Javier Ortiz

Intake Advocate at Taxpayer Advocate Service
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Contact Information
us****@****om
(386) 825-5501
Location
North Carolina, United States, US
Languages
  • Spanish Native or bilingual proficiency
  • English Native or bilingual proficiency

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Bio

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Credentials

  • Customer Service Fundamentals
    Lynda.com
    Aug, 2016
    - Oct, 2024
  • Managing Stress
    Lynda.com
    Aug, 2016
    - Oct, 2024
  • Teamwork Fundamentals
    Lynda.com
    Aug, 2016
    - Oct, 2024
  • Working with Upset Customers
    Lynda.com
    Aug, 2016
    - Oct, 2024

Experience

    • United States
    • Government Administration
    • 700 & Above Employee
    • Wage and Investment CSR
      • Oct 2011 - Present

      Attends tax payers phone calls with tax issues. Process installment agreements, refund inquiries, math errors adjustments and general inquiries. Work with identity theft 's special line. Attends tax payers phone calls with tax issues. Process installment agreements, refund inquiries, math errors adjustments and general inquiries. Work with identity theft 's special line.

    • United States
    • Telecommunications
    • 700 & Above Employee
    • Customer Service Representative
      • May 2010 - Oct 2011

      Served as a customer service representative, resolved billing, equipment and network troubleshooting. Performed plan changes and educated customers with current plans and proper device usage. Applied credits to account and manage payments and payments arrangements. Served as a customer service representative, resolved billing, equipment and network troubleshooting. Performed plan changes and educated customers with current plans and proper device usage. Applied credits to account and manage payments and payments arrangements.

    • United States
    • Government Administration
    • 700 & Above Employee
    • Letter Carrier
      • Feb 2008 - Feb 2010

      Delivered and collected the mail in different routes. Sorted and organized the mail for distribution. Delivered and collected the mail in different routes. Sorted and organized the mail for distribution.

    • Cashier
      • Jun 2006 - Feb 2008

      Served as a cage and slot cashier handling money transactions such as atm, chips, checks, cage markers, iou's, jackpots and coins cash out. Provided excellent customer service to all our clients plus served as trainer to new cashiers. Have knowledge in the Bally computer system, automatic dispenser and perconta coin machines. Served as a cage and slot cashier handling money transactions such as atm, chips, checks, cage markers, iou's, jackpots and coins cash out. Provided excellent customer service to all our clients plus served as trainer to new cashiers. Have knowledge in the Bally computer system, automatic dispenser and perconta coin machines.

    • United States
    • Government Administration
    • 700 & Above Employee
    • Acting supervisor / DCO
      • Jun 2003 - Jun 2006

      Served as a data entry clerk. Keyed more than 1,000 images per hour with a 99.5% accuracy rating. As an acting supervisor, I was in charged of 40+ employees and day to day operations systematic. Closed shifts, prepared and send detailed reports of the operation's progress; maintained up-to-date work schedules, attendance and audits reports. Served as a data entry clerk. Keyed more than 1,000 images per hour with a 99.5% accuracy rating. As an acting supervisor, I was in charged of 40+ employees and day to day operations systematic. Closed shifts, prepared and send detailed reports of the operation's progress; maintained up-to-date work schedules, attendance and audits reports.

    • United States
    • Telecommunications
    • 700 & Above Employee
    • Customer Service Specialist
      • Feb 2003 - Jun 2003

      Served as a customer service representative, resolved billing, equipment and network troubleshooting. Performed plan changes and educated customers with current plans and proper device usage. Applied credits to account and manage payments and payments arrangements. Served as a customer service representative, resolved billing, equipment and network troubleshooting. Performed plan changes and educated customers with current plans and proper device usage. Applied credits to account and manage payments and payments arrangements.

    • United States
    • Insurance
    • 700 & Above Employee
    • Insurance Agent
      • Sep 2001 - Feb 2003

      Independent life insurance agent. Sold life, cancer and disability insurance policies. Quoted rates premiums and educated customers by their needs. Sold IRA plans as investment instruments and calculated future dividends by guaranteed fix interest. Independent life insurance agent. Sold life, cancer and disability insurance policies. Quoted rates premiums and educated customers by their needs. Sold IRA plans as investment instruments and calculated future dividends by guaranteed fix interest.

    • Administrative Assistant Agent
      • Apr 2000 - Aug 2002

      Attended customers by phone and personally. Collected insurance premiums and closed sales. Assisted in daily office functions. Delivered policy documents to auto dealers and insurance companies. Educated customers on policy coverage and deductibles. Attended customers by phone and personally. Collected insurance premiums and closed sales. Assisted in daily office functions. Delivered policy documents to auto dealers and insurance companies. Educated customers on policy coverage and deductibles.

    • United States
    • Government Administration
    • 700 & Above Employee
    • Interviewer
      • Dec 1999 - Apr 2000

      Delivered census 2000 questionnaires and interviewed the public to collect census data. Delivered census 2000 questionnaires and interviewed the public to collect census data.

    • Insurance Broker
      • Aug 1999 - Dec 1999

      Sold and quoted life insurance policies to customers. Worked with term insurance and whole life policies. Sold and quoted life insurance policies to customers. Worked with term insurance and whole life policies.

    • United States
    • Insurance
    • 700 & Above Employee
    • Unaco
      • Sep 1998 - Nov 1998

      Served as a claim investigator for the adjustment department. Took pictures, measurements and evidence of damage claims for homes and apartments after Hurricane Georges. Filed reports for claims adjustments. Served as a claim investigator for the adjustment department. Took pictures, measurements and evidence of damage claims for homes and apartments after Hurricane Georges. Filed reports for claims adjustments.

    • Consumer Services
    • 500 - 600 Employee
    • Lead Cashier
      • Oct 1997 - Nov 1998

      Assisted as a customer service representative and cashier at Union Plaza parking lot. Collected monthly payments fees for parking privileges and daily hour to hour premiums. Closed shift, counted and deposited daily operation collections. Assisted as a customer service representative and cashier at Union Plaza parking lot. Collected monthly payments fees for parking privileges and daily hour to hour premiums. Closed shift, counted and deposited daily operation collections.

Education

  • University of Puerto Rico
    Associate's degree, Finance / Physics
    1997 -

Community

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