• Reconciled assigned tax documents to resolve compliance issues

Jan 2022 – Present

Tax Preparer (Seasonal), PCS TAX SERVICE

Dallas

• Managed client communications, including answering phones and preparing tax documents

• Developed marketing strategies to boost sales and client engagement

• Executed data entry tasks and performed credit card payments efficiently

• Provided expert advice and support concerning tax payment and reporting processes

• Coordinated transportation to different locations to assist with tax preparations

• Assisted in the preparation and submission of individual tax returns

• Guided clients in filing their taxes while ensuring the accuracy of various tax forms

• Utilized Tax Preparer Systems for effective tax management

• Ensured compliance with all IRS regulations and requirements

• Served as a transmitter for electronic tax filings

Jun 2019 – Sep 2021

Personal Loan Specialist, ONE MAIN FINANCIAL

Dallas

• Assisted customers by answering inquiries regarding personal loans

• Educated clients on loan products, interest rates, and repayment options

• Processed loan advances and disbursements, including preparing payoff letters

• Collaborated closely with loan officers to gather credit information, coordinate closings, and calculate closing costs

Jan 2018 – Dec 2019

Security, ALLIED UNIVERSAL

Dallas

• Delivered exceptional customer service in a high-pressure environment

• Managed high volume inbound calls while maintaining professionalism

• Handled long-term care (LTC) insurance policies with precision

• Processed bank authorization payments efficiently

• Drafted and mailed correspondence to insured clients

• Utilized faxing and email systems for effective communication

• Contacted clients to provide updates and information regarding their LTC insurance policies

• Collaborated directly with claims departments, POS teams, underwriting, help desks, and LTC disbursements

• Conducted outbound calls to clients to review specific policy details

Jan 2015 – Jul 2017

Call Center Supervisor, TELVISTA

Dallas

• Engaged with clients to provide information about services offered

• Managed communication through emails and phone calls while setting appointments

• Trained staff in sales techniques and customer service best practices

• Oversaw high call volume operations, handling 80 to 100 calls daily

• Achieved sales targets, particularly in fleet sales, through mentorship and support

• Conducted regular coaching sessions and one-on-one reviews with team members

• Facilitated supervisor and team meetings for performance evaluations and strategy discussions

Jan 2015 – Dec 2015

Independent Living Advisor, JOB CORP

Dallas

• Collaborated with a team to provide oversight and support for students

• Served as a counselor and mentor to guide personal development

• Handled administrative and clerical tasks to enhance program efficiency

• Utilized Microsoft Excel and other software for data management

Aug 2012 – Jan 2014

Retention Supervisor, TORCHMARK INC.

Dallas

• Oversaw collections processes within the call center environment

• Managed correspondence related to collections, return mail, and medical claims

• Executed tasks with precision within specified time frames

• Handled administrative tasks including faxing, filing, and sending letters and appeals to payers

• Ordered and distributed supplies to support all collectors

• Assisted with various special projects assigned by management

• Consistently met deadlines for team and individual objectives

• Organized and led team meetings to align on goals and strategies

Feb 2011 – Jul 2013

Call Center Agent, PFS WEB

Dallas

• Provided exemplary customer service as a call center representative

• Managed collections and handled customer accounts effectively

• Processed order shipments and inquiries with precision

• Maintained high call volumes of 80 to 100 calls daily

• Executed administrative tasks including faxing and email correspondence

Education

Aug 2002 – Jun 2006

McKinney North High School

High School Diploma

Mckinney

Skills

Account Management

Salesforce

Microsoft Windows

Outbound sales

Sales Management

Recruiting

Banking

Social media management

Technical Support

Content marketing

Underwriting

Content creation

Microsoft Excel

Budgeting

Computer skills

Google Suite

Microsoft PowerPoint

QuickBooks

Jasmine Manuel Killeen, TX 76549

832-***-**** *********@*****.***

Professional Summary

Analytical and detail-oriented professional with over 17 years of experience in financial services, tax preparation, customer service, and compliance. Proven ability to analyze, validate, and reconcile data with a strong command of Excel, QuickBooks, and Salesforce. Adept at solving complex data problems, ensuring accuracy, and delivering clear insights. Currently seeking a remote Data Analyst role to leverage my skills in data processing, reporting, and customer-focused analysis.

Core Competencies

• Data Analysis & Validation

• Microsoft Excel (Pivot Tables, VLOOKUP, Charts)

• Financial Data Reconciliation

• SQL (basic knowledge)

• Salesforce & QuickBooks

• Tax Data Compliance

• Report Generation & Documentation

• Customer Communication & Support

• Attention to Detail

• Tableau (beginner)

Professional Experience

Tax Processor

Charles Schwab – Remote Oct 2022 – Jan 2023

• Analyzed and validated W-9 and W-8 forms for IRS compliance, reconciling discrepancies in financial records.

• Ensured accuracy of client data

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