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Personal Assistant Customer Service

Location:
Lubbock, TX
Posted:
May 04, 2022

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Resume:

Rebecca (Becky) Borah

**** ****. *******, ** *****

830-***-****

adqyw1@r.postjobfree.com

CUSTOMER SERVICE/MANAGEMENT SKILLS PROFILE

● Daily running of Hotel or Business

● Multi Line phone system

● Helping customers from reservations, check in/out, resolving customer problems

● Payroll, accounts payable/receivable

● Notary duties for guest & business

EDUCATION Associates Degree Temple Jr. College May 1981

● Accounting for Small Business Norths School of Insurance June 2001

● Training to receive P&C/Life & Health Insurance License

● Passed both course & all testing first attempt

VOLUNTEER EXPERIENCE

● VFW Auxiliary, Marble Falls, Tx March 2014/present

● Treasurer, Veterans & Family Support, Public Fundraising

● Connection Center RockPile Church Marble Falls, Tx March 2018/present

● Greeting guest, obtaining contact information, Co Lead Hospitality Team

● PTA President September 1994/May 1995

● September 1997/May 1998

● Volunteer Coordinator/Co authored Volunteer Manual September 1993/May 1994 Lone Star Cowboy Church Concession Team Present running concession stand Cash reports

Event entry reports/prize reports

Inventory

PROFESSIONAL EXPERIENCE

H & R Block

Customer Service

November 2021 to present

Greeting, checking in and scheduling appointments for walk in clients Answering multi phone line.

Scheduling/rescheduling appointments.

Processing payments

Closing cash report/deposit.

Finalize processed returns, determine if they've been accepted. If rejected process correction. Dealing with customer issues making sure they have a satisfactory experience and all needs meet.

Fairmont Property Management/Courtyards On The Park; Manager October 2020 to April 2021 Processing rent payments

Processing applications and background checks for tenants and staff Bank deposits

Issuing delinquency notices

Processing all work orders

Answering phones

Accounts payable & receivable

Payroll

Greeting guest and tenants in office

Knowledge of property for tours

Making sure all maintenance issues are dealt with in a timely manner Tenant communications as to what is happening on property Processing leases new and renewal

Dealing with complaints and tenant issues. Finding solutions Scheduling all outside vendors for work orders when necessary On call for emergencies

Lubbock Avalanche-Journal Bookkeeper/Customer Servicer August 2019 to August 2020t Greeting People upon arrival to paper.

Directing them to the appropriate department.

Answering incoming calls

Handling subscriber complaints in person and over the phone Customer retention - bringing subscribers back to the paper or keeping their subscriptions curren

tAssisting carriers with delivery issues and supplies Processing payments and daily bank deposits for subscribers and carriers Processing adjustments to subscriber accounts.

Posting all payments and adjustment to the proper accounts and in the general ledger. Month end closing procedures: submitting all to the corporate office, including excel spreadsheets, Blackline Reports, Lawson Sap Reporting & all CPR’s for end of month. Motel 6 Marble Falls Manager February 2015/May 2019

● Manage daily running of Hotel

● Daily cash reports

● Answering multi line phones: setting/canceling reservations

● Settling customer disputes, both in person or over the phone

● Working with potential guest on large party bookings

● Working with business professionals to secure long term reservations for companies

● Payroll

● Accounts payable/receivable

● Staff: hiring, firing, staff morale, counseling staff members so termination did not occur

● Maintaining inventory: Ordering of supplies

● Keeping cost down while maintaining quality

David & Marjorie Williamson, Horseshoe Bay, TX February 2013/December 2014 Personal Assistant/Caregiver

● Daily running of the house. Cleaning, cooking, assisting Marjorie with her daily routine.

● Setting doctor’s appointments and transporting to all appointments.

● Helping with all financial aspects of the home.

Cory Pack State Farm January 2006/2013 Licensed Insurance Agent/Office Manager

● Greeting Clients

● Answering multi line phone

● Assisting Clients with existing policies, as well as quoting and binding new policies

● Making sure other Agents were quoting and selling to meet the needs of the clients. Processing payments

Bank Deposits

Perdue Insurance Group Office Manager Kyle Location Agent

● Greeting Clients

● Answering multi line phone

● Assisting Clients with existing policies, as well as quoting and binding new policies

● Making sure other Agents were quoting and selling to meet the needs of the clients. Processing payments

Bank Deposits

Breckenridge Insurance Group Office Manager/Agent

● Greeting Clients

● Answering multi line phone

● Assisting Clients with existing policies, as well as quoting and binding new policies

● Making sure other Agents were quoting and selling to meet the needs of the clients. Processing payments

Bank Deposits

Marshall Trucking Company General Office/Accounting/Driver

● Day to day running of the office

● Answering multi line phone

● Assisting Clients with orders for loads.

Dispatching load to drivers

Processing log book reports

Processing trip sheets

Payroll for drivers

Accounts payable and receivable

Bank Deposits

Knowledge of all trucking rules and regulations

Processing Insurance, Cab Cards and All necessary permits for all vehicles Awards & Accomplishments

Motel 6 - Franchise of the Year 2017. Outstanding Customer Service 2018 Cory Pack State Farm Remarkable Award for Outstanding Customer Service Above and Beyond normal retention measures



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