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Customer Service Representative

Location:
Ontario, CA
Posted:
July 15, 2023

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Resume:

Lori Steidel

Bullhead City, AZ

Work Experience

Administrative Assistant

Plastics Northwest Inc - Vancouver, WA

February 2020 to March 2023

The clerical duties and tasks

performed while employed were answering phones, data entry into QuickBooks Enterprise

accounting system and filing. AP duties such as processing vendor bills and account coding,

AR duties such as processing customer invoices and remittance payments. HR duties such as

timecard review and new hire processing. Inventory duties included counting physical

product, maintaining accurate inventory records, and reconciling work orders and accounts

Office Assistant

Maureen McGuires Business Service - San Dimas, CA

January 2019 to May 2019

Duties include; answering phones for a tax office, setting appointments, bookkeeping with Quick books,

scanning and printing all materials for tax preparation, correlating tax returns, billing, invoicing and filing,

AP and AR.

Office Manager

BWR heating and cooling INC - Norco, CA

May 2015 to June 2018

I was the office manager for an HVAC company. We were doing about 1.5 million in business annually.

Duties included; payroll, bookkeeping, bill paying, account reconciliation, P & L statements. Ordering

of equipment and supplies. Scheduling customer appointments, providing estimates and invoicing for

customers, obtaining permits, working with vendors and billing for accounts.

Lead Customer Service Manager

National Subscription Fulfillment Service - Anaheim Hills

April 2013 to January 2014

In charge of 4 customer service agents, including training

Handled a call volume of over 5000 calls per month

Processed orders, including new and renewals

Charged credit cards and balanced orders from $10,000 to $15,000 daily

Handled all merchant service inquiries and charge back

• Customer Service Agent

Maintained customer database

Interacted with dissatisfied clients in providing viable solutions to problem

Processed all product orders and fulfillment

Maintained all product inventory and reordered stock

• Front Desk Operator

• Answered the front phone and transferred calls to appropriate parties.

Processed all incoming and outgoing mail

Lead Customer Service Representative

National Subscription Fulfillment Service - Anaheim Hills

May 2009 to April 2013

Skills MicroSoft Word, MicroSoft Office, QuickBooks, Typing 50 wmp, Appointment setting, Filing,

Accounting,

Customer

CSR - Customer Service Representative

National Subscription Fulfillment Service - Anaheim Hills

October 1997 to May 2009

Education

Certificate in Gemology

Rancho Santiago College

Skills

• Accounts Payable

• Billing

• Accounts Receivable

• Quickbooks

• Scheduling

• Word

• Receptionist

• Microsoft Office

• Filing

• Typing

• Data Entry

• Customer Service

• Clerical

• Bank Reconciliation

• Office Management



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