Summary
Overview
Work History
Education
Skills
Timeline
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ROLANDA LOTT CUSTOMER SERVICE ASSOCIATE

US

Summary

Dynamic professional with a proven track record of success at Liberty Tax Service, showcasing exceptional customer service and problem-solving skills. Excelled in streamlining processes for efficiency, significantly enhancing client satisfaction and retention. Proficient in Microsoft Office and CRM systems, adept at multitasking and fostering teamwork. Achieved a notable increase in referrals through outstanding service and expertise. Sales-oriented travel expert with excellent administrative skills and experience working for well-known agencies. Proven expertise in customer service and in resolving conflicts. Provide exceptional service and quality obtained from years of hands-on experience in corporate travel industry.

Overview

26
26
years of professional experience

Work History

Independent Travel Agent

Planet Marketing Services
01.2021 - Current
  • Implemented effective time management strategies to balance multiple projects simultaneously while meeting deadlines consistently.
  • Streamlined booking processes for improved efficiency and reduced errors in reservations.
  • Advised clients on best practices for international travel such as visa requirements passport processing procedures.
  • Provided timely assistance to travelers in need, resolving issues promptly and professionally.

Tax Preparer

Liberty Tax Service
01.2010 - 01.2015
  • Educated clients on tax planning strategies, helping them save money in future years.
  • Offered clients recommendations to reduce tax liabilities.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
  • Prepared comprehensive year-end tax planning reports, enabling clients to make informed decisions regarding investments and deductions.
  • Developed a reputation for exceptional client service, leading to an increased number of referrals and repeat business.

Medical Assistant

Southern Careers Institute
01.2001 - 01.2005
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Sanitized, restocked, and organized exam rooms and medical equipment.
  • Performed medical records management, including filing, organizing and scanning documents.
  • Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
  • Obtained client medical history, medication information, symptoms, and allergies.

Customer Service Representative

Westpac Banking
01.1999 - 07.2001

Respond to questions and concerns about products or service

Education

Associate of Applied Science - Medical Genetics

Southern Careers Institute Inc
Austin, TX

Skills

  • Customer Service
  • Teamwork and Collaboration
  • Problem-solving skills
  • Time Management
  • Cash Handling
  • Listening Skills
  • Exceptional customer service
  • Complaint Handling
  • Call center experience
  • Payment Processing
  • Typing Speed
  • Live chat support
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Team Development
  • Delivery Scheduling
  • Sales expertise
  • Call Management
  • Technical Support
  • Call Center Operations
  • Document Control
  • Administrative Support
  • Filing
  • Office equipment proficiency
  • Medical terminology knowledge
  • Order Processing
  • Travel Planning
  • [Software] CRM system proficiency
  • Shipping procedures understanding
  • Multi-tasking strength
  • Computer Proficiency and Microsoft Office

Timeline

Independent Travel Agent

Planet Marketing Services
01.2021 - Current

Tax Preparer

Liberty Tax Service
01.2010 - 01.2015

Medical Assistant

Southern Careers Institute
01.2001 - 01.2005

Customer Service Representative

Westpac Banking
01.1999 - 07.2001

Associate of Applied Science - Medical Genetics

Southern Careers Institute Inc
ROLANDA LOTT CUSTOMER SERVICE ASSOCIATE