Taylor Richards
Rapid City,SD
Summary
Focused Accounting and Compliance with 1 year of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports with Google Sheets. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs. Dependable and professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in Customer service and organization with eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature.
Overview
11
11
years of professional experience
Work History
Accounting Specialist
Jeff Cook Real Estate
02.2023 - Current
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Monitored closing disclosures to verify documents contained required signatures.
- Identified deficiencies, discrepancies, misinformation and compliance issues with real estate documentation in order to determine ineligibility or acceptance status and return non-compliant packages to teams for resolution.
- Developed and maintained compliance database, tracking all compliance activities and documents.
- Responded to employee inquiries regarding compliance regulations and procedures.
Inside Sales Agent
Jeff Cook Real Estate
02.2023 - 06.2023
- Developed and implemented sales strategies to increase customer loyalty and retention.
- Determined needs, delivered solutions, and overcame objections through consultative selling skills.
- Developed strategic relationships with existing customers by learning preferences and managing regular communications.
- Answered customers' questions regarding the process, prices, and availability.
- Utilized data and analytics to identify target markets and understand customer needs.
- Managed friendly and professional customer interactions.
- Used CRM software to maintain detailed contact logs and account records.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Sales and Billing Specialist
Assurant
10.2021 - 02.2023
- Researched and resolved billing discrepancies to enable accurate billing.
- Assisted with billing inquiries and provided timely responses to enhance customer satisfaction.
- Provided excellent customer service, developing and maintaining client relationships.
- Monitored customer accounts to identify and rectify billing issues.
- Worked with multiple departments to check proper billing information.
- Responded to customer concerns and questions on daily basis.
- Handled account payments and provided information regarding outstanding balances.
- Monitored outstanding invoices and performed collections duties.
- Collaborated with customers to resolve disputes.
- Maintained accurate records of customer payments.
- Utilized various software programs to process customer payments.
- Processed payment via telephone and in person with focus on accuracy and efficiency.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Provided first-rate service to all customers and potential customers.
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Interacted with approximately 60-120 customers daily to provide personalized product guidance, resolve issues and open new accounts.
- Handled high volume of inbound calls per shift to offer callers product and service information and generate quotes.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Attended telephone skills and program information training sessions to boost aptitude.
- Processed debit and credit card and electronic check payments.
- Educated customers on company systems, form completion, and access to services.
- Boosted customer service satisfaction ratings through consistent quality control.
Stay at Home Mom
-
01.2017 - 10.2021
Front Desk
Health First Urgent Care
02.2016 - 09.2016
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Collected room deposits, fees, and payments.
- Resolved customer issues quickly and notified supervisor immediately when problems escalated.
- Completed data entry and filing to keep records updated for easy retrieval.
- Completed all tasks in compliance with company policies and procedures.
- Maintained confidentiality of sensitive data to protect customer and business information.
- Entered and updated sensitive customer information during check-ins and room changes.
- Confirmed important personal and payment information for compliance with security and payment card industry standards.
- Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
Cashier
Chick-fil-A
08.2012 - 02.2016
- Greeted customers entering store and responded promptly to customer needs.
- Built relationships with customers to encourage repeat business.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Welcomed customers and helped determine their needs.
- Restocked and organized merchandise in front lanes.
- Answered questions about store policies and addressed customer concerns.
- Tallied cash drawer at beginning and end of each work shift.
- Upsold additional products and services to customers, increasing revenue.
- Handled cash with high accuracy and took care to check bills for fraud.
- Used POS system to enter orders, process payments and issue receipts.
- Learned duties for various positions and provided backup at key times.
- Responded promptly to requests for assistance, spills and customer inquiries.
Education
High School Diploma -
Cane Bay High School
Summerville, SC06.2013
Skills
- Accounting Techniques
- Commissioning Processes
- Accounting Support
- Statement Preparation
- File and Database Management
- Account and Ledger Reconciliations
- Accounting Spreadsheets
- File Management
- Ledger Updating
- Verbal and Written Communication
- Statement Reviewing
- Sales Commission Knowledge
- CRM Tracking
- Customer Service Optimization
- Till Counting
- Call Center Operations
- Inbound Phone Call Management
- Customer Communication
- Customer Support
- Quality Control
- Problem-Solving Skills
- Account Management
- Technical Troubleshooting
- Appointment Scheduling
- Performance Improvement
- Caller Accomodations
- Sales and Upselling
- Online Systems
- Scripted Calls
- POS Systems and Ordering Platforms
- Calm and Professional Under Pressure
- Outgoing Phone Calls
- Call Transfers
- Issue and Complaint Resolution
- Google Sheets experience
- Brokermint experience
- Follow Up Boss experience
Timeline
Accounting Specialist
Jeff Cook Real Estate
02.2023 - Current
Inside Sales Agent
Jeff Cook Real Estate
02.2023 - 06.2023
Sales and Billing Specialist
Assurant
10.2021 - 02.2023
Stay at Home Mom
-
01.2017 - 10.2021
Front Desk
Health First Urgent Care
02.2016 - 09.2016
Cashier
Chick-fil-A
08.2012 - 02.2016
High School Diploma -
Cane Bay High School
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