Andy Serrano Email & Phone Number
@cliq.com
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Who is Andy Serrano? Overview
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Andy Serrano is listed as Tax Associate at H&R Block, a with 15748 employees, based in Pomona, California, United States. AeroLeads shows a work email signal at cliq.com and a matched LinkedIn profile for Andy Serrano.
Andy Serrano previously worked as Compliance Specialist at Kittrich Corporation and Merchant Support CS at Cliq. Andy Serrano holds Bachelor Of Science - Bs, Computer Information System from Los Angeles Pacific University.
Email format at H&R Block
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AeroLeads found 1 current-domain work email signal for Andy Serrano. Compare company email patterns before reaching out.
About Andy Serrano
Andy Serrano is a Tax Associate at H&R Block.
Andy Serrano's current company
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Andy Serrano work experience
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Role listed
Compliance Specialist
-Assess and oversee vendor compliance with company policies, regulatory standards, and industry best practices.-Conduct detailed audits and evaluations of vendor performance to ensure adherence to compliance requirements.-Collaborate with cross-functional teams to establish clear vendor compliance expectations.-Develop and deliver training programs and resources to internal teams to promote understanding of vendorcompliance and chargeback policies.-Lead the dispute resolution process for chargebacks, ensuring alignment with customer policies and internalworkflow-Analyze chargeback trends and identify areas for process improvement to minimize disputes.-Serve as a key liaison for addressing escalated compliance-related disputes with vendors and internal stakeholders.-Maintain comprehensive documentation and records of vendor compliance activities, including audits, chargebackdisputes, and corrective actions.-Proactively identify compliance risks, propose corrective measures, and monitor the implementation of solutions.-Stay informed about evolving regulatory requirements and incorporate updates into compliance strategies.
Merchant Support Cs
-Managing all the elements of payment transactions, including authorization, settlement, and reconciliation.-Assisting merchants in providing and updating information related to their accounts.-Creating and facilitating logins for merchant accounts, allowing secure access to account-related features.-Locating and accessing the bank account information associated with merchant accounts.- Managing changes to bank account details and verifying their accuracy.-Establishing secure phone connections with merchants to ensure the safety of sensitive information.- Answering phone calls and assisting merchants with troubleshooting issues related to their credit card Point-of-Sale (POS) systems.- Helping merchants resolve issues and problems they encounter while accessing their accounts.-Delivering excellent customer support to merchant accounts, addressing inquiries and providing solutions.- Facilitating the processing of most major debit and credit cards for businesses classified as standard-risk.-Handling and managing chargeback disputes, ensuring proper resolution and minimizing financial impact.-Managing and responding to emails from merchant accounts promptly.
Customer Service Representative
• Communicate concisely, strategically, and produce desirable results• Intricate knowledge of all hardware troubleshooting, drivers, and resolution• Ability to configure systems accordingly• Installing and configuring computer hardware, software, systems, networks, printers and scanners• Handling customers technical support cases through phone and email• Maintain client confidence by keeping their information confidential• Outstanding knowledge of the software maintenance• Responding in a timely manner to service issues and request• Keeping MIS up to date, meaningful, and accurately• Work side the Engineers to process new ideas and function for the program• Show customers how the Livescan4All program works• Fingerprint Roller Certified• Responsible for Shipping and handling, tracking inventory levels, and keeping accurate records.
Distribution Customer Service Representative
-Interacts in a good working relationship with customers by responding to all inquiries and complaints concerning work orders, invoices, shipments, inventory counts, etc. in a courteous and effective manner -stock reports to check for product availability -Coordinates special and last minute shipping requests with the Traffic and Operations Departments, expediting any order as necessary - Assures proper invoicing of accounts by verifying computer generated invoices -Prepares shipping and tracing information to customers as required -Maintains damage records and back order logs -Acts as a liaison between the warehouse and the customer in administration of the accounts and between the office and customers regarding invoicing and credit changes -Oversees all paperwork associated with orders and maintain the corresponding files -Maintains current and accurate procedure manual, which details the processing requirements for each account
Enrollment Agent
-Proficient in performing basic maintenance and troubleshooting for fingerprinting and retail equipment, including computer hardware and software.-Skilled in verifying customer identity and scanning required documents into a database system.-Demonstrated ability to successfully complete biometric and data capture processes and paperwork for each customer.-Track record of efficiently managing processing time for applicants and ensuring they are processed in the appropriate order.-Experienced in biometric processing, including capturing high-quality electronic fingerprints, photographs, and signatures to meet or exceed program accuracy standards.-Strong commitment to adhering to company and departmental employment policies to maintain security and confidentiality of applicant documents/information.-Thorough understanding and adherence to company and departmental policies relating to Enrollment Center standards, including signage, branding, and employee attire policies.-Consistently performs Enrollment Center Sustainment responsibilities on a daily basis.-Represents the company and the supported program(s) in a professional and customer-oriented manner.
Admin Administrator
-Demonstrated comprehensive knowledge of inbound and outbound call center operations, ensuring exceptional customer service experiences.-Efficient Documentation: Proficient in producing all necessary paperwork and information for customer work orders, ensuring accuracy and completeness.-Skilled in entering applicant information online, tracking progress, reporting updates, and sending automatic reminders for streamlined application management.-Experienced in performing various activities such as sorting, metering, folding, inserting, delivery, and pickup, ensuring smooth mail center operations.- Proven ability to effectively communicate customer feedback, including identifying and addressing signs of dissatisfaction, to management for continuous improvement.-Expertise in categorizing and organizing information, ensuring all required details are accurately captured for employer needs.-Proficient in liaising with employers' Human Resources departments to provide employment verification for applicants.-Skilled in obtaining and organizing documentation from medical clinics to meet documentation requirements.-Experienced in signing up Owner Operators for drug screenings, ensuring compliance with company policies and regulations.-Consistently utilizes Microsoft Word, PDF, Outlook, and Microsoft Excel for efficient documentation, communication, and data management.
