jamie castillo
@jamiecastillo
Dedicated Tax Intake Coordinator with strong communication and organizational skills.
United StatesWhat I'm looking for
I am a motivated professional with extensive experience in tax intake coordination and customer service. My career began with a strong foundation in auto finance, where I honed my skills in client communication and problem-solving. Over the years, I have developed a keen ability to assess client needs and recommend effective solutions, ensuring satisfaction and compliance with regulatory standards.
Currently, I serve as a Tax Intake Coordinator at YLY Capital LLC, where I manage the intake process for tax returns, demonstrating my ability to handle high volumes of work while maintaining accuracy and attention to detail. My bilingual skills in English and Spanish allow me to connect with a diverse clientele, enhancing customer experience and fostering trust. I am committed to continuous learning and staying updated on tax codes and regulations, which I believe is crucial in this ever-evolving field.
Experience
Work history, roles, and key accomplishments
Tax Intake Coordinator
YLY Capital LLC
Jan 2018 - Present (7 years 7 months)
Currently serving as a Tax Intake Coordinator, responsible for managing the intake process for tax returns. I ensure compliance with IRS regulations and other relevant agencies, completing 30-40 return intakes per season.
Title Clerk
ABC Autos Inc
Jun 2019 - Aug 2020 (1 year 2 months)
Managed title processing for vehicle sales, ensuring accuracy of records and timely submission of paperwork. I handled customer inquiries and maintained organized documentation.
Claim Representative
Ralph's Transfer
Jul 2017 - Jun 2019 (1 year 11 months)
Served as a Claim Representative, handling customer claims and ensuring proper documentation. I communicated with clients and managed claim resolutions.
Auto Finance Specialist
Chase Auto Finance
Feb 2016 - Feb 2017 (1 year)
Worked as an Auto Finance Specialist, assisting customers with their auto financing needs. I processed applications and ensured compliance with financial regulations.
Auto Finance Specialist
Macy's Credit & Customer Service
Aug 2012 - Sep 2014 (2 years 1 month)
Provided customer service and handled credit-related inquiries as an Auto Finance Specialist. I assisted with account management and resolved customer issues.
Education
Degrees, certifications, and relevant coursework
St. Croix Educational & Vocational Complex
CNA, Nursing Assistant
2006 - 2008
Completed a comprehensive program at St. Croix Educational & Vocational Complex, focusing on the skills and knowledge required for Certified Nursing Assistants. Gained practical experience and theoretical understanding in patient care.
St. Croix Central High School
High School Diploma, General Studies
2004 - 2008
Completed high school education at St. Croix Central High School. Acquired foundational knowledge across various subjects and developed essential academic skills.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Interested in hiring jamie?
You can contact jamie and 90k+ other talented remote workers on Himalayas.
Message jamieFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
