Joyel Jacobson-Willis
Hartford,SD
Summary
A challenging and responsible position which would effectively utilize prior experience, and abilities, offering opportunities for professional growth.
Overview
13
13
years of professional experience
Work History
Senior Quality Technician
Target
10.2016 - Current
- Quality checking team members work from previous day
- Checking for errors on applications when making outbound or inbound calls, returned mail and returned debit or credit cards
- Processing applications from documents uploaded from guest's to verify identity when the applications get stopped for further verification
- Working the spreadsheet to be submitted to the credit bureaus to get the hard inquiry removed from fraudulent applications
- Taking the supervisor phone on questions from the team members and escalated calls from upset guests.
Tax Preparer
Ness Tax & Bookkeeping
01.2016 - 10.2016
- Anserwing multi phone lines
- Setting up clients for tax appointments
- Helping clients with question regarding taxes
- Meet with client's and prepare taxes
- Bookkeeping for client's
- Payroll for clients.
Customer Service Representative
Sanford Health
09.2015 - 12.2015
- Patient Financial Services
- Receiving In-Bound calls from clients
- Taking payments over the phone
- Setting up payment plans
- Transferring patients to insurance
- Setting up new client's insurance for billing.
Administrative Assistant
Dearholt Tax & Accounting, LLC
10.2013 - 07.2015
- Daily, weekly, and monthly payroll for 10 clients
- Quarterly payroll reports for 80 clients
- Monthly write-up for 10 clients
- W-2 and 1099's
- Scheduling clients for tax season, sending out organizers for 800 clients
- Answering multiple telephone lines.
Office Manager
FARMChek Services, Inc
10.2011 - 09.2013
- Daily, weekly, and monthly payroll for 40 clients
- Quarterly payroll reports
- W-2 and 1099's
- Scheduling 500 clients for tax season.
Education
AAS - Criminal Justice
Rasmussen College
Saint Cloud, MN01.2005
General Secretarial -
Alexandria Tech College
Alexandria, MN01.1994
Skills
- Microsoft Office
- Quickbooks (2 years)
- Microsoft Outlook (10 years)
- Tax Experience
- Payroll
- Accounts Receivable
- Accounts Payable
- Office Administration
- 20 years combined experience as Office Support Staff
- Trained and experienced in computer operations
- Knowledgeable in accounting and bookkeeping
- Adept in both oral and written communication
- Authorized to work in the US for any employer
Timeline
Senior Quality Technician
Target
10.2016 - Current
Tax Preparer
Ness Tax & Bookkeeping
01.2016 - 10.2016
Customer Service Representative
Sanford Health
09.2015 - 12.2015
Administrative Assistant
Dearholt Tax & Accounting, LLC
10.2013 - 07.2015
Office Manager
FARMChek Services, Inc
10.2011 - 09.2013
AAS - Criminal Justice
Rasmussen College
General Secretarial -
Alexandria Tech College