Tiffany Cox

• Responded to inquiries from clients and provided financial advice to drive fiscal growth.
• Maintained updated records of all financial transactions to support traceability.
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Completed and filed returns with tax departments at local, state, and federal levels.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Assessed client tax situations to determine best filing options.
• Prepared tax returns for clients in various industries according to government regulations and requirements.
• Maintained compliance by adhering to current tax laws and regulations.
• Offered clients recommendations to reduce tax liabilities.
• Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
• Communicated with clients regarding tax situations, providing guidance on financial decisions.
• Analyzed financial records to verify accuracy of tax returns.
• Researched complex tax issues utilizing online resources and professional tax software.
• Developed tax plans and projections to help clients meet objectives.
• Utilized tax software to prepare returns and meet deadlines.
• Calculated estimated tax payments for clients.
• Analyzed financial documents to accurately reflect client information on tax returns.
• Developed strong relationships with customers through high levels of customer service.
• Originated, reviewed, processed, closed, and administered customer loan proposals.
• Submitted loan applications to underwriter for verification and recommendations.
• Maintained strict confidentiality of bank records and client information.
• Examined customer loan applications for loan approvals and denials.
• Negotiated loan terms to provide favorable outcomes for both customers and lenders.
• Monitored performance of existing loan portfolios to identify and address any issues.
• Recommended loan approvals and denials based on customer loan application reviews.
• Processed loan applications and monitored progress from start to finish.
• Evaluated loan requests and documents to verify accuracy and completeness.
• Developed and maintained relationships with customers, lenders and other third parties.
• Assisted customers with completing loan applications and other paperwork.

• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Answered constant flow of customer calls with minimal wait times.
• Built relationships with clients using active listening and issue resolution to provide excellent service
• Responded to customer calls swiftly to resolve issues and answer questions
• Maintained high standards of customer service by building relationships with clients
• Cross-sold insurance products to existing clients to reach sales targets
• Prepared and reviewed insurance applications to verify compliance with regulations
• Determined client needs and financial situations by listening and scheduling fact-finding appointments
• Generated leads and met with potential clients to explain insurance options and encourage purchases
• Completed sales documentation and collected signatures to finalize purchases
• Managed phone and email correspondence and handled incoming and outgoing mail and faxes
• Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency
• Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests
• Managed filing system, entered data and completed other clerical tasks
• Completed forms, reports, logs and records to quickly handle all documentation for human resources
• Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail
• Assisted coworkers and staff members with special tasks on daily basis
• Volunteered to help with special projects of varying degrees of complexity
• Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy

Handled customer inquiries and suggestions courteously and professionally.

• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Answered constant flow of customer calls with minimal wait times.
• Answered customer telephone calls promptly to avoid on-hold wait times.
• Updated account information to maintain customer records.
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Offered advice and assistance to customers, paying attention to special needs or wants.
• Responded to customer requests for products, services, and company information.
• Clarified customer issues and determined root cause of problems to resolve product or service complaints.
• Processed customer service orders promptly to increase customer satisfaction.
• Utilized customer service software to manage interactions and track customer satisfaction.
• Tracked customer service cases and updated service software with customer information.
• Exhibited high energy and professionalism when dealing with clients and staff.
• Delivered prompt service to prioritize customer needs.
• Maintained up-to-date knowledge of product and service changes.
• Worked Remote

• My grandmother was diagnosed with stage 4 ovarian cancer so I was her full time care taker during my time of unemployment.

