Customer Service Assistant
Resume:
Jessica (Teri) Ninelives
Los Osos, CA
*****************@*****.***
Big Picture
I’m analytical and curious by nature. An innovated problem solver who can generate workable solutions. I firmly believe integrity is key. A high standard for honesty and compassion makes for the best work environment.
I am seeking a remote position with a great team.
Experience
BOOKKEEPING ASSISTANT, CG BOOKKEEPING, LOS OSOS, CA - 4/2019 - 9/2020
• Used QuickBooks Desktop and QB Online to reconcile credit card and bank statements
• Validated 1099’ble accounts and process year-end 1099 forms
• File quarterly tax reports with EDD
• Securely managed these tasks from home
CUSTOMER SERVICE REP, RABOBANK, LOS OSOS, CA - 6/2018 - 10/2018
• Performed routine office and customer service duties
• Check cashing, deposits/withdrawals, loan payments, credit card cash advances, etc.
• Complete CTRs as needed
• Accurately balanced cash drawer to vault
• Participated in branch sales campaigns
RISK MANAGEMENT REP, ORANGE COUNTY’S CREDIT UNION, SANTA ANA, CA - 12/2001 - 7/2017
• Audit and write Currency Transaction Reports and Suspicious Transactions Reports
• Used Verafin and Early Warning Services to monitor reports for fraud and unusual activity
• Supported front-line associates with fraud trends and training
• Stayed abreast of industry best practices via webinars and internal training INFORMATION CENTER SUPPORT / SENIOR REP / SUPERVISOR, ORANGE COUNTY’S CREDIT UNION - 1993-2001
• Department fulfillment - member requests for documents, statements and support
• Call center - all aspects of member service and cross-selling products and services
• Research - share account and loan error resolution and file maintenance
• Team leader - maintained a productive environment, motivate, mobilizes, to meet high performance standards.
Education, Affiliations and Continued Learning
• Tracy High School, Cerritos, CA - General Studies March 1989
• Orange County Financial Crime Investigators Association
• Cuesta College, San Luis Obispo, CA - Introduction to E-Commerce October 2017
• edX, Association of Chartered Certified Accountants: FA1.X - Introduction to Bookkeeping November 2018
• alison.com - Diploma in Quickbooks Pro 2017 - currently attending Community Service
• Disneyland Children’s Hospital Orange County “CHOC Walk”
• Orange County Pride
• Delhi Community Center Build-A-Playground
Contact this candidate