Herman Whitfield
Jacksonville
Summary
Professional hospitality worker with strong track record in financial accuracy and guest relations. Efficiently managed nightly financial tasks and ensured seamless transitions between shifts. Valued for reliability, adaptability, and collaboration with team members to achieve consistent results.
Experienced with tax regulations, compliance, and financial analysis. Utilizes expertise to ensure accurate filings and optimal tax strategies. Knowledge of client consultations and effective communication.
Overview
15
15
years of professional experience
Work History
Relief Night Auditor
Lantern Street Lodging LLC
05.2025 - Current
- Performed nightly audits of hotel financial transactions, ensuring accuracy and compliance with company policies
- Managed the front desk during overnight shifts, providing exceptional customer service to guests
- Balanced and reconciled daily cash drawer, credit card transactions, and room charges
- Resolved guest inquiries and complaints promptly and effectively, maintaining high levels of guest satisfaction
Contact Representative
Internal Revenue
07.2024 - 02.2025
- Participated in regular professional development opportunities to enhance skills and stay current on industry trends.
- Adapted communication style based on individual preferences or cultural backgrounds of clients, ensuring clear understanding from both parties.
- Conducted thorough research on complex inquiries, delivering informed solutions to customers' unique challenges.
Relief Night Auditor
SREE-BALLANTYNE Springhill Suites
03.2020 - 07.2024
- Handling reservations, welcoming guests and getting them checked into their rooms
- Performing accounting duties that include taking payments, reconciling accounts, preparing bills and balancing front desk's cash drawer
- Competently navigating FOSSE platform.
- Investigated auditing discrepancies by reconciling cash drop and credit card transactions
- Responded to guest needs quickly and efficiently, noting changes in reservations or special needs for day crew
SR Claims Examiner
LINCOLN FINACIAL GROUP
09.2022 - 09.2023
- Interviewed claimants and witnesses to gather factual information.
- Handled complaints and grievances using negotiating and problem-solving skills.
- Finalized files for insurance claim payment release.
- Consulted police and hospital records when needed.
Tax Expert
Intuit
12.2016 - 05.2023
- Prepared and filed accurate tax returns for individual clients, ensuring compliance with federal and state regulations
- Conducted thorough tax research to identify deductions, credits, and exemptions that maximize client refunds or minimize tax liabilities
- Represented clients during IRS audits, effectively communicating and negotiating on their behalf to resolve issues in a timely manner
- Provided expert advice on complex tax matters such as estate planning, retirement planning, and business entity selection
Customer Service Representative
Allstate Insurance
03.2015 - 04.2022
- Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction
- Managed a high volume of incoming calls and emails, consistently meeting or exceeding performance metrics for response time and resolution
- Demonstrated strong product knowledge to effectively answer customer questions and provide accurate information
- Built rapport with customers through active listening, empathy, and personalized interactions
Income Tax Preparer
Web Tax
12.2010 - 05.2015
- Prepared individual and business tax returns, ensuring compliance with federal and state regulations.
- Reviewed financial documents to identify deductions and credits, maximizing client savings.
- Provided excellent customer service by addressing client inquiries and concerns regarding tax filings.
- Utilized tax preparation software to improve accuracy and efficiency in return processing.
Education
Business (AAS) - Business
Central Piedmont Community College
Charlotte, NC05.2014
Skills
- Data entry proficiency
- Challenges utilizing interpersonal skills, excellent time management and
- To seek and maintain full-time position that offers professional
- Social Perceptiveness
- Goal-Oriented
- Empathy and patience
- Problem-solving skills
Timeline
Relief Night Auditor
Lantern Street Lodging LLC
05.2025 - Current
Contact Representative
Internal Revenue
07.2024 - 02.2025
SR Claims Examiner
LINCOLN FINACIAL GROUP
09.2022 - 09.2023
Relief Night Auditor
SREE-BALLANTYNE Springhill Suites
03.2020 - 07.2024
Tax Expert
Intuit
12.2016 - 05.2023
Customer Service Representative
Allstate Insurance
03.2015 - 04.2022
Income Tax Preparer
Web Tax
12.2010 - 05.2015
Business (AAS) - Business
Central Piedmont Community College
Links
https://bold.pro