Takeysha Carter

• Elicits sensitive, personal and financial information, e.g., innocent spouse determinations, bankruptcies, or draws out information the individual may attempt to withhold, e.g., additional sources of income, overpayments, to ensure compliance with reporting and disclosure requirements.
• reviews individual circumstances and goals and advises on the most advantageous ways to meet them.
• Transferred calls to appropriate extensions for taxpayers.
• reporting requirements, or other regulatory provisions that significantly affect and complicate the specific obligation involved.
• Report and resolve time and resolve errors like missing punches so payroll can be processed and completed in a timely manner, completed time card adjustments forms, obtain supervisor signature.
• Assist with inquiries and billing issues with taxpayer’s accounts.
• type a minimum of 40 words per minute while assisting taxpayers.
• Explains what future actions are necessary to achieve voluntary. compliance by computing and/or advising on tax liability and probable.
assessment of taxes in cases involving varied sources of income,
• including self-employment, itemized personal and business expense.  deductions, or carryover/carry back of capital losses and investment.  credit from prior years, or comparable issues requiring reference to the  tax code and precedent.
• Took incoming calls between 80 & 100 calls

• Monitor bank accounts for unusual and/or suspicious financial transactions
• Analyze data to identify any fraudulent and suspicious activity within financial accounts
• Maintain the customers confidentiality while resolving client concerns
• Manage incoming telephone call traffic and customer inquiries with account holders, vendors (3rd party) and stakeholder contacts to assess the level of risk, while determining the right approach for the situation at hand
• Receive and review affidavits of fraudulent account activity
• Confer with customers experiencing hardship
• Process claims of fraudulent activity, while clarifying the issue at hand and presenting possible courses of action such as providing provisional temporary credits of the identified fraud to ensure the customer is not impacted
• Provide financial literacy of products and services
• Provide service and detect fraud on hybrid products such as: Credit or ATM/Debit, Client ID Fraud; Bank ID Fraud, Billing Disputes and Know The Customer and Status Inquiries.
• Consistently exceeded performance targets by demonstrating keen attention to detail and exceptional analytical skills in identifying fraudulent patterns.

• Assist Account holders with inquires of bill amounts, due dates, and payment options
• Initiate payment arrangements and offer resources for financial assistance
• Assist with development of financial corrective plans to resolve delinquent debts
• Process past due payments/ turn off notice accounts for the restoration of services
• Update accounts when needed
• Contact customer through correspondence or phone to discuss delinquent account and available options to avoid service interruptions
• Assist the public with gas and electric emergencies and hazards such as gas smells and power lines down.

• Lease storage spaces to customer
• Schedule appointments with potential customers for facility tours and/or information sessions
• Establish rapport with customer to determine their need of the space before renting the desired space
• Maintain office records electronic and paper while creating customer profiles, data entry, and processing financial transactions
• Extend additional products and services that are available and are beneficial to the current obligation
• Perform daily reconciliation
• Administrative support in connection with all court proceedings instituted before courts of justice; initiating and composing standardized legal documents routinely needed for legal actions such as evictions and sub leasing
• Reviewing them for correct form and timeliness, and annotating case files and status records to reflect receipt and due date for response or other required actions

• Assisting customers with car care needs while building rapport with customer to determine vehicle services needed
• Creating working order electronically to provide mechanic with specifics of services to perform
• Work diligently with mechanic to get best solution possible for customer car
• Ordering auto parts
• Contacting customers through correspondence and telephone with follow up inquiries of recent visits
• Perform financial transactions and daily reconciliation.