Customer Service Business Tax

Janice Vanhoudt

818-***-**** • **********@*****.*** Santa Clarita, CA 91354

Professional Summary

Expertise in high-level customer service, with years of developing and managing relationships with customers to understand their day-to-day needs. Strong organizational skills and the ability to handle multiple tasks and duties simultaneously while maintaining accuracy and attention to detail. My background has historically been in private banking, which has provided valuable experience as part of a dedicated team to provide a personalized customer relationship. Skills

• Excellent written and verbal communication skills in interacting effectively with customers and associates

• Motivated self-starter and ability to work independently

• Effective time management skills, with ability to prioritize daily tasks, handle transactions quickly and accurately to exceed customer expectations

• Extensive training and experience in personal and business tax return analysis

• Experience with cross-selling and ability to grow customer relationships by exceeding expectations

• Ability to work in a fast-paced environment to meet goals and resolve customer problems

• Computer skills include MS Excel, Word, Outlook and Windows Work History

Vice President/Credit Officer, 10/2010 to 02/2021

City National Bank

• Assisted with the opening of the bank's new banking office in NYC. This involved hiring staff to establish and service relationships with new clients. Created a customer database and related reports to ensure that all accounts were compliant with the bank's established policies, procedures and regulatory oversight.

• Consistently maintained the largest customer portfolio in my unit, receiving the bank’s “Top of the Ladder” reward for outstanding customer service and exceeding performance goals. Bank of Santa Clarita VP/Loan Officer

• Relationship Manager for local bank, with responsibility for analysis of clients’ tax returns and financial statements, industry research and submitting detailed requests for new and renewal loan requests.

• Opened new accounts and worked with team members to identify cross-selling opportunities.

• Set up and maintained loan folders and tickler files for ongoing requirements.

• Created presentations and reports for senior management.

• Trained and mentored junior credit analysts and loan assistants. Education

Temple University - Philadelphia, PA

Contact this candidate