***********@*******.***
Objective
To contribute acquired customer service and clerical experience to a challenging position within an organization offering opportunities for growth and advancement.
Summary of Qualifications
• Accounting, mortgage, banking and customer service experience.
• 20+ years of sales and clerical and customer relations experience.
• Developed interpersonal skills, having dealt with a diversity of clients and staff members.
• Self-motivated able to set effective priorities to achieve immediate and long-term goals and meet deadlines.
• Adapt easily to new concepts and responsibilities.
• Function well in fast-paced, high-pressure atmosphere.
• Computer and typing skills
PROFESSIONAL EXPERIENCE-
•Boars Head-(American Deli Products)
Event’s specialist) Feb 2023-present
Taylor Tax & Consulting (Accounting Firm)
Aug 2012-Jan 2014 to Jan 2015-present
· Accounting Assistant (Support Staff)
· Reconciling clients bank accounts using Quickbooks & Peachtree
· Accounts payable/receivable for POA-Paying companies bills monthly
· Processing Tax Returns
· Assisting with and processing payrolls
· Makings tax payments
• Processing payrolls and initiating Direct Deposits for multiple companies
. Making bank deposits for multiple
companies
DQS-(Finished Carpentry) Cape Coral, FL-Jan 2014-Feb 2015
•preparing estimates for jobs using blue beam estimating program
•corresponding with clients using email or telephone
Wells Fargo Home Mortgage (Robert Half International) St. Paul, MN
December 2008-May 2010
Home Mortgage Consultant/Loan Processor/Loss Mitigation
Reviewing dual liens for modifications
• Taking incoming and making outgoing calls
• Taking purchase and refinance mortgage applications over the telephone
• Doing prequalification and pre approvals
• Consulting borrowers on financing
• Calculating good faith estimates for borrowers
• Working a pipeline of 60 + loans
• Communicating via e-mail and telephone, updating them on the status of their loans, requesting documents
Novation Credit Union
Customer Service Representative/Teller
Responsibilities:
• Processed various account transactions.
• Balanced daily income of financial institution.
• Informed customers of bank products, referring them to designated personnel.
• Oriented, trained, supervised, and delegated tasks for new hires.
Achievements
High School Diploma