Customer Service Information Technology

Bridgette K. Haste

**** * *** ******* ****. S. #107

Houston TX. 77072

Cell Phone: 414-***-****

Professional Summary

Persistent, hardworking, self-starter who has more than 35 years of professional experience working efficiently in a fast-paced environment while meeting established deadlines. Skilled in high-volume work flow with creative problem resolution capabilities. Able to execute basic research functions with SAP software and execute intermediate functions within electronic Accounts Payable workflow software (VIM).

Career Highlights and Achievements

2014-2015 Achieved license as an Advanced Certified Tax Preparer through the Internal Revenue Service-VITA Certification Program.

2010: Earned Academic Award of Achievement while attending Bryant and Stratton College.

2006: Accomplished academic requirements to become a Certified Information Technology Specialist from Milwaukee Career College

2005: Partnered with Wisconsin Department of Congress–Minority Division to take business referrals to assist small businesses with bookkeeping and tax-related issues

2001 Acquired government contracts for construction tools Supply Company

1998-2002: Managed successfully a non-profit loan counseling agency, established lending agreements with banks to help first-time home-buyers achieve home ownership.

1999: Acquired Certification as a Loan Counselor and Financial Officer with the State of Wisconsin. Completed Commercial Lending Certification classes through Fannie Mae/Freddie Mac.

Work History

Randall’s/Safeway Stores – P/T - ADMINISTRATIVE BOOKKEEPER, 08/2016 – Present

In charge of closing bookkeeping duties which includes; balancing and recording the daily store transactions, coordinate bank deposits and report financial results on daily reports. Monitor, tally and enter cash transactions into the Equi-Balance balancing system. Balance continuous debit and credit transactions that occur during working hours of the store associates

Neighborhood Tax Centers: SEASONAL ADVANCED (IRS-VITA CERTIFIED) TAX PREPARER, Houston, TX 01/2015 – 04/2016

Prepare year-end tax returns for members of various communities in Harris County. Quality reviewed final processing of returns. Help educate clients on Affordable Care Act along with requirements and penalties. Assist clients with healthcare.gov application process.

Rose International: Temp position with First Data (Processing Specialist I) 11/2015 – 02/2016

Reconciling, balancing, and researching data and problem resolution.

GC Services LLC. Treasury/ Senior Processor - Houston, TX. 08/2015 – 11/2015

Processing customer payments, Recording payments, Performing A/R and COLLECTIONS

Sending out e-mail and written correspondence

Meeting crucial deadlines while implementing excellent customer service

Reconciling and assisting other departments as needed.

Data Entry: detailed data accurately, process automatic and physical payments, and conduct internal file quality reviews.

09/09/2013 – 12/08/2014: UnitedHealth Group- Customer Service Professional. Sugarland, TX.

Assist members that call into the call center with selecting the best benefit plan options available to them through the enrollment process, including enrollment in specialized care programs and resolve member service inquiries related to:

Medical benefits, eligibility and claims

Financial spending accounts

Pharmacy benefits, eligibility and claims

Correspondence requests

Educate members about the fundamentals of consumer-driven health care.

Analyze any and all discrepancies associated with client appeals.

07/2007 – 6/2013: M&I BMO/Harris- Service Representative II, Brown Deer, WI. (Acquisition of M&I)

Processed bank customers imaged transactions, account reconciliation. Analyze and resolve discrepancy situations, record and verify data for further handling by management and lead staff personnel.

Responsible for processing secondary items, return items, cash letter differences, double posted items and other adjustments as needed.

Responsible for producing a high quality, low cost products to M&I customers by completing the accurate capture of MICR documents in an online environment using high speed reader/sorter/repair equipment, all while meeting production deadlines and ensuring compliance with department and company policies and procedures.

Processed all bookkeeping and payroll reports using Quick books Professional software

Worked with conversion team converting their current processing systems to SAP systems.

EDUCATION

Accounting Certificate Program: Houston Community College – September 2013-March 2015

Associate’s Degree: Business Management/Accounting, Bryant & Stratton College - May 2012

High School Diploma: Milwaukee Area Technical College High School Program -June 1985

Computer Proficiencies

Microsoft Office: (advanced) Access, Excel, PowerPoint, Outlook, Word

Accounting Software Applications: Quick Books Professional, Peach Tree, Oracle and SAP

Typing Speed: 60 WPM

10-Key Typing Speed: 9,867 KSPH

SKILLS

•Accounts receivable/payable clerk

•Corporate Communications

•Creative Team Leadership

•Exceptional bookkeeping

•Preparation of Business quarterly reports, state and federal.

•Proficient in accounting software, i.e. quick books.

•Experience in business spreadsheets and word processing software

•Development of Training Materials

•All aspects of office procedures, including payroll processing and accounts management.

•Ability to work in fast-paced environment

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