Customer Service Data Entry
Resume:
Joshua Davis
Sacramento, United States
916-***-**** adx5im@r.postjobfree.com
Professional Summary
Service-focused professional bringing unparalleled skills in customer relations, task prioritization and time management. Motivated to directly and efficiently address customer concerns head-on, develop proactive solutions and implement corrections with efficiency. Proficient in customer service management software with expertise in related roles.
Skills
POS Systems and Ordering Platforms
Customer Inquiries
Issue and Complaint Resolution
Customer Satisfact
Calm and Professional Under Pressure
Customer Data Confidentiality
Upselling Products and Services
Financial Consulting
Customer Account Management
Data Entry and Maintenance
Work History
Stern Mosey Design Build – Los Angeles, CA
Client Service and Sales Agent, 12/2012 to 08/2022
Helped large volume of customers via telephone every day with positive attitude and focus on customer satisfaction.
Coordinated with office staff clients and owners to organize project for client satisfaction.
Managed master calendar by scheduling and confirming appointments.
Connected with clients through consultations. Created sales strategies increase productivity .
Cultivated long-lasting client relationships based on trust and solid understanding of business needs.
Francise Tax Board – Sacramento, CA
Tax Program Technician, 06/2009 to 09/2012
Completed and filed returns with tax departments at local, state and federal levels.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Offered clients recommendations to reduce tax liabilities.
Prepared written responses or tax return amendments to resolve state and federal notices.
Facilitated communication between clients and tax authorities.
D&J Associate – Sacramento, CA
Loan Officer, 02/2000 to 05/2009
Submitted loan applications to underwriter for verification and recommendations.
Originated, reviewed, processed, closed and administered customer loan proposal
Maintained strict confidentiality of bank records and client information.
Recommended loan approvals and denials based on customer loan application reviews.
Reviewed and edited loan agreements to promote efficiency and accuracy.
Advised clients on mortgage, education and personal loans.
Developed and maintained relationships with local real estate agents.
Education
Associate of Arts: Business Administration, 06/2003
Consumnes River College - Sacramento
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