Lorena Gregory

Phoenix, AZ *****

ac2fcq@r.postjobfree.com Cell: 480-***-****

Administrative/Data Entry/Accounting/Customer Service

Highly motivated, tech-savvy professional with vast experience in a fast-paced environment. Offering strong customer service skills to achieve customer satisfaction.

Work well independently with little direction. Exceptional analytical ability and talent for details and productivity.

Proficient in:

Microsoft Office

Excellent Communication Skills

QuickBooks

Professional Phone Etiquette

Data Base Management

Exceptional Multi-Tasking Skills

Ten Key by touch/Data Entry

Accurate and Detailed

50 WPM Typing Speed

High Level of Motivation

Professional Experience

2016–Present: Independent Contractor/Work from Home as a Tax Preparer for Individuals

Independently prepared and filed tax returns. Led my own business to streamline and save individuals money to prepare and file their tax returns. Enhanced support for clients to ensure a timely filing

Coordinated scheduling for 75 clients. Gathered data and researched options to maximize clients refund. Praised for initiative and problem-solving abilities

3/2016-10/2016- Maintenance Coordinator/Admin Support, American Associates

Streamlined maintenance requests for 900 properties, resulting in significant time savings

Follow up with residents regarding satisfaction of completed job

Distribution of all maintenance requests to appropriate vendors

Updated Propertyware to ensure accurate and detailed records

Processed invoices for payment

6/2014-1/2016- Accounting Assistant/Customer Service, Legacy Tax & Resolution

Assistant to tax preparers & accountable for collection of all tax related documents

Verified, organized, corrected and updated all tax source documents

Entered data into Office Tools Practice Management Software

Reconciled bank statements, performed audit for accounting errors

Providing excellent customer service to clients who are under stress and panic

Lorena Gregory Page 2

Professional Experience, Cont.

7/2011-5/2014- Admin Support/Customer Service/Bookkeeper, ClassicCars.com

Effectively answer and screen over 200 incoming calls per day

Respond promptly to all customer inquiries, answering product and service questions. Selling upgraded packages to increase revenue

Created client tracking system using Sales Force

Managed customers, potential customers, advertisers and sales teams for a website who served over million viewers per month

Navigation skills using multiple browsers

Data entry with accuracy and speed

Troubleshoot website issues and present resolution

Processed CC payments via Authorize.net and PayPal

Set up and maintain all vendor accounts in QB’s, processed invoices, track billing and collections

1/2008-6/2011-Production Manager, The Family Pages

Liaison between the sales and marketing teams with customers

Entered advertising data into Access Database with complete accuracy

Prepared advertising mock-ups for customers final approval

Managed calendar for publisher, sales and marketing team

Office supply inventory & ordering

Fax, scan, draft correspondence letters

Certifications:

Award for Excellence and Dedication

Certified in 10 key

Completed IREM Courses 101, 301 and 401

Seminars for Discrimination Laws and Fair Housing

Attend Motivational Seminars on a Regular Basis

QuickBooks Training

Customer Service Training

Education:

Delone Catholic High School Diploma 3.6 GPA

McSherrystown, PA

Millersville University of Pennsylvania General Business 3.7 GPA

Millersville, PA

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