Professional Summary
Overview
Work History
Education
Skills
Timeline

STEPHANIE REED

Live Ops/Turbo Tax
Laurel,Maryland
15
years of professional experience

Seeking an opportunity to apply my knowledge, skills, and qualifications with a company that will provide longevity and advancement opportunities.

Work History

Product Expert/Consultant

4 Years 6 Months
Live Ops/Turbo Tax | 04.2022 - Current
  • Increased customer retention by 30% through effective communication skills, product knowledge, and member enrollment; reducing repeat customer calls through streamlined support and troubleshooting
  • Provide support and education to clients on tax filing
  • Designs, produces, and analyzes reporting data
  • Develop, lead, and communicate project plans and status
  • Conduct software presentations using the Glance tool, resulting in improved customer engagement
  • Assists in the implementation and improvement of information systems
  • Utilize Salesforce CRM daily to document and resolve customer issues, maintaining a customer satisfaction rating and reducing response time by 20%
  • Analyzed problematic areas to provide recommendations and solutions

Administrative Assistant

10 Months
Kings Domain | 01.2021 - 11.2021
  • Organized and facilitated various team and company-wide support groups, meetings and outings, which in return, positively increased in employee involvement and efficiency
  • Developed and implemented administrative systems and procedures resulting in a 20% reduction in administrative errors
  • Prepared over 100k communications weekly: memos, emails, invoices, reports, and other correspondence
  • Negotiated contracts with vendors and suppliers for office supplies, equipment and services
  • Established and maintained electronic and physical filing systems improving data accessibility, reducing search time by 30%
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service

Secretary

9 Years 2 Months
Everlasting Life Christian Center | 01.2011 - 03.2020
  • Organized and managed files on all reports for church history, ensuring accurate record- keeping for over 500 documents
  • Performed accounting functions in QuickBooks, maintaining financial records and transactions for a budget of $100k
  • Managed events calendar for all occasions and handled over 20 calls per day, providing support for 500+ attendees annually
  • Scheduled and managed all pastoral counseling appointments
  • Communicated and instructed vendors, contractors, clergy, members, and professionals with orders, requests and activities

Teller

2 Years 5 Months
TD Bank | 06.2008 - 11.2010
  • Answered, assisted and processed hundreds of customer inquiries per day regarding deposits, withdrawals, checks, account balances, transaction history, services charges, and interest rates
  • Achieved superb customer satisfaction by providing prompt and effective responses to inquiries and resolving check card statement and overdraft issues
  • Maintained accurate organization of 500 money order and cashier check slips, ensuring smooth processing and minimizing errors

Education

Bachelor of Science - Public Health

CUNY Hunter College | New York, NY

Skills

Highly proficient in Quick Books
Outlook
Microsoft Office and Microsoft Applications
15+ years of project and customer service management experience
Excellent oral and written communication skills
Professional demeanor
with the ability to work in a team environment
Detail-oriented team player with strong organizational skills and the ability to handle multiple projects simultaneously with a high degree of accuracy
Efficient with project organization
system analysis
complex problem-solving
critical thinking and confidentially understanding

Timeline

Product Expert/Consultant

Live Ops/Turbo Tax
04.2022 - CurrentRead More

Administrative Assistant

Kings Domain
01.2021 - 11.2021Read More

Secretary

Everlasting Life Christian Center
01.2011 - 03.2020Read More

Teller

TD Bank
06.2008 - 11.2010Read More

CUNY Hunter College

Bachelor of Science from Public Health
Read More
STEPHANIE REED