Carrie-Anne Davis

Collect outstanding debt from taxpayers, resolve compliance issues. Review, analysis and verify taxpayers information to establish payment. Initiate with taxpayers, negotiate and follow-up on payment and compliance arrangements. In some cases initiating legal action to collect outstanding amounts or encumber and seize taxpayers assets. Make recommendations for consideration for relief or writing-off accounts as uncollectible. While following company polices, respect, being courteous and professionalism at all times.

Verifying and authenticating client information. Screening observations from computer-based data/match programs to determine if case can be put in order or direct to appropriate level for further review. Maintaining and updating databases and tracking systems. Working files, statistical records, reports and correspondence. Obtaining, inputting, maintaining, and extracting data and documentation related to applications and claims. Inputting direct deposit banking information on ITRDS, updating address changes, inputting consent to communicate on clients profiles when requested. Calling clients if client can verify missing information over the phone.

Increased employee retention rates by implementing ongoing professional development opportunities.

Contributed to the creation of best practices in market training, ensuring consistency across company locations.

Enhanced employee performance by conducting comprehensive market training sessions.

Established a positive learning environment that fostered open communication and active participation during training sessions.

Manager of Client Care- Assistant Branch Manager

Evaluated trainee progress through assessments, providing constructive feedback for continuous improvement. Ensured compliance with regulatory requirements related to employee education by maintaining accurate records of completed trainings and certifications. Built rapport with clients through strong interpersonal skills, establishing trust and credibility as an instructor. Collaborated with sales and marketing teams to align training content with organizational goals and strategies.