Experience

211 San Diego

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Customer Service Representative

  • Jan 2022 - Present

  • Handle all inbound calls through SalesForce for VITA Tax appointment requests • Provide each and every client with tailored high level customer service experience • Ask demographic verification questions at start of each call, in ordinance with HIPAA protocols • Utilize clarifying questions to quickly determine overall needs of each client • Move forward with screening questions to confirm client's eligibility for free tax assistance • If qualified, book appointment in Riverstar/provide confirmation details to client • If not qualified, proceed in providing alternate resource details to client • Assist client to best of ability for any alternate resources needed • Transfer client to Community Connecters for further assistance when necessary • Make all assigned Follow Up outbound calls by due date • If contact made for Follow Up, proceed with questionnaire process • Escalate accounts, should clients have had issues with any tax site • Assist fellow team members with questions in Microsoft Teams Chat • Assist management with alternate tasks as need arises • Promptly attend, and contribute to, all monthly team meetings • Maintain open communication line with team members and management Show less



County of San Diego

• United States
• Government Administration
• 700 & Above Employee

• Temporary Vaccination Ancillary

  • Mar 2021 - Jul 2021

  • Review updated CDC, FDA, State, or Local guidelines for COVID-19 vaccine-related topics.• Review updated Emergency Use Authorization (EUAs)• Ensure adequate supply of all forms, office supplies, and site-specific equipment.• Complete needed tasks prior to the first assigned appointment time• Ensure clients are receiving appropriate temperature screening.• Identify and assist clients with access and functional needs• Serve as ambassador as needed (answer individual’s questions, pass out water, assist with scheduling if needed).• Troubleshoot or elevate IT issues to Lead Ancillary• Determine if clients have an appointment and are in the appropriate Tier to receive vaccines for that day.• Provide client with Facts Sheet (Observation Area) in the appropriate language available or direct client to use Fact Sheet QR code.• Ensure all forms and materials (immunization cards) are completed.• Support the cleaning and disinfection of workstation Show less

• Temporary Contact Tracer

  • May 2020 - Mar 2021

  • Review newly assigned Close Contacts of a confirmed case daily• Ensure initial contact attempt within 24 hours of receiving new Suspect Cases• Assess Contacts and promote self-monitoring through 14 days past the last known exposure to the confirmed case• Adhere to HIPPA guidelines daily, ensuring highest quality of confidentiality• Ensure that contacts who develop symptoms isolate themselves and notify public health staff• Refer contacts to their healthcare provider for medical advice and testing options• Provide highest level of Customer Service with all Close Contacts to ensure highest quality of information in Initial Interview• Ensure all assigned Contacts are promptly followed up within the parameter guidelines• Ability to work proactively as individual issues arise, internally and externally• Provide Contacts with all relevant Contact Tracer resources available• Ensuring quality of work by adhering to all items in Contact Tracing and QA Checklists• Serve as mentor to new Contact Tracer teammates as to ensure seamless new hire transition• Daily review of SharePoint to ensure proper use of most current information, i.e., forms, letters, resources• Maintain consistent communication with Team Leads via email and Microsoft Teams• Assist fellow Team Members with questions as arises• Maintain weekly attendance at department and team meetings Show less



Payment Logistics

• United States
• Financial Services
• 1 - 100 Employee

• Underwriting Specialist

  • Jan 2020 - May 2020

  • Compile, verify and confirm information provided on all received applications • Utilize Underwriting Formstack items for any internal missing information • Ensure application pricing is cohesive to original Merchant contract proposal (if applicable) • Determine proper account Authorization Grid, general CC Fee Class, American Express Fee Class and Descriptor for each account - based on individual pricing • QA equipment orders for accuracy in comparison to system EOF • Uphold consistent communication with Sales, Partner Support and direct with Merchants for any incomplete/inconsistent application information • Conduct detailed Underwriting processes on all submitted applications consisting of: Tin Validations, Entity Status Verification, Match Inquiries, Experian Credit Reports, LexisNexis OFAC Searches, Online Company Credibility Research, USPS Verification and Bank Balance Confirmations • Report any MPA Underwriting high-priority concerns with Underwriting Director - collaborate on how to proceed • Keep all applications organized and tracked throughout life cycle • Data entry of approved applications into account boarding system • Submit all keyed in account files to First Data within the allotted daily time-frame parameter • Assign Equipment, Implementation and Quality Assurance Specialist Tasks to appropriate department on all newly boarded accounts • Next day QA of all newly boarded accounts in Access One - update information as needed • QA front-end platform demographics and equipment provisioned • Assist alternate departments when necessary rollover phone calls transpire • Utilize First Data Merchant Services platform in North and Buypass boarding requests - when required over OMAHA • Complete all necessary North, Nashville and Buypass forms necessary for individual accounts and route said forms to appropriate parties • Manage and complete all Underwriting and individual Tasks daily• Assist all internal and Merchant inquiries in a timely manner Show less



Encuentros Leadership

• United States
• Higher Education
• 1 - 100 Employee

• Operations Manager

  • Apr 2015 - Feb 2020

  • Managing daily implementation of activities for all four Academies • Maintaining constant communication with all campus personnel within all three Universities • Collaborate social media strategies with Board Members • Logistical support/preparation of residential living plan • Managing housing and food service issues • Organizing pre-Academy orientation • Recruit and train Team Leaders to each individual Academy expectations and requirements • Effectively communicate with and assist twenty four Team Leaders • Administer daily logistical needs of presenters • Coordinate nightly debriefing sessions for the COO • Oversee effective execution of Academy Recognition Luncheon • Present daily progress/assessment reports during week long Academies to the COO • Ensuring all accounts payable inventory are handled promptly • Organizing and efficiently execute fundraising functions Show less