Savitha Sivakumar
Dublin,CA
Summary
Financial Professional | Quality Assurance Tester | Customer Service Expert
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
My career journey has equipped me with the skills to excel under pressure and adapt seamlessly to new challenges, enriching the brand of any organization I'm a part of. I am a passionate and hardworking job seeker, driven by a strong sense of organization, and I am eager to secure a position that contributes to team success and overall company achievements.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Tax Preparer (Volunteer)
IRS VITA Volunteer Program
01.2024 - Current
- Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Quality Assurance Tester
Bank Of America
06.2020 - 06.2022
- Conducted Quality Assurance testing for PPP Loan forgiveness and Small Business PPP Loan Forgiveness in compliance with Small Business Administration requirements.
- Transitioned from Testing Associate to GBAM Portfolio Quality QA Testing for Loan forgiveness over $2M.
- Led QA Testing for SBA forgiveness on the SALESFORCE platform, ensuring impeccable customer service.
- Escalated issues discovered during QA testing, facilitating rapid resolution by supplying detailed information on fault parameters and replicability.
Customer Service Representative
Bank Of America
04.2019 - 06.2020
- Provided primary customer support to internal and external customers.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Updated account information to maintain customer records.
- Delivered exceptional customer service by completing account transactions, handling deposits, loan payments, and cashing checks.
- Assisted customers with inquiries, cross-sold bank products, and referred them to appropriate services.
- Managed foreign currency exchanges, safe-deposit box procedures, and provided specialized services.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
Office Assistant
City Of San Ramon
05.2018 - 02.2019
- Interacted with customers by phone, email, or in-person to provide information.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Completed clerical tasks such as filing, copying, and distributing mail.
- Delivered clerical support by handling range of routine and special requirements.
- Provided comprehensive administrative support, answered inquiries about city services, and managed data entry.
- Reconciled daily receipts and maintained databases, ensuring accurate revenue tracking.
- Assisted with class registration and maintained various records.
Financial Controller (VOLUNTEER)
Dougherty Elementary School
07.2016 - 07.2017
- Effectively managed financial activities, including QuickBooks maintenance, budget reports, and accounts reconciliation.
- Collaborated with board members, coordinated day-to-day accounting tasks, and ensured tax compliance.
- Provided accurate budgets for meetings and general sessions.
Tax Returns Preparer
Income Tax Department
01.2006 - 01.2013
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
Customer Service Executive
Money Dart Foreign Exchange
06.2004 - 11.2004
- Operated Computers and Cash Draws
- Handled Large Amount of cash transactions
- Cashed Checks, Sent Faxes, Made Copies, Answered Phones
- Handled Customer Issues.
Administrative Officer
Software Solutions Integrated Ltd
02.1999 - 03.2001
- Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
- Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Set priorities and problem-solved workflow issues to maintain rapport with customers and managers.
- Maintained Books of Accounts , Made Receipts and Payments ,Bank Deposits
- Maintained Fixed and Current Assets Record
- Payroll Processing
- Quarterly, Half yearly and Yearly Audit Preparation
- Communicate with Students, Faculties and Customers
Education
Masters in Bank Management - Banking And Finance
Alagappa University
India06.2004
Bachelor of Commerce - Commerce And Accounting
University of Madras
India06.1997
Skills
● Microsoft Office
● Customer service
● Test Cases
● Operating systems
● Communication skills
● Quickbooks
● Auditing Preparation
● Banking Procedures
● Taxation
● Testing Documentation
● Test Results Interpretation
● Data Entry and Maintenance
Accomplishments
- Around 10 years of experience in Accounting/Administrative/Tax /Banking field
Certification
Certificate in Software Accounting- QuickBooks, PeachTree, MS Excel
Middlesex County College - NJ
MS Office-2000
Software Solutions Integrated Ltd
Coursera Professional Certificate -Google Project Management
IRS-VITA/TCE Certification in Tax Preparation Advanced Exam 2023
Additional Information
US Citizen | Authorized to work in the US for any employer
I am excited about the prospect of contributing my skills and experiences to a dynamic team.
Languages
Hindi
Professional Working
Timeline
Tax Preparer (Volunteer)
IRS VITA Volunteer Program
01.2024 - Current
Quality Assurance Tester
Bank Of America
06.2020 - 06.2022
Customer Service Representative
Bank Of America
04.2019 - 06.2020
Office Assistant
City Of San Ramon
05.2018 - 02.2019
Financial Controller (VOLUNTEER)
Dougherty Elementary School
07.2016 - 07.2017
Tax Returns Preparer
Income Tax Department
01.2006 - 01.2013
Customer Service Executive
Money Dart Foreign Exchange
06.2004 - 11.2004
Administrative Officer
Software Solutions Integrated Ltd
02.1999 - 03.2001
Masters in Bank Management - Banking And Finance
Alagappa University
Bachelor of Commerce - Commerce And Accounting
University of Madras
Similar Profiles
Jaeveon JordanJaeveon Jordan
Certified Tax Preparer at IRS VITA ProgramCertified Tax Preparer at IRS VITA Program
Rachel CruzRachel Cruz
Vita Secretary at IRS VITA ProgramVita Secretary at IRS VITA Program
Joe PintoJoe Pinto
Tax Preparer Intern at IRS VITA ProgramTax Preparer Intern at IRS VITA Program
Shion PattishallShion Pattishall
Head of Legal Operations Manager and Chief of Staff to CLO at Box, Inc.Head of Legal Operations Manager and Chief of Staff to CLO at Box, Inc.
Alexander FrancoAlexander Franco
Process Improvement & Business Operations Intern at Budget Blinds of PleasantonProcess Improvement & Business Operations Intern at Budget Blinds of Pleasanton