James Tressler
Clarks Summit,PA
Summary
Dependable professional with several years of helpdesk experience. Successfully assists end-users with complex technical issues. Communicates complicated concepts clearly and professionally handles wide-ranging questions.
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
5
5
years of professional experience
Work History
Department Support Representative
Fidelity Deposit & Discount Bank
Dunmore , PA
01.2020 - Current
- Assessed customer needs, identified issues, and provided solutions for customer inquiries.
- Maintained an organized filing system for all escrow documents.
- Opened, sorted, and distributed incoming mail on a daily basis.
- Reviewed title reports, insurance policies, loan documents, and other related items.
Tax Preparer Assistant
Jerry Garvey CPA
Scranton , PA
03.2021 - 05.2022
- Assisted tax preparers in gathering and organizing client documents.
- Input data into the company's software for preparation of returns.
- Organized files in an orderly fashion both electronically and physically according to established procedures.
- Reviewed 1099s prior to submission to IRS for accuracy of information provided.
Education
Some College (No Degree) - Accounting
Marywood University
Scranton, PASkills
- Banking regulations
- Schedule Management
- Time management abilities
- Effective Communication
- Professionalism
- Continuous Improvement
- Loan File Maintenance
- File Management
Affiliations
- Golf
- Tennis
- Family
Education Further Explained.
- Attaining my college degree is one of my top to do's.
Timeline
Tax Preparer Assistant
Jerry Garvey CPA
03.2021 - 05.2022
Department Support Representative
Fidelity Deposit & Discount Bank
01.2020 - Current
Some College (No Degree) - Accounting
Marywood University
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