Customer Service Sales

Jason Maxwell

**** ********* ****

New Smyrna Beach, FL 32168

USA

Email:*********@*****.***

Home: 386-***-****

Work: 321-***-****

Work Experience

Department of Veteran Affairs (06/07/2009- Present) Financial Accounts

Technician

Orlando, FL United States

Hours per week: 40

Supervisor: Margaret Tiy Sanchez, 321-***-**** Contact: No, still work at

position

Duties: Perform or supervise clerical or technician work in support of

accounting, auditing, budgeting, or financial management functions.

Requires knowledge of the procedures and techniques involved in carrying

out the work of an organization and involves application of procedures and

practices within the framework of established guidelines. Administer,

supervise, or perform work consisting of the examination for accuracy,

legality, compliance with regulations, and justification of vouchers,

invoices, claims. Actively assisted Supervisor in development,

implementation, and oversight of program initiatives in accordance with

national, Visa, and local legislation, regulation, policies/ procedures

pertaining to VA Fee Basis Program. Performs the administrative duties

associated with advisory assistance to physicians, nurses, administrative

personnel, fee services staff, and veterans and vendors necessary to

operate and maintain the full spectrum of services to entitled veterans.

The incumbent will utilize various tools such as VISTA option, CPRS, and

HINQ to evaluate and determine eligibility to Fee Basis and Millennium Bill

Guidelines while overseeing new claims clerks at the lower grade level.

Incumbent will readily recognizes claims subject to Millennium Guidelines

and distinguishes same from claims subject to other entitlements or

eligibility categories, re-routing misdirected claims accordingly.

Counsels veterans regarding their eligibility for VA Fee Basis entitlement

explaining current directives, suggesting alternative sources for obtaining

medical care, or referring the veteran to another specialized advisor, i.e.

social workers, veterans benefits counselor, patient advocate, VSO, etc.

Develops data capture tools, including spreadsheets, in collaboration Lead

Technicians, Chief Fee Basis/Managed Care Services, the Medical director,

(CFO).

Paychex Agency (06/02/2008 - 01/31/2009) - Sales

Rochester, New York United States

Supervisor: Andrew Sikora - 585-***-****; Contact: Yes

Hours per week: 40

Duties: Demonstrated products, appointment setting, one-on-one sales, and

cold calling. Managed daily meetings, provided customer service, prepared

contracts and warranties, and trained new employees. Respond to customer

inquires and follow-up with any technical or non-technical issues in

conversations with customers. Also, requesting payment and following up on

late payments for billing, premiums, or deductibles for insurance purposes.

Individual Sales would regularly provided clients basic consultation,

advice, guidance, assistance. These services were offered to current

employees of our clients, annuitants, survivors, and eligible family

members regarding retirement, insurance, and health benefits.

T-Mobile (05/01/2007 - 02/01/2008) - Sales

Victor, New York United States

Supervisor: Anthony Mercury - 585-***-****; Contact: Yes

Hours per week: 25

Duties: Provide customer service by greeting and assisting customers, and

responding to customer inquiries and complaints. Monitor sales activities

to ensure that customers receive satisfactory service and quality goods.

Assisted with company inventory taking, reconciling cash receipts,

reordering, and performing services for customers. Kept detailed records

of customer purchases, sales, and requisitions. Examine products purchased

for resale or received for storage to assess the condition of each product

or item. Train and evaluate personnel in sales and perform work activities

such as cleaning and organizing shelves and displays and selling

merchandise. Bar code reader equipment Barcode scanners, Magnetic card

readers PC magnetic card readers, Point of sale credit or debit

verification kits Credit card processing terminals; processing terminals,

Point of sale POS terminal Point of sale POS terminals

Security cameras Security monitors

Smiles and Smiles Daycare (05/02/2005 - 06/02/2008) - Accountant/Bookkeeper

Fairport, New York United States

Supervisor: Erin Maxwell - 386-***-****; Contact: Yes

Hours per week: 10-20 (Volunteer)

Duties: Debit, credit, and total accounts on computer spreadsheets and

databases, using specialized accounting software. Calculate, prepare, and

issue bills, invoices, account statements, and other financial statements

according to established procedures. Compile statistical, financial,

accounting reports and tables pertaining to such matters as cash receipts,

expenditures, accounts payable and receivable, and profits and losses.

Operate 10-key calculators, and copy machines to perform calculations and

produce documents. Maintains automated records and source documents on a

daily basis. Prepares, reconciles, and ensures funds are available for

obligation accruals, adjusts accruals in the month and quarter in which the

obligation is incurred and ensures accurate entry into automated accounting

system. Prepares deposits and receipts, determines proper accounting codes

and ensures accurate entry of information into the automated accounting

system. Advises management personnel when funding inadequacies are noted.

Prepares input documents and ensures accurate entry into automated

accounting system. Regularly analyzing fiscal obligations and commitments

to assure the integration and coordination of budgetary execution aspects

of the organizations serviced. Actively controlled the budget and

financial management processes to assure optimum accountability of

appropriated funds or services. Performed budget and accounting analysis

on various past, current or office programs and operations to evaluate the

actual effectiveness or potential of assigned resources to achieve intended

objectives. Reviewed reports to identify actual or potential problems and

issues, such as funding shortfalls, unusual spending patterns, errors and

discrepancies and establishes and maintains internal funds control policies

and procedures to ensure adequate fiduciary controls in accordance with

company policy. Provided qualitative and quantitative financial management

decision support to the decision maker.

