Derick Wilkerson
Cincinnati,OH
Overview
21
21
years of professional experience
Work History
Human Resource Assistant
Internal Revenue Service
Covington
09.2019 - Current
- Utilizes computer software and systems to input data on Integrated Talent Management (ITM) and Resource Scheduler (RS)
- Create schedule events in (ITM) based on training plans using form(s) 13167
- Create daily training schedule according to Resource Scheduler
- Develop and issue reporting instructions
- Records attendance for classroom training
- Open and close learning events
- Update schedule learning events and training records
- Resolve routine delivery related issues and inquiries
- File learning event data
- Schedule reservations in Resource Schedule to accommodate customer(s)
- Perform learning event planning and delivery practices to classroom training Instructors and participants
- Provide pre-, during and post-instructor support
- Perform equipment setup, space arrangement, and course material ordering
- Provide instructor support for offsite location(s)
- Purchase Card holder for classroom training supplies and for local Classroom Learning Services (CLS) office.
Correspondence Exam Technician
Internal Revenue Service
Covington
05.2019 - 09.2019
- Examine income tax returns through correspondence and telephone
- Worked IMF and BMF cases
- Performed case analysis on pre-classified returns and complex Identity and Records Protection (IRP) issues
- Contact taxpayers to obtain information and explain different liabilities
- Performed research using the Integrated Data Retrieval System (IDRS) and Association for the Improvement of Minorities (AIM) system
- Compute/Recompute taxpayer gross income dealing with tax returns
- Identified process errors to determine if fees will be assessed
- Take necessary actions to protect government’s interest regarding imminent statute expiration cases
- Recognize suspected tax return preparers and tax protesters that indicate fraud
- Assisted the public in answering technical and factual details pertaining to their case(s) and tax laws
- Recognized correspondence that met congressional criteria to obtain a valid resolution
- Protected confidentiality of taxpayer information within the disclosure of the law(s).
Accounting Clerk- DISHONERED CHECK FILE (DCF), UNIDENTIFIED REMITANCE FILE (URF), EXCESS COLLECTIONS FILE (XSF)
Internal Revenue Service
Covington
05.2018 - 04.2019
- Receive and sort incoming 8758(Excess Collections File Addition) forms
- Update forms to be processed by the Tax Examiner(TE) by stamping forms according to business date received
- Sort forms 8758 according to status codes IDENENT, FROZEN OR OPEN
- Batch forms up to 25 and provide cover sheets
- Sort forms 8765(IDRS Control File Credit Application) forms
- Acknowledge 8765 forms by stamping them according to business date received
- Forms 3210(Documental Transmittal) is received and they are sorted
- Research forms on the IDRS Unit, USR Database(IUUD) and AIMS
- Separate copy 1 and copy3
- Copy 1 is filed in the department and copy 3 is mail to the sender for verification of receipt
- Process reports for excess using Control D program
- Research forms on Discovery Directory
- Periodically use SERP program to perform certain tasks
- Prepare and maintain regular production to keep department flowing
- Packs of work are filled out on Excess File(XSF) Batch Log along with an Excess File Cover Sheet to be processed by the Tax Examiners(TE)
- Perform other support activities to meet deadlines for department.
Raivs/Ives Clerk
Internal Revenue Service
Covington
10.2012 - 05.2018
- Lead Acknowledger
- Receive incoming 4506T forms from participants across the United States
- Maintain record of the forms that came in
- Count the 4506T forms to be sorted and batched
- Examine the 4506T forms and make necessary changes as needed
- Acknowledge the 4506T forms
- Correspond with participants by fax, letting them know what was received and was not received
- Prepare the 4506T forms by logging them onto spreadsheets to be processed by Grade 4 imputers
- Answer any questions from imputers if they come across any problems with the 4506T forms
- Answer questions from co-acknowledgers
- Distribute work out to the Florence Service Center to be processed
- Check in work once it has been returned from the Florence Service Center
- File work away from the Florence Service Center onto a wall designated for storing inventory
- Maintain and update inventory by purging every 65 business days
- Research work when there is a discrepancy with the participants
- Count and prep work for a program called Disasters to be processed by imputers
- Perform On the Job Instructor(OJI) duties
- Assist Management when asked
- Perform other duties as assigned.
Post Doc Clerk
Internal Revenue Service
Covington
03.2009 - 10.2012
- Prepare and maintain a variety of records, files, and/or logs as needed
- This involves sorting, batching updating, purging, controlling, and/or researching incoming/outgoing work and mail; some tasks may involve using an automated system
- Update manuals and disseminate incoming information
- Operate mail processing equipment
- Stage work in priority
- Maintain supplies, reorder as necessary and prepare requisition of repairs and perform other duties as assigned.
CSR 1
Liberty Savings Bank
Dayton
10.2006 - 09.2008
- Assist in opening and closing of branch
- Cash handling
- Process deposits, withdrawals, and various loan payments
- Balance and replenish ATM
- File customer's account information
- Order branch supplies
- Handle and resolve customer's problems with bank account(s)
- Assist customers with Online Banking and Online Bill Pay
- Responsible for meeting referral and sales goals through telemarketing calls and in-branch contact with customers
- Assist with any other duties that I was asked to do and duties that came about any time during the day.
KeyShift Supervisor
Rite Aid Pharmacy
Dayton
04.2005 - 10.2006
- Open and close store
- Coordinate and balance cash tills for cashiers
- Prepare deposits for store and take it to the bank
- Update computer network with activity and profit data of the store
- Monitor staff performance
- Secure premises and maintain alarm system
- Maintain store operations which include price labels, ordered merchandise, handle vendors, maintain inventory, assist in the pharmacy when needed, process Western Union, develop film, assist customers by handling and resolving complaints
- Train new employees
- Update personal records for employees
- Communicate with customers by phone to assist them with whatever situation is at hand
- Prepare reports at the close of business
- Perform other duties as needed when asked of me.
Cash Vault Clerk 3
KeyBank
Dayton
12.2003 - 12.2004
- Process transactions/deposits for commercial customers and bank branches
- Count and record large deposits for shipment to the Federal Reserve Bank
- Handle and resolve customer's complaints regarding accounts
- Balance transactions and currency at the end of the day
- Prepare daily reports to be turned in to Cash Vault Manager.
Timeline
Human Resource Assistant
Internal Revenue Service
09.2019 - Current
Correspondence Exam Technician
Internal Revenue Service
05.2019 - 09.2019
Accounting Clerk- DISHONERED CHECK FILE (DCF), UNIDENTIFIED REMITANCE FILE (URF), EXCESS COLLECTIONS FILE (XSF)
Internal Revenue Service
05.2018 - 04.2019
Raivs/Ives Clerk
Internal Revenue Service
10.2012 - 05.2018
Post Doc Clerk
Internal Revenue Service
03.2009 - 10.2012
CSR 1
Liberty Savings Bank
10.2006 - 09.2008
KeyShift Supervisor
Rite Aid Pharmacy
04.2005 - 10.2006
Cash Vault Clerk 3
KeyBank
12.2003 - 12.2004
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