Alyssa Wolter
Knoxville,TN
Summary
Quality-driven professional with several years of comprehensive experience to support accounting functions. Accurately inputs data and records day-to-day transactions. Solid understanding of basic bookkeeping and accounts payable and receivable.
Overview
4
4
years of professional experience
1
1
Certification
Work History
CSR - Customer Service Representative
CVS Health
Knoxville, TN
10.2023 - Current
- Provided customer support and resolved issues related to pharmacy benefits accounts in a call center setting
- Handled an average of 30-45 calls per day.
- Managed and protected confidential data and handled sensitive situations
- Kept detailed records of customer interactions and transactions for future use.
- Successfully navigated through ongoing changes in rules and regulations.
- Implemented standard processes and procedures to escalate unresolved issues to appropriate internal teams.
- Consistently upheld high standards of professionalism when communicating with customers through phone and email.
Sales Associate
WG&R Furniture
Green Bay, WI
05.2023 - 10.2023
- Provided fast, friendly, and knowledgeable support to customers for furniture and bedding needs
- Efficiently handled all opening and closing obligations which included money counting, cash drawer balancing, and deposit making.
- Maintained a high level of attention to detail when reviewing customer purchase orders.
- Managed and reconciled conflicts between customer orders, inventory availability, and shipment schedules.
- Maintained accurate records of updates made to customer orders.
- Provided customers with timely updates on sales order statuses.
- Facilitated seamless coordination across different departments, resulting in the timely delivery of products/services.
Sales Admin
Wolter inc
09.2022 - 06.2023
- Oversaw the processing of quotes and sales orders in the motive power department.
- Received and entered orders into computer system accurately.
- Generated invoices for each order placed by customers.
- Ordered necessary replacement parts required for repairing faulty batteries from suppliers.
- Coordinated with warehouse staff to ensure timely delivery of products.
- Handled the process of filing warranty claims
- Maintained records of all battery repairs and replacements.
Lead Title Specialist
IAA, Inc.
Appleton, WI
01.2021 - 09.2022
- Ensured accurate processing of titles for Insurance companies based on State regulations.
- Maintaining compliance with State guidelines for all audits
- Managed time effectively to ensure completion of all mail, emails, and titles by end of business day.
- Handled title fees and ensured checks were balanced.
- Assisted management in the development of procedural updates and compliance with state guidelines.
- Trained all staff members on DMV regulations and procedures.
- Processed title applications for ownership transfers with efficiency and accuracy.
Education
Associate's degree - Accounting
Pellissippi State Community College
07.2024
Certificate - Bookkeeping
Fox Valley Technical College
09.2021
High school diploma -
Bay Port High School
Howard, WI06.2012
Skills
- Decision-making
- Training
- Organization
- Active Listening
- Problem-solving
- Prioritization
- Multitasking
- Customer service
- Data Entry
- Time Management
- Computer Skills/ Microsoft Office
- Balance sheet reconciliation
- Bank Reconciliation
- QuickBooks
- Budgeting
- Cash handling
- CRM Software
- Report Generation
- Sales
- Accounting
- Communication skills
- Inbound and Outbound Calling
Certification
- Accounting principles, 04/01/20, Present
- Certified Bookkeeper, 06/01/24, Present
- Intuit certified bookkeeper
Personal Information
Work Permit: Authorized to work in the US for any employer
Assessments
Principles of accounting — Proficient May 2024 Preparing financial records according to federal policies Full results: Proficient
Managing accounts in QuickBooks — Proficient January 2024 Using QuickBooks software to manage business financials Full results: Proficient
Spreadsheets with Microsoft Excel — Proficient October 2023 Knowledge of various Microsoft Excel features, functions, and formulas Full results: Proficient
Attention to detail — Proficient February 2022 Identifying differences in materials, following instructions, and detecting details among distracting information Full results: Proficient
Timeline
CSR - Customer Service Representative
CVS Health
10.2023 - Current
Sales Associate
WG&R Furniture
05.2023 - 10.2023
Sales Admin
Wolter inc
09.2022 - 06.2023
Lead Title Specialist
IAA, Inc.
01.2021 - 09.2022
Associate's degree - Accounting
Pellissippi State Community College
Certificate - Bookkeeping
Fox Valley Technical College
High school diploma -
Bay Port High School