Customer Service Representative

Misty A. Simons

**** *** ***** **. ***** City, SD 57701

Phone: 253-***-**** Email: ******@*********.***

Summary

Focused payroll accounting administrative professional with over 15 years of experience in accounting, shipping, and receiving, inventory management and team leadership.

Core Competencies

Basic Accounting Skills QuickBooks and Sage Inventory Control

Bookkeeping Customer Service Interpersonal Skills

Microsoft Office Suite Organization Skills Quality Assurance

Education

Associates of Applied Science in Accounting Tacoma Community College 6/12/2021

Achievements

Human Resources Specialist Certificate Customer Service Certificate

Computerized Accounting Certificate Member of Phi Theta Kappa Honor

Accounting Office Associate Certificate Society

Assistant Bookkeeping Clerk Certificate DaVita Core Value Pin for Team

Bookkeeping Systems Certificate DaVita Core Value Pin for Service

Tax Preparation Certificate Excellence

Professional Development/Computer Skills

Sage 10 key by touch UPS

QuickBooks Expensify USPS

Acumatica Phi Theta Kappa Member Fed Ex

Excel Oracle

Access Leadership & Management Skills for Women

Professional Experience

Robert Half Federal Way, WA 03/21 – 06/22

Assignments via Robert Half:

Associated Energy Systems

Kent, WA

Accountant $25 12/21 – 06/22

Monthly downloading of credit card statements

General Ledger Coding & Sub coding per branch of credit card expenses

Reconciliation of said credit cards

Responsible for receiving & organization of expense receipts utilizing Expensify, email, or inter-office procurement

Creating bills per invoices into Acumatica or Sage

Timely payment of bills created by myself or others

Calculations, accrual recording and GL entries of tax payments, rents and payroll per branch or entity

Calculating Operating Expenses and procurement amounts per bank accounts monthly

Monthly reconciliation of multiple bank accounts

Assist with End of Year GL account reconciliations and reports as needed

Works closely with Accounting Manager & CFO on projects as needed

Catholic Community Services

Tacoma, WA

Staff Accountant $22 06/21 – 11/21

Calculating and Billing of Participation, Private Pay, Respite Care, Senior Personal Care, Training and Allocation Percentages for multiple Provider One cities utilizing Excel, Sage, Access and Export Wizard

Calculating and Billing of multiple city contracts using payroll, participation and allocation sources

Coordinate collection activities, with support from the team, including calls and emails to clients, and internal escalations as required for problem accounts.

Reconciliation and refunding client accounts utilizing AR Trial Balances, Sage and Export Wizard

Generate and send monthly statements to clients

General Ledger Coding of Cash Batches utilizing various reports

Keying and reconciliation of Daily Invoice Batches into Sage

Keying and reconciliation of Donation Deposits into Sage

Recording and monthly reconciliation of Sr. Nutrition Donations for King & Pierce Co. via Excel

Filing of AR Sales Journals

Filing of Cash Receipts Journals

Filing of Journal Entries

Provide accounting and financial support to management as needed

Supporting team on month-end close procedures and statements

Distant Lands Coffee

Renton, WA

Accounts Payable Specialist $21 03/21 – 06/21

Match invoices with receiving paperwork from Shipping and Receiving

Input invoices designating specific amounts to correct GL accounts in batch form

Generates system batch audit report

Prints Excel generated tape

Auditing of report using tape and invoices

Filing of processed invoices for payment processing

Mailing and filing of processed payments

Assisting with month end processing as necessary

Other duties and responsibilities assigned as needed

Jan’s Business Solutions

Milton, WA

Bookkeeper/Intern 11/2020 – 03/21

Recording income and expense transactions posting to various accounts

Processing payments

Reconciling various accounts

Vendor set up

Recording mortgage and amortization correctly

Maintains high accuracy level

Other duties and responsibilities assigned as needed

Consistent, regular, punctual attendance as scheduled is an essential responsibility of this position

DaVita Inc, Federal Way, WA via PRO Unlimited Denver, CO 8/19 – 3/20

Positions held while at DaVita:

Specialist I, AP Vendor Setup 2/2020 – 3/2020

Receives Vendor paperwork and perform the following checks:

oReviews to determine W9 tax classification

oConfirms TIN matching

oOIG/SAM site for exclusionary suppliers

oInvoices review for vendor type

oValidates address for USPS

oConfirms ACH banking

Contributes updates to the Vendor Set-up Manual and training materials

Corresponds with vendors and field personnel

Provides guidance on policies and procedures regarding vendor master maintenance

Maintains high accuracy level on all vendor/ACH set up entries

Makes corrections resulting from weekly audits

Prioritizes based on the team/department needs

Multitasks and meet deadlines

Work overtime with little or no notice as needed

Attend team meetings, phone conferences, and training as needed

Know, understand, and follow governmental regulations, teammate guidelines, and all other DaVita policies

