Customer Service Accounting

Urvashi Patel

*** ********** ***** *: 847-***-**** Cell: 224-***-****

Vernon Hills, IL 60061 ***********@*****.***

SUMMARY

Accounting Assistant/Operations professional with experience providing exemplary

administrative, accounting, operations and customer service support.

PROFESSIONAL EXPERIENCE

Crate & Barrel Corporate Office, Northbrook, IL (temporary position) July 2014-

Nov 2014

Global Transportation Financial Team

• Import Department: Matched 2 ways, approved and processed data for vendor, design,

agent, commission, U.S. custom broker invoices. Processed other third party invoices for

payment

• Maintained Import files by scanning and indexing invoices and overlooked approvals for

payments in the A.X Fomatta database

• Audited, approved and processed Domestic Foreign Transportation invoices

HSBC, Schaumburg, IL Aug 1999-

Jun 2014

Senior Operations Representative 2003-2014

• Consistently met or exceeded performance goals.

Processed 1500 Stop Payments within 1 week; 100% accuracy

Prepared and posted journal entries on PeopleSoft; 100% accuracy

Researched and reconciled accounts on a monthly basis

Matched 3-ways and processed approximately 400 returned checks for all business

units

• Performed all bank related functions accurately and within time frames

• Efficiently ran queries on PeopleSoft in response to requests

• Collaborated efficiently with the HSBC Corporate Controller Department

• Achieved 100% of Risk & Compliance mandatory training

Senior Accounting Clerk 2001-2003

• Appointed to the Corporate Controller Department

• Facilitated in the compilation and preparation of financial information for the month end

reports and the quarterly Tax and Consumer Lending Business Unit.

• Balanced monthly account reconciliations, prepared and posted journal entries, maintained

monthly and quarterly binders, and assisted in carrying out special projects

Operations Representative 1999 - 2001

• Assigned to the research department in the Returns Processing Center

• Researched payments for consumer lending and retail services

• Utilized AMMO, and Universal Account Reconciliation systems

• Processed and analyzed items that were returned (NSF)

Deluxe Video Services of America Corporate, Northbrook, IL Feb 1999-

Apr 1999

Accounts Payable Clerk

• Processed customer invoices, maintained the customer database and billing reconciliation

World Distributors, Inc. Chicago, IL Aug 1989-Nov 1994

Bookkeeper

• Authorized all daily office operations: Bookkeeping, accounts payable, accounts receivable,

payroll, phone order processing, data entry, and providing customer service

EDUCATION

Completed two years studying Accounting, Nagpur University, Nagpur, India

TECHNICAL SKILLS

Microsoft Windows XP and Vista, MS Word, Excel, Outlook, Peachtree Accounting, AMMO, TMS,

TSO, Lotus Notes, Application Xtender, Formatta, Crate Tracker, PeopleSoft

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