At Pro Eagle Tax Services, LLC we provide a wide array of administrative services from assisting individuals with the filing of their tate income tax, federal income tax, and corporate income returns, provided notary services, accounting services, immigration services, NNA certified signing agent.

-In charge of posting job ads and screening candidates that qualify for interviews.-Schedule interviews with candidates start getting them onboarded with Van Con-In charge of completing all new hire onboarding documentation and background screenings, while uploading information to our system.-Assign training classes for all new and tenured employees-Manage the wellness program and reconcile the total quarterly points to ensure employees received wellness credits.-Process all benefit elections for new enrollments, qualifying events, and terminations via ERP and on third party sites.-Process monthly benefit audit for all Deductions/Liabilities to ensure HR data matches PR data, correct data when information doesn’t not match up.-Work closely with Safety Manager to help new hires with their onboarding, and ensure all property Safety Certification and classes are taken by employees.Assisted in creating process documentation that details Van Cons internal processes for various different task such as onboarding, open enrollment, new hire benefit enrollment, benefit audits, and retention audits.-Analyze company retention of new hires; Created a weekly report that reflects retentions per department, and all our hiring data. Compile this report with updated information and send it to VP & CFO on a weekly bases.-Create weekly report of all employees that completed weekly trainings and process information for payroll to pay bonuses

-Greet and welcome members and visitors to the Credit Union in a prompt and professional manner consistent with service excellence best practices including a handshake, introduction and use of the member’s name.-Contact prospective members, businesses, community groups and Select Employer Groups (SEGs) to present information on available products and services.Identify and recommend products and services based on the member’s financial needs upon review of their account or through determining needs based on asking open ended questions.-Attend various community organization meetings to develop new business and create awareness of the credit union. Identify cross-sell opportunities to enhance relationship building with member and provide enhanced services to members by maintaining expert level of knowledge of Credit Union features and benefits, lending guidelines, products and services.-Perform sales coaching for branch staff. Provide leadership guidance for staff when Branch Manager and/or Relationship Manager is unavailable. Maintain open lines of communication with Branch Manager and branch staff; work closely with them to ensure exceptional member service delivery.

-Attend to all incoming office calls by promptly answering calls, receive and input service request, schedule virtual and in office tours.-Ensure to review Prospecting lead platform and respond to all incoming inquiries in regard to leasing.-Assist prospecting residents in applying for apartment of choice, gather all necessary documentation to prepare file for property manager approval.-Draw up lease and review and assist with signing.Assist current residents with lease renewals or notice to vacate completion.

-Assist affluent and business customer in growing their current relationship by working closely with multiple business partners that can aid in my customers needs.-Process teller overrides, wire approvals, and account overrides in order to mitigate risk and avoid any potential losses-Assist in preparing Platform team member schedules to ensure staffing is adequate for daily forecast and distribute in monthly portions and additionally prepare daily staffing schedule.-Process office ordering to ensure all disclosures and brochures are in compliance and stocked and office supplies is available and ready to use.review and address all customer complaints and escalate complaints to proper channels for successful customer outcome.-Review candidates sent over by HR and schedule them for interviews, hold 2 person interviews, and ultimately selecting a candidate that was liked by Branch Manager, Service Manager, and myself.

-Following proper identification procedures to ensure accurate customer identity over phone.-Prior to starting calls, ensuring any customer call backs or issues from the prior day have been addressed before accepting new customer calls.-Be proactive and engaging with each phone conversation to provide exceptional customer service-Meet and or exceed all daily/weekly/monthly call center goals-Assist affluent customer in discovering and understanding their financial needs and focus on assisting them in expanding their current relationships by referring and partnering up with a financial advisor-Assist business customers with establishing accounts, loans, and properly introducing them to additional affiliated partners than cansassist them with all their business needs-Service open and maintain banking and credit relationships for customers and assist in handling and rectifying any customer issues-Review and address all customer complaints and escalate complaints to proper channels for successful customer outcome.

-Started here as an receptionist answering phones and scheduling clients, and was promoted to tax specialist after 1 month due to my performance and reliabilityI was a tax specialists for 1 year and then was promoted to office manager and by the end of my time there managed 12 employees-Process payroll for an office of 12 employees using quick books.-Review all tax returns thoroughly before processing tax returns to IRS to ensure accurate refund date for clients.-Scheduled interviews for candidates interested in working for us, helped guide through the onboarding process, ensured all proper documentation is processed upon onboarding such as I9 verification, W4, E-Verify, Background, and drug screenings.-Managed office supply inventory and ordering to ensure all preparers have the needed materials to properly assist their customers.