Lori Boykin Email and Phone Number

Researched a variety of sources, analyzed, and initiated actions on tax issues obtaining applicable returns, schedules, and all required information for correction of accounts and records; verifies, analyzes and adjusts taxpayer accounts. Responded to taxpayer's inquiries regarding preparation of a variety of tax returns, related schedules and other documentation; resolves account inquiries; advised taxpayers of enforcement actions; manages sensitive case problems designated as requiring special case handling.Analyzed and resolved tax issues because of taxpayer amendment requests. Adjusted taxpayer accounts, prepares, and issues manual/electronic refunds, performs multiple credit transfers, computes tax, penalty, and interest. Researched IDRS returns for the highest routing priority. 100%

Regularly achieved and/or exceeded weekly and monthly transit goals in the areas of routine timeliness, customer service, and daily administrative reporting. Exceeded daily route completion time goals by 70%.Responsible for completing administrative and productivity reporting for daily work performance. Received annual awards for exemplifying exceptional service for the years 2017 through 2023. Mentored and assisted new transit hires during orientation and probationary period. Communicated information updates with professional customer service to all nationality’s passengers. 30%Routinely recognized with Customer Service and Perfect Attendance service awards for 5 years and awarded a Sustainability award which represent Innovation, Equity, Transparency and Safety, 2023.

Regularly completed daily reports ahead of schedule over 30% of time assigned to high visibility special records project due to outstanding productivity and accuracy in work performance. Responsible for responding to and resolving internal and external customer inquiries via phone, email and in person. Responsible for regularly constructing written correspondence, meeting short notice deadlines and trouble-shooting office automation issues.Responsible for providing informational and educational briefings and advice to customers inquiring of products and services and needing assistance to resolve service concerns. Routinely received public recognition for outstanding performance and formal recognition.Generating the most leads. Recognition for data entry in capturing pertinent customer information and forwarding/scheduling appointments with the customers.70%Awarded Top Generator, generating the highest sale transactions.

Managed 6 clerks, responsible for inventory and office procurement, processing payroll, and managing office budget. Responsible for the management, oversight, and execution of administrative functions such as leave scheduling, adverse actions and training of new personnel. Responsible for assisting managers with the new hire interviewing and selection process. Assisted and advised manager on both operational and mid-term goals. Responsible maintaining appointment calendars, providing support and maintaining travel records for pick up and drop off inventory.Responsible for leading a small team of personnel in daily retail operations. Responsible for submitting service requests for repairs and routine maintenance. Updating and maintaining the program office filing system along with managing documents retention and archiving.

Responsible for the data collection and transcribing of both predefined and incomplete survey sheets achieved a 100% accuracy rate during entire tenure in performing the daily task of compiling and coding statistical information into required database information, office automation. Responsible for the proper handling, working, and discarding of personal identifiable. Responsible for the planning and executing of required surveys for agricultural workers and farmers within covered and non-covered geographical regions. Directly responsible for day- to-day administrative functions to include records management, file classification, preparing written correspondence, and processing administrative actions.100%

Opened, sorted, read, prioritized and routed incoming mail, including fax and emails.Ensured postage billing (metering) was accurate and current. Stamped mail with postage meters. Folded letters, circulars, or other documents and insert into envelopes for distribution. Weigh mail to determine correct postage.70%Recorded registered mail. Ensure office is adequately stocked with mail supplies and printing devices. Use fax and scanning machines Check mail for contraband. Delivered mail to each department. Performed as Supervised/Lead Mail Clerk providing oversight of 5 personnel.30%Awarded for Recognition for operating the mail room without Supervising.

Monitors timeline to ensure deadlines are met.Prepares VA regulation forms for patient admission to clinicsTranscribes doctor's orders and prepare requisition orders for various medical test screeningfor physical’s such as imaging, blood work, X-rays, cancer, urinalysis, requesting patients records for those who have served in our nation’s military.Work with multiple systems and current computer technology regarding imaging applications. Ensures availability of treatment information by filing and retrieving patient records. Provided administrative support on highly technical and/or specialized projects.Facilitated the handling of time sensitive request such as confidential documents.Verified accuracy and completeness of critical documents such as PIO (Public Information Office) requests patients records for correspondence regulations. Conducted research, compiled data, and prepared documents for consideration and presentation. Filed and retrieved documents, records and reports.Attended meetings, records minute and distributes meeting notes. Maintained calendar, scheduled meetings, conferences and events, planed travel itineraries and makes.100%

Completed assignment typing with a word processor to create orders for Desert Storm, regularly used scanners and handled electronically transmitted files and other forms of character recognition, responsible for proofreading and all written correspondence, responsible for processing, handling and storing, filing and prepare briefings and presentations for supervisory staff. Prepared memos, letters and other correspondence using computer, spreadsheets, databases, or presentation software. Using independent judgment performs data analysis, problem solving and recommends policy and administrative improvementsDuties and responsibilities performed in the two above listed positions were maintaining checks and balances of statistical and financial information, arranged meeting schedules and appointments within the department. 100%

Sorted and collated stacks of all the bundled mail from USPS mail carriers. Loaded all incoming and outgoing mail onto a cart which is taken throughout a facility for delivery to the proper employees. Picked up outgoing mail and packages for delivery to the USPS. Weighed items that will be mailed and affixes the proper postage and ordered mailroom supplies. Displayed the ability to multitask and perform many different duties such as delivering mail, collecting mail.70%Directed the work of other staff members. Scheduled interviews for job applicants assisting with the on-boarding process for new employees, and other support workMaintained filing, time keeping, record-keeping and records management systems. Gathering information from division staff on purchasing needs, Coordinated general office duties such as ordering supplies, submitting purchase orders, and assisting with general human resources work. Answering and routing phone calls, taking messages, and greeting and directing visitors to the appropriate staff. Coordinates the preparation, editing, and distribution of correspondence, reports, studies, forms, manuals and documents.30%Awarded for creating a Suggestion shortcut to input time and attendance into the computer.