Effective manager with strong background in directing, training and motivating staff to achieve full
potential. Perceptive with keen talent for identifying employee weaknesses and tactfully addressing
with constructive feedback. Successful tax professional focused on performance, customer service
and compliance. Offering over 10 years of expertise in reviewing annual reports, intangible tax and
sales tax. Experienced in assisting with financial planning and analysis.
Call center
English
Math
Teacher
Effective team leader
Creative team leadership
Team leadership skills
Business development
Negotiation
Data collection and analysis
Staff management
Strategic planning
Verbal and written communication
Business Administration
Sales and marketing
Managing team safety
Cross-functional team leadership
Team leadership and supervision
Service solutions expert
Overview
31
31
years of professional experience
Work History
Presidential Vendor Resolution Specialist
ROCKET MORTGAGEROCKET MORTGAGE
Detroit, MI
02.2020 - 12.2022
Connecting with financial institutions and other mortgage companies to obtain payoffs for clients
attempting to refinance their current mortgage loans for better terms and also directly dealing with
loan officers in some instances
To obtain payoff information from prospect as well as long-term clients seeking refinance options for
their homes
Updating customer payoffs in the systems to reflect the current amount needed to close the loans out
Senior Customer Service Representative
Blue Cross Blue Shield
Detroit, MI
01.2015 - 01.2017
Educated customers how to use company systems, complete forms and obtain desired services
Compiled customer feedback and recommended service delivery improvements to
management
Enhanced productivity by staying on top of call scripts and maintaining control over direction of
conversations
Preserved revenue streams by utilizing strong communication and negotiation skills, offering
refunds as last resort to maintain customer satisfaction
Achieved and consistently exceeded revenue quota through product and service promotion
during routine calls
Maintained accurate and current customer account data with manual forms processing and
digital information updates
Sought out training opportunities to enhance customer relationship management abilities and
further boost satisfaction scores
Evaluated customer information to explore issues, develop potential solutions and maintain
high-quality service
Detailed payment options and transferred customers to billing department for payment or
further questions regarding bill
Resolved customer complaints and addressed emergency requests and needs
Referred complex issues relating to online order system or technology to help desk for further
evaluation
Initiated termination of customer contract upon request
Documented and detailed calls and complaints using call center's CRM database
Researched issues through identification of similar past problems and recommended most
appropriate solution
Identified, researched and resolved billing variances to maintain system accuracy and currency
Worked effectively with medical payers such as Medicare, Medicaid, commercial insurances to
obtain timely and accurate payments
Managed efficient cash flow reporting, posted cash receipts and analyzed charge backs,
independently addressing and resolving issues
Entered invoices requiring payment and disbursed amounts via check, electronic transfer or
bank draft
Trained and mentored new team members and managers on accounts payable systems and
policies to build cohesive groups and promote operational performance
Generated accounts payable reports for management review to aid in financial and business
decision making
Manger
Manor House Community Services
Southfield, MI
01.2010 - 01.2015
Admin Assistant
Henry Ford Health System
Detroit, MI
09.2006 - 01.2008
Identified and recommended changes to existing processes to improve accuracy, efficiency
and responsiveness of customer service department
Developed and updated spreadsheets and databases to track, analyze and report on
performance and sales data
Provided logistical support for programs, meetings and events, including room reservations,
agenda preparation and calendar maintenance
Composed internal memos and external correspondence for senior management and reviewed
all documentation to eliminate errors
Coached new employees on administrative procedures, company policies and performance
standards
Performed general office duties, including answering multi-line phones, routing telephone calls or
messages to appropriate staff and greeting visitors
Interacted with vendors, contractors and professional services personnel to receive orders, direct
activities and communicate instructions
Managed office inventory by restocking supplies and placing purchase orders to maintain
adequate stock levels
Handed client correspondence and tracked records to foster office efficiency
Drafted professional business memos, letters and marketing copy to support business objectives
and growth
Efficiently coordinated domestic and international travel arrangements, including booking
