Martin Louise Morales
United States Experience
Virtual Assistant - Data Entry Specialist
• Enter invoices and send emails accurately and efficiently across multiple platforms.
• Ensuring consistency and reliability of the customer information.
• Enter bulk customer informations accurately in CRM.
Junior Tax Specialist
• Assist in the preparation and review of national and local tax returns for corporations, and subsidiaries.
• Assist in the calculation and documentation of tax credits, deductions, and liabilities.
• Maintain organized and accurate tax records, files, and documentation.
• Prepare and submit required tax forms, schedules, and reports within specified deadlines.
• Assist with tax audits and inquiries, providing necessary documentation and support.
Customer Service Representative
• Conduct end-to-end analysis of existing business processes to identify areas for improvement and optimization.
• Collaborate with stakeholders to gather process requirements and objectives.
• Design and develop efficient and effective business processes and workflows, ensuring alignment with industry best practices and organizational goals.
Process Designer/Technical Writer
• Conduct end-to-end analysis of existing business processes to identify areas for improvement
and optimization.
• Collaborate with stakeholders to gather process requirements and objectives.
• Design and develop efficient and effective business processes and workflows, ensuring alignment with industry best practices and organizational goals.
Data Officer
• Review and verify data for accuracy, completeness, and adherence to specified guidelines or standards.
• Perform data cleansing activities to identify and correct any errors or inconsistencies in the data.
• Generate reports, summaries, or other output based on the entered data as required.
Call-out Agent
• Make outbound calls to existing customers or leads using provided contact lists or databases.
• Follow call scripts provided by the organization, adapting as necessary to individual customer interactions.
• Enter and update customer information accurately in the CRM system or designated software.
• Meet daily, weekly, and monthly call volume and sales targets.
Data Entry Officer
• Enter and update data into databases, spreadsheets, and other data management systems.
• Ensure the accuracy and completeness of data by verifying and cross-referencing information.
• Collaborate with team members to ensure data reporting needs are met.
• Use data entry software and tools efficiently.
Administrative Officer
• Providing administrative and clerical support (mailing, scanning, copying, filing).
• Prepares and edit documents like reports and emails.
• Assisting and coordinating to Bank manager for the status of reports.
• Data entry and maintains spreadsheets.
Education
Associate Degree
Focuses on understanding the principles and fundamental concepts that underlie computing and information processing. It explores how computers can be used to solve complex problems, automate tasks, store and manipulate data, and communicate with other systems.
