Jordan D. Pfluger

• Assists and advises taxpayers in meeting their Federal Tax obligations.

• Assistance is technical, and covers the full range of individual income, excise, and employment taxes, as well as certain elements of all other kinds of taxes.

• Conducts interviews with taxpayers to determine their tax situation, provide advice, and explains probable consequences of various courses of action open to taxpayers for the current and other tax years.

• Discusses tax law impact with tax practitioners and accountants, review books and records to gain understanding of taxpayer's financial status (cash/accrual basis).

• Confers with taxpayers and/or their representatives to explain issues involving the applicability of tax law, regulations, notices and account adjustments.

• Assists taxpayers in preparing tax returns and explains the consequences of courses of action.

• Explains to taxpayers the collection and examination processes. Prepares tax returns that include referring to required documentation, such as information reporting documents and limited schedules.

• Assist in meeting the requirements team and office collection goals

• Utilize a variety of SOR’S and computer programs as well as multiple monitors.

• Answer callers questions and resolve callers concerns.

• Adjudicate and negotiate payment arrangements and settlements for debts owed.

• Deliver professional and reliable customer service for all callers.

• Escalate calls when necessary well as transferring calls to other departments when needed.

• Utilize translation services to assist callers when native speakers are not available.

• Conduct a variety of electronic payments IE ACH check payments, preauthorized ACH payments as requested by the caller.

• Attend and participate in ongoing trainings and meetings as needed

• Adhere to all applicable Federal and state laws regarding debt collection and finance including but not limited to the following; FDCPA, Reg E, Reg F, Reg O, SCRA, as well as applicable AML rules and regulations.

• Consistently perform at or above expectations always meeting or exceeding monthly goals.

• Efficiently and accurately update applicable SOR’S with updates to account

• Make outbound calls and receive inbound calls

• Able to keep all things confidential and only relay information on a need to know basis

• Willing to be a team player working with a team with about 40+ Team members and 6 supervisors

• Mange my own cases assigned via a pipeline utilizing case management

• Utilize over 50+ SOR’S “systems of record” to conduct research Determine appropriate course of action and conduct investigative steps to fully identify customer issues

• Perform complex administrative and customer support tasks by managing daily schedules, and managing time properly.

• Work collaboratively with other team members to find answers to problem as they arise. Suggest different things to implement to improve processes.

• Serve as a SME “subject matter expert” for various consumer Serve as the last level of escalation for customers

• Interact with internal and external customers to find the best resolution to resolve the customers complaints

• Assist in helping other caseworkers with parts of their cases or working their cases as needed

• Claim Processing: Receive, review, and process estate information promptly and accurately, including assessing forms, verifying documentation, and submitting claims in accordance with legal and regulatory standards

• Documentation Management: Maintain comprehensive and organized records of all estate claims, ensuring secure storage of all necessary documentation

• Research and Investigation: Conduct thorough research to verify probate case details and maintain correspondence with courts via phone and mail regarding claims

• Compliance and Regulatory Requirements: Ensure all estate claims comply with federal and state laws (e.g., FDCPA, HIPAA, SCRA) and internal policies; stay current on legal updates and adjust processes accordingly

• Signing and Validating Documents: Print, validate, and sign documents under oath or in the presence of a notary when required; copy, image, and distribute documents to appropriate parties

• Reporting and Documentation: Prepare reports and summaries while maintaining accurate, detailed records of all actions taken during the claims process

• Professional Development: Attend training programs to expand knowledge and skills; complete client-specific and annual refresher trainings

• Collaboration: Work closely with internal departments (legal, finance, compliance) and external stakeholders (beneficiaries, attorneys, financial institutions) to ensure efficient claim resolution and effective communication

• Assist in meeting team and office collection goals

• Utilize a variety of SOR’S and computer programs as well as multiple monitors.

• Answer callers questions and resolve callers concerns.

• Adjudicate and negotiate payment arrangements and settlements for debts owed to an estate

• Deliver professional and reliable customer service for all callers

• Escalate calls when necessary well as transferring calls to other departments when needed.

• Utilize translation services to assist callers when native speakers are not available.

• Conduct a variety of electronic payments IE ACH check payments, one time debit card payments and recurring preauthorized ACH payments as requested by the caller.

• Attend and participate in ongoing trainings and meetings as needed

• Adhere to all applicable Federal and state laws regarding debt collection and finance including but not limited to the following; FDCPA, Reg E, Reg F, Reg O, SCRA, as well as applicable AML rules and regulations.

• Consistently perform at or above expectations always meeting or exceeding monthly goals.

• Efficiently and accurately update applicable SOR’S with updates to account

• Make outbound calls and receive inbound calls

• Able to keep all things confidential and only relay information on a need to know basis

• Willing to be a team player working with a team with about 50+ Team members and 4 operations managers

• Assist with all store functions and day-to-day store activities as directed by the Store Manager

• Able to perform all opening and closing procedures in the absence of the Store Manager

• Assist the Store Manager in protecting and securing all company assets, including store cash

• Adhere to all policies and procedures including safety guidelines

• Maintain a professional and friendly environment with customers, subordinates and supervisors

• Maintain all areas of the store, including the stockroom and sales floor, to company standards to include recovery

• When the Store Manager is not on the premises, direct supervisory responsibility for all hourly Associates

• Process all SSC Corporate directives including Pull and Hold/Destroy, Task Compliance, Key Survey information

• requests and any additional communications related to store activities as delegated by the Store Manager

• Assist the Store Manager on the receipt and return of DSD merchandise.

• Follow the VIP and DSD Policies and Procedures

• Assist the Store Manager in ensuring proper staffing coverage on a daily basis

• Assist the Store Manager in ensuring that the sales floor is sales effective on a daily basis

• Assist in the management of cashiering activities to ensure all company cash handling practices & guidelines are followed at all times by all employees

• Assist in the management of sales effectiveness of seasonal areas in the store

• Coordinate appropriate signage utilized in the store

• Assist with the receipt and return of DSD merchandise

• Process damaged merchandise on a daily basis

• Assist Store Manager with creation of weekly schedules

• Assist in the management of store supplies and expense control

• Assist with merchandising and maintaining the checkout area to maximize impulse sales

• Ensure coolers and store-front program racks/displays are refilled daily (balloon program, sunglasses, batteries, etc.)

• Assist with the management of the Drive Item program

• Maintain confidentiality of guest's transactions

• Facilitate and handle cash flow and process

• electronic payment via credit and debit cards as well

• as cash payments and checks

• Work with my fellow team members to maintain

• high energy high paced and positive work

• environment as well as an open and accepting space

• Perform routine cleaning and maintenance tasks

• for my assigned area to ensure a positive and clean

• customer experience.

• Conducted a wide array of financial service

• transactions varying from direct 2 cash and check

• cashing services.

• Helped to train incoming team members and assist

• in the implementing of new policies.

• Adapted and flowed as needed to meet demand in a fast pace work environment.

• Process check cashing

• Receiving/sending through both money gram & Ría.

• Process direct to cash and even app request

• Process both Walmart and Walmart 2 world transactions

• Advise customers on what products best suit their needs.

• Maintained confidentiality of guest transactions

• Facilitated and handled cash flow; processed electronic payments via credit/debit cards, cash, and checks

• Collaborated with team members to maintain a high-energy, fast-paced, and positive work environment

• Performed routine cleaning and maintenance tasks to ensure a clean and welcoming customer experience

• Conducted a wide range of financial service transactions, including direct-to-cash and check cashing services

• Assisted in training new team members and implementing new policies

• Adapted to meet demands in a fast-paced work environment