Customer Service Sales

SUMMARY

I am a seasoned business professional with over 10 years of work experience in various sectors including Banking and Public sectors. I have an extensive experience in Auditing, Accounting and Help Desk Support. Core skills includes:

Auditing

Accounting

Advanced Excel, Outlook and Microsoft Words

Visa Cats

Financial Analysis

Technical Support

Genies Application

Banking

Tax Preparation

Knowledge Base

PROFESSIONAL EXPERIENCE

Customer/ Financial Representative: Nov 2016 – April 2017

E Trade Financial Brokerage Firm, Alpharetta –GA

Job Description

Resolved Customer issues either through direct actions or transferring to alternative departments

Received inbound calls from Customers about the fastest way of getting their funds to them either by wire transfer or by ACH transfer

Password reset and Screen Sharing.

Identified Customer needs and providing appropriate products and services

Emphasized product/service features and benefits, quote stock prices and accurately process applications

Made outbound follow up calls to Customers to effectively manage their needs

Recognized the Customers key challenges in their daily operations and match products and solutions to their areas of need with the use of application software using Genie, Visa Cats, Knowledge base and E*Trade website

Complied with procedures, policies and financial regulatory requirements.

Provide other Services when needed.

Proficient at getting the job done and provide world class customer service

Customer Service Representative: Jan 2016 – Oct 2016

Trugreen Lawn Care Services, Suwanee- GA

Job Description

Sales calls to solicit and acquire new clients

Tier 1 telephone support for current clients to troubleshoot lawn care issues.

Research lawn care offerings by competitions of Truegreen.

Research on type of sales outlet to adjust content of sales presentation

Diagnose client problems, prepare reports, review possible solutions and make recommendations to management on customer resolution.

Provide technical assistance to clients accessing their lawn care accounts online.

Senior Internal Auditor: July 2015 – Nov 2015

State of Maryland, Comptroller of Maryland-revenue administration tax under project Wynne Case Processing,

Prepared clear, concise work papers that have definitive conclusions and follow documentation standards

Prepared meaningful and well written recommendations for inclusion in client correspondence and the audit file

Applied accounting principles and auditing procedures to client engagements

Effectively communication with client personnel and co-workers

Provided staff support in a fast paced work environment with travel to multiple client sites

Exercised good judgment in a variety of situations with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities

Applied thorough understanding of general accepted accounting principles (GAAP) budgeting principles and practices to nonprofit organizations, government grant regulations

Maintained client and firm confidentiality and performed duties in accordance with regulations and professional ethics of the American institute of Certified Public Accountants (AICPA)

Demonstrated ability to thoughtfully evaluate audit evidence according to audit standards

Formulated appropriate decisions and documented the process in audit work papers

Formulated alternative solutions to problems

Staff Auditor : Sept 2012 – June 2015

State of Maryland, Department of Aging and Fiscal

Job Description:

Modified and implemented manual and automated systems to meet the specific fiscal requirements of the agency

Performed annual assessments and mini-audits of federally and state funded sub-grants of Maryland Department of Aging(MDoA) to ensure compliance with federal and state guidelines and standards by conducting on-site reviews, performed audit tests, and prepared written reports of findings

Communicate effectively with audit clients to ensure understanding and objectives with the audit process

Developed and executed audit tests to evaluate the design and effectiveness of controls to mitigate the identified risks

Evaluate identified internal controls for design and operational effectiveness

Followed up on audit findings to ensure implementation of corrective action plans

Identified and communicate IT audit finding and associated risk to clients and management

Managed multiple projects concurrently while prioritizing assignments

Assisted with Completion of audit engagements

Learned a thorough knowledge of clients business and related needs

Initiated audit efforts to identify deficiencies in the system

Conducted audit of each department and evaluate the performance of each individual

Ensured compliance of best and fair practices in audit functions

Obtained, Analyzed and evaluate evidentiary data to form audit assessments and objectives

Developed and implemented procedures for producing reports and analyzing and interpreting the reports

Help Desk Support April 2010 –Sept2012

Ameritox

Provide technical assistance and support for incoming queries and issues related to computer systems, software, and hardware

Investigate and resolve problems by providing technical assistance and support

Documented major problems on defective products and analyzed trends

Resolved technical issues for customers through web and telephone

Notified technicians about reoccurring issues with products

Tax Preparer & Help Desk Support Jan 2004- April 2010

H&R BLOCK

Tax Return preparation for individuals and small businesses

Provide technical assistance and support for incoming queries and issues related to online H&R Block Tax Software

Computed taxes owed by following tax code and Consulted tax law handbooks for difficult tax returns

Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances

Ensured a copy of the completed tax return are provided to the Clients

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