Customer Service /Branch Manager/Tax Preparer
Resume:
SONDRA FAYE RICHARDSON
**** ****** **** *** *****, Al 36703
CELL: 334-***-****
******************@*****.***
I have worked in finances for the past 10 years and successfully managed a Loan and Tax store for the past 8 years, I have over 20 years experience in the office environment, over 20 years in customer service interactions, 3 Years employed with the State of Alabama, 1 Year federally contracted at Maxwell Air Force Base in Alabama, I am a Certified Tax Preparer and have a Certificate for completing the 20 HR Pre-License (SAFE) Alabama Mortgage Loan Originator Course. I have supervised, managed and assisted, I have the ability to learn quickly, grow and adapt to changes in the work environment, I am very positive, dependable and a team player. I will be a great asset to your company. I have Exceptional Customer Service Experience that will be a valuable resource to any business institution.
Experience
12/15/2020 – Current
Branch Manager, Security Finance Loans and Tax LLC
Montgomery, AL
(Promoted to a new location)
* Manage branch personnel with supervisor direction and assistance
* Certified Tax Preparer
* Interview clients and analyze financial liabilities, ensure compliance with tax laws, advise clients on tax-related matters
* Achieve account gain through proven loan judgement and effective customer solicitation
* Maintain office cash with accuracy and security
* Maintain good relations with local creditors in direct call verification
* Provide good quality customer service while maintaining excellent customer relations
* Ensure compliance with state and federal lending regulations and Company policies & with company record keeping procedures
* Ensure prompt completion of loan process by using credit evaluation methodology: SAWS (Stability, Ability, Willingness, and Security).
* Minimize delinquent debt through collection activities both by verbal and written communication
* Ensures reporting of branch figures to corporate office for accounting purposes
* Valid Driver’s license and acceptable driving record
* Reliable transportation & ability to travel occasionally
* Able to pass a criminal background check
7/25/2011 – 12/14/2020
Branch Manager, Security Finance Loans and Tax LLC
Demopolis, AL
* Manage branch personnel with supervisor direction and assistance
* Certified Tax Preparer
* Interview clients and analyze financial liabilities, ensure compliance with tax laws, advise clients on tax-related matters
* Achieve account gain through proven loan judgement and effective customer solicitation
* Maintain office cash with accuracy and security
* Maintain good relations with local creditors in direct call verification
* Provide good quality customer service while maintaining excellent customer relations
* Ensure compliance with state and federal lending regulations and Company policies & with company record keeping procedures
* Ensure prompt completion of loan process by using credit evaluation methodology: SAWS (Stability, Ability, Willingness, and Security).
* Minimize delinquent debt through collection activities both by verbal and written communication
* Ensures reporting of branch figures to corporate office for accounting purposes
* Valid Driver’s license and acceptable driving record
* Reliable transportation & ability to travel occasionally
* Able to pass a criminal background check
1/20/2011 – 7/20/2011
Customer Service Representative, Titlebucks of Selma
Selma, AL
* Accurately managed a cash draw for pawning title for vehicles.
* Answer phones and handle customer inquiries on their accounts.
* Accurately post payments and multiple documents into customers’ files while,
explaining the terms of agreement for loans.
* Maintain a positive attitude when dealing with difficult situations.
* Scan checks and receipts into system in order to maintain image documentations
* Use my personal vehicle in order to locate customers we’ve lost contact with and who have become delinquent on their accounts. (Must have car insurance)
* Twice a week, transported bank deposits to our local bank and certificate of mailing to the local post office.
Mailroom Coordinator, Health Systems International
12/1/2005- 1/10/2011
Selma, AL
*Supervise Mailroom Assistant activities to insure mailroom operations run according to schedule
*Manage workflow for out of state Employee - (Data Reviewer) by putting her processed medical bills together and locating and reporting error to Team Supervisor *Scan checks and Index medical bills for Billing Dept and Human Resource Director
*Deliver and Pick-up medical bills and checks locally for daily processing with the company's vehicle. Hundreds of medical bills every week.
*Correspond and mail Marketing/Promotional materials to Case Managers in TN, GA & Ky.
*Trained 2 temporary employees and 2 permanent employees scanning procedures for
Utilization Management and Case Management files during special projects.
*Purchase and ship special items with the company's credit card and cash funds.
*Verify client’s billing information for up to date changes on number of invoices and Explanation of benefit changes sent out with actual bill.
*Operate HWJ 150 Postage Mailing Machine and SHARP AR-MSSON Digital Imager Scanner
and Printer on a daily basis.
Retirement Systems of Alabama (RSA)
Administrative Support Assistant II/Office Services Department
06/2002-01/2005
Montgomery, AL
*Prepare and process more than thousands of various documents for scanning every week.
*Forward highly confidential documents such as checks, invoices and personal letters to
appropriate individuals.
*Operate the main switchboard for calls made to the Retirement Systems of Alabama
*Assisted supervisor in training of new employees
* Processed Alabama Teachers Applications, Employees Applications, and Teachers Insurance (PEEHIP)
Certifications
*2020- Completed 20 HR Pre-License. (SAFE) ALABAMA MORTGAGE LOAN. ORIGINATOR COURSE
Mortgage Educators and Compliance
*2016-Current CERTIFIED TAX PREPARER
Security Finance Loans and Taxes
Education
2020-current
Mortgage Educators and Compliance (SAFE) ALABAMA MORTGAGE
ORIGINATOR COURSE
2016-current
BA BUSINESS MANAGEMENT, STRAYER UNIVERSITY
Birmingham Campus- AL
*Earned an 3.0 grade point average while working full-time and being involved in personal projects and community activities
1995-1998
Criminal Justice Associate Science Degree, George Wallace Community College of Selma
Criminal Justice Associate Science Degree
* Completed following courses towards degree: Criminal Law and Procedures, Constitutional Law, Police Procedures,
* Area of concentration: Criminal Investigations
* Additional courses in: Accounting I, Keyboarding I, Windows 95 & 98, Word perfect
Accomplishments
Office Management-- Administrative
* Successfully Manage Loan and Tax Store in Demopolis, AL for past 8 years
*Achieved Office of the year in the State of Alabama the 1st year of being rated 2015 (Out of 52 stores) & continuously make Top 5-10 on Proficiency Rating Monthly Printout
* 20 Years experience in office environment
* 3 Years employed with STATE OF ALABAMA
* 1 Year employed under contract with the Federal Government in the Judge Advocate Judicial System @ Maxwell's Air Force Base.
* Provide good quality customer service, dependable and a team player
* Demonstrated accuracy, attention to detail and ability to lead in a team environment
* Acknowledged in Evercom’s first Newsletter as an excellent Customer Service Representative.
*Achieved and Award for Who's Who amongst American Students
Activities
I love to participate in community activities in the city of Selma, such as singing, visiting nursing homes on holidays and plate sales with local gospel groups. I also believe that with great Dedication, Determination and Commitment you will get great results.
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