Summary
Overview
Work History
Education
Skills
References
Timeline
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Leslie Erdman

Leslie Erdman

Elk Grove,CA

Summary

Personable and reliable Client Services Professional seeking a remote position in data entry, chat support or customer service; and either part time or full time. I am happy to be returning to a more consistent, long-term basis. I have many years of experience in data entry, as well as experience in customer service. Positions, that typically involve both typing and people skills are the skills I am most adept at.

Friendly and dedicated Customer Service Representative with extensive experience in various financial services industries. Solid team player with upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Enthusiastic and results-oriented with demonstrated passion for building relationships and growing businesses. Customer Service Representative with extensive track record in demanding account management environments. Strong communicator and problem solver working effectively and productively with diverse customers and individual needs. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Collaborative and driven with clear focus on putting clients first and supporting team needs. Reliable flexible and computer-savvy.

Overview

44
44
years of professional experience

Work History

CLIENT SERVICES PROFESSIONAL

H & R BLOCK
Elk Grove
01.2018 - 04.2018
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction
  • Utilized scheduling software for monitoring upcoming appointments and contacted clients ahead of time by phone, email or text
  • Monitored cash drawer at the front desk and maintained proper cash supply, keeping most in locked box elsewhere
  • Handled customer inquiries and suggestions courteously and professionally
  • Answered constant flow of customer calls with minimal wait times
  • Answered customer telephone calls promptly to avoid on-hold wait times.

POLITICAL CAMPAIGN VOLUNTEER FOR CONGRESSMAN BERA

CONGRESSMAN BERA, M.D.
Elk Grove
05.2016 - 11.2016
  • Educated new volunteers and students about campaign platforms
  • Drummed up support for political candidates by canvassing door-to-door
  • Traveled with campaign team to help organize support at different locations
  • Ran phone banks taking calls from donors wishing to contribute to political causes
  • Installed signs at residential and personal properties based on owner agreements
  • Transported interns and volunteers to and from office or area to be canvassed.

TAX ASSOCIATE

H & R BLOCK
Sacramento
12.2010 - 04.2011
  • Completed and filed returns with tax departments at local, state, and federal levels
  • Reviewed and analyzed client data and accurately prepared income tax returns
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
  • Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure
  • Identified potential audit red flags to minimize risk of IRS audits.

PROPOSED PENSION ("PROPOSAL") SPECIALIST

BENETECH, INC.
Sacramento
10.1979 - 02.1992
  • Used proprietary computer software to input data into the database necessary for pension reports and illustrations
  • Calculated benefit formulas for Defined Benefit plan proposals in order to meet client's objectives
  • Produced feasibility study illustrations of various retirement plans or plan combinations in order to achieve the client's desired goal
  • Worked on every type of retirement plan
  • Checked for accuracy by verifying input data against client's records submitted by marketing staff.

WARD SECRETARY

AMERICAN RIVER HOSPITAL
Carmichael
06.1974 - 12.1978
  • Enhanced office productivity by handling high volume of callers per day
  • Transcribed doctors' medication orders, lab test requests, and care plans
  • Processed lab paperwork and requests according to physicians' orders
  • Provided information for patient admissions and discharges to foster timely processing
  • Received and routed laboratory results to correct clinical staff members
  • Maintained patient confidentiality in line with HIPAA regulations
  • Organized and maintained patient chart filing system to promote quick data finding for staff
  • Maintained current and accurate medical records of patients
  • Monitored inventory levels and placed new supply orders, managed inventory and restocked office and department needs
  • Supported office staff and operational requirements with administrative tasks
  • Maintained rapport with physicians, nurses and other healthcare personnel.

Education

Bachelor of Science - Business Administration/Finance

Weber State University
Ogden, UT
01.2018

Bachelor of Science, Bus. Admin./Finance - Business Administration And Finance

Weber State University
Ogden, UT
05.2001

A.S. Degree in Mathematics -

American River College
05.1996

Associate of Science - Mathematics And Physics

American River College
Sacramento, CA
05-1996

Skills

  • Attention to Detail
  • Strong Data Entry and Keyboarding Skills
  • Telephone Management
  • Appointment Scheduling Software
  • Time Management
  • Client Correspondence
  • Payment Collection, POS Systems
  • Client and Customer Support
  • Meeting Deadlines
  • Client Relations
  • Transcription of Physician's Orders
  • File Management

References

References available upon request.

Timeline

CLIENT SERVICES PROFESSIONAL

H & R BLOCK
01.2018 - 04.2018

POLITICAL CAMPAIGN VOLUNTEER FOR CONGRESSMAN BERA

CONGRESSMAN BERA, M.D.
05.2016 - 11.2016

TAX ASSOCIATE

H & R BLOCK
12.2010 - 04.2011

PROPOSED PENSION ("PROPOSAL") SPECIALIST

BENETECH, INC.
10.1979 - 02.1992

WARD SECRETARY

AMERICAN RIVER HOSPITAL
06.1974 - 12.1978

Bachelor of Science - Business Administration/Finance

Weber State University

Bachelor of Science, Bus. Admin./Finance - Business Administration And Finance

Weber State University

A.S. Degree in Mathematics -

American River College

Associate of Science - Mathematics And Physics

American River College
Leslie Erdman