Customer Service Sales

Cynthia Winn

**** ****** *****, ******, ** *****

831-***-**** mobile

*******.****@*****.***

I have a B.S. in Accounting and multiple years of customer service, sales,

management, and retail experience. I am a quick learner, organized and

detail oriented, capable of multi-tasking many projects and getting them

completed in a timely manner. Used to cross training in additional areas to

help out other team members, usually a good resource person for other

employees, and used to training and supervising other employees. In many of

my past jobs I have come in an cleaned up difficult and challenging

departments or areas of concern for the company.

Professional Experience

Accountemps/ Office Team 10 Almaden Blvd, Suite 900, San

Jose, CA

Administrative Assistant (Temporary) Cal Color Growers

5/17/2011 to 5/27/2011 Morgan Hill, CA

Performed general administrative and office functions for a local

agriculture company. Completed sales orders from Customers and Sales Reps.

both for delivery.

Used Quickbooks to process A/R payments, issue credit memos, and make G/L

entries as needed.

. While I was in this position I cleaned up a lot of the back A/R receiving

issues, back filing clean up, learned to additional requested duties due

to extreme volume of business while I was at this location.

Tax Associate (Seasonal) H&R Block

12/2010 to 4/2011 1167 Fremont Blvd, Seaside, CA

Meet company sales and service objectives, and complete client's personal

tax preparation.

Complete all levels of individual tax preparation for both federal and

state returns.

Marketing for company in outreach and national employer solution programs.

Completed 84 hours for certification for both Federal and CA tax

preparation for individuals.

. During the season I completed over 125 personal returns (seasonal goal

for new Associates was only 50 returns), helped the location beat its

sales goals (both in number of returns and financially) due to outreach

marketing, and increased overall customer service satisfaction.

Independent Business Agent Primerica Financial Services

12/2009 to 12/2010 445 Reservation Road, Suite S,

Marina, CA

Met sales and service objectives and handled analyzing client's present

insurance coverage and recommended new products or services. Maintained a

relationship with clients and followed up with new referrals:

Sr. Relationship Analyst, Relationship Analyst Rabobank, N.A.

8/2004 to 6/2009 301 Main Street, Salinas, CA

Performed detailed business, financial and collateral analysis of complex

business credit requests. Provides assistance in structuring transactions

and supports credit recommendations.

Assist in financial modeling, industry and market research and loan

portfolio monitoring and loan classification.

Conducted detailed, independent financial and collateral analysis on

credit requests.

Evaluated complex profit plans, operating records, and financial

statements. Using financial spreads generated and tax return breakdown,

completed a thorough financial analysis of the borrower(s) and

guarantor(s) for all commercial loan requests in excess of $1MM,

including projections.

. Was promoted to Sr. Relationship Analyst 3 months into new position.

Helped department clean up learn, organize and clean up $365 million

dollar portfolio (originally 2 RMs and 2 Analysts), helped train new

employees as we expanded the department (to total of 12 RMs and 6

Analysts), helped recognize and clean up errors when conversion to new

system was completed, worked with multiple departments to help them with

their clean of, helped department clean up loan files to meet new

regulator requirements and to arrange for our annual audits, helped our

department pass our OCC audits with positive results (initial audit was

not positive).

Proof Operator I, II, & Sorter Operator Rabobank N.A.

Process in-clearing items received from various financial institutions.

Make sure all incoming documents balance with cash letters received from

financial institutions. Micro-encode and endorse all banking transaction

documents, total and batch processed work. Check source documents for

proper encoding; locate differences and correct errors.

Prepare correction notices for customer, teller and staff transactions.

Adhere to all Federal and State regulations pertaining to the industry.

Operate reader/sorter document processing equipment.

Review and correct rejected items; and batch processed work and prepare

cash letter(s) to forward work to designated banks for further processing.

Separate reports and batch work for distribution to appropriate bank

departments.

. Consistently process 2700 checks per hour, with minimal or no errors. Was

promoted 3 times during my time within this department, helped streamline

processes for daily and end of month processing, and helped train new

employees.

Accountant (Temporary) Gilroy Tire and Brake

4/2006 to 6/2006 9th Street, Gilroy, CA

Use QuickBooks Pro to complete all bookkeeping processes.

Invoice customers for all work completed.

Complete weekly payroll for all employees.

A/P Processing and Payments and A/R Receiving and Management.

Processing of end of month statements for all customers.

Daily bank reconciliation.

Assistant Bookkeeper (Part Time) Monterey Bay Bookkeeping

1/2005 to 9/2005 Pacific Grove, CA

Payroll Processing for over 100 employees on a weekly basis.

A/P Processing and Payments and A/R Receiving and management

Processing of end of month financial statement for all customers

Tax preparation for clients, both personal and business returns.

Dealt with a large variety of business in retail, and the hospitality

industries.

Customer service for all clients as needed.

Learning Center Assistant (Temporary) Heald College

10/2003 to 10/2004 Salinas, CA

Assisted students with a variety of projects and classes. Tutored students

for all levels of Accounting and Math classes. Supplied tests to students

for make-up exams, and scheduled the other tutors for students.

Regional Sales Director, General Nutrition Centers, Inc.

Senior Store Manager, Store Manager Northern California Region

11/1996 to 4/2003

Reviewed financial reports for the Region (30 stores) on a weekly, period,

and quarterly basis for compliance by stores in regards to known loss,

inventory, store expenses, and payroll budgets.

Recruited, hired, and trained Store Managers and completed yearly

evaluations on Managers and Assistant Managers for all locations.

Completed Store visitation reports for all stores, reviewing compliance of

company policies and procedures.

Participated in all store inventories, completed detailed audits, and help

Loss Prevention Department with investigations.

Weekly conference calls (and newsletter) with all store managers to cover

sales results, upcoming events/ sales, and training issues.

Review all site surveys for possible new store locations. Help open and

promote new locations.

. Ran a top 500 store in San Jose, the store topped 1 million in sales

while manager. Completed revisions and updating of managers training

guide with current policies and procedures for use by the company. Region

was one of the top revenue producing regions in the division; and was

consistently ranked in the top Regions in the division in Sales Contests.

Took first store location as manager from a sales volume of $3,500/week

to over $13,000/week.

Education

B.S. in Accounting, University of Phoenix, San Jose, CA, 7/2008 Graduated

with honors.

Relevant courses; Advanced Accounting; Intermediate Accounting, Managerial

Accounting, Finance, Government and Non-profit Accounting, Auditing,

Business Law, Cost Accounting, and Tax Accounting.

Continuing education classes attended

RMA UCA 1: Cash Flow Analysis, RMA Understanding & Interpreting Real Estate

Appraisals, RMA Real Estate Fundamentals in Commercial Lending, RMA Lending

Academy 1, Buker's Taxanalysis 1 & 2, Cash Flow Analysis of Personal Tax

Returns, and Cash Flow Analysis of Partnerships and Corporations

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