Customer Service Tax Preparer

CHERYL CHARLEY

Cellphone: 769-***-****

Email: **************@*****.***

SUMMARY

** ***** ** ***********, ********-oriented administrative experience. Extensive knowledge base in a medical business office setting. Professional, detailed, responsible, quick learner, flexible and personable with keen office and computer skills, call center; coupled with effective communication and leadership skills.

AREAS OF TRAININGS

HIPAA Customer Service

(Health Insurance Portability and The Art of Listening Fire Safety Accountability Act of 1996) Human Trafficking

Data privacy, security provisions Violence in Workplace safeguarding medical information

PROFESSIONAL EXPERIENCE

Diamond Tax Services, Jackson Ms 11/2021- 02/2024

Receptionist

● Answered calls and booked appointments with tax preparer

● Verified documents needed before appointment with tax preparer

● Made copies for client and tax preparer

Ritchey Automotive, Jackson Ms 05/2021- 10/2021

Receptionist

● Answered and transferred calls in a timely manner on a switchboard phone

● Troubleshooted and sent escalated calls to the correct departments

● Hand delivered written phone messages from customers to salespersons to purchase a new or a pre-owned car

● Contacted salespersons when customer arrived to look at or purchase a car Continuum Global Solutions, Madison Ms 12/2019- 03/2020 Customer Associate

● Assisted customers by answering telephone with courtesy and attentive listening to direct to appropriate department

● Focus on personalized orders

● Keyed customer data in computer system

● Keyed in customer orders once completed to be mailed out Dollar Tree Store, Imperial Beach Ca 08/2018- 03/2019 Sales Associate

● Focus on customer service and enhancing customer shopping environment

● Excellent communication and interpersonal skills both in person and on the phone

● Cash handling with accuracy

JCPENNEY Retail Stores, Ridgeland Ms 06/2017- 05/2018 Sales Associate

Provided customer assistant in the selling of merchandise.

● Delivered exceptional customer service experience, while following JC Penney Values

● Maintained shopping area and fitting rooms.

● Assisted customers in the benefits of applying for a credit card. Neighborhood Assistance Corporation of America, Jackson Ms 10/2016 -3/2017 Administrative Assistant

Provided front desk customer assistance and member services in a professional and courteous manner.

● Communicated with members to schedule, and if necessary reschedule intake and follow-up appointments.

● Arranged and confirmed venues to secure workshop locations, payments and items to be used in workshops.

● Phoned members to confirm attendance, promote volunteerism at workshops and attain testimonials.

● Keyed member data in computer system regarding workshop attendance. Naval Medical Center, San Diego Ca 07/2010 - 10/2015 Medical Support Assistant

Coordinated quality care for over 20,000 patients in a large outpatient system; created and maintained each record while serving as liaison between physicians, patients and administrative staff.

● Responsibly opened and secured the clinic according to security procedure and protocol.

● Scheduled physician’s initial appointments and follow up care; specializing in question maintaining and protecting confidentiality in accordance with HIPPA directives.

● Followed check-in procedures and verification of insurance eligibility for military patients utilizing AHLTA, an EMR system.

● Trained new employees on policy and procedures and for work duties.

● Delegated task to staff and maintained schedules for multiple doctors in a fast-pace outpatient environment.

● Managed request for medical records including copying and distribution.

● Coordinated 24-hour follow-up appointments for patients after emergency room visits. Tricare Outpatient Clinic, Chula Vista Ca 11/1997 - 06/2010 Lead Medical Records Clerk

Coordinated the management of a large database of patient records to maintain confidentiality and in accordance with HIPAA directives.

EDUCATION & SKILLS

Medical Office Technology 1995

Cabot College, National City Ca

Rezin Orr Community Academy, Chicago, IL High School Diploma 1987 Office Skills: Multi-Line Telephone, Copier and Facsimile Computer Skills: Word, Outlook, Internet

PROFESSIONAL REFERENCES

Available upon request

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