Briana Shifflett
Barboursville,VA
Summary
Results-driven management professional prepared for leadership roles in branch operations. Leveraged industry insights to streamline processes and improve customer experiences. Known for team collaboration and adaptability, delivering consistent results through effective communication and strategic planning.
Experienced with tax regulations, compliance, and financial analysis. Utilizes expertise to ensure accurate filings and optimal tax strategies. Knowledge of client consultations and effective communication.
Professional client service expert with comprehensive experience in managing client relationships and delivering high-quality service solutions. Known for collaborative approach and achieving results through adaptability and reliability. Proficient in communication and relationship-building, valued for integrity and teamwork.
Sales professional with solid track record in driving revenue growth and enhancing customer satisfaction. Adept at building strong client relationships, leveraging product knowledge, and implementing effective sales strategies. Strong focus on teamwork and adaptability ensures consistent achievement of goals in dynamic environments. Skilled in communication, problem-solving, and time management.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Regional Finance-Charlottesville, VA
06.2024 - 09.2025
- Assisted loan officers in processing and underwriting loan applications, ensuring accuracy and compliance with lending regulations
- Reviewed financial documents such as pay stubs, tax returns, and bank statements to verify borrower information
- Prepared loan packages by gathering necessary documentation and completing required forms
- Maintained organized files of loan documents for easy retrieval and reference
- Communicated with borrowers to collect missing or additional information needed for loan approval
- Performed credit checks on potential borrowers using credit reporting agencies' systems
- Assisted in the preparation of loan closing documents, coordinating with title companies or attorneys as necessary
- Handled incoming calls from customers regarding their loans, providing excellent customer service and resolving inquiries or issues promptly
- Contributed to team efforts by meeting individual targets for loan application processing timescales
Assistant Manager
Dollar Tree-Ruckersville, VA
11.2023 - 06.2024
- Assisted in the management of daily operations, ensuring smooth and efficient workflow
- Supervised and trained a team of XX employees, providing guidance and support to maximize productivity
- Collaborated with the manager to develop strategies for achieving sales targets and improving customer satisfaction
- Conducted regular inventory checks to maintain accurate stock levels and minimize loss due to shrinkage
- Resolved customer complaints or concerns promptly, ensuring high levels of customer service at all times
- Assumed managerial responsibilities in the absence of the manager, overseeing all aspects of operations
- Developed strong relationships with vendors and suppliers, negotiating favorable terms for procurement of goods
- Analyzed sales data to identify trends and opportunities for improvement, implementing effective strategies accordingly
- Managed cash handling procedures, including opening/closing registers, preparing deposits, and reconciling discrepancies
- Monitored employee performance through regular evaluations, providing constructive feedback for professional development
- Ensured compliance with health & safety regulations by conducting regular inspections and implementing corrective actions when necessary
- Maintained accurate records of financial transactions including daily sales reports, invoices, receipts etc
- Utilized POS systems effectively to process orders accurately while maintaining a high level of efficiency
- Increased overall store profitability by analyzing product performance data & adjusting pricing/markdowns accordingly
- Collaborated with the management team to develop and implement operational policies and procedures
- Managed inventory levels, ensuring adequate stock availability while minimizing excess or obsolete items
- Assisted in the recruitment, selection, and onboarding of new employees, ensuring a smooth transition into the team
Tax Pro
H&R block
08.2019 - 02.2024
- Experienced Tax Preparer with a strong background in accounting and finance
- Helped clients file their taxes and ensure the accuracy of various tax forms
- Obtain clients financial information in order to estimate tax payments and returns
- Calculating tax credits, deductibles, and liabilities
- Answering clients financial questions with complete accuracy
- Experienced Tax Pro with more than 3 years of experience preparing individual and business taxes
- Adept at using tax software such as TurboTax, TaxACT, and TaxSlayer to accurately and efficiently complete returns
- Proficient in calculating and reporting taxes owed under federal, state, and local regulations
- Excellent communicator, able to explain complex financial information to clients in ways that they can understand
- Experienced in advising clients on tax-related issues, such as deductions, credits, and filing status
- Knowledgeable of IRS regulations, filing requirements, and deadlines
- Proven track record of providing quality customer service to clients
Pharmacy Tech
Cvs health
06.2023 - 02.2024
- Perform data entry for patient information and medications and ensure compliance with HIPAA regulations and patient confidentiality laws
- Deliver quality customer service, prepare prescriptions, field inquiries, escalate issues to the Pharmacist, [and achieve a 92% customer satisfaction rating]
- Oversee claims processing for third-party program prescriptions
- Adhere to proper infection control to ensure a sanitary environment and reduce the spread of disease
- Manage all aspects of pharmacy operations, monitor stock levels for medications, and communicate with pharmacists to prevent shortages
- Utilize in-store software to collect patient and drug information necessary to fill required prescriptions
- Provide excellent customer service by greeting customers, filling prescriptions, and providing basic information about medication use and general healthcare
- Delivered support to the pharmacist, provided strong customer service, and entered patient and drug information maintain accurate patient records
- 5+ years of experience in tax preparation and filing
- Experienced in using tax preparation software (e.g. Intuit ProSeries, Lacerte)
- Comprehensive understanding of federal, state, and local tax regulations
- Skilled in researching and interpreting tax laws and regulations
Client Service Professional
h&R block
11.2019 - 02.2024
- Developed customer service strategies to increase customer satisfaction and retention
- Implemented customer service policies and procedures to streamline customer service operations
- Acted as a liaison between customers and company personnel to ensure customer inquiries were addressed in a timely manner
- Handled customer complaints and resolved customer issues efficiently and effectively
- Assisted customers in selecting products and services that best fit their needs
- Developed customer service scripts and provided customer service training to new hires
- Monitored customer feedback to identify areas of improvement
Cashier
hardees
06.2016 - 05.2019
- 3 years of experience as a Cashier in a retail environment
- Expert knowledge of cash registers and POS systems
- Consistently achieved high customer satisfaction ratings
- Demonstrated ability to handle customer complaints and inquiries in a professional manner
- Proven record of accuracy and attention to detail in processing customer payments and handling cash
- Possess excellent communication and interpersonal skills
- Developed strong relationships with customers to foster loyalty and repeat business
Education
High School Diploma -
Louisa County High School
Mineral, VA05.2016
Skills
- Microsoft Excel
- Windows
- Customer service
- Cash handling
- Customer satisfaction enhancement
- Sales
- Management
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Financial services
- Microsoft Outlook
- Effective multitasking
- Cash handling expertise
- Lending
- Computer skills
- Prioritization and scheduling
- Budgeting
- Loan processing
Certification
Driver's License
Timeline
Assistant Branch Manager
Regional Finance-Charlottesville, VA
06.2024 - 09.2025
Assistant Manager
Dollar Tree-Ruckersville, VA
11.2023 - 06.2024
Pharmacy Tech
Cvs health
06.2023 - 02.2024
Client Service Professional
h&R block
11.2019 - 02.2024
Tax Pro
H&R block
08.2019 - 02.2024
Cashier
hardees
06.2016 - 05.2019
High School Diploma -
Louisa County High School
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