Public-Facing, Data-Driven, Part-Time Professional with Tax Experience

NAME

Name: Teresa M Martinez

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

Home number: 531-***-**** Work : 402-***-****

OBJECTIVE

To secure a working position with a professional company strongly geared towards a team environment. A company that takes pride in the quality of their product, along with quality customer service. Finally a company that shows empathy and supports to their workers.

SKILLS & ABILITIES

Typing 65 wpm, Data entry skills, Computer skills which include but are not limited to, Microsoft Office: Outlook, word, excel, access, powerpoint and numerous others also I have work on each companie’s internal mainframes, they are a little different, but generally very similar. Other skill sets includes: Faxing, Xeroxing, Scanning, data entry. Quality Internal and External Customer service, including helping taxpayers with their business withholding taxes and questions and balancing accounts, letter creating and sending. Math skills are a must when working for “The department of Revenue” Creating numerous adjustments, manually figuring penalty and interest adjustments for numerous accounts.

EXPERIENCE

ALLSTATE INSURANCE COMPANY

INSURANCE REPLACEMENT ANALYST

UNDERWRITING SUPPORT

QUALITY VERIFICATION OFFICER

10/2003-10/2014 – COMPANY DOWNSIZED, LAID OFF WITH SEVERANCE PAY

Allstate Insurance company. Numerous positions held at Allstate, From a, Data entry, Replacement Processor to Quality Verification Officer/Training team through a promotion. Data entry, I was responsible for entering all different insurance forms. Replacement officer I was responsible to process insurance replacements that came in there are strict compliance, rules and guidelines in replacing life insurance by state. I was on the "Quality Verification and Training" team, similar to what I do for Revenue, but Allstate my tasks were directed towards training, answering questions, and checking a percentage of individual's work thru their monthly completed work. Each person I was responsible for I checked a percentage of their accounts worked per week and at the end of the month, I was responsible for giving them a final quality versus quantity score. Their score either passed or failed, if they failed, I would create a training plan to focus on the areas they scored the lowest. Our goal was to get them up to a passing score.

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NATIONAL RESEARCH CORPORATION

The head of the Comments department.

I was responsible for contacting qualified candidates to schedule time to come in and I would administer the typing test along with the logical tests in place at the time. I was responsible for grading the hiring interview. I was already responsible for their training, attendance and everyday quality of work. I was also responsible for checking work, and delegating tasks as needed.

STATE OF NEBRASKA BUSINESS WITHHOLDING UNIT

ANALYST II

Business Withholding Tax balancing accounts

06/2015 – CURRENTLY EMPLOYED

I am responsible for reviewing Business Withholding tax accounts for the state of Nebraska, balancing accounts, manually assessing penalty and/or interest based on different percentages and creating adjustments to balance, fix or increase penalty or interest based on late money. I also helped customers with their accounts, requesting forms walking them through step- by-step procedures in filling out forms or required documents. I make sure they are sending in the correct forms and payments to avoid as much Penalty and/or Interest as possible. I work allot with numbers, mathematical skills are a must, balancing many accounts and creating balance dues. Creating numerous letters.

I work Withholding’s Incentive accounts which are working with large refunds and extra specialized requirements and regulations. I’m responsible to verify with Audit any amount I may question, I also am responsible to make sure we have all updated ACH and or updated refund address. I work with Finance in getting that information on file. I also verify all Audit approved amount and make sure I refund only Audit approved amounts and I verify any I may have questions on. Also all my refunds are double checked before they go to finance, again to try and maintain a 100% accuracy on incentive refunds. in Withholding and all other Tax Catagoriesand we have the correct information where to send these refunds. the companies must qualify for, such as creating a number of jobs for the community and therefore we will allow tax cuts accordingly. I work with amended returns that come in making sure they follow rules and regulations when requesting changes to their original forms. I work daily correspondence of numerous types, could be moving money between accounts, adding or removing amounts between tax cats or state Id numbers. I also help in I.O (initial operations) Help open and sort mail, tax forms and money received so it can routed to the departments it needs to go. We all help which include the Senior agents along with Analyst II’s at tax time and heavy mail days.

EDUCATION

LINCOLN HIGH SCHOOL, LINCOLN NE

HIGH SCHOOL DIPLOMA

SOUTH EAST COMMUNITY COLLEGE

1.5 YEARS NO DIPLOMA

Executrain – computer training

3mth class graduated in 2009

COMMUNICATION

Currently in Revenue I work with internal and external customers, which include but is not limited to business owners and company tax preparers, Internal customers include other departments, Sr. Agents and my supervisors. Previous work involved working with insurance agents, Underwriters and insurance customers, I worked in underwriting support at Allstate, but ended on the quality verification/training team where I helped train new employees and I checked monthly quality statistics. When I worked at National Research, before going on to Allstate I was in charge of the comments department. This job included interviewing job applicants, I also administered the typing and logical tests. There were approx.12 people I was responsible for.

LEADERSHIP

I did work in a supervisory position at National Research corporation, where I worked while in school. I did the interview process with new applicants, along with administering the department typing and assessment tests at that time. Morning meeting I attended with management to talk thru the days agenda and voice issues there maybe at that time.

REFERENCES

Alyssa Martinez – Sr Agent in “Suspicious filers group” and the Department of Revenue 531-***-**** – ******.********@********.***

Victoria Ghoul – Crete Carrier office manager and new hires agent.

402-***-**** – *****@*********************.***

Emmilie Baker- Sr Agent in Withholding unit “ Nebraska department of Revenue” 402-***-**** - *******.*****@********.***

Stacey Overholt – Office manager at “Pressure on” 402-***-**** – *******@*****.***

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