Carrie Betancourt

Provide technical assistance to users of K-12 educational software, hardware, and systems. The role includes troubleshooting issues with devices such as laptops, desktops, Chromebooks, managing accounts, installing and configuring software, and ensuring smooth operation for students, parents, and teachers. Notating one different systems at the end of each call.

Assisting tax preparers using the intuit Lacerte program inputing tax data, requesting client file, problem solving, utilizing resources providing web browser written responses for tax inputs utilizing tax software.

Review cases and application from tenant for rental assistance, review documentation that supports tenants proof of information, lease agreement, landlord statements, receipt, review utility bill information of tenant if utility assistance. Programs used for each case, PowerBi for information qualifications including landlord and tenant information Jurisdiction for address location.

B2B inbound calls verifying clients with name, date of birth, social security, home address and phone number. Provide case information that includes Medicaid, food stamps, case status, review client information, sent notices to client and documents received sent by client. Review received documents, made sure document information has signatures and dates and ready for case review.

B2B warm outbound calls to potential clients, offering clients different mortgage insurance options, warm transfers if client proceeds with purchase.