Josephine Lujan
Poway,California
Summary
Proven track record in enhancing customer satisfaction and streamlining transaction processes, showcasing expertise in money handling and exceptional customer relationship development. Leveraged banking software proficiency and empathy to exceed service expectations, achieving significant improvements in operational efficiency. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Bookkeeping position. Ready to help team achieve company goals.
Overview
20
20
years of professional experience
Work History
Tax Professional
H & R Block Tax Services
12.2022 - 04.2024
- Completed and filed returns with tax departments at local, state, and federal levels
- Provided information about available products and services to clients, resulting in increased business opportunities
- Utilized tax software to prepare returns and meet deadlines.
Bank Teller
U.S. Bank
03.2007 - 07.2011
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information
- Processed customer transactions promptly, minimizing wait times
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Main Cage Cashier
Boulder Stations Casinos
03.2006 - 02.2007
- Processed various cash transactions and answered gaming customer questions
- Quickly and accurately counted drawers at start and end of each shift
- Checked customer identification and verified signatures for large transactions
- Performed check cashing for customers based on company policies.
Receptionist
Dream Chaser Realty
03.2004 - 08.2005
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents
- Assisted with onboarding new clients and securing paperwork completion
- Collected rent payments, processed transactions and updated relevant records
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions
Education
Associate of Arts Business Administration -
Antelope Valley College
Lancaster, CAMedical Coding And Billing Certificate -
Omnicron Medical Coding And Billing
Las Vegas, NVSkills
- Money Handling
- Patience and Empathy
- Customer relationship development
- Banking Software Familiarity
- Listening and Comprehension
- Records Management
- Tax Return Preparation
- Information Processing
- Local, state, and federal tax returns
- Signature Verification
Timeline
Tax Professional
H & R Block Tax Services
12.2022 - 04.2024
Bank Teller
U.S. Bank
03.2007 - 07.2011
Main Cage Cashier
Boulder Stations Casinos
03.2006 - 02.2007
Receptionist
Dream Chaser Realty
03.2004 - 08.2005
Associate of Arts Business Administration -
Antelope Valley College
Medical Coding And Billing Certificate -
Omnicron Medical Coding And Billing