airfare, hotel and ground transportation
Prepared meeting minutes and edited subcontractor proposals, project punchlist, transmittals
and memorandums for organizational support
Coordinated bookkeeping activities in QuickBooks and Lawson, including invoicing and
accounts payable
Created detailed expense reports and requests for capital expenditures
Teacher
National Heritage Academy
Detroit, MI
03.1997 - 06.2002
Kept students on-task with proactive behavior modification and positive reinforcement strategies
Supported student teachers by mentoring on classroom management, lesson planning and
activity organization
Reviewed curriculum and devised alternate approaches to presenting lessons to increase
student understanding
Administered assessments to determine each student's specific educational and social needs
Communicated frequently with parents, students and faculty to provide feedback and discuss
instructional strategies
Collaborated with other faculty members to review data and develop instructional strategies to
address student learning objectives
Enhanced student learning by optimizing wide range of instructional approaches and innovative
classroom activities
Modified general education curriculum for special-needs students using various instructional
techniques and technologies
Coordinated education-based field trips from start to completion
Colaborated with other teachers to coordinate social activities and field trips in alignment with
curriculum
Applied understanding of student engagement with digital learning and wide range of
instructional technologies to bolster content delivery
Met with parents to resolve conflicting educational priorities and issues
Promoted and modeled lifelong love of learning and reading
Provided staff training, professional development, supervision and evaluation
Provided crisis intervention in response to emergencies, employing existing trust and rapport to
deescalate situations
Planned, facilitated and assessed monthly staff meetings and staff development
Mentored students needing extra assistance understanding lessons or concepts
Fostered oral language development and critical thinking skills during literary discussions
Kindergarden Teacher
Evergreen Lutheran School
08.1992 - 01.1995
Pioneered multi-age kindergarten and first-grade class to build early literacy and math skills and
promote independent reading
Assessed comprehensive student growth including academic, social and personal skills
Delivered structured lessons on readiness skills by emphasizing phonics, language skills, literature
and handwriting
Observed and assessed student performance and charted progress
Encouraged and prepared students to become independent readers through systematic, multi-
sensory instruction in phonemic awareness and decoding skills
Arranged parent-teacher conferences to address student progress and collaboratively set goals
for areas of improvement
Collaborated in planning, organizing and implementing instructional programs to facilitate
academic, intellectual and social development
Cultivated language skills through use of traditional poems, nursery rhymes and riddles to help
students develop comprehension, vocabulary and love of language
Collaborated with colleagues to create and use enhanced technology and smart boards
Played games with students to increase understanding of subjects
Delegated tasks to teacher assistants and school volunteers
Integrated outdoor education into lesson plans
Provided technical services including preventive and corrective maintenance of control and
instrumentation systems, calibrations on chemical analyzers
Facilitated work permit and residence permit applications for expatriates
Observed individual behaviors and suspect actions, and reported issues to supervisory staff
Marketing Manager
Choice International
Farmington Hills, MI
10.1991 - 03.1994
Developed and implemented favorable pricing structures balancing firm objectives against
customer targets
Helped incorporate product changes to drive customer engagement and firm profits
Developed creative sales tools, including presentations, trend reports, kitted assets, and product
data sheets
Compiled product, market and customer data to forecast accurate sales and profit numbers
Capitalized on industry and marketplace trends to strategize solutions and enhance business
operations
Built brand awareness and generated leads while managing internal and external marketing
campaigns and programs
Improved product marketing objectives by constructing communication initiatives and branding
strategies to increase client outreach
Collaborated with senior sales, engineering, and other business development executives to
create best practices marketing initiatives and media positioning for vertical markets
Devised and deployed online marketing plans with effective SEO, social media and viral video
campaign strategies
Leveraged industry trends and competitive analysis to improve customer relationship building
Maximized branding initiatives by strengthening program outreach and increasing
communication between marketing and public relations
