Mary Weatherspoon

Providing transportation, assisting with administration

Cleaned the home of individuals to pass state expectations to start in home and offices of large companies.

Managed office inventory levels, ensuring adequate supplies were available while minimizing waste by 10% saving the company expense.

Tenant Relations address tenant concerns and facilitate communication between tenants and management.
Lease Management: Draft, review, and manage lease agreements; handle renewals and terminations in accordance with company policies and oversee regular maintenance and emergency repairs; coordinate with preferred vendors. Financial Management Develop and manage property budgets; oversee rent collection and handle financial reporting. Property Inspections: Conduct routine property inspections to ensure it meets Pacific Company’s standards and regulatory requirements.,
Vendor Coordination: Manage contracts with service providers and negotiate terms to align with company policies. Ensure property operations comply with local laws and Pacific Company’s internal regulations. Farmers Insurance Staffer Customer Service: Provide high-quality support for policyholders and prospective clients; handle inquiries and resolve issues efficiently. Policy Sales: Offer tailored insurance solutions to meet clients’ needs and achieve sales targets set by Pacific Company. Claims Processing: Assist clients through the claims process, ensuring timely and accurate processing as per Pacific Company’s procedures. Record Keeping: Maintain detailed and accurate client records in line with company data management policies. Billing Support: Manage billing inquiries and payment processing, ensuring compliance with Pacific Company’s financial protocols. Marketing Support: Contribute to marketing initiatives and client acquisition strategies to boost business growth. Compliance: Adhere to state and federal insurance regulations, as well as Pacific Company’s internal policies.
MoneyGram Agent Transaction Processing: Efficiently handle money transfers, bill payments, and money orders, ensuring accuracy and compliance. Customer Identification: Verify customer identities according to anti-money laundering regulations and Pacific Company’s procedures.
Record Keeping: Maintain accurate and secure records of transactions and customer interactions. Cash Handling: Manage cash transactions with precision, following cash handling guidelines. Customer Service: Deliver exceptional service by assisting customers with transaction-related queries and issues. Compliance: Ensure all transactions meet local and international regulatory standards, as well as Pacific Company’s internal policies. Reporting: Prepare and submit transaction reports as required by reporting standards.

Client Interaction warmly and professionally, assisting them with check-in procedures and directing them to the appropriate tax professional. Appointment Scheduling: Manage the scheduling of client appointments, ensuring efficient use of time and resources. Customer support address client inquiries in-person, over the phone, or via email, providing information on services, appointment availability, and general tax-related duties ,office tasks such as filing, data entry, and organizing client documents to support tax professionals. Handle customer complaints or issues, escalating them to management when necessary to ensure client and open communication with both clients and staff, ensuring a cohesive working environment. Accurately maintain client records, including personal information, appointment details, and service preferences.
Team collaboration work closely with tax professionals and office management to ensure the smooth operation of the office during the tax season. Compliance adhere to all H&R Block policies and procedures, including maintaining client confidentiality and following ethical guidelines.

• Conducted routine audits of inventory levels, identifying discrepancies early on to prevent any negative impact on order fulfillments processes or customer satisfaction.
• Monitored vendor performance against contract terms to ensure satisfactory delivery of goods or services.
• Reduced cash discrepancies through meticulous record-keeping and thorough reconciliation of daily transactions.
• Conducted new employee onboarding and provided ongoing orientation training.