Over 15 years of client service related experience 10 years over the phone Bilingual(fluent in Spanish and English) Previous Managerial and Support experience Authorized to work in the US for any employer Dependable accounting professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in problem solving with eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Accounting Assistant
ClearOne Advantage
11.2021 - Current
Client Transaction Processing: Process all daily client requests through our third-party banking system
- Global Client Solutions Maintain new clients loaded daily into Global Client Solutions Database Process
all canceled and completed clients, including researching accounts, updating statuses, closing Global
accounts, and returning funds to consumer Run daily reports to minimize errors
Fees Collected Process fees owed to COA for paid settlements Allocate daily deposits to detail by
source Maintain accurate Cash Receipts Detail spreadsheet Reconcile Fee Variances Report Cash Detail
to manager for approval
Other Responsibilities Assist with annual certification audit and annual financial audit Assist with special
projects as assigned
Customer Service Technical Associate
Wolters Kluwer
12.2019 - 11.2021
Deliver prompt, convenient, and professional customer service to assigned clients
Provide front-line consultative customer service for client tax inquiries via email and phone
Determine customer goals, challenges, needs and requests utilizing product and industry knowledge
to provide solutions and initiate orders
Proactively manage the order process, probe for cross-selling opportunities and develop positive
working relationships with clients and strategic partners nationwide
Subject matter expert of the department, company and industry
Service Support Specialist
Automatic Data Processing, Inc
02.2015 - 03.2017
Assist new hires during training with ADP system setup; side by side mentoring; and mock call scenarios
Facilitate and organize live training sessions to prepare employee solution center associates for Annual
Enrollment (sessions cover: Carrier Connections; Dual Enrollments; Passive and Active Enrollments; CSDB
navigation; HRB and Workforce Now processes)
Create refresher spotlights around policies and procedures for the solution center
Serves as a part of the CSDB Maintenance Team ensuring the database is updated and maintained to
provide the most up-to-date and accurate information for team members
Act as Project Coordinator managing cases by resolving service requests that are emailed, faxed, or
internally submitted to the service center
Assist employees with time card issues and resolving error messages
Work with different teams to resolve issues dealing with paid time off, system/employee configuration
in E-Time/ Time & Attendance
Troubleshoot enrollment errors
Assist with enrollment eligibility set up and configurations
Work to discover and explain issues with Garnishment i.e
When payments are disbursed, percentage,
goals and garnishee information
Worked on Lean Leaders project to define a more lean method to case management for the
representatives
Decreasing the resolution time for the clients through Six Sigma methods.
Employee Solution Representative II
ADP
02.2011 - 02.2015
Serve as a backup for Service Support Specialist team taking calls on the Service Support line or working
cases in the Service Support queue
Selected by management as a Tier II Specialist to serve as a liaison between employee solution
representatives and benefits representatives to find effective resolutions for clients and their employees
Assist managers and employees with accessing and navigating their company portal
Assist clients and employees with viewing and understanding their pay statements, W-2 information,
direct deposit information and benefit enrollment
Selected to be a Lean Leader Representative for the ESR Department, working on ways to "Trim the
Fat" in our department.
Senior Representative Manager
T-Mobile
11.2007 - 02.2011
Provided customer service for an average of 60 calls per day, answering customer inquiries, solving
problems, and providing new product information
Supported 15 customer service representatives to assist their customers
Maintained responsibility for metrics to enhance/improve performance for team
Remotely monitored each representative 6-8 times per month and performed 2 Office observations
per week
Coached each representative and scored their calls to help build them up to provide world class
customer service
Customer Service Representative
Scana Energy
03.2006 - 11.2007
Fielded inbound calls to assist customers with billing issues, payment arrangements and setting up
service
Provided Bi-lingual (Spanish), support for customers
Provided proactive 'tips' to customers on how to lower their bill and have a more energy efficient home
Education
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Coronado High School
Skills
COMPUTER SKILLS
E-Time, Netsecure,WFN 60 & 70
Quick Base, Salesforce
Payment Processing
Attention to Detail
Microsoft Office
Staff Management
Verbal and Written Communication
Discrepancy Research
Data Inputting
Data Processing
Account Reconciliation
Check Disbursement
Certification
EXCEL (7 years)
MICROSOFT WORD (10+ years)
OUTLOOK (10+ years)
WORD (10+ years)
Customer Service
Microsoft Office
Food Service
Food Prep
Fast Food
Certifications and Licenses
Food Handler
Additional Information