Summary
Overview
Work History
Education
Skills
Affiliations
Certification
References
Timeline
Generic

Jacqueline Wilridge

McQueeney,TX

Summary

Bookkeeper with commitment to accuracy in financial data entry and financial record keeping. Dedicated to conforming with internal policies and standards.

Resourceful Customer Service Representative known for high productivity and efficient task completion. Specialized in remote communication, problem-solving, and time management skills, ensuring smooth operations in customer service environments. Excel in listening, empathy, and patience, which are crucial for addressing customer needs effectively and building positive relationships.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Remote Bookkeeper Intern

Busy Bee Advisors
Sacramento, CA
02.2025 - Current
  • Reconciled bank statements to internal accounts, identifying and resolving discrepancies.
  • Reduced financial discrepancies by verifying account statements.
  • Ensured accuracy in all accounting entries and records.
  • Performed account analysis as required by management.
  • Entered deposits, credit card charges and sales entries to facilitate cash management.
  • Managed financial transactions and recordkeeping with precision, ensuring accuracy in ledgers and accounts.
  • Documented transaction details to track and manage financial data.
  • Checked postings and documents for correctness, accuracy and proper coding.
  • Performed basic bookkeeping services to manage business operations.
  • Reconciled or entered report discrepancies found in financial records.
  • Maintained duties while working in a remote environment.

Spiritual Life Coach-Remote

Self-employed / Through The Veil
McQueeney, TX
01.2021 - Current
  • Counseled clients on physical, mental, and spiritual factors impacting personal success.
  • Conducted one-on-one sessions with clients to discuss progress toward goals and strategies for improvement, with a focus on self-growth and healing.
  • Helped clients identify goals, obstacles and strategies for attaining greater fulfillment.
  • Developed and implemented individualized spiritual life-coaching plans for clients.
  • Encouraged self-reflection through journaling exercises and open dialogue about personal values and beliefs.
  • Helped couples work through serious issues and restore relationships or part amicably.
  • Evaluated the overall effectiveness of services provided through interviews with clients.
  • Helped individuals build self-confidence by exploring potential abilities, strengths, and weaknesses.
  • Listened to personal stories, asked probing questions and offered knowledgeable advice for different situations.
  • Fostered an environment that was safe for honest exploration into issues related to personal, and spiritual growth.
  • Referred individuals to outside resources and services for additional support.
  • Utilized a variety of techniques, such as cognitive-behavioral therapy, mindfulness, positive psychology, and divination, to assist clients in achieving their objectives.
  • Created actionable plans that empowered clients to take ownership of their lives.
  • Provided emotional support during times of crisis or transition in order to facilitate healing processes.
  • Assisted clients in navigating crisis and traumatic and difficult situations and provided methods to improve familial and professional relationships.
  • Helped clients with frequent irritability, bad habits, and high stress levels through individual and group sessions.
  • Listened compassionately while validating the experiences of each individual client.
  • Responded to crisis situations when severe mental health and behavioral issues arose.
  • Assisted clients with developing relevant skills to improve functionality in social situations.
  • Supported clients in setting realistic expectations for themselves based on current circumstances and resources available.
  • Assisted clients with developing problem solving skills to manage difficult situations.
  • Maintained client services in a remote environment.

Head Bookkeeper

Self-employed /Empower Small Business Bookkeeping
McQueeney, TX
01.2025 - Current
  • Assessed educational advancements among bookkeepers with intent to identify future hires.
  • Set up and sustained internal bookkeeping protocols.
  • Developed and launched a tailored client acquisition plan.
  • Established clear frameworks for optimizing task execution.
  • Crafted guiding principles prioritizing community support.
  • Supported community-based initiatives by offering pro bono bookkeeping assistance.

