Barbara Steger
Jamestown,NY
Overview
20
20
years of professional experience
1
1
Certification
Work History
Taxpayer Service Representative
State of Kentucky
09.2007 - 10.2018
- Audited 120 accounts for the County Clerks of Kentucky. Kept records of each county's weekly and monthly reports.
- Greet and assist the public in person, by phone, and by mail regarding tax inquiries.
- Review weekly reports and required documents for accuracy; approve or request additional information when needed. Billed necessary accounts for incorrect collection amounts and timeliness of reports due.
- Process transactions using computer systems, applying appropriate codes and fees.
- Collect, reconcile, and secure taxes and documents.
- Administer updates on reports and laws concerning taxes at yearly conferences.
- Compile data and assist with auditing of reports.
- Perform routine clerical and typing tasks as assigned.
Internal Auditor
Bankers' Bank-Frankfort, KY
02.2004 - 09.2007
- Handled all banking accounts for smaller sized banks that needed wire and transfer services. Kept records of amounts due and did billing of weekly reports. Greet and assist these banks by phone, and by mail regarding inquiries.
- Reviewed documents for accuracy; approve or request additional funds and money transfers when needed.
- Process transactions using computer systems, applying appropriate codes and fees.
- Collect, reconcile, and secure fees, and documents; audit weekly reports.
- Compile data and assist with wired money reports.
- Perform routine clerical and typing tasks as assigned.
Intake Clerk Specialist
ANIMAL CLINIC-Lexington, KY
08.1998 - 05.2001
- Answered phone calls, set appointments, kept records of visits. Did billing and accepted payments for visits.
- Greet and assist the public in person, by phone on inquiries.
- Review applications and documents for accuracy; approve or request additional information when needed.
- Process transactions using computer systems, applying appropriate codes and fees.
- Collect, reconcile, and prepare daily cashier reports.
- Operate fax and data copiers
- Compile data and assist with individual reports.
- Perform routine clerical and typing tasks as assigned.
Education
High school diploma - Business
Skills
- Taxation and auditing knowledge
- General ledger reconciliation oversight
- Banking administration skills
- Customer support focus and strategy
- Comprehensive administrative experience
- Proficiency in computer applications
- Expertise in journal entries and payables
- Organizational effectiveness strategies
- eAccounts receivable management techniques
- Communication across channels
- Account reconciliation methods
- Professional phone handling skills
- Auditing proficiency
- Financial reporting capabilities
- Time management effectiveness
- Front desk operations
Certification
Driver's License
Timeline
Taxpayer Service Representative
State of Kentucky
09.2007 - 10.2018
Internal Auditor
Bankers' Bank-Frankfort, KY
02.2004 - 09.2007
Intake Clerk Specialist
ANIMAL CLINIC-Lexington, KY
08.1998 - 05.2001
High school diploma - Business
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