Yemelly Wheeler
Wendell,NC
Summary
To Obtain a position as a Suspense Specialist. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
24
24
years of professional experience
Work History
Revenue Specialist II
Florida Department of Revenue
Daytona Beach
08.2022 - Current
- Call taxpayers and collect outstanding tax liabilities
- Manage case list and prioritize higher dollar amount cases
- Using different databases locate addresses, phone numbers in effort to contact business partners.
- Researched customer accounts for accuracy in billing information.
- Responded promptly to client inquiries about their account balances or payment arrangements.
- Provided guidance to taxpayers on filing requirements, payment options, and applicable laws and regulations.
- Interacted with taxpayers, attorneys, accountants, and Power Of Attorneys representatives to collect on delinquent taxpayer accounts and secure late returns.
- Collaborated with other departments to resolve customer disputes in a timely manner
- Review account details to determine best possible resolution
- Educate taxpayers on tax etiquette
- Evaluated taxpayers accounts and completed warrant checklist to proceed with filling a lien.
Clerk Operations
Volusia County Clerk of Courts
Daytona Beach
06.2015 - 08.2022
- Responded promptly to emails sent by attorneys regarding upcoming cases or deadlines.
- Answered face-to-face and telephone requests for information about warrants, citations and other court documents or procedures.
- Provided excellent customer service to the public.
- Handled incoming calls while maintaining professional demeanor.
- Overseeing cashiers and perform balancing operations at the end of day
- Complete agency reports for different state fees
- Assist front counter personnel with customer inquiries and questions
- Perform refund requests for incorrect transactions
- Analyze and review DMV license report to inform defendants of violations
- Maintain an impeccable record of correct transactions.
Mortgage Loan Processor/ Senior Head Teller
M&T Bank
Albany, NY
04.2012 - 04.2015
- Entered correct loan information into the system for processing
- Insured all loan documentation was completed accurate, verified and complied with company policy
- Verified loan documents including income, credit, appraisals and title
- Reviewed file conditions and requested all necessary items
- Provided excellent customer service; achieved a 4.9 on customer service survey
- Adhered to crucial deadlines
- Consistently exceeded sales goals.
- Provided customer service by responding to inquiries regarding loan status.
- Ensured accurate data entry into company databases and software systems.
- Performed regular audits of branch transactions to identify discrepancies or potential areas of risk.
- Managed daily operations of the bank, including opening and closing procedures, balancing cash drawers, and resolving customer inquiries.
- Performed daily balancing of the cash drawer as well as other assigned duties such as ATM monitoring or check cashing.
- Participated in community outreach initiatives aimed at increasing brand awareness.
- Audited teller transactions for accuracy prior to submission for processing.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
Bank Teller
HSBC
Albany, NY
12.2010 - 04.2012
- Educated customers about different types of banking services available at the branch.
- Verified accuracy of branch reports along with customer addresses and correct amounts for bond redemptions
- Screened customer account information and provided quality referrals for investments, mortgages and insurance products
- Performed monetary transactions with accuracy and efficiency.
- Cross-sold bank products such as savings accounts and credit cards to existing clients.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Reconciled daily sales sheets with actual physical money received from customers or deposited into ATM machines.
- Identified opportunities to refer customers to other areas of the bank for additional services.
Office Assistant
Community Preservation Corp
Albany, NY
10.2007 - 12.2010
- Answered incoming calls in a professional manner and directed callers to the appropriate personnel.
- Updated and maintained database such as mailing lists, contact lists, and client information
- Coordinated and maintained staff administrative records such as staff parking.
- Sorted and distributed incoming mail, dispersing to appropriate departments and personnel.
- Supported accounting department with invoicing and billing tasks.
- Prepared outgoing mail for distributions.
- Assigned and monitored clerical, administrative and secretarial responsibilities and tasks among office staff.
- Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies.
Bank Teller
Ponce De Leon Bank
Bronx, NY
10.2005 - 10.2006
- Resolved customer disputes promptly in accordance with bank policies and procedures.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Maintained confidentiality of bank records, transactions and customer information.
- Provided assistance to other tellers during peak business hours as needed.
- Balanced bank’s vault by using dual control system
- Provided excellent customer service.
- Verified customers' identification to ensure compliance with laws and regulations.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Provided exceptional customer service while accurately processing routine transactions.
Café Supervisor
Barnes and Nobles
New York, NY
05.2000 - 09.2005
- Managed inventory, ordering supplies as needed.
- Conducted quality control on pastry items in the café
- Supervised staff on policies and procedures
- Balanced accounts payable and provided the store manager with a report
- Assisted with preparation of food and beverages
- Provided excellent customer service
- Ensured that all team members worked together as a team.
- Trained new employees on operational procedures and policies.
- Conducted weekly meetings with staff to discuss goals and objectives.
- Promoted positive working environment by encouraging team collaboration.
- Resolved customer complaints promptly and professionally.
- Monitored food quality regularly to ensure it was up to required standards.
- Ordered supplies needed for daily operations in a timely manner within budget constraints.
- Reconciled daily sales each shift, counting register drawers and resolving discrepancies.
- Delegated work to staff, setting priorities and goals.
Education
Bachelor’s Degree in Economics -
Hunter College City University of New York
06.2005
Skills
- Interpersonal communication skills
- Tax law familiarity
- Account Balancing
- Professional telephone demeanor
- Investigative methods knowledge
- Collections Management
Computers
Proficient in the operation of many popular computer operating systems and software applications including Windows, Microsoft Word, Excel, and Power Point
Languages
Bilingual in English and Spanish
References
Upon request
Languages
Spanish
Professional
Timeline
Revenue Specialist II
Florida Department of Revenue
08.2022 - Current
Clerk Operations
Volusia County Clerk of Courts
06.2015 - 08.2022
Mortgage Loan Processor/ Senior Head Teller
M&T Bank
04.2012 - 04.2015
Bank Teller
HSBC
12.2010 - 04.2012
Office Assistant
Community Preservation Corp
10.2007 - 12.2010
Bank Teller
Ponce De Leon Bank
10.2005 - 10.2006
Café Supervisor
Barnes and Nobles
05.2000 - 09.2005
Bachelor’s Degree in Economics -
Hunter College City University of New York
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