Customer Service Representative/Office Professional

Jacksonville, FL 32246

ad4pj0@r.postjobfree.com

814-***-****

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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