Keisha James
Houston,Texas
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
23
23
years of professional experience
Work History
Client Relations Manager
Equifax Workforce Solutions
09.2022 - 01.2024
- Manages a team of 4 that has processed over $100 million in tax credits, resulting in over $12 million in company revenue
- Assists with obtaining high-level new/prospective clients nationwide
- Support clients in the processing of tax credits for programs such as Work Opportunity, Employee Retention, etc
- Validate incoming tax credit data (Tax Credit Questionnaires, IRS, and state forms, etc.) in various mediums (paper and electronic) to ensure completeness
- Solve problems and investigate a wide variety of issues or requests
- This includes gathering additional information, setting expectations, assisting with issues relating to 941-X's, and working with internal and external support teams to fulfill the request
- Use CRM software to route, maintain, and track outstanding service requests and provide detailed documentation regarding the status to all parties involved
- Process forms and route them promptly to secure potential tax credits
- Mentor and assisted over 40 team members.
Delivery CSR
Day One Delivery Logistics
11.2019 - 09.2022
- Loading, transporting, and delivering items to clients or businesses in a safe, timely manner
- Reviewing orders before and after delivery to ensure that orders are complete, the charges are correct, and the customer is satisfied
- Adhering to assigned routes and following time schedules
- Abiding by all transportation laws and maintaining a safe driving record
- Preparing reports and other documents relating to deliveries.
Tool Attendant
Northstar
10.2018 - 01.2019
- Maintained records of tools and equipment issued and returned by field personnel
- Received, unpacked, and re-ordered new tools as necessary to maintain inventory
- Inspected tools for defects, wear, and repair
- Serviced or lubricated tools to maintain good working conditions
- Dispatched tools and materials to various job sites.
Customer Service Representative
MTM Transportation
07.2016 - 01.2018
- Handled inbound calls from members, clients, and facilities to verify eligibility and coordinated emergency transportation utilizing transportation management systems
- Provided top-quality customer service experience to a diverse customer population
- Responded to all inquiries in a timely and professional manner
- Provided support on special projects as required.
Assistant Property Manager
L and L Management
11.2011 - 05.2014
- Liaison between management, tenants, and owner
- Prepared lease agreements for residents
- Responsible for planning and scheduling maintenance and major repairs as needed
- Financially responsible for rental fees, monthly assessments, and direct deposits.
Intake Assistant
The Care Group
09.2008 - 06.2009
- Maintained the front desk and supported the patients with determining what services the facility needed to provide and guided them in the right areas
- Talked directly with patients and their families, determining their needs, their medical history, physical and mental state, and other special requirements
- Performed data entry, catalog searches, and retrieved patient information
- Typed, answered phones, made copies, faxed, filed paperwork, scanned documents, and created spreadsheets.
Customer Service Representative
Golden State Mutual Life
10.2000 - 09.2008
- Navigate the Internet and company databases to retrieve customers' information
- Submitted claims and answered customers' questions regarding their accounts
- Discussed plans with customers, and sent plan information packets with policies and new ID cards after enrollment
- Excellent customer service: answered any questions striving for one-call resolution
- Answered high volumes of inbound calls.
Education
Certification - Process Technology
Houston Community College
Houston, Tx 12.2018
Cosmetology -
Remington Beauty School
Houston, TX08.2011
High School Diploma -
Kashmere High School
08.1996
Skills
- Microsoft Office (Word, Excel, and PowerPoint)
- Scanning, Data Filing
- Internet Research
- Cactus (Healthcare System)
- Critical Thinking
- Time Management
- Client Relations Manager
- Delivery CSR
- Staff Training
- Project Management
- Customer Retention
- Schedule Management
- Teamwork and Collaboration
Timeline
Client Relations Manager
Equifax Workforce Solutions
09.2022 - 01.2024
Delivery CSR
Day One Delivery Logistics
11.2019 - 09.2022
Tool Attendant
Northstar
10.2018 - 01.2019
Customer Service Representative
MTM Transportation
07.2016 - 01.2018
Assistant Property Manager
L and L Management
11.2011 - 05.2014
Intake Assistant
The Care Group
09.2008 - 06.2009
Customer Service Representative
Golden State Mutual Life
10.2000 - 09.2008
Certification - Process Technology
Houston Community College
Cosmetology -
Remington Beauty School
High School Diploma -
Kashmere High School
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