Customer Service Data Entry
Resume:
Charles Williams, Jr
**** ******* *** ********, ** 75150 Phone: 214-***-****
E-mail: adyyfi@r.postjobfree.com
Qualifications:
Exemplifies exceptional customer service skills with internal and external customers. Accomplished leader repeatedly recognized for outstanding performance, exceeding goals, and promoting company culture and values. History of excellence in interpersonal communication, relationship building, and establishing rapport. Expert ability in training, coaching, and developing teams while defusing complex issues. Proven ability to save costs and grow revenue through analytical thinking, financial planning, and asset management. Professional Experience:
Wedgewood Homes Realty
Jan 2022 - Dec 2022
Regional Asset Manager SFR
● Possess in-depth Market Area knowledge to assist with marketing and the disposition of Acquisitions purchased through wholesale, foreclosure, MLS, and REO deals. Works closely with PMs and AMs to determine best practices and cost-efficient resolutions during the rehab of the property; frequently collaborating with cross-functional departments during the disposition process.
● Responsible for managing 3 sales territories throughout the country, facilitating on average 70-90 dispositions per month
● Provides coaching to agents on marketing and sales strategies; maintains databases within online platforms to help track and report the performance of each acquisition computing net operating cost and overall ROI.
● Participating in weekly engagement meetings with Priority Agents to consult on proactive ways to manage listings and active transactions; preparing month-end reports and financial statements to gauge increases/decreases in operating revenue.
● Contributed to record growth earnings 1st & 2nd QTR of 2022 by closing more than 30% over prior year projections Apr 2021- Jan 2022
Acquisitions Closing Coordinator
● Prepared and reviewed contractual documents and disclosures for completeness and accuracy throughout the transaction process.
● Coordinates repairs with PM per contractual agreements; ordering of reports such as title ins, mortgage payoff, appraisals, etc.
● Maintained online database of each asset and confirmed receipt of all pertinent documents; maintain post-close filing system based on company policies and regulations set by the department that governs real estate as applicable by state.
● Ensures all contract terms are followed through promoting a successful closing for all parties involved. Sep 2019 - Apr 2021
Transaction Coordinator
● Tasked to oversee all aspects of buyer & seller transactions from contract to close, skillfully managing protected timelines
● Regularly updates and maintains communication with all clients and interested parties such as title and lenders to build rapport by nurturing relationships to ensure consistent excellent customer service
● Communicates with agents to coordinate and confirm important dates or other changes during the transaction; jumps into communication with buyers/sellers where needed and appropriate adapting and expanding responsibilities as the role develops
● Assists with CDA and data entry, archiving each transaction and setting reminders for 30, 60, and 90-day client follow-ups in CRM
Fairfield Inn & Suites / Aimbridge Hospitality
May 2019- Present
Operations Auditor
● Manages all aspects of hotel operation including reservations, pre-bookings, banking reconciliations, and all EOD processes
● Provides professional customer service to guests from arrival to departure, promptly resolving any requests or issues
● Accurately posts room charges and related taxes & credits; verifies third-party payments and reconciles any discrepancies prior to processing EOD audit; updates financial reports for review by the sales & marketing departments to help increase profit margin and reduce costs
● Complies the final audit package to include accounts receivables, cash audit, credit card settlement summary, sell override reports, and other pertinent information to be communicated with management and forwarded to the accounting department Comerica Bank
Jul 2018- Aug 2019
Retail Personal Banker
● Executed proactive marketing activities to attract, retain and expand customer base; Participated in the acquisition of consumer and new business clients through effective use of targeted leads, self-sourcing new businesses, and managing referral relationships
● Completed assigned Daily Planning Activities while providing effective customer onboarding and engagement, introducing Comerica’s products and services to new and existing customers while addressing all customer concerns
● Supported Portfolio Management to retain and expand clientele which fosters revenue growth for the branch Internal Revenue Service / Department of Treasury
May 2009- Jun 2018
Individual Taxpayer Advisory Specialist
● Manage workload with little to no supervision; researched and interpreted Federal tax law and applied to account/exam issues
● Advised taxpayers of their rights, any tax law, and reporting responsibilities and deadlines
● Internal/External correspondence by phone and letter in both English & Spanish to taxpayers regarding account delinquency; advise them of collection phases based on Federal statutes for delinquent tax years and amounts
● Established/renewed installment agreements after reviewing financial statements and supporting documents; utilized GAAP standards to create repayment plans for taxpayers and explained the benefits of meeting deadlines and/or complying with their payments to stay compliant
● Worked as Quality Reviewer on adjustment cases and assisted in the workload of the group by working referrals forwarded by lead/manager; recognized indicators of fraudulent activity and developed appropriate referrals and accounts actions
● Maintained a comprehensive knowledge and proficiency in performing complex interest calculations using a variety of computational software
● Researched taxpayer accounts and determined whether penalty and interest determinations are in compliance with the statutory provisions, procedural and policy requirements
● Utilized Outlook/SharePoint to maintain a schedule of clients/cases to manage workload efficiently with little to no supervision
● Departments: Submission Processing, Accounts Management (Call Center), Collections, and Field Assistance First Tennessee Bank
Aug 2002- Dec 2005
GL Investigation Specialist
● General Ledger accounting of large dollar accounts with regard to GAAP standards and Federal regulations
● Prepared financial audits and reported variances in journal entries during the daily reconciliation;
● Verified account reconciliations and compiled weekly reports; reviewed Month-end balance sheets for discrepancies
● Investigated account deliquescence and large dollar fraud activity on all incoming and outgoing wires
● Contributed to business results through cross-functional relations and maintaining open communication with external agencies, other financial institutions, and the Federal Reserve Banks
● Designated Project Leader for Fraud Department during onsite company-sponsored events EDUCATION & TRAINING:
Hillcrest High School, Memphis, Tennessee – Business Economics & Administration Diploma - GPA 3.86, May 2000 Certified Public Notary #13179376-3, State of Texas – Current commission expires December 2026 NMLS #1774021, Dallas, Texas - Issued August 2019
COMPUTER SKILLS: Microsoft Office Suites, Internet applications, CRM, PMS, FOSSE, Yardi, SAP, Top Producer, MLS/NTREIS, Salesforce, Pipedrive, MONDAY, Kixie, Ring Central, Docusign
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PROFESSIONAL REFERENCES:
● Amber Brixey
Wedgewood Homes Realty
Dallas, Texas
● Garland White
Babich & Associates
Dallas, Texas
● Christina Goodman
UnitedHealth Group
Allen, Texas
● Angela Johnson
Internal Revenue Service
Duncanville, Texas
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