To seek and maintain a full time position within an established organization that offers professional challenges utilizing interpersonal skills, time management and will lead to a lasting relationship in the field of Business, Advocacy and Customer Service.
Overview
17
17
years of professional experience
Work History
Contact Service Representative
Department Of Treasury, IRS
Cleveland, OH
08.2022 - Current
Receive incoming calls assisting taxpayers with accounts regarding tax returns, refunds, account balance, notices and forms.
Respond to customer calls to answer questions about products and services.
Adhere to company policies and scripts to consistently achieve call-time and quality standards.
Identifies and resolves problems.
Sought out extra training opportunities to enhance customer relationship management abilities via ITM courses.
Assist callers with credit transfers.
Customer Service Email Specialist
Equity Trust Company
Westlake, OH
09.2015 - 08.2022
Worked as a help desk liaison communicating with Clients, Account Advisors, Beneficiaries, Investors and Power of Attorney's via email.
Answered live online chats to give quick answers and solve problems faster.
Evaluated financial conditions, business integrity to help manage retirement funds.
Administered agreements to ensure compliance with applicable laws, regulations and policies.
Processed Credit Card Payments for Annual Fees.
Conducted customer service training sessions for new team members.
Verified Investment transactions for Real Estate, Promissory Notes, Mutual Funds, Tax Liens and Capital Calls.
Trained/assisted clients on the myEQUITY web portal.
Made Outbound Calls and assist with Inbound Call Center.
Provided follow-up on client concerns, account issues and transactions.
Assisted Operations Department with staying current on workload.
Resolved customer complaints by determining cause of problem, selecting best solution and expediting correction or adjustment.
Developed customer service processes to improve customer satisfaction.
Generated reports and tracked customer service metrics on daily basis.
Collaborated closely with cross-functional departments to deliver high customer satisfaction.
Child Support Data Entry Officer
Lorain County Jobs & Family Services
Elyria, OH
06.2014 - 09.2015
Completed child support, spousal support, adoptions, foster case orders.
Copied, filed, and faxed orders for courthouse and private motions.
Maintained files, records and chronologies of entry activities.
Completed data entry tasks with accuracy and efficiency.
Sent completed entries for evaluation and final approval.
Entered numerical data into databases with speed and accuracy using 10-key pad.
Organized, sorted, and checked input data against original documents.
Secured and protected data from unauthorized access by complying with security protocols.
Emergency Services Advocate II
Lorain County Community Action Agency
Lorain, OH
10.2007 - 06.2014
Perform cost/price analysis of applications. Processed applications and collected required paperwork to help individuals register for supportive services.
Assisted in the preparation of all documentation required for financial assistance awards.
Maintained positive relationships with community and services that built and nurtured dynamic partnerships throughout the award process of which accomplished the programmatic mission.
Ensured that accurate and complete data is entered into electronic data systems to determine eligibility for supportive services.
Made referrals to appropriate services, following up to confirm patients received access to required care.
Trained and supervised new intake staff to deliver high-quality client care.
Education
Bachelor of Fine Arts - Visual Communications
American InterContinental University
Hoffman Estates, Atlanta, IL, GA
04.2011
Associates - Business Administration
Lorain County Community College
Elyria, OH
05.2006
Skills
Business Management
Help Desk, Call Center, Customer Support and Service
Trained in Salesforce and some Technical Troubleshooting