Patsy Ann White
Sugar Valley,US
Summary
Skilled in mathematical analysis and financial reporting, with a focus on tax preparation and documentation accuracy. Experienced in customer service and credit collections, consistently achieving high levels of customer satisfaction. Strong quality assurance capabilities and creative problem-solving skills enhance operational processes. Effective in managing accounts payable and receivable, demonstrating excellent multi-task management and attention to detail.
Overview
36
36
years of professional experience
Work History
Pro Services Specialist
Concentrix
01.2023 - 11.2025
- Handled Tech Issues with all Devices, resolving and assisting Customers with all Issues.
- Refunded and assisted with online purchasing, changing payment methods.
- Assisted with issues Digital wallet
- Assisted with Insurance cancellation, purchasing, and/or Transfer of insurance from one device to another
- Sales of all Devices and Insurance
- Handled returns, replacement of Devices
- Handled all Issues for Customers Needs related to Company
- Providing professional service and maintaining customer relations
Tax Consultant
Concentrix
01.2023 - 04.2023
- Led tax planning initiatives, ensuring compliance with federal and state regulations.
- Streamlined tax preparation processes, enhancing accuracy and efficiency across client accounts
- Analyzed complex tax issues, providing strategic insights to optimize client financial outcomes.
- Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
- Streamlined tax preparation process for increased efficiency and accuracy.
- Educated clients about the impact of life events on their taxes, helping them make informed decisions.
- Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
- Collaborated with clients to answer questions and provide advice on tax matters.
Carpenter General Foreman and Office Manager
Whites Construction
10.2021 - 09.2022
- Set up efficient workflow processes, tracked daily productivity, and made changes to improve the overall effectiveness of personnel and activities.
- Balanced team workloads, group productivity, and financial goals by optimizing the office schedule.
- Documented expenses, reconciled accounts, and corrected discrepancies to ensure that AP/AR operations were accurate and fully compliant.
- Was in charge of the office inventory, which included ordering and requisitions, stocking, and receiving shipments.
- Met with insurance company representatives to expedite payments and resolve filing issues, ensuring that aging balances were kept low and the office's finances were in good shape.
- Kept track of expenses and kept accounting records in [Software].
- Recruited, hired, trained, and supervised [Number] employees, as well as implementing a mentoring program that increased employee engagement.
- All office supplies, including ink cartridges, toner, and paper, were ordered.
- Kept track of and evaluated employee performance in order to complete [Timeframe] reviews, make advancement recommendations, and address productivity issues.
Professional Truck Driver
S C V Freight Carpet Cnsldtrs
04.2014 - 01.2020
- Followed all driving regulations and safety procedures, and my driving record was [Number]% safe.
- Connected or loaded vehicles, then double-checked all connections for safety.
- Handled payments from customers.
- Printed and dedicated paper work.
- Scanned and faxed all paper work to main office.
Professional Truck Driver
S C V Freight Carpet Cnsldtrs
04.2014 - 01.2020
- Followed all driving regulations and safety procedures, and my driving record was [Number]% safe.
- Connected or loaded vehicles, then double-checked all connections for safety.
- Handled payments from customers.
- Printed and dedicated paper work.
- Scanned and faxed all paper work to main office.
School Bus Driver
Whitfield County School District
05.2010 - 08.2013
- Followed all scheduled routes to ensure that all drop-offs and pick-ups were completed on time.
School Bus Driver
Whitfield County School District
05.2010 - 08.2013
- Followed all scheduled routes to ensure that all drop-offs and pick-ups were completed on time.
Accounting / Customer Service / Dispatch
Whites Transportation LLC
04.2006 - 12.2009
- Collect Money and made deposits and the end of each day.
- Directed Customers to which location they needed to go.
- Made decision on the amount Customer should be charged.
- Handled incoming and outgoing calls.
- Worked with computer program that was written especially for job.
- Unlocked Business opened and closed daily 66 hrs a
Accounting / Customer Service / Dispatch
Whites Transportation LLC
04.2006 - 12.2009
- Collect Money and made deposits and the end of each day.
- Directed Customers to which location they needed to go.
- Made decision on the amount Customer should be charged.
- Handled incoming and outgoing calls.
- Worked with computer program that was written especially for job.
- Unlocked Business opened and closed daily 66 hrs a
Customer Service
Dalton-Whitfield Solid Waste Authority Materials Recovery Facility
09.2002 - 10.2007
- I'm in charge of completing financial transactions in accordance with bank policies and procedures.
- Take phone calls from customers and respond to them.
- Talked to customers about [Product or Service], outlined restrictions, and educated them on policies.
- I'm entering the customer's information into the system.
- Update account information to keep customer records up to date.