Customer Service Representative

Verizon Wireless
Lincoln, NE
08.2008 - 05.2011
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Adjusted bills and refunded money to resolve customers' service or billing complaints.
  • Updated system with order specifics and customer details, preferences, and billing information.
  • Monitored customer satisfaction levels through surveys and feedback forms.
  • Used approved scripts to de-escalate angry customers during telephone interactions.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
  • Provided excellent customer service to resolve customer complaints in a timely manner, and ensured customer satisfaction.
  • Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
  • Identified opportunities for upselling additional products or services based on customer needs.
  • Recommended improvements in products, service and billing methods to management to prevent future problems.
  • Collected deposits or payments and arranged for billing.
  • Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
  • Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
  • Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Answered incoming calls, providing frontline customer support, or assistance with product and service transactions.
  • Promoted available products and services to customers during service, account management and order calls.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Answered inbound calls, chats and emails to facilitate customer service.
  • Utilized job-related software to prepare change of address records and issue service discontinuance orders.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Exceeded established service goals while leveraging customer service, sales and employee management best practices.
  • Recognized by management for providing exceptional customer service.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Worked effectively in team environments to make the workplace more productive.

Bank Teller

Tier One Bank
Lincoln, NE
03.2005 - 08.2006
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Entered customer transactions into computers to record transactions and issue computer-generated receipts.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Provided assistance to other tellers during peak business hours as needed.
  • Processed loan payments by verifying funds availability prior to disbursing funds.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
  • Took on additional shifts during busy periods to minimize staffing shortages.
  • Performed special services for customers, ordering bank cards and checks.
  • Performed cash handling duties including counting currency, coins and checks.
  • Identified transaction errors when debits and credits did not balance.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Responded and assisted customers with account inquiries and updates.
  • Leveraged customer service and sales abilities to consistently meet performance goals.
  • Resolved customer disputes promptly in accordance with bank policies and procedures.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Educated customers about different types of banking services available at the branch.
  • Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
  • Reconciled daily sales sheets with actual physical money received from customers or deposited into ATM machines.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.
  • Developed strong relationships with customers to ensure repeat business.
  • Directed specific questions to appropriate branch personnel.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Entered transactions into computer and issued customer receipts.
  • Explained bank services, financial products and applicable fees to customers.
  • Maintained confidentiality of bank records, transactions and customer information.
  • Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
  • Balanced teller drawers regularly throughout the day according to established procedures.
  • Adhered to financial services security and audit procedures.
  • Assisted customers with basic technical issues related to digital banking platforms.
  • Researched customer inquires regarding their accounts using internal banking systems.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Reconciled cash and checks against computer records at end of shift.
  • Maintained accurate records of all financial transactions.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.

Education

High School Diploma -

Lincoln High School
Lincoln, NE
06-2003

Skills

  • Transaction processing
  • Customer service
  • Account reconciliation
  • Risk assessment
  • Bank reconciliation
  • Account analysis
  • Data entry
  • Accounting software
  • Cash management
  • Policy compliance
  • Document management
  • Problem solving
  • Attention to detail
  • Effective communication
  • Time management
  • QuickBooks Certified
  • Transaction entry
  • Bookkeeping
  • Data management
  • Relationship building
  • Account management
  • High-energy attitude
  • Reading comprehension
  • Adaptability and flexibility
  • Customer consulting

Affiliations

  • Involvement in progressive, community supporting activities.
  • Maintaining community support systems to aide those in need.
  • Nature based family activities including camping, hiking, and water based activities.
  • Involvement in intuition focused spiritual groups and activities.
  • Connecting with other homeschool families for social time.

Certification

  • Quickbooks Certification

References

References available upon request.

Timeline

Remote Bookkeeper Intern

Busy Bee Advisors
02.2025 - Current

Head Bookkeeper

Self-employed /Empower Small Business Bookkeeping
01.2025 - Current

Spiritual Life Coach-Remote

Self-employed / Through The Veil
01.2021 - Current

Customer Service Representative

Verizon Wireless
08.2008 - 05.2011

Bank Teller

Tier One Bank
03.2005 - 08.2006

High School Diploma -

Lincoln High School

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Jacqueline Wilridge