De'Jonae (Dj) Shaw
Cleveland ,OH
Summary
Hardworking Financial professional with an in-depth understanding of related compliance requirements. Detail-oriented, organized, and offering excellent communication, customer service, and time management skills. Advanced Microsoft 365 proficiency and report-generation skills.
Overview
5
5
years of professional experience
Work History
Tax Specialist
Heartland Payroll Solutions
06.2023 - Current
- Managed tax submissions and made sure all information complied with regulations.
- Reconciled and produced federal and state tax documents for corporate, private business and customers.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Reviewed financial statements for accuracy and integrity.
Customer Success Specialist
Microsoft
05.2022 - 05.2023
- Collected customer feedback and made process changes to exceed customer satisfaction goals.
- Cultivated customer loyalty, promoted repeat business, and improved sales.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Responded to customer requests for products, services, and company information.
- Established and built relationships by educating customers about value of company products and services.
Business Banker
Key Bank
09.2020 - 05.2022
- Assisted in planning portfolio growth through the development of business plans in alignment with the departmental budget and consistent with overall objectives.
- Maintained up-to-date knowledge of competitors' products.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Discussed financial options with clients and provided informed suggestions.
Medical Billing/Customer Service Representative
Revenue Group
05.2019 - 09.2020
- Filed and updated patient information and medical records.
- Analyzed complex Explanation of Benefits forms to verify the correct billing of insurance carriers.
- Pre-certified medical and radiology procedures, surgeries, and echocardiograms.
- Maintained and updated collections tracking spreadsheet to help organize payment information.
- Managed collections claims for unpaid bills against estates of debtors.
Education
High School Diploma -
Virtual SchoolHouse
Cleveland, OH06.2013
Skills
- Income and expense evaluations
- Microsoft 365 proficiency
- Reporting skills
- expertise
- Liability understanding
- Management ability
- Zendesk
- Internal control development
- Relationship building
Timeline
Tax Specialist
Heartland Payroll Solutions
06.2023 - Current
Customer Success Specialist
Microsoft
05.2022 - 05.2023
Business Banker
Key Bank
09.2020 - 05.2022
Medical Billing/Customer Service Representative
Revenue Group
05.2019 - 09.2020
High School Diploma -
Virtual SchoolHouse