Zuleima Puebla

• Educate clients on budgeting strategies and recommend effective debt resolutions

• Conduct regular follow-ups to ensure client satisfaction, engagement, and metrics were met

• Helped multiple families improve their financial hardship, and reached over 40 enrollments per month

• Handled heavy inbound calls daily with goal of collecting owed debt to reach personal monthly goals

• Help prospective clients identify their tax problem
• Qualify prospective clients for various services based on their tax liability
• Assemble documents and ensure security from any collection enforcement
• Conduct financial analysis of taxpayer's income, expenses and assets
• Help prospective client obtain relief from their most pressing tax problem
• Analyzed financial records to verify accuracy of tax returns