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Overview
Work History
Education
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Patrice Walton

Patrice Walton

Summary

Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

22
years of professional experience

Work History

Intuit QuickBooks

Remote Customer Service Agent
06.2023 - Current

Job overview

  • Assist large volumes of customers every day with positive attitude and focus on customer satisfaction.
  • Respond to customer calls and emails to answer questions about products and services.
  • Demonstrate high attention to detail, organization and management of multiple tasks and projects simultaneously.
  • Evaluate customer information to explore issues, develop potential solutions, and maintain high-quality service.
  • Address customer account discrepancies and concerns.
  • Communicate with clients regarding account services, statements, and balances.
  • Entering customer interaction detailed into the system to track requests, document problems, and record solutions offered.
  • Adapt to new applications and maintained knowledge of current technologies.
  • Educate clients on account services and resolved client inquiries regarding statement information and account balances.
  • Sought out extra training opportunities to enhance customer relationship management abilities.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Handle customer inquiries and suggestions courteously and professionally.
  • Maintain customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answer constant flow of customer calls with minimal wait times.
  • Update account information to maintain customer records.
  • Offer advice and assistance to customers, paying attention to special needs or wants.
  • Clarify customer issues and determined root cause of problems to resolve product or service complaints.
  • Answer customer telephone calls promptly to avoid on-hold wait times.
  • Participate in team meetings and training sessions to stay informed about product updates and changes.
  • Respond to customer requests for products, services, and company information.
  • Process customer service orders promptly to increase customer satisfaction.
  • Utilize customer service software to manage interactions and track customer satisfaction.
  • Maintain customer service policies and procedures to meet and exceed industry service standards.
  • Analyze customer service trends to discover areas of opportunity and provide feedback to management.

Intuit TurboTax

Remote Desktop Support
12.2021 - Current

Job overview

  • Help large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Actively listen to customers, handled concerns quickly and escalated major issues to supervisor.
  • Adhere to company policies and scripts to consistently achieve call-time and quality standards.
  • Respond to customer calls and emails to answer questions about products and services.
  • Document and detail calls and complaints using call center's CRM database.
  • Place outbound customer service or customer satisfaction calls to follow up on issues.
  • Address customer account discrepancies and concerns.
  • Attend telephone skills and program information training sessions to boost aptitude.
  • Maintain and manage customer files and database. Salesforce.
  • Detail payment options and explained price, receipt and billing details to customers.
  • Resolve concerns with products or services to help with retention and drive sales.
  • Escalate complicated customer account issues to supervisors and help desk workers.
  • Sought out extra training opportunities to enhance customer relationship management abilities.
  • Deliver exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigate and resolve customer inquiries and complaints quickly.
  • Exhibit high energy and professionalism when dealing with clients and staff.
  • Respond to customer requests, offering excellent support and tailored recommendations to address needs.
  • Deliver prompt service to prioritize customer needs.
  • Meet customer call guidelines for service levels, handle time and productivity.
  • Maintain up-to-date knowledge of product and service changes.
  • Respond proactively and positively to rapid change.
  • Promote superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Educate customers about billing, payment processing and support policies and procedures.
  • Provide excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Develop highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Manage timely and effective replacement of damaged or missing products.
  • Promote available products and services to customers during service, account management, and order calls.

BF Consulting Inc.

Remote Office Manager
01.2010 - Current

Job overview

  • Maintained computer and physical filing systems.
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Updated reports, managed accounts, and generated reports for company database.
  • Managed office operations while scheduling appointments for department managers.
  • Coordinated special projects and managed schedules.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Controlled finances to lower costs and keep business operating within budget.
  • Managed compliance to keep organization operating within legal and regulatory guidelines.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Established team priorities, maintained schedules and monitored performance.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.

Agero

Remote Emergency Roadside Assistant
08.2020 - 06.2022

Job overview

  • Met customer call guidelines for service levels, handle time and productivity.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of roadside assistance and creating welcoming, positive experiences.
  • Responded proactively and positively to rapid change.
  • Provided excellent customer care by responding to requests, assisting with vehicle break downs.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Delivered prompt service to prioritize customer needs.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Maintained up-to-date knowledge of product and service changes.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
  • Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
  • Managed timely and effective replacement of damaged or missing products.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Promptly responded to inquiries and requests from prospective customers.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Maintained detailed database to aid with effective service offered.

Best Buy

Remote Geek Squad Agent
10.2011 - 08.2012

Job overview

  • First phone contact with customers' inquiries to assess product with connect solutions.
  • De-escalated and resolved customer complaints with polite and professional service.
  • Handled and promptly resolved customer complaints to maintain professional relationships.
  • Resolved caller issues quickly and thoroughly.
  • Established strong customer relationships, building recommendations and loyalty.
  • Advised customers about new products and assisted customers in determining best option for needs.
  • Obtained client information by answering telephone calls.
  • Maintained comprehensive product and service knowledge for accurate, informative customer advice.
  • Processed customer needs quickly with resolution in an accurate and timely manor.
  • Adopted customer feedback in process and system improvement initiatives.
  • Facilitated communication between agents, talent and clients by using interpersonal skills.
  • Sustained extensive database of contacts, helping future clients with networking.

