Marjorie Phelps
Perry,OH
Overview
24
24
years of professional experience
Work History
Associate Team Lead
H & R Block
11.2023 - Current
- Team Leader/Receptionist: Greet incoming clients, answer phones, streamlined outgoing phone campaign calls, scan client tax documents into correct fields, supply ordering, general office procedures, etc.
Client Concierge II
Carver Financial Services
03.2003 - 02.2023
- Client Concierge/Receptionist: Greet incoming clients, answer phones, letter transcription, outgoing phone calls to set up client appointments, maintain meeting rooms, client database management, coordinate mass mailings with marketing team for client events, maintain client reservations, perform general office procedures, etc.
Inside Sales Mgr/Customer Service Rep
Maswerks, Inc.
11.1999 - 11.2002
- Inside Sales/Customer Service Team: supervise and train customer service staff, coordinate special quotes, establish part numbers and pricing, assist Sales Manager with special projects, inventory updates, vendor part number updates, weekly/monthly reports to Sales Manager, return materials coordinator, manufacturing liaison, etc.
Education
Information Systems Certificate, Personal Computers -
Lakeland Community College
Mentor, Ohio01.1993
Skills
- Microsoft Office software
- Customer Service Relations
- Database Management
- High performance expectations
- Results-driven mindset
- Analytical Thinking
- Attention to Detail
Activities
Golf, crochet, crafting and reading
References
- Darlene Hanus, darlene.hanus@gmail.com, 440-391-2351
- Anthony Walker, 440-994-0008
Timeline
Associate Team Lead
H & R Block
11.2023 - Current
Client Concierge II
Carver Financial Services
03.2003 - 02.2023
Inside Sales Mgr/Customer Service Rep
Maswerks, Inc.
11.1999 - 11.2002
Information Systems Certificate, Personal Computers -
Lakeland Community College