Customer Service Representative

ANAM SHAH

**** ***** ******* ********, ** ***** • 917-***-**** • ********@****.*******.***

EDUCATION Adelphi University Garden City, NY

Bachelor of Business Administration, Accounting, GPA 3.4, August 2011

Kingsborough Community College Brooklyn, NY

Associate of Applied Science, Business Administration, GPA 3.5, June 2009

HONORS Phi Theta Kappa Honor Society, 2008 - Present

Dean’s List, Adelphi University, 2009 - 2011

Tau Sigma Honor Society, 2010

WAMU Employee Referral Achievement, 2009

Transfer Scholarship, Adelphi University, 2009

Honors Program, Kingsborough Community College, 2008 - 2009

EXPERIENCE Physicare Multi Services Brooklyn, NY

Full Charge Bookkeeper, February – March 2013

• Extracted medical trends via Pivot Tables and utilized Quickbooks for accounts receivables and payables

• Handled payroll, employee bonuses, credit cards, retirement plans and bank reconciliations

• Analyzed various data patterns exhibited in accounts payables using pivot tables and graphs to decrease

costs

• Utilized Excel VLookup, formulas and graphs for company invoices and payroll

• Collaborated with company CPA for financial statements and tax filing

• Determined the utilization of various tools and software for smooth independent work

J.P. Morgan Chase Brooklyn, NY

Quality Control, Independent Consultant Interface, Research Analyst, March - May 2012

• Collaborated with Deloitte to gather and verify accuracy of borrower documentation

• Communicated discrepancies found and forward findings

Research Analyst, September 2011 - March 2012

• Worked with management to research and resolve escalated first mortgage loans

• Reviewed loan servicing files and documentation that may validate or invalidate claims

• Negotiated bank's position with customers, government agencies and/or other third parties

• Trained fellow employees in procedures and compliance

Vita Program (sponsored by I.R.S. and York College) Queens, NY

Volunteer Tax Preparer, January - April 2011

• Received "Basic Certification" to file tax returns

• Prepared individual tax returns after consulting with clients

• Verified client information to e-file and maintained strict confidentiality

Washington Mutual Brooklyn, NY

Teller, January 2008 - April 2009

• Sub-supervised and did all head teller duties in head teller absence

• Managed the inflow and outflow of over $15,000 worth of cash and negotiable instruments

• Reconciled all bank transactions at the end of business day closing

• Developed skills for effective multitasking in a fast-paced environment

Sovereign Bank Brooklyn, NY

Customer Service Representative, June - December 2007

• Processed various transactions including loan payments, deposits, and withdrawals

• Referred customers for various financial products

AFFILIATIONS and New York State Society of CPAs: Student Member, 2010

ACTIVITIES Kingsborough Community College Business Society, 2009

Adelphi University Accounting Society, 2009

Adelphi University Finance Society, 2009

SKILLS Language: Fluent in Urdu, Hindi and Punjabi

Computer: Knowledge of QuickBooks, Tax Wise, Adobe InDesign, Microsoft Applications,

including intermediate Excel Pivot Tables, Formulas and Charts

Contact this candidate