Service Representative Customer
Resume:
Customer Service Representative/Office Professional
Jacksonville, FL 32246
**********@*****.***
Highly organized and detail-oriented administrative professional possessing more than 10 years of experience in coordinating office management and projects with a high degree of efficiency. Resourceful and adaptive team leader with expertise in project management, financial tracking, customer relationship, time management and marketing. Results-oriented strategic planner seeking to leverage background in leadership role with excellent organization.
Skills:
Documentation filing
Tax accounting
Inventory management
Retail Operations Management
Orientating and training personnel
Excellent time management
Detail-oriented
Account management
Proficient in Microsoft programs
Quickbooks Software
Proficient in Kronos payroll program
Office equipment proficiency
Inbound and outbound calling
Database entry/Database management
Faxing documents
Deadline-oriented
Multi-line phone systems
Microsoft Excel
Microsoft word
Microsoft Access
Work Experience
Title Specialist
Allstates Title Services- Jacksonville, FL Jan 11 to Present
Process all new and used vehicle sales for registration,including the preparation of tax documents when applicable.
Submit all legal transfer work to the Department of Motor Vehicles.
Verify that funds have been collected and the correct lien holder paid off before processing title applications.
Verify accuracy in the applicable legal documents to ensure that all information is accurate and complete.
Prepare payoff checks for new vehicles and trade-ins as necessary.
Prepare transfer documents and enter accounting for dealer transfers.
Maintain a system to verify out-of-state titles.
Comply and maintain a complete list of all outstanding title work. Report list to management including a current list of outstanding titles to the controller at the end of each month.
Prepare transfer documents and enter accounting for used wholesale transactions.
Maintain records and post purchases of new and used vehicles.
Process yearly renewal of dealer tags in conjunction with controller.
Stay abreast of title regulations by attending online classes held by local licensing bureaus, internet research, and any other training available on title registrations.
To answer customer questions accurately and courteously when dealing with title related questions.
Office Manager
AR Trucking, Inc. - Warren, PA May 2021 to August 2023
Create and maintain financial records including, to but not limited to, company banking, purchasing and selling equipment, taxes and all other applicable financial information.
Managed daily office operations and securing sensitive information.
Maintained office efficiency by organizing operations and procedures.
Managed personnel payroll and filed all weekly and quarterly payroll tax reports to the appropriate Federal, State and Local entities.
Maintained office and garage facility supply inventory.
Communicated with vendors, set up and maintained accounts and payments.
Created and maintained accounts receivable, communicated with customers regarding delivery and payment.
Prepare and submit annual/quarterly Heavy Highway Use taxes and NY HUT permits.
Customer Service Representative/Licensed Insurance Agent
Votys Insurance - Warren, PA August 2019 to May 2021
Daily correspondence with clients regarding issues and concerns with policies, accounts and billing.
Receiving applications for new policy accounts
Setting up EFT accounts for payments
Speak with Brokerage companies for client regarding payment and billing
Discuss coverage and benefits of policies with customers
Accepting and processing cash, credit and financial payments for clients.
Office Manager/Bookkeeper (Temp part time)
Chase Car Care - Sugar Grove, PA June 2019 to August 2019
Organized billing and invoice data, prepared accounts receivable and generated revenue reports to provide controllers with vital financial information
Accurately tracked, verified and approved accounts payable and accounts receivable invoices and total balances into financial software, conducting monthly balance sheet reviews to reconcile variances.
Increased efficiency and reduced expenses by implementing improved accounting procedures. Recorded cash, checks and credit card transactions to complete customer payments.
Reconciled monthly statements and transactions to keep records accurate and current.
Branch Sales and Service Representative
PNC Bank NA - Warren, PA October 2016 to January 2019
Provided expert financial advice on both educational and personal
loans
Performed daily maintenance of loan applicant database
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan
Educated customers on variety of loan products and available credit
options to promote valuable decision-making
Entered member transaction data into the online banking software
Established new customer accounts including checking, savings, lines of credit and loans
Adhered to regulatory and company security and audit procedures
Supplied tellers with coin and currency as needed
Reported daily averages and shortages to operations department
Receiving Associate
Michael's Distribution Center - Jacksonville, FL Sept 2014 to Dec 2014
Operated lift and hand trucks to transfer materials to and from target areas.
Prepared and processed shipping documents, including work and shipping.
Rejected deliveries containing damaged items or shortages and corresponded with shipper to rectify issues.
Unpacked and examined incoming shipments to confirm consistency with records and routed materials to appropriate department.
Promoted inventory accuracy and proper records management by comparing shipment contents with paperwork.
