Miranda Riley
South St. Paul,MN
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
9
9
years of professional experience
Work History
Tax Associate
H&R Block
Mounds View, MN
11.2025 - Current
- Prepared and filed tax returns for clients, ensuring compliance with regulations.
- Provided exceptional client service through detailed tax consultations and answering inquiries.
- Reviewed financial documents to identify deductions and credits, optimizing client tax positions.
- Collaborated with team members to streamline processes for improved efficiency in tax preparation.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Developed spreadsheet models to accurately track tax information.
- Answered phones made calls, made and confirmed appointments, checked clients in for appointments, scanned important documents, and completed payment transactions.
Exec Office Case Specialist
Consumer Products and Services Executive Office
Shoreview, Minnesota
12.2019 - 07.2024
- Efficiently handle internal and external customer interactions.
- Resolve complaints promptly and escalate issues as needed, ensuring customer satisfaction.
- Generate and respond to communications via phone, email, and USPS, maintaining a professional demeanor.
- Demonstrate success in managing multiple projects/tasks concurrently while adhering to strict deadlines.
- Undertake advanced research on accounts across multiple systems to provide accurate and timely solutions.
- Utilize Microsoft Office (Excel, Word, Access) and specialized software applications (CIV, SVP, Hogan).
- Work effectively both independently and as part of a team.
- Maintain strong organizational skills and excellent oral, written, and interpersonal communication abilities.
- Consistently search for opportunities to improve processes and enhance service delivery for better client satisfaction.
- Managed complex administrative tasks, including scheduling and directing team activities.
- Achieved a high level of customer satisfaction through effective resolution of issues.
Intern Work Director
Corporate Trust Service/Wells Fargo Document Custody
Minneapolis, Minnesota
09.2018 - 12.2019
- Acted as Backup Work Director, showing flexibility and leadership in managing team functions as needed.
- Provided comprehensive training to new team members on all company operations, ensuring adherence to operational risk and compliance standards.
- Assisted with quality processes (QP), conducted and tracked quality audits, and monitored production statistics, achieving a 20% improvement in overall team performance.
- Entered the team’s production data accurately, facilitating effective performance monitoring and reporting.
- Reviewed, prioritized, and distributed daily work efficiently to meet deadlines and achieve organizational goals.
- Monitored ongoing work, making necessary adjustments to optimize workflow and productivity.
- Successfully managed resources to meet deadlines while complying with operational risk and compliance standards.
- Played a crucial role in monitoring work in progress and adjusting plans to maintain productivity and adherence to deadlines.
Custody Operations Specialist 2
Corporate Trust Service/Wells Fargo Document Custody
Minneapolis, Minnesota
08.2018 - 12.2019
- Utilized advanced research techniques on location-challenged loans and documents via EMBTrust.
- Processed and prioritized high-priority account requests, ensuring swift and accurate execution.
- Generated and organized comprehensive shipping manifests for internal and external requests.
- Performed shipping QC on all outgoing shipments, balancing report totals on system-generated shipping reports.
- Conducted advanced research for files and documents, significantly reducing instances of missing documentation.
- Effectively communicated, reported, and escalated discrepancies, ensuring swift resolution and maintaining operational integrity.
- Created detailed reports to track and document all processes, contributing to transparent communication across departments.
- Successfully integrated new team members, providing training, guidance, and sharing best practices to build their confidence in handling cases.
- Process high priority account requests.
- Reconcile customer requests to ensure accuracy.
- Effectively communicate, report, and escalate discrepancies.
- Create shipping manifest to include with internal and external request.
- Shipping QC on all outgoing shipments and balance report totals on system generated shipping reports.
Vault Operations Clerk 2
Corporate Trust Service/Wells Fargo Document Custody
Minneapolis, Minnesota
05.2017 - 08.2018
- Pulled files for release, vault, and copy requests, ensuring timely and accurate retrievals.
- Scanned, prepped, and sorted documents in numerical order. Distributed documents efficiently.
- Shifted files on shelves to optimize storage space, enhancing retrieval speed and accuracy.
- Filed documents and placed them onto shelves while consistently meeting stringent production and accuracy standards.
- Verified mortgage files before they were released to ensure accuracy.
Education
Accounting
Southern New Hampshire University
Manchester, NH05.2018
Business Management
Century College
Saint Paul, MN05.2008
Certificate - Bookkeeping
International Association of Professions Career College
Online11.2024
Skills
- Communication skills are complemented with experience in problem-solving and conflict resolution
- Adept at analyzing needs and creating creative solutions catering to individual and organizational objectives
- Constantly seeking opportunities for personal and professional growth to adapt in a dynamic industry environment
- Proven experience with data analysis, report generation, and strategic planning to optimize workflow and productivity
- Maintain a professional and positive demeanor while working under pressure and adapting to changing priorities
- Committed to continuously improving processes and enhancing service delivery for better client satisfaction
Timeline
Tax Associate
H&R Block
11.2025 - Current
Exec Office Case Specialist
Consumer Products and Services Executive Office
12.2019 - 07.2024
Intern Work Director
Corporate Trust Service/Wells Fargo Document Custody
09.2018 - 12.2019
Custody Operations Specialist 2
Corporate Trust Service/Wells Fargo Document Custody
08.2018 - 12.2019
Vault Operations Clerk 2
Corporate Trust Service/Wells Fargo Document Custody
05.2017 - 08.2018
Business Management
Century College
Accounting
Southern New Hampshire University
Certificate - Bookkeeping
International Association of Professions Career College