Customer Service Data Entry
Resume:
MARGARET J WILLIAMS
*************@*****.*** C: 202-***-**** Washington, DC
Summary
Excellent customer service and administrative experience. Dedicated smart professional with strong organizational and communication skills with the ability to successfully master new skills quickly through hands-on experience. Highly effective at working individually or in a team; able to contribute in a result driven environment. Excellent ability to interact positively with customers from diverse populations.
Skills
●Microsoft Suite
●QuickBooks
●Financial Statements
●Data Entry Software
●Recordkeeping and Tracking
●Auditing and Quality Assurance
Financial Reporting
Experience
3iT Accounting and Financial Services Washington, DC
Accounting Clerk
09/2022 - Present
●Implemented project workflow using QuickBooks to collect and enter accurate financial records, bank documents, profit statements, and other sensitive data into systems. Trained incoming staff on efficient workflow and accuracy when using various databases.
●Prepare and review weekly reports for management. Present reports to lead CPA.
●Reconcile accounts statements at closing of the month. Report issues and variance when found.
●Complete department payroll.
●Receive payments from customers. Troubleshoot any payment issues.
3iT Accounting and Financial Services Washington, DC
Contractor
06/2022-09/2022
●Utilizes QuickBooks system to collect client’s financial statements and ensure data is inserted accurately.
●Manage 10+ client accounts and ensure all financial statements are reflected accurately through the system.
●Responsible for tracking debits and credits for various accounts
Prometric Testing Center Washington, DC
Test Center Administrator
09/2019 - 9/2022
●Monitored testing materials security and enforcement.
●Scheduled standardized exams and secured locations.
●Ensured confidentiality of test results and materials.
●Improved operations by working with team members and customers to find workable solutions.
●Earned reputation for good attendance and hard work.
Lyft/Uber
Driver
02/2016 - 01/2019
●Operated Lyft/Uber app platform to pick up and drop customers.
●Reported any concerns or discrepancies to Lyft/ Uber Customer Service Center.
●Maintained tidiness of the vehicle and carried out necessary repairs.
●Provided clients with reliable transportation to a variety of locations around the Washington DC metropolitan area.
●Provided superior customer service with a sense of urgency, safety and kindness.
AIL American Income Life Insurance Co
Benefits Consultant
04/2015 - 09/2017
●Navigated various schedules to coordinate conflict free appointments.
●Presented initial informative presentations to potential clients.
●Completed necessary forms to enroll clients into a system for life insurance benefits tailored to specific desires and needs for coverage.
●Performed follow up contact attempts with clients.
●Recruit potential Benefit Consultants.
●Attend company meetings as needed.
Enoch Pratt Free Library
Office Assistant III
08/2006 - 04/2013
●Greeted and accommodated customers upon arrival, provided any office support requested by supervisor/ colleagues.
●Operated various circulation desk duties conducive to customer individual needs.
●Processed new reading/ media materials upon arrival & maintained cataloged shelving system.
●Opened and closed the register upon supervisor request.
●Compiled and analyzed data to create & fulfill requests for internal/external customers.
●Navigated OCLC Database/ Marina system for appropriate answers to customer inquiries.
●Replied to email, postal mail, or telephone inquiries for products and services.
●Distributed incoming and prepared outgoing materials.
●Prepare departmental monthly statistics.
●Prepared departmental monthly statistics, operated Switchboard telephone system.
Education and Training
Microsoft Office Suite certified
Career Technical Institute - PC Specialist/Bookkeeping
Baltimore City Community College Baltimore, MD
Associate of Applied Science in Computer Information Systems
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