Accounts Receivable Clerk
Goodyear Tire and Rubber Company - Jacksonville, FL Sept 2013 to Sept 2014
Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files
Updated receivables by totaling unpaid invoices
Answered inbound calls to provide information, answer questions or discuss payment options
Entered, posted and scanned accounts receivable documents into Goodyear specific accounting software program
Increased efficiency and reduced expenses by implementing improved
accounting procedures
Assisted with time-sensitive functions, including recording credit memos,
processing invoices and completing month-end reports
Recorded cash, checks and credit card transactions to complete
customer payments
Distributed invoices using postal mail, email or digital transmissions
Sales Associate
Ross Clothing Store - Jacksonville, FL June 2013 to October 2013
Prepared and checked cashier register tills
Directed customer communication to appropriate department
personnel, in addition to providing information to resolve inquiries and bolster customer satisfaction
Organized cash movements between offices and to or from banks
Built and maintained effective relationships with peers and upper
management to drive team success toward common sales, service and operational goals
Retained product, service and company policy knowledge to serve as resource for both coworkers and customers
Answered incoming telephone calls to provide information about products, services, store hours, policies and promotions
Sold various products by explaining unique features and educating customers on proper application
Promoted memorable shopping experiences resulting in increased customer retention and loyalty
Assistant Manager
Mayport Tavern - Atlantic Beach, FL January 2012 to June 2013
Secured revenue, accurately monitoring transactions and deposits to eliminate discrepancies
Maintained inventory accuracy by accurately counting stock-on-hand and reconciling discrepancies
Completed inventory audits to identify losses and project future
demands
Supported Owner and Manager by organizing schedules, workflows and shift coverage to meet expected business demands
Connected with customers daily to understand needs, provide
assistance and collect feedback to optimize operations
Maintained high productivity by efficiently processing cash, credit, debit and voucher program payments for customers
Completed daily recovery tasks to keep areas clean and neat for
maximum efficiency
Counted large volumes of money manually and with bill- or change- counting devices
Assisted with completing end-of-day counts and securing funds to prevent loss or theft
Medical Assistant
Academic Dermatology Consultants Cosmetics & Aesthetics - Jacksonville, FL
November 2010 to January 2012
Supported functions for diagnostic and technical treatment procedures, including setting up and operating special medical equipment and apparatuses.
Assisted physicians by preparing patients for procedures, including but not limited to MOHS surgery.
Sterilized instruments and disposed of contaminated supplies in adherence to OSHA regulations.
Assisted with technical treatments and entered information in patient records and charts.
Conducted patient interviews to gather health history, vital signs and information about current medical issues.
Completed and submitted clinical documentation in accordance with agency guidelines.
Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate effective treatment.
Assisted with diagnostic testing by collecting and packaging biological specimens for internal and laboratory analyses.
Performed front desk duties, including answering phones, scheduling appointments, greeting patients and ordering supplies.
Assistant Manager
United Refining Kwik Fill - Sugar Grove, PA March 2006 to May 2008
Managed personnel scheduling, facilitating adequate coverage to meet demand.
Maintained inventory accuracy by accurately counting stock-on-hand and reconciling discrepancies.
Trained team of 10-12 to deliver outstanding customer service, boosting customer satisfaction ratings.
Secured revenue, accurately monitoring transactions and deposits to eliminate discrepancies.
Enforced adherence to company policies and procedures to boost team efficiency and strengthen operational standards.
Collaborated with store manager to develop successful strategies for achieving sales and profit goals.
Conducted job interviews, led employee performance evaluations with constructive feedback and rewarded top sales performers to attract and retain top-quality personnel.
Opened and closed the store, which included counting cash drawers and making bank deposits.
Implemented training procedures for newly hired employees and supervised department managers, shift leads and production personnel.
Office Manager/Bookkeeper
Bill Way and Son Trucking - Sugar Grove, PA Nov 1999 to Sept 2006
Reconciled monthly statements and transactions to keep records accurate and current.
Reviewed bank account statements to reconcile accounts by documenting correct financial information in general ledger.
Organized billing and invoice data, prepared accounts receivable and generated revenue reports to provide controllers with vital financial information.
Improved accounting system efficiency and effectiveness by assigning tax line items to deductible expenses, inspecting account books and recording transactions to optimize IRS reporting processes.
Verified, allocated and posted transactions in journals and computerized systems from documents such as invoices, receipts and reports.
Accurately tracked, verified and approved accounts payable and accounts receivable invoices and total balances into financial software, conducting monthly balance sheet reviews to reconcile variances.
Tax Professional
H&R Block Inc - Warren, PA Jan 2003 to April 2006
Researched local tax liabilities to support senior tax professionals.
Applied federal and state government regulations to prepare accurate and compliant tax returns for clients in various industries.
Stored copies of completed returns and related documents according to company procedures and business regulations.
Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Analyzed information and assessed liabilities and deductions according to relevant tax code.
Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Finalized and processed paperwork with local, state and federal government authorities.
Education
MA Certificate in Medical Assistant
Everest University-Jacksonville - Jacksonville, FL
September 2009 to November 2010
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