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Sales Customer Service

High Point, NC
March 15, 2018

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Mehwish M. Mansoor

**** ** **** ** *** **C

Boca Raton, FL 33486

561-***-**** *


Seeking leadership roles that contribute to business development, strategic planning, and project management. Experience handling sensitive and top tier national accounts with Fortune 500 organizations.


University of Saint Andrews Scotland, UK

Bachelors in Biochemistry and Molecular Biology (Minor in Child Advocacy) 2013 - 2015

GPA: 3.5

University of Saint Andrews Scotland, UK

Associate in Arts Degree in Biochemistry 2011-2013

GPA: 3.87/4.0


Palm Beach State College; Part-time position Boca Raton, FL

Administrative Assistant, Academic Affairs Department 01/2017-Present

Primary responsibility:

Uploading Master Schedule from various departments into the College PantherNet system

oCoordinating with Associate Deans and Department Chairs on course adjustments

oCreate and update departmental course documents

oAssign appropriate classroom for courses and events

oMaintain current and accurate space profile information to include room features, characteristics, seating capacity, etc. for the campus

oMaintain and update course schedule into the database

General clerical duties such as answering phone calls, processing/follow-up e-mails, greeting students, professors and staff

oEnsure cross-functionality in scheduling work flow activity

oGenerating customized reports and pivot tables

Perform file and document management

Maintain confidentiality with regard to students and instructors

Adherence to policies and procedures of the College

JM FAMILY; Contract position – Temporary Position Deerfield Beach, FL

Team Specialist Contractor - ; Performance Development Center 6/2016-09/2016

Responsible for scheduling and operations of all PDC training courses and events

Developed, coordinated, and executed critical internal/external trainer assignments

Managed internal/external training providers, including acquiring records and certificates, processing data and providing related support to other staff members

Generated monthly list of certificates

Data entry – Created spreadsheets at the end of the month

On a monthly basis, assembled Flemington and Ferman reports using Excel and PowerPoint

Responsible for handling claims for five business departments

Regularly communicate with project managers to keep updated on business margin, delays in program data, and advise on claims that have been approved for preprogram runs, finals, and billed/collected status

Follow up with Vice President and Project Managers at the end of each program to ensure that programs are properly finalized and closed through the finance department

Generate biweekly and monthly analysis reports on project

Lead monthly project meeting for a major client

Direct and coordinate activities of business and department concerning with production, pricing, sales

Review financial statements, sales and activity reports,

Supervise and Assist Project Managers with the results of completion of the projects

H&R Block; Seasonal Tax position Boca Raton, FL

Client Service Professional 01/2015-03/2015

Provided exceptional customer service

Updated and inputted client information into the system

Close interaction with clients in person and/or via telephone

Scheduled and confirmed appointments (check-in clients, match clients to the optimal Tax Professional using client matching software)

Other duties included: routinely balancing cash register; and receiving cash, check, and credit card payments for provided tax services; and providing clients with completed tax returns and checks

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.

Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition

Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.

Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed

Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.

Consistently meet/exceed customer experience and individual/team production goals and enhance year-over- year revenue growth as measured by the Financial Center P&L

Provide guidance to CSRs with respect to the sales and referral process.

Palm Beach State College; Semester-to-semester position Boca Raton, FL

Student Assistant, CCE Department 05/2013-05/2014

Assisted the Director and administrative staff in the Executive Suite

Data Entry/ Filing Updated Continuing Education Department’s monthly reports



Proficient in Microsoft Office Suite

Knowledge of QuickBooks

Pivot Tables

SQL (Quick Query -basic)

Proficient in Social Media Content




Visio (Basic)

Other Skills:

Flexibility in juggling multiple tasks and projects

Ability to work independently

Excellent communication and writing skills

Basic financial/reporting/ budgeting skills

Presentation creation

Calendar management

Organizational skills

Languages: Proficient in English and Urdu.

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