Customer Service Representative

GENEVIEVE FENNELL

*** ****** ***, ****** ******, NY 10310 732-***-**** ***********@*****.*** 275 Glen Riddle Station, Media, PA 19063

EDUCATION

NEUMANN UNIVERSITY, ASTON, PA May 2017

Bachelor of Science in Accounting

Cumulative GPA: 3.5/4.00

Dean’s List of Distinguished Students (2013 – Present)

SKILLS/CERTIFICATIONS

Software: Microsoft Office Suite, Citrix Applications, Baker Hill, CDCVentures, IRS Certification, PICPA, Encompass

BUSINESS EXPERIENCE

CAMPAIGN FOR WORKING FAMILIES, Philadelphia, PA January 2016 -May 2016

Tax Preparer

Entrusted with personal information to complete accurate tax returns for working class and low income individuals

Performed in depth analysis of customers’ financial positions to determine qualifications for various tax credits

Achieved advanced level certifications to ensure clients were receiving above average service in regards to securing overlooked individual wealth

Contributed to Campaign for Working Families client turnover by completing over 30 tax returns daily

NEW YORK BUSINESS DEVELOPMENT CORPORATION, New York, NY May 2015 –August 2015

Analyst – Loan Servicing

Completed credit analyses on existing clients with debt exposure up to $5mm to quantify leverage capacity and repayment ability for senior management

Engaged with loan documents and examined debt covenants to forecast cash flows and debt maturities

Compiled and delivered over 20 loan reviews for borrowers seeking refinancing terms for current debt obligations; assessments have been authorized by senior management and currently serve as a reference for future performance reports for each borrower

Cultivated client relationships and honed professional communication skills through frequent client contact

PERSONAL FINANCE CLUB, Aston, PA May 2015 –August 2015

Member

Assess market conditions and trends through active discussions during sessions to attain deeper knowledge in equity securities

Compete with other members in a stock picking challenge where participants ranks were based on the return for one month period

Volunteer for opportunities to visit financial firms to gather insight in the various finance industries as well as professional advice to acquire a career in finance

MARKETING CLUB, Aston, PA May 2015 –August 2015

Captain

Responsible for the creation of marketing scenarios that required students to adapt to obstacles, work within a team, and speak publicly and confidently about their topic

Coordinated tours to the headquarters of many professional entities; including the Philadelphia Phillies of Major League Baseball, Wawa Incorporated as well as other corporations

Initiated a marketing campaign for the school bookstore, bookstore sales saw an increase of 10% with the addition of club efforts

OTHER EXPERIENCE

NU MEDIA SERVICES, Aston, PA September 2013 – May 2014

Assistant

DOUBLE PLAY PRODUCE INC. Bronx, NY December 2014 and 2015

Customer Service Representative

ACTIVITIES & LEADERSHIP EXPERIENCE

Intramural Softball-Captain (2014 to present)

Student Activities Board (2015)

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