Manager Customer Service

Theresa R. Nelson

*** *** **. ***. 3-903-***-****

Fairfield, TX 75840

Objective

Hard working, organized, well rounded, adaptive and progressive team player, seeking to further experience

and knowledge to improve the ability to do a job efficiently. I am currently studying to become a certified

bookkeeper.

Employment History

Stereo and Video Center Tyler, TX 2008 to 2011

Office Manager/ Ronald Brown

Full Charge Bookkeeper $15.00/hr.

Counted cash on hand, inspect canceled check, notes receivable and payable to determine financial

standing. Compile and analyze financial information to prepare entries for general ledger. Apply

principles of accounting to prepare balance sheets, profit and loss statements, and other reports to

summarize current and projected company financial position. Collect, organize, and analyze

information about clients through record, interviews, and professional sources. Verify entries and

correct error on charge accounts. Conduct periodic inventory to keep record current and ensure

proper maintenance. Studied management methods in order to improve workflow, simplified

reporting procedures, and implemented cost reduction.

Best Western Lindale Inn Lindale, TX Sept. 2007 to 2008

Customer Service/ Shirley Kennedy 903-***-****

Front Desk $7.00/ hr.

Greet customers as they arrive. Check customers into rooms. Answer questions the customer might

have and assure that all of the customers needs are met. Counted cash on hand, report the number of

customers that we have at any given time. Complete reports and paperwork for shift.

RGIS Tyler, TX June 2007 to Present

Inventory Auditor David Bittner 903-***-****

$9.00/ hr.

Perform inventory counts for various clients. Accuracy is the number one concern.

Virginia D. Clark, CPA Tyler, TX Nov 2006 to May 2007

Client Service Manager/ Virginia Clark 903-***-****

Personal Assistant $11.50 hr.

General office assistant. Counted cash on hand, inspect canceled check, notes receivable and

payable to determine financial standing. Compile and analyze financial information to prepare

entries for general ledger. Apply principles of accounting to prepare balance sheets, profit and loss

statements, and other reports to summarize current and projected company financial position.

Collect, organize, and analyze information about clients through record, interviews, and professional

sources. Verify entries and correct error on charge accounts.

Steve Swords, CPA Lindale, TX March 2005 to June 2006

Client Service Manager/ Steve Swords 903-***-****

Personal Assistant $23000.00 year

General office assistant. General office manager. Steve is a registered investment advisor. I have

learned to compile and complete applications for various investment vehicles. Research and

compile notes on various investment opportunities for Steve to review in order to advise clients on

market trends and tendencies. Counted cash on hand, inspect canceled check, notes receivable and

payable to determine financial standing. Collect, organize, and analyze information about clients

through record, interviews, and professional sources. Meeting deadlines as to starting services for

new clients. Responsible for follow-up on client service matters verifying that client data is

correct and reports detailing portfolio performance is accurately reported to clients via data

management software.

The Cleaning Company/ At Home Health Tyler, TX July 2004 to Jan 2005

Full Charge Bookkeeper/ Patti Mehling/ 903-***-****

CBA Coordinator Wanda Bishop

$9.50 per hour

Started out working as full charge bookkeeper for Ms. Mehling, books were absorbed by Mr.

Mehling’s company At Home Health, transferred over to Mr. Mehling’s company, as a CBA

coordinator. Duties as a CBA coordinator included, but were not limited to coordinating the care

for the elderly and disabled, and following guidelines established by the state as to the means of

care to be provided. Meeting deadlines as to starting services for new clients, finding appropriate

providers for clients needs, processing paperwork in timely manner, entering all data dealing with

clients into the database to track client information.

Sterling Grace, Inc. Tyler, TX Dec 2003 to July 2004

Full Charge Bookkeeper/ Deborah Harter 903-***-****

Office Manager $9.00 per hour

Counted cash on hand, inspect canceled check, notes receivable and payable to determine financial

standing. Compile and analyze financial information to prepare entries for general ledger. Apply

principles of accounting to prepare balance sheets, profit and loss statements, and other reports to

summarize current and projected company financial position. Collect, organize, and analyze

information about clients through record, interviews, and professional sources. Verify entries and

correct error on charge accounts. Prepared purchase orders.

Dixson Hager A/C Tyler, TX May 2003 to Dec 2003

Office Manager/ Brooks Atwood 903-***-****

Full charge Bookkeeper $10.00 per hour

Counted cash on hand, inspect canceled check, notes receivable and payable to determine financial

standing. Compile and analyze financial information to prepare entries for general ledger. Apply

principles of accounting to prepare balance sheets, profit and loss statements, and other reports to

summarize current and projected company financial position. Collect, organize, and analyze

information about clients through record, interviews, and professional sources. Verify entries and

correct error on charge accounts. Prepared purchase orders. Responsible for sending bids, and

receiving proposals. Created a filing system based on jobs.

Various Temp Jobs Tyler, TX Nov. 2002 to May 2003

$8.00 per hour

Typed, filed or mailed correspondence. Answered multi-line phone system. Directed calls to

appropriate individuals, or took messages.

Heart of Texas Controls, Inc. Lindale, TX July 2002 to October 2002

Office Manager/ Soyna Hall 903-***-****

Full charge Bookkeeper $10.50 per hour

Counted cash on hand, inspect canceled check, notes receivable and payable to determine financial

standing. Compile and analyze financial information to prepare entries for general ledger. Apply

principles of accounting to prepare balance sheets, profit and loss statements, and other reports to

summarize current and projected company financial position. Collect, organize, and analyze

information about clients through record, interviews, and professional sources. Verify entries and

correct error on charge accounts. Prepared purchase orders. Responsible for sending bids, and

receiving proposals. Created a filing system based on jobs.

Three Flags Equipment Co., Inc. Tyler, TX August 2001 to June 2002

Office Manager/ Evan Moser 903-***-****

Full charge Bookkeeper $8.50 per hour

Counted cash on hand, inspect canceled check, notes receivable and payable to determine financial

standing. Compile and analyze financial information to prepare entries for general ledger. Apply

principles of accounting to prepare balance sheets, profit and loss statements, and other reports to

summarize current and projected company financial position. Collect, organize, and analyze

information about clients through record, interviews, and professional sources. Verify entries and

correct error on charge accounts. Conduct periodic inventory to keep record current and ensure

proper maintenance. Studied management methods in order to improve workflow, simplified

reporting procedures, and implemented cost reduction.

Education

Navarro Jr. College Fall 2013 Online

Psychology

McClennon Community College Summer 1991 Waco, TX

General Studies

Navarro Jr. College Summer 1992 Mexia, TX

General Studies

Tyler Junior College Spring 2004 Tyler, TX

Accounting

References

Betty J. Knight Donie, TX 254-***-****

Jennifer Wright Overton, TX 903-***-****

Sharon Kaufman Lindale, TX 903-***-****

Skills

Computerized Data Entry, Double Entry Accounting, Analysis, MS Office, Excel, Lotus 123, MS Works,

Power-Point, Corel, Quicken, Quick Books, Mas 90, Peachtree

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