Hi, I’m
Vikesli Zunie
Customer Service Representative
Gallup,NM
Summary
Dedicated administrator offering 10 years of excellent customer service, task prioritization, and proven multitasking abilities. Works independently with minimal supervision and devoted to complete assignments. Brings excellent organization skills and talent for overcoming vigorous obstacles. A true team player who can bring new ideas to improve the business. Articulate, energetic, and a can do attitude on a daily basis to bring a little light to everyone's day.
Overview
10
years of professional experience
Work History
Liberty Tax And LoansGallup, NM
Customer Service Representative
08.2015 - Current
Job overview
- Answered constant flow of customer calls with minimal wait times.
- Collected loan payments and ensured its posted to correct guest.
- Submitted loan applications to underwriter for verification and recommendations.
- Maintained strict confidentiality of bank records and client information.
- Deposited cash to bank and getting change needed.
- Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals. Balancing throughout the day.
- 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.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to an audit.
- Adapted to workflow changes and implemented continuous process improvements to overcome obstacles.
Panteah And Associates LLCZuni, NM
File Clerk
01.2012 - 04.2015
Job overview
- Prepare tax documents for signatures.
- Scheduled tax appointments on excel spreadsheets.
- Processed payments, conducted office drop offs, and distributed documents to appropriate parties.
- Followed up with customers by phone regarding missing or needed information and compiled retrieved information into files.
- Informed customers on new changes regarding current tax season.
- Cleaned up files regularly by removing outdated information for archival or disposal.
- Upheld confidentiality of information to avoid potential data breaches and client lawsuits.
- Maintained a physical organized filing systems.
- Implemented improvements to file systems and procedures.
- Other duties as assigned
Education
Zuni High SchoolZuni, NM
High School Diploma
05.2011
Skills
- Courteous with Strong Service Mindset
- Establishing and Maintaining Customer Relationships
- Customer Service and Assistance
- Skilled in Microsoft Office
- Multitasking
- Cash handling
- Telephone Management/ Directing calls
Languages
Zuni
Native or Bilingual
Timeline
Customer Service Representative
Liberty Tax And Loans
08.2015 - Current
File Clerk
Panteah And Associates LLC
01.2012 - 04.2015
Zuni High School
High School Diploma
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