Customer Service Administrative Assistant
Resume:
T. MARGY BURNS
**** ******** ****, ************, ** 44131
*******@*****.***
Highly motivated individual seeking full or part-time employment in person or remote. Administrative, Medical, or Financial positions.
Experience
Education
2014-2024 CENTURY FEDERAL CREDIT UNION, Independence, Ohio (Remote and in Office)
Risk & Compliance Administrative Assistant/Support
Project Coordinator/Customer Service
Assist all department heads with special projects. Monitor member activity for fraud using multiple fraud applications, i.e. Verafin, Yellow Hammer, Alkami, and Biocatch. Field all incoming calls from Branches and Credit Union members. Handle all email and postal mail correspondence for the Risk department. Approve legal documents. Assist Risk Department CFO as assigned. Perform surprise branch cash audits with Internal Auditor.
2017-2019 WOLTERS KLUWER, Atlanta, Georgia (REMOTE)
Fiduciary Tax Preparer Contractor
Prepared Fiduciary Agency 1099 returns as a private contractor for a company based in Georgia.
2013 – 2017 STEEL VALLEY CREDIT UNION, Cleveland, Ohio Title Clerk/Customer Service
Processed auto loans and titles. Open and close accounts for members. Resolve issues for members. Answer all incoming calls and emails. Assisted CEO with administrative duties as assigned. Managed compliance for loans/mortgages.
2018 DR MICHAEL LALUK, MD/INTERNIST, Parma, Ohio Medical Assistant/Billing
Temporary position assisting Dr Laluk with his patients, billing, and setting up his filing system.
1998-2011 PNC BANK (FORMERLY NATIONAL CITY BANK) CLEVELAND, OH (Retired from this position)
Fiduciary Tax Senior Trust Officer
Prepare Fiduciary tax returns. Prepared 1040 returns. Maintain the accounts during the year to ensure correct tax reporting at tax season. Prepare 1099’s for Agency accounts. Assist clients with their tax questions. Handle all correspondence with the IRS and other outside companies regarding my set of accounts
OUTSIDE INTERESTS/VOLUNTEER
I volunteer at St. Michael’s Church in Independence for the PSR (Parochial School of Religion) for the past six years teaching the 4th and 7th grade students.
I have volunteered at St Basil Church for the 1st grade Smiles program for over 4 years.
My interests are all types of crafts, my dogs and gardening.
1992-1995
Associate’s degree
Cuyahoga Community College
Majoried in Accounting and Business Administration
Skills
Excellent Leadership skills
Time management
Excellent communications skills both verbal and written
Highly proficient in Microsoft Office and many other computer applications
Reliable and conscientious
Personable and professional
CONTACT
8321 Hillside Rd,
Independence, Ohio 44131
*******@*****.***
Contact this candidate