Team Captain
-Conducted comprehensive training sessions to educate employees on their daily responsibilities and tasks.-Ensured employees were well-versed in the ins and outs of their roles, resulting in increased efficiency and productivity.-Maintained high serving standards, adhering to all regulations and guidelines while executing duties.-Demonstrated a strong commitment to quality and compliance, ensuring customer satisfaction and regulatory adherence.-Fostered open communication channels with both employees and management, facilitating assistance and promoting teamwork.-Actively engaged with team members to coordinate activities and enhance overall performance.-Provided personalized recommendations and guidance to guests, tailoring suggestions to their preferences and needs.-Consistently delivered exceptional service, satisfying guests and driving increased profits for the organization.-Developed a deep understanding of regular customers, their preferences, and needs.-Employed this knowledge to deliver customized experiences, ensuring a pleasant and memorable dining encounter.-Identified opportunities to enhance customer value through strategic upselling of retail products and services.-Effectively promoted additional offerings, contributing to increased sales and revenue.-Organized and executed successful banquets and events, ensuring seamless experiences for guests.-Demonstrated strong event management skills, including planning, setup, and coordination.-Financial Transactions and Accountability:-Handled cash transactions accurately and responsibly, ensuring proper money handling procedures were followed.-Ensured timely and accurate closure of patron bills, maintaining a high level of financial accountability.
Server
-Demonstrated commitment to delivering exceptional customer service, both to internal and external customers.-Prepared and cooked a variety of dishes, including wings, for a high-volume establishment, serving over 300 customers per shift while maintaining consistently high-quality meals.-Cultivated a welcoming and hospitable environment, ensuring that every customer feels valued and appreciated.-Effectively managed order-taking responsibilities, ensuring accurate and prompt service to enhance the customer experience.-Bilingual proficiency in English and Spanish, enabling seamless communication with guests, assisting them in placing orders, making recommendations, and providing general guidance.-Implemented rigorous quality control measures, conducting final checks on food items before serving them to customers.-Proactively identified opportunities to enhance customer satisfaction by offering additional products and services, resulting in mutually beneficial outcomes.
Shift Manager
-Prepared comprehensive daily checklists to ensure smooth operations and compliance.-Maintained accurate records and documentation, streamlining processes for increased efficiency.-Supervised end-of-shift cash drawer counts, ensuring accuracy and accountability.-Implemented effective cash handling procedures to minimize errors and discrepancies.-Assigned and delegated daily cleaning duties, maintaining a clean and organized work environment.-Monitored employee performance and provided guidance to optimize productivity.Conducted regular floor rounds, proactively checking on customers and addressing any concerns promptly.-Handled customer complaints with empathy and professionalism, resolving issues to ensure customer satisfaction.-Monitored order-taking and food turnaround times, identifying areas for improvement and implementing strategies to enhance efficiency.-Streamlined drive-thru operations by clarifying and recording orders accurately, facilitating fast and accurate food preparation.-Led shifts for a high-volume restaurant, overseeing operations and ensuring delivery of correct orders to over 500 customers per shift.-Managed financial aspects by accurately calculating daily revenue and maintaining financial records.-Successfully completed time-sensitive training and briefings, staying updated on industry standards and regulations.
Colleagues at H&R Block
Other employees you can reach at hrblock.com. View company contacts for 15748 employees →
Bob Lokov
Colleague at H&R BlockMountain View, California, United States
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Akaay Kantipudi
Colleague at H&R BlockAddison, Texas, United States
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Winona Forme
Colleague at H&R BlockYakima County, Washington, United States
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Ashley Hale
Colleague at H&R BlockHinesville, Georgia, United States
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William Lawrence
Colleague at H&R BlockTroy, Michigan, United States
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Marguerite Trier
Colleague at H&R BlockGreater Tampa Bay Area, United States
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Calvin Liu
Colleague at H&R BlockBurnaby, British Columbia, Canada
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Lambert Julie
Colleague at H&R BlockOakvale, West Virginia, United States
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Tuğba Nur
Colleague at H&R BlockTürkiye, Turkey
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Jan Root
Colleague at H&R BlockColumbus, Ohio, United States
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Andy Serrano education
Bachelor Of Science - Bs, Computer Information System
Associate Of Arts - Aa, Business And Technology
Computer Science
Bachelor'S Degree, Management Information Systems, General
Frequently asked questions about Andy Serrano
Quick answers generated from the profile data available on this page.
What company does Andy Serrano work for?
Andy Serrano works for H&R Block.
What is Andy Serrano's role at H&R Block?
Andy Serrano is listed as Tax Associate at H&R Block.
What is Andy Serrano's email address?
AeroLeads has found 1 work email signal at @cliq.com for Andy Serrano at H&R Block.
Where is Andy Serrano based?
Andy Serrano is based in Pomona, California, United States while working with H&R Block.
What companies has Andy Serrano worked for?
Andy Serrano has worked for H&R Block, Kittrich Corporation, Cliq, Biometrics4All, Inc., and Nfi.
Who are Andy Serrano's colleagues at H&R Block?
Andy Serrano's colleagues at H&R Block include Bob Lokov, Akaay Kantipudi, Winona Forme, Ashley Hale, and William Lawrence.
How can I contact Andy Serrano?
You can use AeroLeads to view verified contact signals for Andy Serrano at H&R Block, including work email, phone, and LinkedIn data when available.
What schools did Andy Serrano attend?
Andy Serrano holds Bachelor Of Science - Bs, Computer Information System from Los Angeles Pacific University.
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