STEPHANIE WOLFE

Mount Vernon, IL *****

adh58c@r.postjobfree.com

618-***-****

Motivated, detail-oriented, and customer-service focused team player that's eager to bring strong analytical and administrative skills to my next career challenge. Willing to relocate: Anywhere

Authorized to work in the US for any employer

Customer Service Associate

Speakeasy Lucky's Liquor - Mount Vernon, IL

October 2020 to Present

• Ensure compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products)

• BASSET Off-Premise Alcohol Certification

• Implement company asset protection procedures to identify and minimize profit loss..

• Responsible for opening store-deactivate security system, boot software and login into system, count of drawers, reassemble machines, and ensure all store equipment is accurately functioning prior to store hours.

• Provide customers with courteous, friendly, fast, and efficient service. Recommend items for sale to customers and recommends trade-up and/or companion items

• Register customer purchases on assigned cash register, collect payment and distributes change as requested

• Process voids, returns, rain checks, refunds, and exchanges as needed

• Maintain store appearance-keep floors, counters, shelves, and displays clean; stock shelves in downtown and as needed throughout the day.

• Construct and maintains displays, including promotional, seasonal, super structures, and sale merchandise. Complete resets and revisions as directed.

• Assist with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance.

• Comply with all company policies and procedures; maintain respectful relationships with coworkers

• Complete special assignments and other tasks as assigned.

Compliance Consultant II - Complaint Resolution Group

Wells Fargo Advisors - St. Louis, MO

September 2014 to August 2017

• Execute strategic testing methodologies to assure products and services align with FINRA and SEC rules along with internal policies, procedures processes, initiatives and controls

• Conduct regulatory research and data analysis to resolve operational and account issues associated with various lines of business to minimize risk exposure and maintain client confidence

• Manage clients expectations while conducting exhaustive research across internal departments and external agencies

• Strengthen relationships between the firm and our external clients

• Compose letters to clients with the results of my research; submit letters and case file for FINRA audit

• Extensive analysis of up to 100 concurrent escalated cases generated from BBB, FINRA, ARC, and Mary Mack's office WORK EXPERIENCE

Tax Reporting Operations Specialist IV

Wells Fargo Advisors - St. Louis, MO

January 2012 to September 2014

• Test and audit tax forms for accuracy to ensure they follow IRS regulatory guidelines

• Assisted with testing during implementation of reporting software program, TMS/Broadridge

• Act as liaison between the department and third party vendor, Convey

• Partner with Finance, IRA Operations and other departments for analysis of prior years' withholding and taxes due by the firm

• Report state tax withholding while following each individual state's regulations

• Analyze and resolve escalated IRA reporting issues independently to identify processing errors to reduce operational risk

• Created database to pull client's data for the mailing and reporting of foreign IRS tax forms

• Compile reports for management on a daily and monthly basis within MS Access

• Act as an information source on department policies and procedures as well as update and maintain procedures for accuracy

• Research, compile and balance state and federal withholding data on a daily, monthly, quarterly and annually basis

• Generate amended tax returns and file with the IRS while managing multiple projects such as Beta Risk and Recovery testing

IRA Rollover Operations Specialist

Wells Fargo Advisors - St. Louis, MO

July 2008 to December 2011

• Create and maintain spreadsheets and team's policies and procedures; recognize trending and report findings to management

• Analyze customers' account data to assist with rollover process; support clients and resolve escalated issues independently

• Contact external clients to assist with the withdrawals, distributions, and rollover requests into an IRA account with the firm

• Voluntarily assist other departments with projects including the rollout of Smart Station and opening/closing of CD accounts

Licensing & Continuing Education Coordinator

Wells Fargo Advisors - St. Louis, MO

October 2006 to June 2008

• Analyze financial advisor's continuing education requirements; resident and non-residents insurance state licenses

• Provide quality service to our brokers via telephone, email and faxes in a timely manner

• Organize and maintain spreadsheets recognize trending and report findings to management

• Renew broker's resident and non-resident insurance state licenses; Follow up to ensure license renewals are processed

