Solution-driven Customer Service Specialist with advanced skills in customer relations. Proven ability to foster positive client interactions and manage financial communications effectively.
Overview
23
23
years of professional experience
Work History
Retired/Lyft
Lyft
Gaithersburg, Maryland
12.2021 - Current
Welcome client with a warm and friendly greeting.
Provide knowledge concerning history and origin surrounding the Washington metropolitan area in order to provide a superior customer experience.
Ensure safety procedures are followed to provide the optimal customer experience.
Business Manager
Takoma Park Baptist Church
Washington, DC
07.2004 - 04.2021
The primary point of contact regarding all financial matters.
Extensive communications with governmental entities, insurance providers, contractors, and church members.
Organized informal meetings to promote clarity and transparency regarding financial goals across various church committees.
Skillfully handled payroll processing via the Bank of America online platform.
Initiated quarterly filings for payroll 941 tax forms.
Processed payments for all invoices.
Designed and managed financial filing system.
Handled and resolved IRS requests for information on W2's and 1099's tax filings.
Offered up-to-date insight on both short- and long-term business initiatives in response to internal and external changes.
Collaborated with the church Attorney (Trustee) to review and modify contracts for building improvements such as renovations, HVAC system upgrades, security system installations, and waste removal agreements.
Established good working relationship with contractors, managers, and members to foster positivity in the workplace.
Maintained updated knowledge of changes in the company's product line, including copier machines, phones, and computers.
Meticulously monitored financial records and played a crucial role in preparing the upcoming year's fiscal budget.
Director of Administrative Services
NCCF
Bethesda, MD
04.2015 - 12.2016
Oversaw administrative operations to ensure smooth daily functionality.
Managed vendor relationships to secure necessary office supplies and services.
Facilitated meetings to discuss administrative strategies and improvements.
Loan Originator
The National Mortgage Company
Columbia, MD
05.2003 - 07.2004
Advised and supported clients in the initiation and filing of loan applications for purchasing homes.
Managed loan statuses, notifying clients of any developments.
Engaged in discussions with borrowers to assess their financial demands.