Corey Mitchell

• Preparing tax returns, payroll, bookkeeping, office management.
• I provide bookkeeping and reconciliation services for 13 clients.
• These clients vary in industry. I have clients that are event planners, lawn & landscaping providers, pressure washing, painting, irrigation services, maintenance and remodeling, general contracting, Insurance sales, concrete work and repair, family counseling, moving services.
• I provide payroll services for 5 clients. these are small clients that range from weekly payroll to monthly payroll. My smallest clients have 2 employees. My larges client has 5 employees. The largest payroll client I have worked with included 11 employees as a dentist office.
• I provide payroll tax services for 3 clients. This is down from the 5 clients previously.
• My general office management duties include accepting online payments, printing labels, working computer issues for colleagues, generating and printing Profit & Loss and/or Balance sheets for colleagues, performing tax software updates for everyone in office, tracking payments and past due invoices, creating processes to track tax returns and their statuses, creating payment tracking, creating reject reports for tax returns.
• I have experience working with Excel, Quickbooks desktop, and Lacerte.

My role as Enterprise Support Specialist was with the Implementations team. Our team was responsible for the enrollment and onboarding of new national chain accounts. These are merchants with a large number of locations across multiple states.

My role specifically was to manage the onboarding of new locations. That included completed applications, ordering equipment, building equipment files, training merchants on our reporting and payment websites, troubleshooting issues with existing locations, and adding additional locations.

• Keying and underwriting incoming merchant applications. Working merchant account updates such as address changes and ownership changes.

• Managed customer support representatives. Handled escalated call issues. Performed bi-annual performance reviews. Monitored inbound support calls for accuracy and consistency.

• Resolved inbound customer support calls. Worked retrieval requests. Keyed incoming applications.

• Monitored and graded inbound calls taken by customer support reps for accuracy and consistency. Identified needed process and procedure updates. Performed side by side training for new hires during their first month on the call floor. Presented Quality expectations to new hire classes. Worked with management staff to identify performance improvement opportunities for their employees.

• Resolved inbound merchant support calls and RM support calls relating to terminal issues as well as general customer support. Assisted supervisor with research escalations.