Patricia Ly
Dracut,MA
Summary
Making sure our clients and customers comes first and are satisfied with their needs.
Overview
18
18
years of professional experience
Work History
Client Service Professional (WFH)
H&r Block
11.2025 - 04.2026
- Greeted and answered all incoming / outgoing calls professionally in a timely manner.
- Update and schedule client's appointments through appointment manager also reminder for their upcoming appointments.
- Connecting with clients through work center and stayed connected over the phone or on email through out the year.
- Using work email as well as Teams or Trillian to stay connected during work hours
Material Handler
Mack Technologies Inc
01.2018 - 01.2020
- Take shortage orders for parts from customer, locate part, give the amount that was ordered, and clear out the order after the customer has receive
- Organizing and sorting out parts and packaging them neatly and carefully into place
- Making sure parts given equals to the amount need
- Locate and restock parts and put into the right locations
- Quantity moving to locations
- Scanning parts and making new locations for new parts
Receptionist
Neighborhood Diabetes
01.2014
- Greeting visitors and employees
- Keep area appearance well organized and clean
- Buzz in customers or employees
- Keep up to date with emails and inform employees if there is a visitor
- Answering phone calls
- Make sure visitors sign in and out with visiting badge
Receptionist (contract)
Insulet Incorporations / Omni Pod
01.2013
- Front Desk Management, greeting customers and visitors
- Answering, Directing calls, and Checking Voice mails
- Manage incoming Mails and outgoing mails for employees
- Confirm appointments and informing employees visitors awaiting
- Keeping appearance area clean and welcoming
Customer Service Representative, Healthcare Plans (contract)
Silverlink Communications (Call Center)
01.2012 - 01.2013
- Handling High volume of outbound and inbound calls
- Follow up / inform a member if changes to plan
- Update important database information regarding a members healthcare plan
Document Encoder, Data Entry (contract)
Valora Technologies
01.2012
- Researched documents to secure required information for data processing
- Reviewing catalogued litigation documents
- Reformed high volume data entry in a timely manner
- Verified files for accuracy and created a file database for distribution to the client
Sales Clerk & Cashier
Keyk’s Bakery
01.2011
- Maintaining a clean, friendly and organized environment
- Set appointments and inform updates on any events
- Payments and cleaning backroom for catering
Client Service Professional (Seasonal)
Porlay Income Tax Associated H&R Block
01.2008 - 01.2011
- Professionally greet customers and maintaining front desk
- Manage Cash draws and payments
- Setting appointments for customer over the phone or physically
- Filing papers, faxing as well as scanning and photo copy
- Multi-task with assisting customers and answering high volume calls
- Prepare customers and inform any given information to next available employee
Education
High School -
Lowell High School
Lowell, MA01-2010
Skills
- Customer Service Representative
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Filing
- Scanning
- Photo Copying
- Faxing
- Teamwork
- Independent Work
- Multi-tasking
- Working Under Pressure
- Task Completion
Timeline
Client Service Professional (WFH)
H&r Block
11.2025 - 04.2026
Material Handler
Mack Technologies Inc
01.2018 - 01.2020
Receptionist
Neighborhood Diabetes
01.2014
Receptionist (contract)
Insulet Incorporations / Omni Pod
01.2013
Customer Service Representative, Healthcare Plans (contract)
Silverlink Communications (Call Center)
01.2012 - 01.2013
Document Encoder, Data Entry (contract)
Valora Technologies
01.2012
Sales Clerk & Cashier
Keyk’s Bakery
01.2011
Client Service Professional (Seasonal)
Porlay Income Tax Associated H&R Block
01.2008 - 01.2011
High School -
Lowell High School