Tangie White
Arlington,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
Work History
Research & Adjustments Rep III
Bank of America
03.2023 - Current
- Resolves research and adjustment inquiries within the bank's practices and procedures
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Investigates daily incoming research and adjustment inquiries; resolves differences; answers service requests and inquiries received from various channels; determines accounting entries and makes appropriate disposition
- Maintains internal operational and financial controls and ensures that they are observed for all assigned cases
- Ensures that all cases are resolved in compliance with industry regulations and bank procedures, integrity of the department's case management system and financial controls
- May provide support to and train other researchers within the department
- Performs all the functions required at the Research & Adjustments Representative II level and may act as a lead and workflow coordinator
- Provides direction and guidance to less experienced department researchers.
Tax Preparer
Take Pride Tax Services
10.2018 - Current
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts
- Compiled data from clients to accurately complete tax forms
- Identified potential deductions to minimize clients' tax liabilities
- Researched federal, state, and local laws to ensure compliance with regulations
- Provided guidance on financial decisions related to taxes
- Assisted clients in responding to IRS notices of deficiency or audit findings
- Analyzed financial information such as income statements and balance sheets to calculate tax liability
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding
- Maintained accurate records of all client transactions and filings.
Senior Customer Service Representative
Bank of America
08.2022 - 03.2023
- Provided technical support to customers via phone, email, and chat
- Resolved escalated customer complaints in a timely manner
- Ensured compliance with applicable laws and regulations related to customer service
- Responded promptly to inquiries from customers about products or services
- Handled difficult situations with tact, diplomacy, and professionalism
- Managed incoming calls from customers while providing exceptional service
- Educated customers about products, pricing and policies to address and resolve issues
- Assisted customers by answering questions, addressing concerns and providing current account information
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledge-bases to develop strategic solutions
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints
- Met and exceeded performance goals to support long-term company growth and market dominance
- Consulted with customers regarding needs and addressed concerns.
Bankruptcy Specialist
Bank of America
09.2020 - 08.2022
- Reviewed financial information and discussed available options with clients to determine eligibility for bankruptcy protection
- Assisted in the preparation of documents required to file petitions, schedules, and other related matters in accordance with Bankruptcy Code requirements
- Provided guidance to clients on how to complete various forms accurately and timely
- Prepared draft pleadings, motions, orders, affidavits, and other documents necessary for filing under Chapter 7 or 13 of the Bankruptcy Code
- Maintained accurate records of all client interactions and case files according to office procedures
- Worked closely with bankruptcy attorneys to review documents and made all required corrections.
Education
High School Diploma -
Grand Prairie High School
Grand Prairie, TX06.2009
Skills
- Detail-Oriented
- Experience with facilitating work groups/sessions
- Excellent written and verbal communication skills
- Customer Complaint Resolution
- Customer Support
- Excellent attention to detail, self-motivated, and able to work with a high degree of independence
- Goal-oriented mindset
- Customer Relations
- Ability to manage multiple tasks and responsibilities while prioritizing workflow
- Proficient in Microsoft Word, Excel, and PowerPoint
- Knowledge of LOB systems and tools necessary to assess and improve the overall health of profedures
- Knowledge of a specific LOB process/function, bank policies, and regulations pertaining to assigned products
Timeline
Research & Adjustments Rep III
Bank of America
03.2023 - Current
Senior Customer Service Representative
Bank of America
08.2022 - 03.2023
Bankruptcy Specialist
Bank of America
09.2020 - 08.2022
Tax Preparer
Take Pride Tax Services
10.2018 - Current
High School Diploma -
Grand Prairie High School
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