Stacey Seeger
Seguin,TX
Summary
Proven Service Processing Coordinator with a track record of enhancing client satisfaction at CliftonLarsonAllen through expert resolution of inquiries and meticulous document management. Skilled in utilizing MS Office Suite and demonstrating exceptional teamwork and communication abilities. Achieved significant improvements in workflow coordination and compliance awareness, ensuring high-quality service delivery.
Overview
29
29
years of professional experience
Work History
Service Processing Coordinator
CliftonLarsonAllen
06.2016 - 05.2022
Tsakopulos Brown Schott & Anchors merged with CliftonLarsonAllen in 2016. The position and duties remained the same.
Administrative Assistant
Tsakopulos Brown Schott & Anchors
06.1996 - 06.2016
- Answered telephones and greeted clients
- Assisted clients with inquiries, resolving issues promptly and maintaining customer satisfaction.
- Organized and scanned incoming tax documents for tax return preparation
- Processed tax returns for electronic or paper delivery to client
- Communicate with Texas State Comptroller regarding Texas Franchise and Sales Tax issues
- Communicate with Secretary of State regarding reinstating or dissolution of entities
- Knowledge of Lacerte and File Cabinet Solutions
- Knowledge of Word, Excel and Outlook
- Knowledge of CCH Axcess and Document
- Attention to detail
- Able to work independently and proficiently
Bank Teller
Randolph Brooks Federal Credit Union
03.1993 - 06.1996
- Receive and count cash at the beginning and at the closing of shifts
- Identify customers, validate, and cash checks
- Receive cash and checks for slip deposit
- Process cash and check withdrawals
- Perform specialized tasks like preparing checks, personal money orders and exchanging foreign currency
- Verify and receive credit card and loan payments
Education
High School Diploma -
Douglas MacArthur High School
San Antonio05-1988
Skills
- Teamwork
- Customer service
- Reliability
- Excellent communication
- Microsoft office
- Data entry
- Task prioritization
- Self-motivation
- Administration and operations
Timeline
Service Processing Coordinator
CliftonLarsonAllen
06.2016 - 05.2022
Administrative Assistant
Tsakopulos Brown Schott & Anchors
06.1996 - 06.2016
Bank Teller
Randolph Brooks Federal Credit Union
03.1993 - 06.1996
High School Diploma -
Douglas MacArthur High School
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