Takeulia Petterway
Houston,TX
Summary
Results-driven professional specializing in tax preparation and client relations. Expertise in schedule management and staff training, complemented by strong communication and multitasking capabilities. Skilled in electronic medical records and enhancing customer loyalty through outstanding service. Experienced in evaluating sales performance and managing staff against high standards of excellence.
Overview
24
24
years of professional experience
Work History
TAX PRO / ASSISTANT MANAGER
H&R BLOCK
Houston, Texas
12.2016 - Current
- Informed clients on tax preparation processes to enhance understanding and compliance.
- Trained and mentored junior staff on customer service techniques.
- Collaborated with management to improve client engagement strategies.
- Managed daily operations and workflow for the office team.
- Supervised daily operations including scheduling shifts, assigning duties.
- Maintained up-to-date knowledge of company products and services.
- Collected financial records, including pay stubs and income statements, for accurate reporting.
- Entered data from financial records into tax return software to ensure precision.
- Applied federal, state, and local tax laws to determine deductions and client liabilities.
- Represented clients with relevant agencies to facilitate communication and resolution.
- Cultivated customer relationships to drive business growth and retention.
- Managed employee benefits and maintained comprehensive employee files.
- Organized employee work schedules to optimize workforce efficiency.
NURSE Assistant
CHEMIK HEALTH CARE
Houston, Texas
08.2009 - Current
- Delivered healthcare and support to patients in medical facility settings.
- Assisted nurses with patient care and daily living activities.
- Monitored vital signs and reported changes to nursing staff.
- Maintained cleanliness and organization of patient rooms and equipment.
- Provided emotional support and companionship to patients during treatments.
- Documented patient information accurately in medical records systems.
- Communicated effectively with patients and families about care procedures.
- Collaborated with healthcare team to ensure quality patient care.
- Educated patients on health management and medication adherence.
- Assisted patients with shaving, bathing, and oral hygiene to promote healthy habits and overall wellness.
- Observed and reported unusual symptoms and changes to charge nurse.
- Assisted residents with bathing and dressing to promote personal hygiene.
- Conducted routine checks on patient vitals, blood pressure, blood sugar, and heart rate.
- Used mobility devices to transport patients.
- Turned and repositioned residents using proper body mechanics to prevent pressure ulcers.
- Helped residents walk with or without self-help devices.
- Answered signal lights, bells or intercom systems to determine resident needs.
Customer Service Associate
Gerland Corporation
Houston, Texas
11.2001 - 08.2009
- Assisted customers with inquiries and promptly resolved issues to ensure satisfaction.
- Managed customer accounts and accurately processed transactions to maintain integrity.
- Greeted customers to identify needs and provide tailored support.
- Educated customers on product features and benefits to enhance understanding.
- Handled product returns and exchanges in accordance with company policies.
- Maintained organized records of customer interactions for efficient tracking.
- Trained new staff on customer service protocols to uphold quality standards.
- Participated in team meetings to develop strategies based on customer feedback.
- Handled cash register operations accurately during peak times.
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
Education
Medical Assistant -
Sanford-Brown College-Houston
05.2010
Skills
- Appointment coordination and scheduling
- Multi-line phone operation
- Verbal and personal communication
- Multitasking abilities
- Time management expertise
- Professional image maintenance
- Management experience
- Medical terminology knowledge
- Anatomy understanding
- Client assistance across age groups
- Electronic medical records proficiency
- Front and back office experience
Timeline
TAX PRO / ASSISTANT MANAGER
H&R BLOCK
12.2016 - Current
NURSE Assistant
CHEMIK HEALTH CARE
08.2009 - Current
Customer Service Associate
Gerland Corporation
11.2001 - 08.2009
Medical Assistant -
Sanford-Brown College-Houston
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