Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Sandra Pena

Fitzgerald

Summary

Dynamic professional with a proven track record at Liberty Tax Service, excelling in data entry and customer service. Recognized for enhancing client satisfaction through meticulous tax preparation and effective communication. Adept at multitasking and fostering teamwork, consistently delivering high-quality results while maintaining confidentiality and attention to detail.

Overview

9
9
years of professional experience

Work History

Peanut Moisture Recorder

Peanut Partner
08.2024 - Current
  • Enhanced accuracy in record-keeping by diligently reviewing and verifying all incoming documents before storage.
  • Improved document organization by implementing a comprehensive filing system for easy retrieval and record maintenance.
  • Performed routine data entry or document management.

Secretary

JW Paulks
08.2021 - 05.2023
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Entered data into system and updated customer contacts with information to keep records current.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Assisted in event planning and execution for company functions such as conferences, workshops, or social gatherings.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Managed filing system, entered data and completed other clerical tasks.
  • Maintained daily report documents, memos and invoices.
  • Scheduled appointments and conducted follow-up calls to clients.

Final Finisher

Cover Wagon
01.2022 - 03.2023
  • Consistently exceeded performance goals as a Final Finisher through dedication to precision craftsmanship and impeccable work ethic.
  • Optimized workflow through effective time management and prioritization of tasks, ensuring projects were completed on schedule.
  • Increased productivity by effectively managing multiple tasks simultaneously while maintaining attention to detail.
  • Troubleshot issues arising during the finishing process, implementing effective solutions to maintain optimal product quality standards.
  • Kept up-to-date with industry trends for innovative finish applications, ensuring products were market-ready and competitive.
  • Consistently met deadlines with high-quality results by diligently following established procedures for final finishing tasks.
  • Improved workflow efficiency by keeping the workspace clean, organized, and well-stocked with necessary supplies.
  • Maintained a safe work environment through consistent adherence to safety protocols and proper equipment handling.

Clerical Assistant

City of Tifton
04.2019 - 10.2020
  • Prioritized daily tasks effectively to meet deadlines consistently without compromising quality or detail.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Maintained organized files and stocked supplies to support team needs and maximize performance.
  • Handle cash register
  • End of day task, such as reconciling register.


Tax Preparer

Liberty Tax Service
09.2016 - 04.2019
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Assessed client tax situations to determine best filing options.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Educated clients on tax planning strategies, helping them save money in future years.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.

Education

Phlebotomy Diploma - Medical Laboratory Science

East Central Technical College
Fitzgerald, GA
01-2010

Skills

  • Meeting etiquette
  • Data entry expertise
  • Language fluency English/Spanish
  • Teamwork
  • Customer service
  • Multitasking Abilities

Languages

Spanish
Native or Bilingual
English
Full Professional

Timeline

Peanut Moisture Recorder

Peanut Partner
08.2024 - Current

Final Finisher

Cover Wagon
01.2022 - 03.2023

Secretary

JW Paulks
08.2021 - 05.2023

Clerical Assistant

City of Tifton
04.2019 - 10.2020

Tax Preparer

Liberty Tax Service
09.2016 - 04.2019

Phlebotomy Diploma - Medical Laboratory Science

East Central Technical College
Sandra Pena