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Customer Service Specialist

Location:
Baton Rouge, LA
Posted:
April 18, 2023

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Resume:

MICAH D. PILSON

**** ****** **** **

Baton Rouge, LA 70816

Email: adwmdd@r.postjobfree.com

Cell: 504-***-****

Education: Bachelor’s Degree in Computer Information Systems from the University of LA at Monroe

Earned MBA from Southern University in Baton Rouge: Graduation Date (May 2020)

Certifications & Trainings:

Harvard Mentor Manager: How to Deal with Difficult Interactions (January 2019), How to Develop Your Team (January 2019), How to Lead Your Team (January 2019), and How to Manage Crisis (February 2019)

Twitter: Twitter Flight School (September 2018)

Google: Google Marketing Certification (November 2018)

Hubspot: Content Marketing Certification (November 2018), Email Marketing Certification (November 2018), and Inbound Sales Certification (November 2018)

Trainings: Communicating with Your Employees (September 2018), Series 6 Licensing (April 2011), How to Improve the Customer Experience (March 2016), How to Schedule Employees (March 2016)

Work Experience:

Waste Management November 2021-present

Accountant II

Prepares moderately complex journal entries for entry into the general ledger system on a monthly basis by collecting the necessary data, analyzing, and/or allocating costs and preparing audit trail support.

Prepare non-recurring journal entries on a quarterly basis. For example, there are situations where price changes may occur and we need to have the proper information recorded. I also keep up with contract changes that occur and apply the changes in recording the journal entries.

Analyzes general ledger accounts for accuracy; analyzes accrual accounts to ensure proper accruals. Investigate unusual balances or activity, perform variance analysis, and document findings.

Collects and analyzes financial data and prepares monthly combined financial statements and reports. Performs additional analysis for explanatory text required for reports and statement. Coordinates preparation of monthly financial package and reviews for accuracy.

Participates in monthly financial meetings for discussion and review of monthly financial reports.

Assists with the preparation of year-end closings. Prepares annual long term and short term financial statements in compliance with accounting guidelines and US GAAP. Assists in the preparation of working papers for financial audit.

Provides guidance to other Finance personnel for proper internal and external financial accounting procedures and their application.

Assists with the application of internal controls.

Prepares complex financial reports in a timely and accurate manner; and completes individual analytical projects in a satisfactory manner given abstract project guidelines.

JP Morgan Chase Bank, N.A. April 2011-November 2021

Branch Manager

Lead and Manage a Mid-Size branch with $80 million in deposits and investments

Actively identify, coach, and develop, motivate, and support employees to give a wonderful client experience enhanced client experience score from 68% to 88%

Create an atmosphere where employees perform to the best of their ability

Set clear objectives for the branch to assist clients with managing their accounts and assisting clients to use self-service options the company offers

Find ways to lower expenses and raise revenues and profits year over year

Ensure the branch team stays compliant with bank regulations and follows company policy

Continue to build and grow relationships with customers to ensure the customers financial needs are met and help introduce the clients to other business partners to enhance the client relationship

Relationship Banker, Small Business Specialist, and Manager on Duty

Assist customers with banking needs

Partner with Financial Advisor to assist customers with investment needs

Partner with Mortgage Banker to assist with home lending needs

Give proper disclosures to customers concerning banking needs

Specialize in assisting commercial customers with banking needs

Assist with customer service needs

Help with branch operations to help make sure bank complies with regulations

Fulfill Management responsibilities when Branch Manager is not present at branch

Prudential Life Insurance Investment Advisor October 2010-April 2011

Assist customers with obtaining life insurance

Assist customers with their investment portfolios

Make investment recommendations

Pepsi Beverages Company February 2008-September 2010

Account Sales Manager

Develop a sales and marketing plan

Execute strategy to improve sales and customer relations

Increase profits

Order and Manage inventory

Make sure grocery store displays were compliant with marketing themes

Manage merchandisers and drivers

Comp USA September 2007-February 2008

Account Sales Manager

Network with business owners

Develop a programming and networking strategy for business

Make sure businesses under contract had the proper technical support

Field customer service issues

JP Morgan Chase Bank, N.A. March 2006-September 2007

Customer Care Professional

Assist customer with mortgage service needs

Assist with Affluent mortgage holders, which have mortgages of $1MM and higher

Assist customers with understanding their escrow account

Make recommendations to help customer with mortgage payments in case of a sudden life change (loan modification or collections payment plan)

Wave Technologies January 2002-March 2006

Finance Manager

Help customers with lending needs

Teach staff how the company loan process works

Approve or disapprove loans

Track sales to make sure company was profitable

Helped manage company payroll

References

Available Upon Request



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