Customer Service Accounting

SUMMARY

A current MBA Student with an in-depth knowledge of accounting and is proficient in prioritizing and completing tasks in a timely manner, while also flexible to multitask when necessary. A Customer focused individual with diverse industry experience including accounting for non-profits, mortgage loan processing and leadership experience in diversity and equity in higher education. Detail oriented, motivated and organized methodical thinker who is able to prioritize and process multiple tasks simultaneously and can easily adapt to work in a team environment as well as independently.

EDUCATION MOUNT MERCY UNIVERSITY CEDAR RAPIDS, IA

Master of Business Administration Expected May 2017

AIB COLLEGE OF BUSINESS DES MOINES, IA

Bachelor of Science in Accounting February 2014

DES MOINES AREA COMMUNITY COLLEGE DES MOINES, IA

Associate of Science in Accounting December 2011

EXPERIENCE

TAXACT, Cedar Rapids, IA

Taxpayer Support Specialist 12/2015-05/2016

Conducted and achieved excellent customer service guidance based on research of tax laws and regulations.

Clarified and enabled customers understand how tax rules and regulations applied to specific tax returns.

Researched, evaluated and interpreted federal and state tax laws to assist taxpayers with solutions to tax questions.

Initiated and implemented process improvements to provide better customer service.

Collected and recorded suggestions from customers for future references and updates.

CATHOLIC CHARITIES DES MOINES DIOCESE, Des Moines, IA

Voucher Processing Clerk (AP/AR), 09/2014-09/2015

Tracked, reviewed and recorded refugee grant expenditures in compliance federal and organizational requirements.

Compiled and completed vouchers on a timely basis ensuring all allowable expenses are submitted.

Reconciled and verified all expenses are substantiated, appropriated, and allocated to proper expense accounts.

Computed and performed monthly reconciliations for accounts payables and receivables.

WELLS FARGO HOME MORTGAGE, West Des Moines, IA

Loan Mortgage Research and Remediation Specialist II, 10/2010-02/2015

Researched, reviewed and resolved customer mortgage inquiries and generated required documentation to update loans.

Served as liaison for loan officers, applicants, mortgage underwriters, and all other mortgage departments.

Facilitated and coordinated an open communication channel to ensure expedited and efficient loan processing times.

Researched various complex projects for multiple organization department per CFPB requirements and regulations.

Completed, proofed and entered data into mortgage databases per loan servicing regulations and procedures.

Succeeded in meeting the 90% and above quality assurance quota monthly.

Other Relevant Experience

Mount Mercy University, Cedar Rapids, IA

Coordinator for Social Justice 06/2015- Current

Initiate and spearhead collaborative activities campus wide to foster social justice and diversity.

Oversee, direct and organize student social justice group and activities.

Strategize, supervise and lead programs to develop remedies and to responses to local, national, and global needs.

Recommend and pioneer outreach to minority communities to bring awareness to the social concerns of the community.

ADDITIONAL DES MOINES AREA COMMUNITY COLLEGE

CERTIFICATES Accounting Paraprofessional, Accounting Specialist Certificate & Accounting Certificate II

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