Processor I/Accounts Payable 1/2020-2/2020

Understands AP procedures and policies per the AP manual

May require periodic follow up training and coaching

Attention to detail and accuracy rate consistent with team average

Works independently with the goal of the team as a whole in mind

Provides good customer service

Collaborates with field and vendors

Adheres to departmental and company guidelines and policies

Meets deadlines with few exceptions

Alerts Team Coordinator or Supervisor of issues and problems promptly

Proper attendance according to department standards

Other duties as assigned

Specialist I/AP Support Audit Services 8/19-1/2020

Understands AP procedures and policies per the AP manual as well as the DaVita Travel Policies and Procedures manual along with the DaVita Cellular Telecommunications Policies and Procedures manual

Provides general support to the Village at large related to best practices, policies and regulations

Maintains security and discretion related to vendor and teammate specific information

Reviews all internal expense reports submitted ensuring DaVita policies compliant, escalating as necessary

Clarifies, researchers, and provides problem resolution for all AP Support Audit related issues presented; escalate as necessary

Based on corrections necessary, detect trends and potential trouble areas; report to management

Provides technical support and training for the teammates as needed

Work overtime with little or no notice as needed

Attend team meetings, phone conferences, and training as needed

Know, understand, and follow governmental regulations, teammate guidelines, and all other DaVita policies

Consistent, regular, punctual attendance as scheduled is an essential responsibility of this position

Flow International Corp., Kent, WA 4/19 - 6/19

Flow International Corp., Kent, WA via Smart Talent, Fife, WA

Customer Service Representative 12/18 – 4/19

Process, expedite and input customer orders, process required expert documentation, exercising approved authority within given guidelines/policies to insure completed delivery of the order

Provides timely response to inquiries regarding production, assembly, accounting, and shipping concerns

Reports detailed customer notes in the CRM tool

Maintain customer records and files; handle inquires and troubleshoot customer issues

Functions as liaison between customers and Flow International associates to facilitate completed delivery

Various computer file maintenance, report and document preparation and distribution

Software Registration assistance for customers

Provide part numbers for basic consumable parts to customers who request them

Actively participate in aftermarket sales, including making outbound calls and processing orders

Adhere to company RMA policy and documentation of customer identified system defects

Tigers Logistics via Logic Solutions, Tacoma, WA

Logistics Specialist 10/18– 11/18

Close monitoring uploaded orders from Client to process daily to ensure timely arrival

Printing of all necessary paperwork and shipping labels for picking team

Works closely with customers specific vendor websites for processing and carrier info

Daily communications with Client to ensure complete customer satisfaction

Works closely with product expeditor for inventory control monitoring

Mikron Industries, Kent, WA 6/18 – 9/18

Mikron Industries, Kent, WA via Smart Talent, Fife, WA

Logistics Coordinator 1/18 – 6/18

Daily gathering and compiling of all necessary information to schedule all customer orders

Works closely with Logistics Manager and Customer Service to ensure updated information to orders daily

Daily communication with Logistics Team to ensure timely staging and loading of material

Procuring transportation for all loads while keeping constant communication with carriers ensuring complete customer satisfaction

Mac Millan Piper, Tacoma, WA via Smart Talent, Fife, WA

Area Logistics Coordinator 2017 – 1/18

Receives and enters all orders with customer provided information

Performs all export/import releases while closely communicating with driver dispatchers daily

Addresses all customer service issues efficiently and timely insuring complete customer satisfaction

Daily gathering and compiling all necessary info to update companywide correspondences

Works closely with warehouse supervisor to ensure timely staging, unloading, and loading of containers and customer specified temperature of refrigerated units

References

Name Phone Email Title Time

Jeff Davidson 425-***-**** ext. 3226 *****@********.*** CFO 6 mos.

Jan Locke 253-***-**** ***@************.*** Enrolled Agent/Business Owner 5 mos.

ProUnlimited1-800-***-**** www.theworknumber.com EmpID:11586 3rdPart Vendor for DaVita 7 mos.

Ryan Gansneder 206-***-**** ***********.*********@*****.*** Specialist I/AP Support Audit 7 mos.

Irma Davis 206-***-**** ******@****.**** Customer Service Manager 7 mos.

Contact this candidate