Javier Ortiz
Intake Advocate at Taxpayer Advocate Service- Claim this Profile
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Spanish Native or bilingual proficiency
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Customer Service Fundamentals
Lynda.comAug, 2016- Oct, 2024 -
Managing Stress
Lynda.comAug, 2016- Oct, 2024 -
Teamwork Fundamentals
Lynda.comAug, 2016- Oct, 2024 -
Working with Upset Customers
Lynda.comAug, 2016- Oct, 2024
Experience
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Intake Advocate
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Internal Revenue Service
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United States
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Government Administration
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700 & Above Employee
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Wage and Investment CSR
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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.
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AT&T
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United States
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Telecommunications
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700 & Above Employee
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Customer Service Representative
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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.
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United States Postal Service
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United States
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Government Administration
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700 & Above Employee
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Letter Carrier
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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.
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Radisson Ambassador Plaza Hotel & Casino
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San Juan, Puerto Rico
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Cashier
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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.
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United States Postal Service
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United States
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Government Administration
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700 & Above Employee
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Acting supervisor / DCO
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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.
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Sprint
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United States
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Telecommunications
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700 & Above Employee
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Customer Service Specialist
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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.
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Great American Insurance Group
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United States
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Insurance
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700 & Above Employee
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Insurance Agent
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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.
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Justo Ortiz Rodriguez Insurance
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Guaynabo, PR
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Administrative Assistant Agent
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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.
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U.S. Census Bureau
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United States
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Government Administration
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700 & Above Employee
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Interviewer
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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.
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Insurance Broker
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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.
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AIG
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United States
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Insurance
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700 & Above Employee
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Unaco
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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.
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Central Parking System
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Consumer Services
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500 - 600 Employee
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Lead Cashier
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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.
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Education
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University of Puerto Rico
Associate's degree, Finance / Physics