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Customer Service Representative

Salt Lake City, Utah, United States
October 23, 2017

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•Assist with Accounts Payable and Accounts Receivable

•Resolve accounting discrepancies and irregularities

•Verifying accuracy of invoices and other accounting documents or records

•Compile data and prepare a variety of reports Update and maintain including preparation of reports, invoicing, ordering and scheduling as time permits

•Strong high work ethic and consistently does what it takes to complete a task or project

•Knowledge of MS Word, Excel, PowerPoint, Outlook, Adobe Acrobat and Lotus and Internet

•Exceptional verbal and written communication skills. Strong interpersonal and communication skills

•Strong organized individual (files, tasks, desk, etc.) and detail oriented

•Ability to prioritize multiple tasks in a fast-paced, detail-oriented environment


Salt Lake Community College- Criminal Justice 2006 in progress

Granite Peaks School- Bookkeeping 1 & 2 in Nov 14 2004

Granger High School- Graduated

Utah Department of Workforce Service- Resume Writing Workshop 2011

Utah Department of Workforce Service- Interviewing Skills Workshop 2011

Utah Department of Workforce Service- Skills Identification Workshop 2011


UBS, Salt Lake City, UT

Finances Analyst 02/2017- 03/2017

Using Microsoft software for daily operation Excel spreadsheet

Entering Data sheet from clients profile sheet estimated companies worth investment

Compile data and prepare a variety of reports Update and maintain including record keeping

Preparation of reports, invoicing, ordering and scheduling as time permits.

Nellson Nutraceutical, Salt Lake City, UT

Document Control Dept. 06/2015 – 09/2016

Oversee Production and QA documentation papers

Quality products and lots verified upload to manual scanning system

Using Microsoft software for daily operation Excel spreadsheet

Internal and Ex internal finding work order and blends documentation for personnel in the Dept.

Training personnel’s in verifying work order packaging and blending batches request filing system

Released control lots for blends and packaging to be processing in the production lines, shipment

Scheduling meeting and foods servers to be cater for customers, vendors and office’s staff delivery.

Wells Fargo, Salt Lake City, UT

Customer Service Representative and Data Entry Clerk 05/2014 – 12/2014

In-bound calls from customers and clients direct call forward to proper dept.

Check and respond to incoming emails from office personnel and team members

Appointment and scheduling with BPO’s for home inspection to be completed with buyers

Consolidate expense reports and sends vie email to Corporate and UPS shipping

Receive for signature from vendor’s other businesses/Ship packages for Corporate

Hogan system verify contributions amount for health benefit account and deposit funds into accounts

Sort and deliver incoming mail to individual personnel in the office

Greet arriving visitors, vendors and guests

American Express, Salt Lake City, UT

Accounting Clerk 12/2013 – 02/2014

Processed gift card refund check up to 90-150 on daily basis.

Posted funds within PRCM software.

Received data and keyed checks into BIRM software.

Enclosed checks into an envelope to send to customer.

Data entry (speed & accuracy)

Extended use Microsoft Excel

Perform, bookkeeping

Community Nursing Services – Salt Lake City, UT

Administration Clerk 10/2012 – 12/2013

Copied and verify insurance driver licenses for patients receiving flu shots.

Administered consent form and check it for proper completion speed/accuracy.

Greeted patients as they come into the facility as potential patient.

Performed light clerical duties.

Accounts Receivable, Credit Card Payment and Cash.

C3 – Salt Lake City, UT

Customer Services Rep 08/2012 – 09/2012

Inbound customer service call center contracted with Humana.

Received 20 calls a day and gathered information regarding colonoscopy, eyes, diabetes and mammogram exam to make sure they have completed these exams.

Located the nearest Physician/Doctor’s office location for patients.

Assisting in schedule an appointment with doctor’s office.

Salt Regional Medical Center – Salt Lake City, UT

Receptionist 04/2010 – 06/2011

Worked within the surgical unit.

Greeted visitors walking into the Medical Center and direct the patron to their proper locations.

Cleaned and stocked the front office area.

Coordinated with nurses within the surgery unit to make sure proper guests were being let in.

Helped package the marketing material into an envelope to be sent out to customers and expos.

Blue Chip Group Inc. – Salt Lake City, UT

Data Entry 11/2008 – 12/2008

Used Peachtree to perm data entry functions.

Entered bulk and quantity amounts and sales tax to determine the price of the food product.

Performed daily inventor checks to insure the proper amount of product is accounted for and displayed in its proper location.

American Tire Distributors – Salt Lake City, UT

Office Assistant 02/2006 – 05/2008

Worked in the will-call office.

Greeted customers coming into the store.

Printed invoice using Oracle software for customers, accept the Cash on Delivery from customers and make sure the paperwork is properly completed.

Prepared the invoice packages to be sent out to the Corporate Office.

Input and Out cash and check information into an Excel Spreadsheet.

Answered phones when Office Manager is absent or busy.

Dropped off cash personally to the local bank and deposit the cash.

Accounts Receivable and Accounts Payable.

LA Porte Management, Salt Lake City, UT

Office Clerk 05/ 2005 – 08/2005

Maintain records

Assists customers

Quick Books

Wells Fargo Bank, Salt Lake City, UT

Proof Operator 05/1995 – 04/2004

Customer service representative

Processing personal and business checks for Credit Unions

Entering Routing and Account numbers

Verifying Account Information

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