Viviane Rhea
Edinburg,TX
Summary
With a diverse work history, I possess extensive experience in customer service, business management, and bookkeeping. My journey began at QuickBooks Online, where I honed my customer service skills and prioritized client satisfaction through effective communication. As a co-owner of a moving company, I successfully managed daily operations and finances, further developing my leadership abilities. Recently, I transitioned into bookkeeping and became a certified QuickBooks Online ProAdvisor. Now, I offer specialized services such as clean-ups, reconciliations, and financial reporting, dedicated to assisting small businesses in achieving their financial goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Bookkeeper
Self-employeed
08.2024 - Current
- Maintain and process invoices, deposits, and money logs.
- Monitor incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepare monthly bank reconciliations to ensure accurate representation of company's financial position.
- Reconcile and correct issues with financial records.
- Track expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
QUICKBOOKS EXPERT
Working Solutions
09.2023 - Current
- Assist customers navigating through Quickbooks
- Provide support with reconciliations, invoicing, financial reports, chart of accounts, and categorizing
- Troubleshoot technical issues
- Assist employers with running payroll, tax filings and payments
- Used critical thinking to break down problems, evaluate solutions and make decisions.
GBA
Omni Interactions
02.2023 - 04.2023
- Served as a ambassador for the Intuit brand; take a caring and empathetic approach to customer interactions and/or escalation to a higher level of expertise
- Assist customers in navigating and entering data into Turbo Tax software
- Answer a high volume of calls and chats
- Assisted customers with various types of technical issues, used Salesforce CRM software to record notes and purchases
- Seasonal contractor as a Tier 1 & Tier 2 GBA
DISPATCHER ASSISTANT
John John's Moving
09.2021 - 02.2023
- Assist driver with client inventory of household goods
- Complete required paperwork for pickup and delivery
- Handled conflict resolutions and mediation between driver and management
- Tracked delivery progress to identify possible delays and provide real-time updates to customers
- Recruited and booked local movers through social media in different cities and states
SALES AGENT
Best Price Movers
01.2021 - 09.2021
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions, and concerns
- Provided moving estimates and encouraged potential customers to book their move
- Adjusted sales scripts to better target the needs of specific individuals, boosting sales by 10%
- Handled customer deposits and updated billing information in company databases
- Followed up on moving leads and encouraged customers to book their move
CO-OWNER
J&R Moving LLC
03.2015 - 12.2020
- Managed all financial, advertising, communications and reports
- Handled all inbound/outbound calls daily
- Provide quotes, bookings, and claim processing
- Prepared invoices for deposits, collected and processed payments
- Addressed customer courteously using suitable methods and problem-solving skills
- Offered friendly and efficient service to customers and handled challenging situations with ease.
CUSTOMER SERVICE REPRESENTATIVE II
Blue Cross & Blue Shield
02.2012 - 02.2015
- Verified patient health insurance eligibility and coverage to medical providers
- Answered over 100 calls per day
- Multi-tasked between multiple screens and applications
- Found solutions for medical providers by utilizing applications for case research
- Maintained strict confidentiality of protected health information to comply with HIPAA regulations
PRESCRIPTION BENEFIT SPECIALIST
First Health
02.2008 - 01.2012
- Verified senior citizen prescription benefit program
- Explained income guidelines and procedures for qualifying seniors
- Bilingual representative
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor
Education
High School Diploma -
Bloomingdale High School
Skills
- Problem Solver
- Bank Reconciliation
- Financial statements
- Critical Thinking
- Interpersonal
- Detail Oriented
- Quickbooks
- Billing and Invoicing
Certification
QuickBooks Online ProAdvisor
Timeline
Bookkeeper
Self-employeed
08.2024 - Current
QUICKBOOKS EXPERT
Working Solutions
09.2023 - Current
GBA
Omni Interactions
02.2023 - 04.2023
DISPATCHER ASSISTANT
John John's Moving
09.2021 - 02.2023
SALES AGENT
Best Price Movers
01.2021 - 09.2021
CO-OWNER
J&R Moving LLC
03.2015 - 12.2020
CUSTOMER SERVICE REPRESENTATIVE II
Blue Cross & Blue Shield
02.2012 - 02.2015
PRESCRIPTION BENEFIT SPECIALIST
First Health
02.2008 - 01.2012
High School Diploma -
Bloomingdale High School
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