East Jefferson Community Health Center

Executive Director of Human Resources
02.2006 - 11.2009

Job overview

  • Managed integration, configuration and administration of HR systems.
  • Designed and implemented employee engagement strategies to improve morale, retain talent and maintain business continuity.
  • Aligned departments with organizational processes, implementing HR directives accordingly.
  • Recruited and hired key leadership positions to strengthen management team.
  • Implemented policies, procedures and employee handbook for over 10 employees.
  • Developed comprehensive interview guides to improve candidate quality and evaluate personal compatibility.
  • Implemented formal performance management guidelines to reduce inconsistencies and increase productivity.
  • Coordinated and worked with management on performance evaluations, supervisory practices, dispute resolution, and employee accountability.
  • Implemented behavioral performance management system to define expectations and identify areas for improvement.
  • Maintained documentation for facility compliance and employee health.
  • Maintained open-door policy to encourage employee communication and conflict resolution.
  • Facilitated new-hire onboarding processes, generating offer letters and processing background checks.
  • Made recommendations for corrective action in employees with performance issues.
  • Reviewed and responded to urgent HR-related escalations.

Jefferson Housing Foundation

Construction Management Assistant
06.2001 - 01.2003

Job overview

  • Coordinated work schedule for Construction Manager.
  • Determined project schedule and construction sequencing for optimal efficiency.
  • Monitored job progress and performance of employees or contractors to complete projects prior to deadlines.
  • Inspected and reviewed projects to monitor compliance with building and safety codes.
  • Coordinated delivery of resources and materials such as sand, cement, bricks and construction equipment.
  • Managed initial design, permitting, bids and budgets of construction projects.
  • Determined labor requirements to dispatch workers to construction sites.

Jefferson Housing Foundation

First-Time Homebuyer Specialist
02.2001 - 01.2003

Job overview

  • Followed all company policies and procedures to deliver quality work.
  • Listened and responded to constituents requests and updated necessary information to superior.
  • Interpreted constituents' needs regarding credit and financing and introduced services to fit specific requirements for first-time home buyers.
  • Assisted with setting up 6 week course for first-time home buyer training weekly classes.
  • Assisted with hosting classes weekly.

Education

Delgado Community College
New Orleans, LA

Bachelor of Arts from Computer Science

University Overview

Grantham University
Lenexa, KS

Bachelor of Business Administration from Business Administration
12.2026

University Overview

John Ehret High School
Marrero, LA

High School Diploma
05.1997

University Overview

  • Relevant Coursework: Worked at the Jefferson Parish School Board while being a COE student.
  • Professional Development: Office Skills, Typing Skills, Microsoft Office, Interpersonal Skills.

Skills

  • Customer Account Management
  • Outstanding Communication Skills
  • Reading Comprehension
  • File Management
  • Quality Assurance Evaluation
  • Selling Skills
  • Livechat Messaging
  • Customer Service
  • Issue Identification
  • Inbound Customer Service
  • Online Chat
  • Document and Records Management
  • Written Communication
  • Customer Relations
  • Information Protection
  • CRM Software
  • Report Writing
  • Database Administration
  • Account Reconciliation
  • Workflow Planning
  • Sorting and Labeling
  • Senior Leadership Support
  • Policy and Procedure Modification
  • Mail Handling
  • Project Management
  • Credit and Collections
  • Business Administration
  • Team Bonding
  • Clerical Support
  • Organizational Skills
  • Strategic Planning
  • File and Data Retrieval Systems
  • Customer Account Management
  • Excellent Multitasking Abilities
  • Billing and Invoicing
  • Workflow Optimization
  • Microsoft Office
  • Event Coordination
  • Presentation Design
  • Staff Training
  • Training and Development
  • Client Correspondence
  • Calendar Management
  • Human Resources
  • Administrative Oversight
  • Report Preparation
  • Policy Implementation
  • Data Communications
  • Administering Payroll
  • Office Management Software
  • Conflict Management
  • Technical Support
  • Coaching and Training
  • Office Supplies and Inventory
  • Financial Tracking
  • Performance Improvement
  • Enforce Policies
  • Handling Complaints
  • Customer Service Management
  • Administration and Operations
  • Database Maintenance
  • Meeting Coordination and Support
  • Data Analysis and Modeling
  • Evaluate Performance
  • Research and Analysis
  • Leadership and Change Management
  • Scheduling
  • Budgeting
  • Documentation
  • Report Preparation and Analysis
Availability
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Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Timeline

Remote Customer Service Agent
Intuit QuickBooks
06.2023 - Current
Remote Desktop Support
Intuit TurboTax
12.2021 - Current
Remote Emergency Roadside Assistant
Agero
08.2020 - 06.2022
Remote Geek Squad Agent
Best Buy
10.2011 - 08.2012
Remote Office Manager
BF Consulting Inc.
01.2010 - Current
Executive Director of Human Resources
East Jefferson Community Health Center
02.2006 - 11.2009
Construction Management Assistant
Jefferson Housing Foundation
06.2001 - 01.2003
First-Time Homebuyer Specialist
Jefferson Housing Foundation
02.2001 - 01.2003
Delgado Community College
Bachelor of Arts from Computer Science
Grantham University
Bachelor of Business Administration from Business Administration
John Ehret High School
High School Diploma
Patrice Walton