Customer Service, Loan Processor, Case Worker/Finance Analyst

Verified

$7/hr

Message Bookmark

Outline

Looking for Full-Time work (8 hours/day) at $7/hour

Bachelor's Degree

English proficiency Fluent

Professional Summary

Versatile, results-driven professional with over 15 years of experience spanning financial analysis, mortgage processing, and customer/tech support. Adept at managing high-volume tax case files, billing analysis expertise, executing complex financial modeling, and optimizing client outcomes through strategic tax planning. Proven expertise in underwriting support, regulatory compliance, and e-commerce customer care using Shopify, Gorgias, Slack, Dropbox, Tamer, and Logics. Strong track record of driving operational efficiency and maintaining exceptional service satisfaction.

Skills & Experience

Skills

Customer Service Representative 2-5 Years

E-Commerce » Order processing 6 Months to 1 Year

Loan Processing Support 1-2 Years

Experience highlights

Financial Analyst / Case Worker

AFG / TaxNetworkUSA · May/2025 – Present

• Tax Compliance: Prepared and reviewed federal and state tax returns, ensuring accuracy for 1099 and shareholder reporting.

• Financial Modeling: Developed projection models to evaluate tax-saving opportunities and assess the long-term impact of financial decisions.

• Strategic Advisory: Researched evolving tax codes to minimize client liabilities and provided comprehensive reports for corporate income tax audits.

Customer Service Representative

Scentiment · May/2024 – Present

• E-commerce Management: Utilized Shopify and Gorgias to manage high-volume inquiries regarding order tracking and product information.

• Communication: Leveraged Aircall and Slack for efficient call handling and cross- departmental collaboration to resolve complex issues.

Case Worker / CSR

American Tax Solutions · October/2022 – Present

• Case Management: Expedited file closures by gathering critical documentation for tax preparers and managing Power of Attorney (POA) filings.

• Invoicing: Prepared itemized invoices for high-dollar cases and managed communications for unresponsive clients.

Mortgage Loan Processor

VA Wholesale Mortgage/ Dendy Team · December/2020 – Present

• Underwriting Support: Evaluated credit histories and verified client assets, salaries, and debt-to-income ratios for loan applications.

• Quality Control: Researched and corrected application errors to meet strict filing deadlines and regulatory requirements.

Technical Support / Customer Service Representative

Convergys & Teleperformance · June/2007 – Present

• Technical Resolution: Diagnosed and resolved hardware/software issues involving internet connectivity and email clients via remote connection.
• Process Improvement: Maintained online knowledge bases and tracked incident tickets to ensure consistent service delivery.

Contact Details Are Private

Create a free employer account to post a job and review applicants. Upgrade to message talent or view contact details.

Create Free Account

Create a free account

Create a free employer account to post a job and review applicants.

Create Free Account

Already have an account? Log In