Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

SHAMAUNEE LANE

Ocala,FL

Summary

Ambitious and experienced customer service specialist offering successful administrative experience. Comprehensive knowledge in administrative support, training, merchandising, cash flow management, and inventory control. Responsible and dependable with a strong work ethic and a proven commitment to exceeding expectations.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Tax Consultant

HR Block
Ocala, FL
01.2026 - Current
  • Evaluated client financial data to guarantee precise tax preparation and adherence to regulations.
  • Formulated tailored tax strategies to enhance client refunds and reduce liabilities.
  • Guided junior staff in tax law processes and software applications to enhance service delivery.
  • Executed comprehensive reviews of finalized tax returns to ensure precision and compliance with IRS regulations.
  • Informed clients about tax implications of life events to enhance decision-making capabilities.
  • Cultivated and sustained positive relationships with existing and prospective clientele through exceptional customer service and timely responsiveness.
  • Evaluated financial documents to ensure precise representation of client information on tax returns.

Client Support Specialist

SMA Behavioral Healthcare
Ocala, FL
08.2025 - 01.2026
  • Delivered exceptional customer service by responding to client inquiries and resolving concerns promptly.
  • Managed client scheduling and coordinated appointments to enhance service delivery efficiency.
  • Collaborated with multidisciplinary teams to develop tailored treatment plans for clients.
  • Conducted follow-up communications ensuring client satisfaction and engagement with services.
  • Achieved high levels of customer satisfaction, consistently meeting or exceeding performance metrics..

Customer Service Specialist

Our Place Air Home and Repair
Orlando, FL
05.2025 - 12.2025
  • Oversaw compliance with HVAC regulations and standards. Managed customer interactions through both inbound and outbound communication. Coordinated appointment scheduling and facilitated customer enrollment. Developed tailored service packages to align with customer requirements. Delivered exceptional support to foster positive customer relationships.
  • Improved customer satisfaction metrics through proactive engagement and service adjustments.
  • Conducted more than 200 phone calls each day to foster customer relationships.
  • Utilized CRM systems to streamline data management and improve client interactions.
  • Monitored and analyzed performance indicators to meet established KPI metrics.

Accounts Receivable Representative

ALORICA CALL CENTER
01.2021 - 01.2025
  • Facilitated processing of customer payments and directed account reconciliations to maintain fiscal integrity.
  • Resolved billing discrepancies and disputes, fostering enhanced customer retention.
  • Employed ERP systems to manage receivables and optimize collection workflows.
  • Established and nurtured strong connections with clients to support timely financial transactions.

Education

B.S. - Physician’s Assistant

Florida Technical College
04.2026

Skills

  • Executed customer service operations with meticulous attention to detail and comprehensive knowledge of office functions
  • Demonstrated proficiency in managing multiple tasks simultaneously in a high-pressure environment
  • Assisted in organizing and maintaining an efficient filing system Developed administrative skills to support daily operations Contributed to team efforts by managing documentation effectively
  • Executed data entry and management tasks with precision and attention to detail
  • Exhibited strong organizational skills while fostering a pleasant and friendly work environment
  • Provided exceptional telephone customer service to assist clients with inquiries and issues Utilized computer skills to navigate MS Word, Excel, Outlook, and PowerPoint effectively Typed at a speed of 42 words per minute

Certification

BLS AND CPR & first Aid blood borne pathogen

Timeline

Tax Consultant

HR Block
01.2026 - Current

Client Support Specialist

SMA Behavioral Healthcare
08.2025 - 01.2026

Customer Service Specialist

Our Place Air Home and Repair
05.2025 - 12.2025

Accounts Receivable Representative

ALORICA CALL CENTER
01.2021 - 01.2025

B.S. - Physician’s Assistant

Florida Technical College
SHAMAUNEE LANE