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Customer Service Data Entry

Location:
Watsonville, CA
Posted:
March 08, 2017

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Resume:

Work Experience

Tax Associate

H&R Block, Hollister, CA

January 2017 to present

•Prepare taxes, perform data entry, provide customer service, filing, answer phone when necessary, keep work area clear and free of clutter

Material Handler

Innerstep, Scotts Valley, CA

January 2016 to September 2016

• Work in Stockroom, Shipping and Receiving, as well as perform some administrative duties

• Received raw and finished goods, then issued parts to open jobs in computer system

• Matched P.O's to received items, counted, labelled and added to system

• Created new bin locations, as well as made bin labels per location in stockroom

• and physically stock items in correct bin locations, or other designated areas, as well as transfer goods in company's ERP system

• Research and problem solve inventory discrepancies

• Fill in-house shortages in a timely manner, deliver to assigned department/s, and make transactions in company ERP system, as well as fill out required paperwork

• Pack, ship and fill out all required paperwork according to company or customer standards

• Relay any shortages in a timely manner to company planner or my direct supervisor for follow-up

• Perform weekly cycle counts, as well as other special duties and projects as required

Shipping/Receiving/ Inventory Associate

Threshold Enterprises, Santa Cruz, CA

January 2014 to January 2016

• Pulled, packed and shipped out products utilizing UPS, Conway and/or Fed-Ex per company guidelines

• Ran daily batch reports utilizing company ERP system (Navision)

• Created Excel spreadsheets for data entry for the un-posted adjustments for follow-up for our team members, exported data inventory data from intranet into Excel spreadsheets, as well as utilizing MS Word for various projects

• Entered DMR's, shortages and aged items into system

• Validated system quantities of finished goods vs. on-hand inventory by initiating daily cycle counts, registered, posted and made adjustments to inventory in computer system to insure accuracy

• Processed weekly and quarterly un-posted adjustment(entered into Excel spreadsheets) and emailed team members for follow-up, which was saved on a shared drive for management to view

• Supported Management in other departments with inventory research and information via email (MS Outlook), and verbally

• Received and entered finished good products into company ERP system, as well as performed put-aways and transfers per departmental policy and procedures.

Data Entry /Customer Service/ Shipping and Receiving

Various Temp Agencies, Watsonville, Capitola, CA

February 2011 to January 2014

• Utilized Quick Books to generate invoices(entered customer and product information)

• Provided customer service (dealing with/resolving customer complaints and discrepancies) in a timely manner

• Entered and updated customer demographics and other data into Excel spread sheets

• Performed warehouse responsibilities to include: Shipping and Receiving as well as packaging and sorting

Data Analyst/Administrative Assistant, Risk and Quality departments

Saint Louise Regional Hospital, Gilroy, CA

February 2000 to December 2009

• Gathered, compiled and analyzed data, conducted research from multiple departments for statistical reporting, created charts, graphs and spreadsheets utilizing Microsoft Excel, as well as Microsoft Access in creating databases, forms and reports to be utilized for data entering and inclusion in reports and presentations for the Board Committee

• Assisted the Executive Administrative Assistant in assembling/preparing the Board packet agendas

• Kept the Risk and Quality Departments' Policy & Procedure manuals updated

• Initiated the Treatment Authorization Requests

• Gathered information from hospital patient charts to determine eligibility for Medi-Cal

• Entered patient referrals and demographics into ERP system

• Generated weekly and monthly dashboard reports, charts, graphs and reports for presentation to my manager and other department heads

• Assisted in gathering and processing data for hospital compliance audits

• Maintained and updated various databases for five departments, and provided data file management as well

• Utilized hospital Medi-Tech computer system for various job duties

• Took calls off the Risk Hotline, then typed them into database verbatim, which I forwarded to the appropriate department manager for follow-up

• Processed travel and expense reimbursement forms

• Handled information requests

• On-site and off-site meeting coordination for Staff, Board and Grievance Committee meetings, setting up of audio and visual equipment, conference calling, took/recorded minutes for the Grievance Committee meetings, and processing catering requests.

• Document control / maintenance of all correspondence and confidential files related to the Risk Management, Quality and Workers' Comp departments tracking expenditures for the Patient Advocacy program to create and produce charts and graphs utilizing Microsoft Excel for the Social Services department.

• Assisting multiple departments with data file management, ordering and maintaining office supplies for the Risk, Quality and Social Services departments

• Performed medical chart review

Education

AA in Business Administration, Computer Technology

Heald College

Salinas, CA

Skills

Order puller (1 year), perform putaways (1 year), Receiving, warehouse (5 years), minute taking (1 year), shipping (2 years), Shipping (3 years), Customer Service, Documentation (6 years), Excel, Inventory, Quality Control (1 year), Assisting Risk Management department

Certifications/Licenses

Tax preparation course

September 2016 to December 2016

Additional Information

SKILLS

• Experience in producing weekly and quarterly dashboard reports

• Data entry

• Excellent written and verbal and Communication

• Enthusiastic people person

• Competence in multiple software applications, including MS Excel, Word and Outlook

• Very dependable

• Able to perform mathematical calculations

• Strong problem solving abilities, and learns new things quickly • Familiarity of Good Manufacturing Practices (GMP's)

• Experience auditing confidential patient medical records and reports to support in readying for HIPAA compliance audits

• Experienced in filling out and filing Standard Operating Procedures (SOP) and Forms



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