• Update informational guidelines and notify management Marketing

Specialist, Registration Clerk, Auction Block Clerk

Manheim Auto Auction - Granite City, IL

August 2003 to October 2006

Marketing Sales Representative

Gateway Classic Cars - Fairmont, IL

April 2006 to September 2006

Associate in Applied Science - 1 class remaining only available Spring semester in Accounting/ Bookkeeping

Southwestern Illinois College - Belleville, IL

May 2021

Associate in Applied Science - 5 classes remaining in Business Management Southwestern Illinois College - Belleville, IL

May 2021

• Microsoft Office (10+ years)

• Organizational Skills (10+ years)

• Project Management (5 years)

• Deadline Oriented (4 years)

• Advertising (1 year)

• Inside Sales (1 year)

• Customer Relationship Management (7 years)

• Bookkeeper (Less than 1 year)

• Salesforce (1 year)

• Analytical (5 years)

• Policy Development (2 years)

• Auditing (3 years)

• Implementation Testing (1 year)

• Account Reconciliation (2 years)

• Balancing (Daily, Monthly & Annually) (2 years)

• Liason (10+ years)

• Excel

• Customer Service

• Communication Skills (10+ years)

• Networking (10+ years)

• Microsoft Excel

• Computer Networking

• Accounting

• Microsoft Word

• Microsoft Powerpoint

• Computer Literacy

• Clerical Experience

• English

• Typing

• Financial Report Writing

• Software Testing

EDUCATION

SKILLS

• General Ledger Reconciliation

• Microsoft Access

• General Ledger Accounting

• Bank Reconciliation

• Journal Entries

• QuickBooks

• Tax experience

• Sales

• Driving

• Accounts Payable

• Accounts Receivable

• Office Management

• Cash Handling (4 years)

2013 Team Member of the Year

January 2014

2014 Premier Service Professional

September 2014

Food Handler Training Certificate

July 2018 to July 2021

Off-Premise Alcohol Certification

October 2020 to October 2023

BASSETT

American Safety Council

AWARDS

CERTIFICATIONS AND LICENSES

Management & Leadership Skills: Impact & Influence — Proficient August 2019

Adapting leadership style to accomplish goals using rational or emotional appeal. Full results: Proficient

Attention to Detail — Highly Proficient

August 2019

Identifying differences in materials, following instructions, and detecting details among distracting information. Full results: Highly Proficient

Supervisory Skills: Directing Others — Expert

August 2019

Motivating others through feedback to identify improvements or corrective actions. Full results: Expert

Research — Completed

August 2019

Following protocols, interpreting statistics and graphs, identifying errors, and choosing research methodology. Full results: Completed

Verbal Communication — Expert

August 2019

Speaking clearly, correctly, and concisely.

Full results: Expert

Customer Focus & Orientation — Highly Proficient

August 2020

Responding to customer situations with sensitivity. Full results: Highly Proficient

Work Style: Conscientiousness — Highly Proficient

August 2019

Measures a candidate's tendency to be rule-abiding, well-organized, hard-working, confident, and think before acting. Full results: Highly Proficient

Youth Program Counselor — Highly Proficient

August 2020

Leading, communicating with, and supporting youths. Full results: Highly Proficient

Electronic Health Records: Best Practices — Highly Proficient October 2020

Knowledge of EHR data, associated privacy regulations, and best practices for EHR use. ASSESSMENTS

Full results: Highly Proficient

Attention to Detail — Highly Proficient

October 2020

Identifying differences in materials, following instructions, and detecting details among distracting information. Full results: Highly Proficient

Office Manager — Proficient

November 2020

Scheduling and budgeting.

Full results: Proficient

Inside Sales — Highly Proficient

November 2020

Understanding and responding appropriately in sales scenarios, and performing common sales calculations. Full results: Highly Proficient

Principles of Accounting — Proficient

November 2020

Preparing financial records according to federal policies. Full results: Proficient

Customer Service — Highly Proficient

November 2020

Identifying and resolving common customer issues.

Full results: Highly Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

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