• Executed core financial processes, including vendor setup and payment, operational expenses, administration of bank accounts and account reconciliations.
• Accomplished multiple tasks within established timeframes.
• Evaluated employees' strengths and assigned tasks based upon experience and training.
• Achieved or exceeded financial goals on regular basis by controlling expenses, optimizing schedules and regulating inventory usage.
• Evaluated report data to proactively adjust and enhance operations.
• Onboarded new employees, including training, mentoring and new hire documentation.
• Cross-trained existing employees to maximize team agility and performance.
• Maximized performance by monitoring daily activities and mentoring team members.
• Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
• Interviewed borrowers to verify financial and personal information submitted on loan applications.
• Maintained correspondence and completed forms related to loans and closings.
• Delivered excellent customer service and answered questions from borrowers throughout loan process.
• Established credit limits and granted credit extensions according to bank policy.
• Entered customer and loan information into database.
• Researched information provided by customer on application, including employment, collateral and account details.
• Filed completed loan applications with underwriting and made approval or denial recommendations.
• Assessed customer account histories to determine previous compliance with payment plans and loan terms.
• Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
• Set up, stored and updated customer files, department records and regulatory paperwork.
• Offered friendly and efficient service to all customers, handled challenging situations with ease.
• Verified credit histories, personal references and employment backgrounds for each applicant.
• Reviewed and validated details of loan applications and closing documentation.
• Spearheaded expansion strategies to increase business market share, drive growth and bring in more than 50 new customers in month.
• Trained new and existing staff members in various financial procedures to prepare for job requirements
• Reviewed documentation and identified financial discrepancies where applicable
• Processed invoices and contacted appropriate parties for timely payment receipt
• Created organizational structures to improve accounting and finance functions

• Trained new and existing staff members in various financial procedures to prepare for job requirements.
• Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
• Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
• Set and enforced policies focused on increasing team productivity and strengthening operational efficiency.
• Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies.
• Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
• Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
• Achieved monthly quota and grew profit within each month.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
• Facilitated communication between clients and tax authorities.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Prepared tax returns for clients in World Finance according to government regulations and requirements.
• Prepared tax returns, extensions, tax planning calculations and write-ups for individuals.
• Educated clients on new loans and updated account information to maintain high standards of client service.
• Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
• Delivered comprehensive tax documentation required for accurate individual and corporate returns.
• Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
• 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.
• Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction
• Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms
• Educated clients on new products or services to increase customer engagement with brand
• Facilitated client satisfaction and renewed customer relations to drive growth
• Set clear sales goals to identify activities and behaviors to advance sales process and close deals
• Performed effectively in self-directed work environment, managing day-to-day operations and decisions
• Built relationships with customers and community to promote long term business growth

• Responded to inquiries from callers seeking information.
• Restocked supplies and placed purchase orders to maintain adequate stock levels.
• Kept reception area clean and neat to give visitors positive first impression.
• Maintained digital and physical filing systems.
• Managed reception area, including greeting and directing visitors, answering telephone calls and receiving packages.
• Provided clerical support to company employees by copying, faxing and filing documents.
• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Answered multi-line phone system and greeted callers enthusiastically.
• Maintained office supplies inventory by checking stock and ordering new supplies as needed.
• Scheduled appointments and conducted follow-up calls to clients.
• Handled 500+ calls per day in 4 hour time window.
• Addressed user customer service concerns and decided when to escalate problems to specialist team members
• Engaged in user support interactions via telephone, chat and email platforms
• Attended weekly team meetings to enhance product and service knowledge and gain insight into beneficial issue resolution strategies

• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
• Recorded expenses and maintained accounting records.
• Reviewed and balanced daily bank deposits and deposit report.
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Responded to inquiries from callers seeking information.
• Provided clerical support to company employees by copying, faxing and filing documents.

• Restocked and organized merchandise in front lanes.
• Answered questions about store policies and addressed customer concerns.
• Helped customers complete purchases, locate items and join reward programs.
• Maintained cash drawer of $3,000 or more per shift.
• Worked closely with shift manager to solve problems and handle customer concerns.
• Completed inventory counts and ordered merchandise.
• Worked flexible schedule and extra shifts to meet business needs.
• Mentored new team members on POS system operation, customer service strategies and sales goals.
• Operated cash register for cash, check and credit card transactions with excellent accuracy levels.