Porshia Wilson
Memphis,TN
Summary
Dedicated financial services representative with strong problem solving skills and a commitment to exceptional customer service. Experienced in account management and regulatory compliance, consistently delivering accurate and timely support to clients.
Overview
9
9
years of professional experience
Work History
Tax Examiner
Internal Revenue Service
Memphis, TN
06.2024 - 09.2025
- Reviewed tax returns for compliance with federal regulations and guidelines.
- Communicated compliance findings to taxpayers via written correspondence and phone calls, ensuring understanding of tax obligations.
- Executed adjustments and corrections to tax accounts, resolving discrepancies and ensuring accurate tax assessments.
- Maintained accurate records of taxpayer interactions and case progress, facilitating efficient case management and follow-up.
- Utilized IRS systems to update taxpayer information and track case status.
- Collaborated with team members on complex cases for effective resolution.
- Kept comprehensive records of case details, including contacts and actions, to facilitate efficient case management.
- Completed day-to-day duties accurately and efficiently.
Financial Service Rep
Trustmark National Bank
Memphis, TN
07.2016 - 03.2024
- Processed loan applications and verified customer information accurately.
- Assisted customers with deposits, withdrawals, transfers, and other banking transactions.
- Facilitated account inquiries and transaction requests to enhance customer satisfaction.
- Delivered account information and resolved customer inquiries promptly to ensure a positive banking experience.
- Resolved customer complaints through effective communication and problem-solving skills.
- Resolved customer complaints or escalated them to the appropriate personnel as needed.
- Educated clients on banking products and services to enhance their financial knowledge.
- Handled cash transactions efficiently while ensuring adherence to security protocols.
- Guided customers in using online banking tools for account management tasks.
- Maintained precise records of customer interactions and transactions to support operational efficiency.
- Explained banking procedures and regulations to customers accurately.
- Provided excellent customer service by responding promptly to requests or inquiries.
- Identified potential fraud cases and reported them to the supervisor.
- Verified customer identification to ensure adherence to anti-money laundering protocols.
- Monitored account activities for suspicious patterns that could indicate fraudulent activity.
Education
High School Diploma -
Westside High School
Memphis, TN05-2007
Skills
- Tax compliance
- IRS system usage
- Data analysis
- Regulatory knowledge
- Financial reporting
- Case management
- Effective communication
- Attention to detail
- Research
- Recordkeeping and documentation
- Customer account management
- Loan processing
- Fraud detection
- Online banking support
- Account reconciliation
- Time management
- Client confidentiality
- Compliance awareness
- Strong numeracy skills
- Investigate claims
- Customer relationship management (CRM)
- Cross-selling techniques
- Calm and professional under pressure
- Task prioritization
- Money handling
- Multitasking and prioritization
- Customer needs assessments
- Call center experience
- Data entry accuracy
- Customer service skills
- Policy adherence
- Administrative and office support
- Problem-solving skills
- Verbal and written communication
Timeline
Tax Examiner
Internal Revenue Service
06.2024 - 09.2025
Financial Service Rep
Trustmark National Bank
07.2016 - 03.2024
High School Diploma -
Westside High School