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Customer Service Team Lead

Location:
Houston, TX
Posted:
January 17, 2024

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Resume:

ANDREA L. YANCY

**** **** ***** ****** ***** ****1 {PH. 773-***-****} ad2uta@r.postjobfree.com

PROFESSIONAL SUMMARY

Over 20 years of dedicated, hardworking, and well-rounded experience in contract administration, credit analysis, risk management, maintaining client relation management, including payroll, team lead, event planning, proof reading, calendar management, multitasking, training abilities, office administration and customer service. Proficient in cultivating positive and enduring relationships within a professional environment, working with different departments to accomplish any common goal, and creating a pleasant work environment.

PROFESSIONAL EXPERTISE & EXPERIENCE

Excellent communication skills, management, and customer service skills. Organized skill set, conflict resolution, ability to multi-task, good negotiation skills, proficient in MS Office applications (Word, PowerPoint & Excel). Takes pride in helping others learn, overseeing document procedures and tasks to assist others in learning a position or job duties.

ExecuTech Lease Group Director of Operations 2021/Present

oPre-Audit of information submitted for loading into database (salesforce & lease manager) as well as assisted with the implementation of new database.

oMonitored and managed monthly sales volume, team lead, up sales, handled daily risk/fraud management issues, background checks, credit reports, BBB and Lexis Nexis, Dun & Bradstreet issues, chargebacks, daily credit mix and funding reports for vendor rep and sales offices.

oSet up new vendor rep accounts, processed funding/payroll for reps in timely manner meeting daily deadlines.

oSupervised and trained employees

oCreated daily reports and spreadsheets pertaining to all funding and expenses, processed AR/AP & commission payroll.

oAnalyzed credit reports (Experian, Transunion & Equifax), proofread all lease contracts, approved and declined accounts (responsible for reviewing personal & sensitive information) processed merchant leases, and maintained accounts to suit the merchant and client needs.

oProficient in Excel, Google Sheets, PowerPoint, and Google Slides.

oWorks closely with the director of accounting in support of vendor account reconciliation.

oUpdated internal systems to enable sales to effectively utilize contracts with their customers.

oResponsible for the maintenance and growth of the top vendors that increased the company revenue.

CDW Corporation Contract Administrator 2021/2023

oPre-Audit of information submitted for loading into database.

oManage contracts lifecycle of new and existing contracts for customers, onboarding new contracts renewals of existing contracts terminations etc.

oPost-audit of loaded information to ensure correctness and completeness of the data.

oCommunicating across all levels of the organization and partners to resolve any contract or billing issues.

oLeading the administration and activation of assigned territories contracts and related submittals.

oMust apply presentation and communication skills to an outside audience.

oProficient in Excel, Google Sheets, PowerPoint, and Google Slides.

oMaintain daily, quarterly, and yearly reporting for HIED contracts.

oSupport CDW Higher Education to ensure CDWG contract compliance.

oUpdating internal systems to enable sales to effectively utilize contracts with their customers.

oComplete and present any contract deliverables and adhoc reports accurately and on time

oAssist with internal development teams to improve contract management systems and processes

oWork with the accounting team to ensure a smooth and timely process for executing invoice payments including reconciliation

NLS Equipment Sr. Account Manager/Office Manager 2004-2021

oMonitored monthly sales volume, team lead, up sales, handled daily risk/fraud management issues, background checks, BBB and Lexis Nexis, Dun & Bradstreet issues, chargebacks, daily credit mix and funding reports for vendor rep and sales offices.

oSet up new vendor rep accounts, processed funding/payroll for reps in timely manner meeting daily deadlines.

oResearched data and handled all vendor and customer credit/account related issues via phone, fax or emails.

oIndependently responds to and composes correspondences.

oCreated daily reports and spreadsheets pertaining to all funding and expenses, processed AR/AP & commission payroll.

oPrepared files, proposals, quotes, job cost, marketing projects, created memos, invoices, as well as Word and Excel documents for vendor representatives.

oAnalyzed credit reports (Experian, Transunion & Equifax), proofread all lease contracts, approved and declined accounts (responsible for reviewing personal & sensitive information) processed merchant leases, and maintained accounts to suit the merchant and client needs.

oCompiled, sort and verified accuracy of data before it is entered into computer system or scanner, keep records log of materials to file into internal Citrix system and created new records when necessary.

oPreformed clerical managerial duties such as operated communication switchboard phone, managed company calendar, greeted clients daily, customer service, faxing, ordered all office supplies for company, maintained maintenance of office equipment and maintained a clean work environment for the office.

oReconciled monthly banking accounts via QuickBooks and performed basic accounting duties.

oActed as liaison between sales office and customer service department.

oRan errands for VP, calendar management and set up travel arrangements/schedules and meetings for office employees.

oOver 10yrs experience supervising and training new employees, responsible for all in and out-going mail services (UPS, FED-EX, USPS, DHL)

oResponsible for the maintenance and growth of the top vendors that increased the company revenue.

COMPUTER SKILLS

Word, Excel, Lotus, Access, PowerPoint, Express, Adobe, QuickBooks, Outlook, Sage 300, Paychex, ADP, Teams, InfoPro, SalesForce, Nulogy, Internet, 50 WPM and CCS/Citrix/Lapps

EDUCATION

East Gate Community College – AA General - Associates of Arts 2021

East Mississippi Community College – Pre- Nursing 2021

References Furnished Upon Request



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