Customer Service Representative
Resume:
Terri Z Walston
Wilmington, DE 19802 302-***-****
*********@*****.***
SUMMARY
Polished customer service representative with 5+ years of high volume, customer service with fraud detection and account managing background. Problem Solving. Invoicing Processing; Vendor Relation resolutions.
Excellent verbal and written communication skills with a clear, concise phone voice and professional demeanor
Experienced in analyzing data for fraud and making risk level decisions, New Hire Employment package
Demonstrate my experience in independently leading small moderate project management processes
Highly analytical, strategic and tactical thinker, quantitative problem solver, both strong team and individual
Highly Team Player, Multi-tasked, Problem Solver/Resolution, Privacy of company issues, Privacy HIPPA.
EDUCATION
Wesley College Graduate
Pursuing: Associate Degree in Business with Concentration of Science
Delcastle Vocational High School Graduated
High School Diploma
SKILLS
Microsoft Office: Excel, PowerPoint, Access, Word and Outlook, payment Processing, Account Receivable
Typing: 53 WPM-*Data Entry* Numeric*,SAP-Paycheck*Office Duties*Hr. Generalist* SharePoint
QuickBooks *Lotus* Microsoft*, Creating Excel Spreadsheet, Creating PDF Export Doc,
Oracle Tool* Switchboard* Moss Tool* E-Store Mailbox*
Payroll Processing*Check Ach* Invoice Processing
Deposit Day to Day payments bank Deposit.
EXPERIENCE
Energy Management Systems 03/2023 – Present
Accounting Assistant to Controller
Process Customer Invoice Payments, Make Daily Reconciliation Deposit, Budget Ach payment and Deposits
Review customers payments and transactions ensuring that each payment is accurate and no fraudulent activity appeared, invoice Processing
Create Customer Invoices and Invoice contracts to be upload and Modify to PDF Format. Modify Word Contract to match invoice billing cycle.
Responsible for vendor contracts including reconciliation of invoices, coordination of payment, and pricing negotiation, support of all assigned projects, including resource planning, team selection, and budgets
Ensure applicable vendors are HIPAA and HITECH compliant, vendor tracking spreadsheet, pi-increase letter for approval
Conduct analyses for prospective vendors and work closely with internal operations staff to choose the most appropriate vendor, Create Employee Birthday Events, Create Office Memo, Filing, Shredding Important Private Doc.
Distribute vendor reporting to examine adherence to operational requirements and concerns to business owners
Ensure customer invoice and accurate is correct for billing each billing cycle. oversight reports including vendor financial, quality / compliance and operations performance summaries
Fed Express-Ground & Fed/Express 12/2015 – 02/2023
Sr, Ops Admin Schedule & Courier Driver/ Aim Lead Trainer (seeking better opportunities
Handle all inbound calls for My-Schedule Package Handler weekly work Schedule, Dashboard, Next Gen Staffing
Working Directly with each Ops Manager to create the employee, Dashboard, print rosters of Schedule, preparing date metric with employee set up. Provide clerical support for various manager.
Create New Hire Employee Package Handlers Booklet, Intake Interview, Process Id, Photo Copy all doc,
Assist H.R create I9 Essential functions, Onboarding calls, Onboard I9 document, Scheduling Intake process & Interviews, background checks, attending job fairs, maintain personal files record keeping, compliance,
Provide support on auditing, review and processing human resources paper work forms.
Generate, compiles and distribute Hr. reports, Schedule New Hire Tours, and Maintaining sort observation on doc satiations to cover manager, Scan package when short staff.
Assist all Manager as coverage for Sort Operation, Office or in warehouse sorts, Participate in Training all New Driver to become excellent Courier.
