Customer Service Call Representative

Yana Dynkina

Accounting HR Administration

Summary of Qualifications

Education and training in the Accounting field.

Skillful at processing data and information, keeping records, and tabulation.

Excellent knowledge in the matters of Finance and Accounting.

Hardworking, goal-oriented, highly competent and team player.

Technology skills: Peachtree, Windows 10, and MS Office 365 (Word, Beginner & Intermediate Excel, PowerPoint, and Outlook).

Bilingual: English and Russian

Liberty Tax diploma.

Core Competencies

Problem solving skills

Detail Oriented

Balance Sheets

Analytical skills & services

Income Statements

Cost of Land Calculation

Bookkeeping

Record Keeping

Customer Service

Education

Master of Business Administration, Marketing

California Coast University, Santa Ana, CA Graduated: March 2018

Examined the field of management and to develop a strategic plan to make things more efficient.

Examine social responsibility, ethical responsibility, global citizenship, and civic engagement.

Utilizing critical thinking and theories related to the program.

Assess life-long learning.

Examine worldwide commerce and how it is managed and conducted.

Bachelor of Liberal Arts and Sciences, Psychology

The City College of New York, New York, NY Graduated: June 2011

Related courses: Abnormal Psychology, Sleep and Dreams Psychology, Psychology: Applied Statistics, Psychology: Infancy and Childhood, Social Psychology, and Psychotherapy.

Additional courses include Thinking, Knowing, & Remembering, Psychology in the Modern World, and The Rational Animal.

Bachelor of Science, Accounting GPA 4.0/4.0 Graduated: June 2020

DeVry University, New York, NY

Related courses: Basic and fundamental as well as higher-level accounting principles include Data Analysis with Spreadsheets, Database Essentials for Business with Lab, Financial Accounting, Intermediate Accounting I, Intermediate Accounting II, Intermediate Accounting III, Federal Income Taxation, Project Management, Auditing, Accounting Information Systems with Lab, and Advanced Accounting.

Senior business project: Performed the role of an Accountant for an idea formulated by the group leader. The accountant role also involved financial forecasting.

Professional Experience

Identify financial status by comparing and analyzing actual results with forecasts.

July 2022- October 2022

Accounting Clerk

Brooklyn Job Corps

Timecards

Filing invoices

ONBase

Mailing out signed invoices and recording the mail log

Creating and editing purchase requisitions

Matching invoices to receiving documents and purchase orders.

Accruals.

Purchase requisition (PR) and purchase order (PO) log, PR & PO log.

Accounting Computer Based Training July 2021- September 2021

SAP FICO Remote

Accounting based computer training rooted in a start in company definition and company code assignment

Use of special charts and paths in order to perform project functions

Accounts Payable, Accounts Receivable

GL Master Data creation, creation general ledger account, and a list of general ledger accounts.

Improves work processes within organizations.

Combines database management with human resources software

Improves work processes and allows professionals to handle SAP software.

Customer Service Representative

Biz2Credit Brooklyn, NY April 2021- July 2021

We e-mail customers with further information as well as fulfillment of requests regarding and having to do with their PPP loans for their first or 2nd and sometimes even 3rd draw. This may include making phone calls if necessary, for some. E-mails can include withdrawal requests, bank link requests, signing documents requests, more information about loan status updates, funding inquiries, and other general, miscellaneous requests and inquiries.

-Phone calls

-E-mailing

-Workload Tracker

- Daily Stand Up Online Morning Live Meeting With Audio

-Amazon Workspace (AWS)

-Withdrawal requests fulfilled

-Bank Link Requests Fulfilled: Yodlee or Decision Logic

-Biz2Credit Website

-ZenDesk Website

-Escalation Protocol Sheets

-Contact E-Mails

-SBA Portal

-SharePoint

Tax Preparer Liberty Tax Brooklyn, NY January 2021- May 2021

Filing tax returns for customers including on the last day of tax preparation. This will soon become a year-round rather than seasonal operating company. Computer usage and making copies as well as printing and organizing necessary documents besides filing tax returns are included. Customers are served on a first come first serve basis. Filing returns for taxes includes determining refund amounts as well as putting in essential, personal information.

-Tax

-Bookkeeping

-Corporate Tax

-Mortgage

-Insurance

-CPA

Virtual Call Representative

AST Financial, Brooklyn, NY April 2020- July 2020

Daily activities involve attending homeroom, clocking into Dayforce, checking Dayforce activities, and calling shareholders in order to encourage them to vote for proposals while taking calls back-to-back in a timely fashion. The day ended with homeroom attendance and clocking out of Dayforce.

About 100 calls a day are optimally recommended

Shareholders are categorized in various ways.

This includes non-contacts, right contacts, votes, DNC (does not compute) or third-party contacts.

TelAthena directions with instructions.

Encouraging shareholders to vote for proposals to approve a new management fund.

Encouraging shareholders to vote for proposals to approve a new fund with their sub-advisors.

Approved vote will contribute to Franklin Templeton.

Recognizing which shareholders have not yet voted, are not interested, or want to either vote with or against the board or to abstain, for example.

Financial Analyst and Equity Researcher

Lanchid LLC, New York, NY January 2020 – March 2020

Main tasks included building a financial model from scratch based on a given company or a company of choice that either had not or had been researched before. Along with this a thesis slideshow is done along with a word document explanation followed by an oral presentation with the company work file in a PDF.

Analyze financial data using financial statements, research forecasts.

Develop financial models, conduct benchmarking, and summarize analysis.

Write investment thesis, earnings results update and make recommendations.

Account Executive, Eagle International

New York, NY October 2017 – October 2018

Key areas of accountability were customer relationship management and striving towards management. At least 100 qualified customers were given superior service.

Keeping track of accounts: Handled clients’ accounts in a careful and timely manner. Closed out client accounts through sales and demonstrated leadership in this process.

Technology: Stayed current with the use of a handheld tablet in order to keep track of and evaluate customer accounts.

Customer service experience with qualified clients for closing qualified accounts in a timely and expected fashion.

Contact this candidate