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Accountant/Customer Service Representative

Location:
Lake Villa, IL
Salary:
14 per hour
Posted:
July 29, 2021

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Resume:

Lisa H. Attwood

Cell 847-***-****

adnymh@r.postjobfree.com

Degreed professional seeks position of progressive responsibility in Accounting or Customer Service. Efficient, organized, detail-oriented self-starter with strong analytical and problem solving skills. Proven ability to adapt, willingness to learn new techniques/technology, and desire for personal and professional growth. Over 10 years of experience in accounting and/or customer service within the retail and financial services industries providing a unique perspective to understanding the roles of operations and back room support.

EDUCATION

SOUTHERN METHODIST UNIVERSITY, DALLAS, TEXAS

Bachelor of Business Administration / Accounting GPA 3.3 / 4.0

Minor-Sociology

EXPERIENCE

WMA CONSULTANTS, LAKE VILLA, ILLINOIS

Present Assistant Manager (Co-Owner)

Marketing. Data entry. Accounting including ensuring appropriate tax returns are filed. Customer service.

WALGREENS, MUNDELEIN, ILLINOIS

2018-2021 Customer Service Representative/Team Lead Manager

General care of store. Customer service. Supervise staff of 12 at a time.

Accounting and Inventory Management. Visual merchandising with use of planogram, certified as pharmacy technician.

Beauty sales.

BMO HARRIS BANK, BUFFALO GROVE, ILLINOIS

2015-2018 Call Center Personal Banker(17-18) Service Representative(15-16)

Responsible for referrals and feedback through sales force. Maintenance of debit cards and on-line banking. Process fraud disputes, lien releases and payoffs. Listen, verify and respond to as many as 60 customer calls per day.

Consistently achieved top cross-seller / producer of bank products

COLDWELL BANKER/NRT, DEERFIELD, ILLINOIS

2016-2017 Escrow Coordinator

Accounts receivable for four metros. Accounts payable as needed. Wire Transfers. Train new Escrow Coordinators. Special projects.

Paralegal work on sales contracts. Customer service. Data entry.

LIBERTY TAX, GURNEE, ILLINOIS (2015)

Seasonal Tax Preparer/Receptionist

Prepared and reviewed personal tax returns using Liberty Tax Software

Multi-tasked serving customer needs as receptionist and tax preparer

1990-2015 HOMEMAKER, LAKE VILLA, ILLINOIS

Facilitated relocation for husband’s career three times

Prioritized/managed schedule and logistics for a family of 4

Volunteered at Food Pantries and gathered donations for missions

1986-1990 BLUEBONNET SAVINGS BANK, DALLAS, TEXAS

Financial Analyst III (89-90), Accountant (87-89), Loan Officer/Proc. (86-87)

Supervised additional staff

Maintained and updated 2500 real estate assets

Summarized and gathered supporting documentation for various reports

Performed variance analysis on multiple accounts and cleared exceptions

Reconciled reports to the general ledger

Coordinated annual and RTC audits

Processed and originated FHA, VA and Conventional Mortgage Loans

ADDITIONAL SKILLS AND TRAINING

Microsoft Word/Excel, Outlook, General Ledger Subsystems, Retail Subsystems, Loan Subsystems



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