Summary
Overview
Work History
Education
Skills
References
Driver License
Prior Experience
Timeline
Generic

Patricia Davis

Wildersville,Tennessee

Summary

A dedicated, organized and methodical individual with good interpersonal skills. An excellent team worker, willing to learn and develop new skills. Reliable and dependable, often seeking new responsibilities within a wide range of employment areas such as Fund Development, Project & Program Management, Research, Business Development, Business Training, Process Improvement, Communications, and Customer Service.

Overview

30
30
years of professional experience

Work History

Call Center Scheduler

Jackson Hewitt
Lexington, Tennessee
11.2024 - 04.2025
  • Made outbound calls to clients to schedule tax return appointments, while presenting a professional, courteous and confident demeanor via verbal communication.
  • Diligently and accurately documenting customer responses.
  • Appropriately responding to client concerns and questions and directing them to the appropriate individual for the response and for resolution as needed.

Tax Preparer

Jackson Hewitt
Lexington, Tennessee
12.2022 - 04.2023
  • Conducted face-to-face tax interviews with clients and preparing complete and accurate tax returns.
  • Completed all related tax forms in accordance with company policies, and in compliance with legislation and IRS regulations.
  • Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.

Front End Cashier

Walmart
Lexington, Tennessee
09.2022 - 02.2023
  • Provided quality customer service such as scanning items and processing cash, debit, credit, and check transactions using a cash register in a retail environment while providing loss prevention techniques, time management and verbal communication.

Fund Developer

Platinum Consulting Services
Milwaukee, Wisconsin
03.1995 - 09.2021
  • Planned, organized, directed, and coordinated ongoing and special project funding programs.
  • Identified potential contributors for project funds and supporters of the institution's ongoing operations.
  • Provided donor research, analysis and development of business plans, marketing plans, and grant applications and proposals.

Office Professional

Thrivent Financial
Milwaukee, Wisconsin
03.2020 - 07.2020
  • Managed inbound and outbound calls in a compassionate professional and efficient manner providing correct, thorough responses to needs and requests.
  • Managing member correspondence and email requests in a prompt efficient and accurate manner and processed basic updates to account records for members at processing sales representative’s requests and provided additional administrative support as needed.

Senior Development Officer

Legacy Redevelopment Corporation
Milwaukee, Wisconsin
09.2018 - 06.2019
  • Created and oversaw the strategic approach to fundraising which included major gifts, corporate donations, grant solicitations and in-kind resources.
  • In partnership with the Executive Director, fund development plans were created, fundraising activities were monitored and evaluated, and fundraising activities including the preparation and submittal of grant applications were developed and managed to ensure the achievement of organizational goals.

Retail Sales Associate

Boston Store
Milwaukee, Wisconsin
10.2016 - 08.2018
  • Provided a positive and long-lasting first impression; excellent interpersonal skills while interacting with customers and other associates, strong customer service and sales techniques, effectively handled multiple customers while maintaining poise and customer service standards.

Program Director

Faith Partnership Network
Milwaukee, Wisconsin
01.2008 - 03.2010
  • Responsible for the overall development and management of training, technical assistance, and individual development of participating organizations.
  • Coordination of external and internal consultant training and planning for Milwaukee WIser Choice Providers and potential providers.

Site Coordinator (Milwaukee Wiser Choice Resource Ctr.)

State of Wisconsin
Milwaukee, Wisconsin
09.2006 - 12.2007
  • Managed daily operations of the Resource Center.
  • Developing working relationships with existing and prospective network providers including coordination of program activities held at center including training, meetings, etc.
  • Worked with Milwaukee County Bureau of Health Division staff, Community Liaison, and Faith Community Advisory Council.

Executive Director

Word of Hope Ministries, Inc.
Milwaukee, Wisconsin
06.2001 - 03.2005
  • Directed day-to-day operations by supervising, monitoring & evaluating staff activities.
  • Contributed to the non-profit organization’s success by improving program development and implementation with area coordinators.
  • Researched, developed, and coordinated development of proposals for funding and funding sources to establish and maintain grant funding.
  • Spearheaded planning, marketing & development teams to identify goals and objectives and implement processes.

Education

B.A. - Business Management & Professional Communications

Alverno College
Milwaukee, Wisconsin
01.1994

Skills

  • Appointment scheduling
  • Customer service
  • Data entry
  • Call management
  • Conflict resolution
  • Client communication
  • Team collaboration
  • Time management
  • Office administration
  • Customer relationship management
  • Problem solving
  • Workforce management
  • Computer skills
  • Critical thinking
  • Report writing

References

Available upon request

Driver License

Valid Driver’s License

Prior Experience

Management, Human Resources, Computer Training, Continuing Education, Banking and Real Estate.

Timeline

Call Center Scheduler

Jackson Hewitt
11.2024 - 04.2025

Tax Preparer

Jackson Hewitt
12.2022 - 04.2023

Front End Cashier

Walmart
09.2022 - 02.2023

Office Professional

Thrivent Financial
03.2020 - 07.2020

Senior Development Officer

Legacy Redevelopment Corporation
09.2018 - 06.2019

Retail Sales Associate

Boston Store
10.2016 - 08.2018

Program Director

Faith Partnership Network
01.2008 - 03.2010

Site Coordinator (Milwaukee Wiser Choice Resource Ctr.)

State of Wisconsin
09.2006 - 12.2007

Executive Director

Word of Hope Ministries, Inc.
06.2001 - 03.2005

Fund Developer

Platinum Consulting Services
03.1995 - 09.2021

B.A. - Business Management & Professional Communications

Alverno College

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