Proactive and results oriented professional with over 10 years of customer service and finance experience. Excellent interpersonal and communication skills with an acknowledged reputation for integrity.
Overview
25
25
years of professional experience
Work History
Insurance Specialist
Great Expressions Dental Centers
02.2020 - 08.2022
Researched and resolved routine and complex issues.
Streamlined policy management by regularly updating client information and tracking policy changes.
Resolved discrepancies in insurance payments by collaborating with carriers.
Processed eligibility and benefits verification and authorization requests.
Program Assistant Coordinator
Central Detroit Christian
05.2017 - 11.2019
On boarding students into the GDYT program
Ensuring all student documents are completed
Prepare Payroll and collect attendance from the various worksites
Act as a primary point of contact for parents and students during their employment.
Assistant Manager/Center Management
Advance America
11.2013 - 12.2014
Review operating results of center daily, weekly and monthly to identify areas of opportunity for increased profits and decreased expenses
Manage P&L, payroll and other budgeted items; continuously identify ways to control costs
Employee Relations - Recruiting, hiring, training, disciplining, evaluating, developing, and terminating of center staff
Complete transactions accurately and in a timely manner on both new and existing accounts
Ensure all required documentation is included in each customer's file
Information should be accurate and complete.
Certified Income Tax Preparer
Unique Tax Service
12.2011 - 05.2012
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum
Interview clients to obtain additional information on taxable income and deductible expenses and allowances
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion
Calculate form preparation fees according to return complexity and processing time required.
Bookkeeper/Leasing Consultant
New Life Property Mtg
01.2009 - 02.2011
Prepares financial reports by collecting, analyzing, and summarizing account information and trends
Maintain accurate records of all community transactions and submit on timely basis (i.e., rent rolls, delinquency reports, move-in/move-outs, etc.)
Ensure that all rents and late fees/check charges are collected, posted and deposited in a timely manner
Generate necessary legal action, documents and process in accordance with state and company guidelines
Provide constant vendor/contractor communications concerning scheduling, billing, vendor relations and certificates of insurance
Ensure that accounts payable invoices are submitted to the corporate office for payment; handle petty cash and all funds
Prepare annual budgets and income projections in a timely and accurate manner.
Office Assistant/Accounting Associate
Volt Staffing
04.2004 - 04.2010
Directed firm reconciliation, payroll, annual bonus, pension funds, annual reporting and management of investments
Provided reliable and timely reporting by project expense, capitalization, amortization and spend data for all departments
Reconciled bank statements to clients' books and prepared financial statements from client documents.
Program Assistant
Family Tree Agency
02.2006 - 05.2008
Assisted with scheduling and coordinating member events, including trainings, workshops and conference calls
Provided client intake form of what is needed to find resources
Supported program staff with administrative tasks
Implemented and completed research assignments.
Reconciliation Specialist II
ABN AMRO
08.2001 - 07.2003
Contact Representative GS-0962-5
Department Of Treasury, IRS
03.2024 - Current
Managed a high volume of inbound calls daily, maintaining composure under pressure while providing top-notch service to clients.
Adapted communication style based on individual preferences or cultural backgrounds of clients, ensuring clear understanding from both parties.
Excellent communication skills, both verbal and written.
Maintained thorough and current understanding of applicable tax laws.
Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.