About
I am an Office Administrator and Customer Service Specialist with over 4 years of experience working in government and private sectors. Most recently, I have been managing office operations at Aurora Ventures LLC since March 2023 while also having extensive experience at the Internal Revenue Service and Department of Health & Human Services.
My work involves managing office operations, coordinating schedules, and handling bookkeeping tasks using Microsoft Office Suite. I have strong skills in customer relationship management with Salesforce CRM, resolving escalations, and ensuring compliance with policies. I have also worked extensively with tax account management, Medicaid eligibility verification, and data entry in high-volume environments.
Experience
Office Administrator
Aurora Ventures LLC
Mar 2023 – Present
● Managed daily office operations to ensure a smooth and efficient work environment.
● Coordinated schedules, meetings, and appointments.
● Organized, maintained, and updated physical and digital filing systems.
● Processed invoices, expense reports, and basic bookkeeping tasks.
● Prepared correspondences.
● Supported project coordination through documentation, tracking, and follow-ups.
● Assisted with travel arrangements.
● Ensured compliance with office procedures, company policies, and confidentiality standards.
BookkeepingCalendar ManagementRecords Management
Customer Service Representative
Internal Revenue Service (Wage & Investment Accounts Management)
Jun 2021 – Mar 2024
● Responded to taxpayer inquiries by phone or correspondence regarding refunds, notices, account changes, and tax law guidance.
● Analyzed tax transcripts, returns, and account history to determine appropriate adjustments or resolutions.
● Worked cases involving identity verification, amended returns, offsets, credits, and account discrepancies.
● Provided accurate explanations of IRS notices, payment requirements, and account statuses.
● Performed account adjustments, input corrections, and processed updates according to IRS regulations and internal guidelines.
● Documented all case actions clearly and accurately in automated systems to support audit trails and compliance requirements.
● Educated taxpayers on their rights, responsibilities, and available IRS resources.
● Met performance metrics related to accuracy, timeliness, professionalism, and productivity.
● Collaborated with other IRS departments when cases required cross-functional review or additional investigation.
● Participated in ongoing training to stay updated on policy changes, system updates, and new tax law provisions.
Tax LawAccount ManagementCompliance
Data Entry & Eligibility Specialist
Department of Health & Human Services (DHHS), Medicaid LTC
May 2019 – Nov 2019
● Evaluated income, assets, residency, disability status, and household information in accordance with South Carolina DHHS regulations.
● Reviewed and verified documentation such as pay stubs, tax records, identification, and medical documents.
● Determined eligibility for Medicaid and related assistance programs based on state and federal guidelines.
● Managed a high-volume caseload and adhered to deadlines for application processing, reviews, and renewals.
● Ensured compliance with HIPAA, confidentiality rules, and DHHS policies.
● Communicated with healthcare providers, social services, and community agencies to obtain needed information or verify claims.
● Prepared notices, reports, and written correspondence related to eligibility decisions.
● Participated in training on policy updates, system changes, and compliance procedures.
Medicaid EligibilityData EntryCompliance
Skills
Supply ManagementCalendar ManagementCustomer ServiceRecords ManagementData EntryBookkeepingMicrosoft OfficeQuality AssuranceOperational EfficiencyEscalation ManagementService Level AgreementsSalesforce
