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Customer Service Financial Services

Location:
Houston, TX, 77088
Posted:
November 01, 2023

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Resume:

**/**** - **/**** **********

Angel Wings, Houston, TX

Assist other social and human service providers in providing client services in a wide variety of fields, such as psychology, rehabilitation, or social work, including support for families. May assist clients in identifying and obtaining available benefits and social and community services. May assist social workers with developing, organizing, and conducting programs to prevent and resolve problems relevant to substance abuse, human relationships, rehabilitation, or dependent care. Supervised all direct care staff.

01/2010 - 04/2017 TAX PREPARER

AATS FINANCIAL SERVICES LLC, Houston, TX

Prepare tax returns for individuals or small businesses but do not have the background or responsibilities of an accredited or certified public accountant. Worked in office alone most of the time, so you had to complete tax returns for individuals at your desk and also answer multi line phone. You had to deal with irate customers about their refunds and the wait time to just answer questions. Mainly day to day was just inputting tax returns and answering phone calls in reference to refunds.

08/2007 - 06/2008 Office Manager

Villars Mechanical, HOUSTON, TX

Supervised and coordinated the activities of workers engaged in installing air conditioning equipment or repairing ac units. Executed daily operations of each technician's (tech) job. Prepared reports of time on each job for each tech and collection of funds and scheduling next day jobs. Wrote, designed and produced every day operations for each tech productivity. Studied production schedules and estimated number of work hours to completed job assignments. Established and adjusted work procedures to meet production schedules, using knowledge of time it SHARLENE WOODS

700 Dunson Glen Dr, Apt 601

Houston, TX 77090

Phone: 713-***-****

Email: ad0sts@r.postjobfree.com

Objective

Seeking a customer service position to utilize my skills in administrative support. Prefer to work remote from home office. Available for immediate hiring.

Ability Summary

I am an experienced leader and a fast learner. I have excellent communication and problem-solving abilities. I have heard and seen it all from my 18 years at social security from the young age of 19. I have top knowledge handling of the disabled from young to the elderly. I did not have a clerk while there so multitasking is easy for me. I had to answer my phone while customers where at my desk or while working at the front desk registering clients. When I left social security in 1999 I have worked in management roles since that time. I was a supervisor for several different agencies that all required handling all issues for customers. As supervisor at the AC company I had 10 technicians and 4 office staff to manage. After that I was an office manager for another AC company. Those duties included schedules, time cards, payroll, dispatching, mail collection, bank deposits, inputting invoices and all other day-to-day operations that were involved. Customer services I feel I have been involved with for the last 30 years, I have never worked at a call center, but I have handled calls coming in on a nonstop situation. I think my preferred next job should be in customer service with the opportunity to be in management at some point. I have no problem in working my way to management, I am very confident that I will be able to showcase my abilities to earn that position. Employment History

took to complete a job. Recommended measures to improve production methods, equipment performance and quality of products. Supervised and managed techs daily activities. Suggested changes in working conditions and use of equipment to increase efficiency of shop, department, and work crews. Supervised 3 techs, scheduled work hours, resolved conflicts, determined salaries and raises. Analyzed and resolved work problems and assisted workers in solving work problems. Successfully managed a 3-person team of ac installation workers in solving work problems. Successfully handled daily operations of the office which included, inputting invoices, billing customers, answering phones, opening and assorting mail. Recommended and initiated personnel actions, such as promotions, transfers, discharges and disciplinary measures. Maintained time and production records. Sold maintenance agreements to customers for future work and routine maintaince. 04/2003 - 06/2007 Supervisor

Central City Air, HOUSTON, TX

Executed daily operations of service department of air conditioning company. Conferred with potential customers to ascertain equipment, supplies and service needs. Trained and managed 8 techs and temp office help and achieved significant improvements in their productivity, Advised customers on types of equipment to purchase, considering such factors as cost, space availabiility and intended use. Trained office staff on scheduling repairs or normal maintenance work. Supervised 8 employees, scheduled work hours, resolved conflicts, determined salaries. Resolved customer complaints regarding equipment, supplies and services and tech performances. Successfully managed service department. Successfully handled all daily schedules for techs including working in emergency call and rescheduling customers if necessary. Structured and maintained daily time sheets and bonuses for each tech. Dispatched workers for normal maintenance and emergency repairs of ac units and heating units. Recorded time, location, and nature of trouble and relayed information to workers assigned to area by telephone or 2-way radio. Received and reviewed work reports and made adjustments as needed to take care of customers. Requisitioned supplies and parts for repairs. Answered phone daily, while inputting invoices, talking on 2-way to techs and ordering parts as needed from suppliers.

04/1982 - 12/1999 Claims Representative

Social Security Administration, Houston, TX

Executed daily operations of very large case load for individuals applying for disability or aged claims under Supplemental Security Income or SSI benefits. Was instrumental in issuing numerous benefits checks per month. Trained a group of new hires in daily operations of social security benefits in mega call center in Alberque New Mexico. Contacted representatives of other federal agencies to obtain information on policies and possible additional benefits for claimants. Successfully handled issuing payments or denying benefits to individuals applying for SSI benefits. Calculated social security benefits, and other data concerning constituent complaints and qualifications of benefits.

03/1981 - 04/1982 Dresser

Hump's Hamburgers, HOUSTON, TX

Called out and verified food orders in drive-in restaurant. Called out food orders to cooks, pantry and fountain workers, Examined portioning and garnishing of completed food orders. Reviewed order for accuracy and tabulated check. Notified serving personnel when order was ready. Prepared and cooked foods that could be completed in short time. Read food order slip, received verbal instructions as to food required by patron and prepared food according to instructions. Prepared hamburgers. Prepared salads and sliced meats and cheese, using slicing machine. Cleaned work area and food preparation equipment. Serced meals to patrons over counter.

01/1980 - 03/1981 Cashier

Pierceing Pagoda, HOUSTON, TX

Pierceing ears of patrons in the mall. Selling accessories to patrons. Working a cash register.

general studies

1 Year at College or a Technical or Vocational School Lone Star College, Houston, TX

regular high school

High School Diploma

Waltrip, Houston, TX

Education History

Occupational Licenses, Certificates and Training

Honors & Activities

Microsoft Excel training class, Dealing with difficult customer training Additional Information

Detailed References



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