Department of Veteran Affairs (08/23/2005 - 08/11/2006) - File

Clerk/Operator

Daytona Beach, Florida United States

Supervisor: Patti Newman - 386-***-****; Contact: Yes

Pay Grade: GS - 305 - 4

Hours per week: 40

Duties: Trained volunteers, new employees, and assistants in the file clerk

and/or operator positions, supply management, and client services. Compile,

process, and maintain records in a manner consistent with the DVA

requirements. Attention to detail, and thorough in completing work tasks.

Supervised and assisted in yearly inventory retirement procedures. Actively

performed a variety of non-technical clerical and administrative duties in

support of the organization. Regularly received telephone calls and

visitors. Receives, reads, sorts, logs and distributes incoming

correspondences. Prepares all types of documentation and forms relating to

personnel administration and office management. Reviews correspondence and

reports of other team members for compliance and accuracy. Collects,

compiles, computes, analyzes and verifies statistical data relating to

performance trends, workload indicators and training programs. Organizes

and presents data in report, graph and chart form, including an analysis of

the differences reflected thereon. Position provides medical administrative

support and technical guidance in a professional and orderly manner.

Manages medical administrative functions associated with records creation

program for the facility, coordinates patient processing activities, and

monitors record file processes to prevent ineffective work practices and to

verify adherence to plans and requirements of the unit. Conduct special

studies and training for staff and identifying opportunities to improve

customer service and process quality. Regularly worked directly with

staff, patients and providers, either face to face or via telephone. Works

on a computer; within VISTA and CPRS, schedules and relays various parts of

information.

Charlie Battery 1-172 Field Artillery Farmington, NH (12/20/2002-

03/10/2005) NH Army National Guard

Cannon Crew Member/Infantryman/Gunner

Supervisor: Staff Sergeant Patrick Giles; Contact: No

Hours per week: 70

Awards and Duties: Assisted in training, group instruction, time

management, organizational skills, and leadership implementation at

stressful levels and times 1 to 4. Often displayed personal skills such as

pride, professionalism, and leadership. Leads and provides personal and

professional guidance to fellow employees while inspiring them to excel at

all infantry and security tasks. During thirteen months of deployment,

produced and maintained an extremely high level of combat readiness given

the greatly less than ideal working conditions.

Charlie Company 5-20th Infantry Fort Lewis, WA (08/13/2001-10/13/2002)

Regular Army

Infantryman/Machine Gunner/Team Leader

Fort Lewis, Washington United States

Supervisor: Staff Sergeant John Mars; Contact: No

Hours per week: 70

Awards and Duties: Supervised 1 to 4 in Personnel counseling, scheduling,

training, group instruction, time management, organizational skills,

leadership implementation at stressful levels and times. Regularly

performed operation orders and reconnaissance mission for training and real

world missions. While serving in Charlie Company I was awarded the Expert

Infantrymen's Badge (EIB) consisting of a five day test, involving both

tactical and technical information. The EIB test is a five day pass or

fail test with 42 different tasks, involving no room for error.

Alpha Company 5-20th Infantry Fort Lewis, WA (06/17/1998 - 08/13/2001) -

Infantryman/Machine Gunner/ Assistant Gunner/Team Leader

Fort Lewis, Washington United States

Supervisor: Staff Sergeant Bill Swanson; Contact: No

Hours per week: 70

Awards and Duties: Supervised 1 to 3 in Personnel counseling, scheduling,

training, group instruction, time management, organizational skills,

leadership implementation at stressful levels and times.

Education

College/University

Grand Canyon University (05/06/2008 - Still Attending)

Phoenix, Arizona

United States

Degree: Master in Business Administration - Major: Business Administration;

Minor: Accounting;

GPA: 3.6 Semester Hours: 30

Description: Will complete 12/2010

College/University

Grand Canyon University (05/05/2006 - 05/05/2008)

Phoenix, Arizona

United States

Degree: BS - Major: Accounting

GPA: 3.1 Semester Hours: 136

Awards and Honors

July 2001 5-20th Infantry Soldier of the Month Awarded after defeating

three other soldiers for my extensive military knowledge and tactical

proficiency

Global War on Terrorism Expeditionary Medal (GWOTEM) 2004 Global War on

Terrorism Service Medal (GWOTSM) 2004 Army Commendation Medal (ARCOM) 2002

Awarded for continued service beyond call of duty, continued

professionalism, and leadership

Army Achievement Medal (AAM) 2001 Awarded for service beyond call of duty

risking injury or harm to myself to help the unit and other soldiers

Expert Infantryman's Badge (EIB) 2002

Non-Commissioned Officer Professional Development Ribbon (PLDC) 2002

Armed Forces Reserve Medal with "M" Device (2004)

(2) National Defense Service Ribbons (2001, 2005)

Meritorious Unit Commendation (2005) Awarded Charlie Battery 1-172

Presidential Unit Commendation (1999) Awarded to 5-20th Infantry by

President Clinton for exceptional service

New Hampshire National Guard Service Ribbon (2005) Awarded for serving in

the NH National Guard

Additional Information

Certifications and Miscellaneous Training: New York - Life, Accident, and

Health certification (04/07), US Army Basic Training/Advanced Infantryman

Training/Airborne School; Fort, Benning GA (07/98-10/98). With my eleven

years of experience working with the government and private sector, I have

saved companies thousands of dollars by efficient work and attention to

detail. Proficient in Microsoft Office 2003/2007 and 2003/2007 Word, Excel,

Access, PowerPoint, Publisher, MS Money, Avery Design, TurboTax,

QuickBooks, Windows 98, 2000, and XP, 35-40 wpm. Medical administration and

terminology, budgeting, accounting, accounts receivable and payable, data

entry and payroll. Excellent customer service skills, detail oriented, and

highly motivated.

Contact this candidate