- Provide customers with solutions and recommendations for their problems.
Customer Service
Dalton-Whitfield Solid Waste Authority Materials Recovery Facility
09.2002 - 10.2007
- I'm in charge of completing financial transactions in accordance with bank policies and procedures.
- Take phone calls from customers and respond to them.
- Talked to customers about [Product or Service], outlined restrictions, and educated them on policies.
- I'm entering the customer's information into the system.
- Update account information to keep customer records up to date.
- Provide customers with solutions and recommendations for their problems.
Customer Service
Artistic Group
05.1998 - 09.2002
- Help customers with their general problems.
- Provide support and assistance to customers who have problems with the service.
- I'm in charge of planning, ordering, and auditing a large amount of inventory.
- Calculate the number of orders and customer information, then transfer the information to the sales department.
- Take phone calls from customers and respond to them.
- I'm entering the customer's information into the system.
- Use Excel to quote prices to clients.
- I'm in charge of a wide range of customer service and administrative tasks in order to quickly and effectively resolve customer issues.
- I would Type up orders and oversee produce being made and shipped.
Customer Service
Artistic Group
05.1998 - 09.2002
- Help customers with their general problems.
- Provide support and assistance to customers who have problems with the service.
- I'm in charge of planning, ordering, and auditing a large amount of inventory.
- Calculate the number of orders and customer information, then transfer the information to the sales department.
- Take phone calls from customers and respond to them.
- I'm entering the customer's information into the system.
- Use Excel to quote prices to clients.
- I'm in charge of a wide range of customer service and administrative tasks in order to quickly and effectively resolve customer issues.
- I would Type up orders and oversee produce being made and shipped.
School Bus Driver
Olympic Truck Lease
06.1997 - 08.2000
- Followed all scheduled routes to ensure that all drop-offs and pick-ups were completed on time.
- Ensured that routes were completed safely and on time.
- Performed bus driving duties while keeping student safety in mind to maintain a good safety record.
- Followed personal grooming and conduct guidelines and regulations to maintain a high level of professionalism.
School Bus Driver
Olympic Truck Lease
06.1997 - 08.2000
- Followed all scheduled routes to ensure that all drop-offs and pick-ups were completed on time.
- Ensured that routes were completed safely and on time.
- Performed bus driving duties while keeping student safety in mind to maintain a good safety record.
- Followed personal grooming and conduct guidelines and regulations to maintain a high level of professionalism.
Quality Inspector
Shaw Industries
01.1990 - 06.1997
- Thoroughly inspected [Product or Service] and promptly reported any problems or defects.
- Conducted frequent visual inspections to identify issues with tolerance and compliance.
- Took samples during production and tested them at random to determine the quality of the product as it was being made.
Quality Inspector
Shaw Industries
01.1990 - 06.1997
- Thoroughly inspected [Product or Service] and promptly reported any problems or defects.
- Conducted frequent visual inspections to identify issues with tolerance and compliance.
- Took samples during production and tested them at random to determine the quality of the product as it was being made.
Education
High School - undefined
Northwest Whitfield High School
Tunnel Hill, GA01.1990
Skills
Mathematics proficiency
Accomplishments
Have received 6 promotions in 2 yrs within the company.
Timeline
Pro Services Specialist
Concentrix
01.2023 - 11.2025
Tax Consultant
Concentrix
01.2023 - 04.2023
Carpenter General Foreman and Office Manager
Whites Construction
10.2021 - 09.2022
Professional Truck Driver
S C V Freight Carpet Cnsldtrs
04.2014 - 01.2020
Professional Truck Driver
S C V Freight Carpet Cnsldtrs
04.2014 - 01.2020
School Bus Driver
Whitfield County School District
05.2010 - 08.2013
School Bus Driver
Whitfield County School District
05.2010 - 08.2013
Accounting / Customer Service / Dispatch
Whites Transportation LLC
04.2006 - 12.2009
Accounting / Customer Service / Dispatch
Whites Transportation LLC
04.2006 - 12.2009
Customer Service
Dalton-Whitfield Solid Waste Authority Materials Recovery Facility
09.2002 - 10.2007
Customer Service
Dalton-Whitfield Solid Waste Authority Materials Recovery Facility
09.2002 - 10.2007
Customer Service
Artistic Group
05.1998 - 09.2002
Customer Service
Artistic Group
05.1998 - 09.2002
School Bus Driver
Olympic Truck Lease
06.1997 - 08.2000
School Bus Driver
Olympic Truck Lease
06.1997 - 08.2000
Quality Inspector
Shaw Industries
01.1990 - 06.1997
Quality Inspector
Shaw Industries
01.1990 - 06.1997
High School - undefined
Northwest Whitfield High School