Havi Global Waste and Recycling (Temp only) June 2014 – 11/2015
Vendor Compliance Coordinator (seeking better opportunities)
Handle over 50 inbound calls a day in a call center environment
Review customers payments and transactions ensuring that each payment is accurate and no fraudulent activity appeared, invoice Processing, define manage and attain the goals and milestones associated for all assigned vendors
Contact haulers to schedule terms and pricing, devise or modify procedures / processes to solve business and operational problems keeping in mind the capacity and limitations of the budgetary constraints, and form of the desired results, responsible for vendor contracts including reconciliation of invoices, coordination of payment, and pricing negotiation, support of all assigned projects, including resource planning, team selection, and budgets
Ensure applicable vendors are HIPAA and HITECH compliant, vendor tracking spreadsheet, pi-increase letter for approval, conduct analyses for prospective vendors and work closely with internal operations staff to choose the most appropriate vendor, distribute vendor reporting to examine adherence to operational requirements and concerns to business owners
Develop vendor oversight reports including vendor financial, quality / compliance and operations performance summaries
Agilent Technologies (Volt Workforce Solution) (Temp Only) June 2013 - June 2014
Customer Service Representative
Handled over 50 inbound calls a day in a call center environment
Handled all compliance issues regarding customer accounts
Provided professional telephone customer support in a call center environment and determining the nature of the call or inquiry
Monitored customer progress toward goals and review / update action plan as necessary
CIM / CRM specialist, Maintained clean data with Customer Relation Management
Investigated and trouble shoot customer master data issues
Provided high quality work in a timely fashion to meet established service level agreement set within the business
Applied data Ecommerce,
Researched all incoming requests COMM Mailbox, Accounted Maintenance Created CIM request
Merged Prospect (94) into a (700) Account in CRM* archiving Accounts in CRM* expiring contact in CRM and followed up with internal and / or external customers to ensure data is correct
Supplied CRM users with all necessary information regarding data quality, Searched in Database-SAP-ECC
Carbucks April 2011 - June 2013
Office Manager / Bookkeeping / Accounting
Handled over 50 inbound / outbound calls a day in a call center environment
Processed customers transactions making sure everything was correct and flagging any material that stood out of place
Reviewed customers payments for any fraudulent activity assisting them with anything that was not correct
Responsible for moderately complex research and analysis of account activity to assess levels of risk and fraud type
Bookkeeping, account payable / receivable, collections and financial statement
Day to day usage of excel, Court Document, Repo Vehicles, Verified payment
Administrative clerical input/New Hire Package, Training, Court Judgments Settlement offer to delinquent accounts
Day to day deposits, Proof / verify deposit and payments
Verifying transactions/Daily Month end Report
Posting transaction-Ach Transaction, Meeting monthly collection goals
Monthly closing reports, review title processing, Contact DMV to proof title status
Online marketing, selling cars-Repossession Cars, Clerical account reminder payment notices and collection notices
Processed lien against title, Created lien release notices, monitoring and ordering office supplies
Operated incoming and outgoing calls, Processing application direct, Notary letters reposes cars
Closed and maintained compliance for car title loans policies, Create weekly work schedule
Delaware Department of Labor (Delmarva Staffing)-Temp May 2010 - April 2011
Accounting Specialist
Handled over 50 inbound / outbound calls a day in a call center environment
Processed customers transactions making sure everything was correct and flagging any material that stood out of place
Reviewed customers payments for any fraudulent activity assisting them with anything that was not correct
Responsible for moderately complex research and analysis of account activity to assess levels of risk and fraud type
Examined accounts for fraudulent / erroneous information, evaluating potential loss situations
Accounting / Finance input, Maintain related confidential files
Maintained corporate office records and filing system provide administrative support to senior supervisor with organization of facilities, files, and various other projects
Deterred main over payment fraud / Non fraud claims, Approved unemployment claims
Telephone Inquiry, prompt response to Clients, Mailing clients monetary determination decisions, calculating / configuration amount over payment, Data / Clerical input, Opac / Non-mon, Cross-match entry, new Hire
Terri Walston
Terri Walston
*********@*****.***
Dear Hiring Manager:PT-Bookkeeping or Account Payable & Receivable
I am writing to express my interest in your current employment opening; and would like to learn more about this opportunity. Please allow me to submit my cover letter and resume for your review. Salary is Negotiable
Having served in Accounting/Financing Departments/Senior Customer Service, over 25 years, with continued success in meeting targeted business objectives, I am confident that I can make a valuable contribution to your organization's future projects and initiatives.
I can help you in several key areas and what’s more, I can certainly help you in getting the results you’re looking for. You want a leader not only with measurable results, but a go-getter who can achieve and exceed your bottom-line profits while driving process improvement and employee performance directives.
My resume contains additional details regarding my career accomplishments and academic achievements. I would like to welcome an opportunity for a personal interview to discuss your organization's needs and the results you can expect from me in addressing those needs.
Thank you in advance for your time and review of my qualifications, and hopefully you will consider me for this opportunity. Please contact me direct for possible interview opportunities.
Sincerely,
Terri Walston
Personal Reference pages
Holly Breese- Office Manager
Havi Global Waste & Recycling
Latesah Wilson-Co-worker
Havi Global Waste & Recycling
Sade De’costa-Co-Worker
Agilent Technologies
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