Katrina Wade
Alexandria,LA
Summary
With a robust background spanning from Universal Banker at First Federal Bank of Louisiana to Tax Preparer and Office Manager, I excel in financial planning and risk management. Demonstrated expertise in transaction processing and a proven track record of enhancing customer satisfaction, I adeptly balance technical proficiency with exceptional interpersonal skills.
Overview
10
10
years of professional experience
Work History
Universal Banker
First Federal Bank of Louisiana
Alexandria, LA
06.2024 - 09.2024
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Assisted customers with online banking setup and troubleshooting issues.
Tax Preparer
H&r Block
Grenada, MS
10.2023 - 04.2024
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
Front Desk Receptionist
Louisiana Eye & Laser
Alexandria, LA
06.2022 - 12.2022
- Greeted customers warmly and made them feel welcome.
- Answered incoming calls, redirected callers to the appropriate personnel or department and took messages as needed.
- Assisted with scheduling appointments for clients and visitors.
Office Manager
Jackson Hewitt
Alexandria, LA
11.2020 - 04.2022
- Developed and implemented office policies and procedures.
- Assisted with the preparation of budgets, forecasts and financial statements.
- Supervised staff members, organized schedules and delegated tasks.
Tax Preparer
JacjsonHewitt
Alexandria, LA
10.2017 - 04.2019
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
PCA
Immaculate Heart Of Mary
Melville, LA
06.2014 - 11.2018
- Provided personal care assistance to elderly and disabled individuals in their homes, including bathing, dressing, grooming, transferring, toileting and feeding.
- Assisted clients with medication management by reminding them to take medications on time as prescribed by the doctor.
- Maintained accurate records of client care services provided on a daily basis.
Census Enumerator
US Census Bureau
Simmesport, LA
02.2015 - 09.2016
- Conducted door-to-door surveys to collect data from households and individuals.
- Organized, managed and tracked survey responses in an efficient manner.
- Verified accuracy of collected information and updated records accordingly.
Education
High School Diploma -
Avoyelles High School
Moreauville, LA05-1990
Skills
- Performance Tracking
- Transaction Processing
- Financial Planning
- Document Preparation
- Risk management understanding
- Loan Origination
Personal Skills
I have excellent customer service skills.
Timeline
Universal Banker
First Federal Bank of Louisiana
06.2024 - 09.2024
Tax Preparer
H&r Block
10.2023 - 04.2024
Front Desk Receptionist
Louisiana Eye & Laser
06.2022 - 12.2022
Office Manager
Jackson Hewitt
11.2020 - 04.2022
Tax Preparer
JacjsonHewitt
10.2017 - 04.2019
Census Enumerator
US Census Bureau
02.2015 - 09.2016
PCA
Immaculate Heart Of Mary
06.2014 - 11.2018
High School Diploma -
Avoyelles High School
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