Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kelsey Haight

Cedar Rapids,IA

Summary

Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.

Overview

11
11
years of professional experience

Work History

Tax Operations Specialist

BMO Financial Group
01.2020 - Current
  • Boosted customer satisfaction, addressing client concerns in a timely and professional manner.
  • Successfully managed multiple projects simultaneously while adhering to deadlines.
  • Process tax reporting activities with established priorities and deadlines on a timely, accurate and efficient basis.
  • Collaborated with cross-functional teams to implement process improvements and best practices.
  • Cross-trained in Cash Controllership responsibilities such as disbursement balancing and other cash transaction processes.

Commissions Team Lead

Tata Consultancy Services
04.2018 - 01.2020
  • Streamlined project management processes, resulting in improved workflow efficiency and communication.
  • Independently performed, understands and explained complex functions within the team and department
  • Designs and updates operational procedures for all tasks and transactions
  • Set team goals, objectives and project initiatives based on business needs which includes attending meetings, providing requirements, and testing new functionality
  • Point of contact for all escalations and complex scenarios

Commissions Specialist

Transamerica Life Insurance Company
08.2014 - 04.2018
  • Front line customer service for Commissions. Communicate by email and answering incoming phone calls.
  • Research commission payments and resolve discrepancies for accounting
  • Meet and exceed monthly productivity and quality standards
  • Subject matter expert for all Annuity Commission processes
  • Train and mentor team members
  • Attend meetings to represent Annuity Commissions for audits, procedure updates, accounting and corrective processing improvements and tax reporting.

Education

Kennedy High School
Cedar Rapids, IA

Skills

  • Operational efficiency
  • Cross-functional communication
  • Critical thinking
  • Oral and written communication
  • Time management
  • Teamwork and collaboration
  • Professionalism

Timeline

Tax Operations Specialist

BMO Financial Group
01.2020 - Current

Commissions Team Lead

Tata Consultancy Services
04.2018 - 01.2020

Commissions Specialist

Transamerica Life Insurance Company
08.2014 - 04.2018

Kennedy High School

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