Enhanced profitability to achieve marketing objectives and drive productivity and growth from
concept to implementation
Briefed senior executives on monthly projections, product launches and other marketing plans
Mentored local personnel on best practices and protocols to maximize productivity
Improved and boosted brand image by implementing focused marketing campaigns and
engaging in professional networking to support outreach
Housing intake specialist
Applied strong leadership talents and problem-solving skills to maintain team efficiency and
organize workflows to meet any daily demand
Controlled costs and optimized spending via restructuring of budgets for labor, capital assets,
inventory purchasing, and technology upgrades
Set and managed schedules to give proper coverage to required areas and meet customer
service demands
Hired, trained and mentored staff to maximize effectiveness
Raised property accuracy and accountability by creating new automated tracking method
Trained new employees in specific job requirements
Evaluated employees' strengths and assigned tasks based upon experience and training
Interviewed and hired strong candidates for team openings, using newspapers, job boards and
social media to find applicants
CurrentTax Preparer
Burnette's Income Tax Service
Southfield, MI
01.1997
Maintained complete records of client tax returns and supporting documentation in secured
areas
Reviewed available data and compared against tax code to determine exemptions,
deductions, and potential liabilities
Contacted IRS or other relevant government organizations on behalf of client to address issues
related to tax self-preparation
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax
abatement
Completed and filed returns with tax departments at local, state and federal levels
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits
Facilitated integration of modern tax software with client accounting software
Offered clients recommendations to reduce tax liabilities
Prepared wide array of returns such as corporate, fiduciary, gift, individual and private
foundation returns
Maintained high-quality control standards by reviewing internal tax preparation documents for
missed tax benefits
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or
deductions
Prepared written responses or tax return amendments to resolve state and federal notices
Facilitated communication between clients and tax authorities
Enhanced operational risk application to capture regulatory findings from agencies such as SEC
and OCC
Raised money to complete business development projects such as mergers and company
purchases
Assessed clients' financial situations to develop strategic financial planning solutions
Maintained scheduling for main branch to keep all shifts appropriately staffed
Executed wire transfers, stop payments and account transfers
Sold cashier's checks, traveler's checks and money orders
Organized and removed online banking files no longer in use
Organized financial analysis, market research and due diligence filings materials for potential
investors
CurrentOptical Service Team Leader
Henry Ford Optimeyes
Southfield, MI
10.2017
Politely welcomed arriving guests, providing room keys and information on amenities and
policies
Greeted guests at front desk and engaged in pleasant conversations while managing check-in
process
Maintained financial accuracy by collecting deposits, fees and payments, processing changes
and issuing receipts
Demonstrated knowledge of company's mission, purpose, goals, and ability to help employees
successfully achieve them
Trained team on all aspects of operating procedures and company services
Mentored and guided employees ensuring all were trained in product knowledge and capable
of performing assigned duties
Built strong relationships with customers through positive attitude and attentive response
Provided administrative support to principal in areas of calendar management, domestic and
international travel arrangements and reconciliation of personal bank accounts
Established open and professional relationships with team members which helped resolve issues
and conflicts quickly
Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding
debt
Assured timely verification of insurance benefits prior to patient procedures or appointments
Observed strict procedures to protect sensitive patient information, including medical records
and payment data
Maintained strong knowledge of basic medical terminology to better understand services and
procedures
Verified client information by analyzing existing evidence on file
Determined appropriateness of payers to protect organization and minimize risk
Made contact with insurance carriers to discuss policies and individual patient benefits
Coached new employees on administrative procedures, company policies and performance
standards
Executed record filing system to improve document organization and management
Controlled digital access, used confidential waste bins and shredders, and locked document
Trainer/Program Manager at Rocket Central, Rocket Mortgage Family of CompaniesTrainer/Program Manager at Rocket Central, Rocket Mortgage Family of Companies