Customer Service Data Entry
Resume:
CRESTVIEW, FL *****
*****************@*****.***
CHASIDEE ROBERTSON
PROFESSIONAL SUMMARY
You can stop looking now!
You have found your thorough and dependable Office Worker with excellent administrative skills and a strong Finance and Customer Service background. Advanced understanding of New Construction and Remodel Construction operations and a commitment to see issues through to completion. Professional with a diligent mindset and a disciplined approach who is forward-thinking and resourceful. Bringing 30 years of Customer Service experience in the Service Industry. With an organized approach and strong multitasking abilities, dedicated to maximizing customer satisfaction and exceeding business objectives.
SKILLS
Customer service * Document oversight * Schedule management * Project Management * Data Collection and Analysis * Scheduling * Logical Thinker * Operations Monitoring * Data Entry * Communication Skills * Credit and Collections * Bookkeeping * Understanding of Financial Reporting * Administrative Abilities * Ability to Create Invoices * Proficient with Account Receivables with Accurate Reporting * Acute in Timeline Management * Customer Communications * Data Research for Compliance * Established and Creation of Standard Operating Procedures * On-Boarding New Employees/HR * Payroll * Employee Time Keeping * Implemented Quality Control Standards for a Consistent Approach and Results * Account Reconciliation Specialist Documentation and Control Auditing skills * Account Reconciliation Processes Intuit QuickBooks Specialist * Self-Motivated * Problem Resolution * Strong Verbal Communication
* MS Office * Budgeting and Finance * Regulatory Compliance * Accurate Payment Posting * Clerical Support * Accounting * Conflict resolution
* Collaboration with Team for Successful Outcomes
EXPERIENCE
THE SOLAR GUYS, REMOTE — SENIOR PROJECT MANAGER
MAY 2024 - JAN 2025
● Successfully received solar projects from Sales for the Solar Project to begin construction - Verified and Approved All Required Documents and Signatures have been obtained before applications can be submitted for Solar Construction.
● Submitted/Received/Reviewed with collaboration, Solar Project information and photos to the Design Engineer Team for the Solar Construction Design Plans to be created for Lead approval before construction applications submitted.
● Performed thorough research with each different utility and local jurisdiction for their requirements in order for efficient approvals to be received.
● Established and Created Standard Operating Procedures for each Utility and Jurisdiction for training and future reference in order to maintain fast effective approvals to be received.
● Accurate Application Submissions to the local jurisdictions and utilities for all appropriate approvals to be received
● Immediately provided accurate customer or vendor communications as received
● Effectively addressed any issue found by the local jurisdiction or utility for fast resolution in order for the project to stay on proper timeline.
● Recognition received from the Sales Manager for me being 1 of the very best PM he has experienced and received a 5 Star Google Review from one of my project’s Homeowners. When first started with The Solar Guys, TSG had over 20 Solar Projects sitting at a stand still for over 3 months or better. Within the first 30-days of employment, All prior Solar Projects had either been fully completed or scheduled for completion soon. ADT SOLAR LLC, REMOTE — PROJECT COORDINATOR
DEC 2021 - MAY 2024
● Advised departmental leaders on how to identify issues and provide solutions to specific problems and concerns.
● Prepared, double-checked, and coordinated documentation to support the design and application of [Type] and [Type] components.
● Gather requirements for ongoing projects and organize the information for management.
● Kept project schedules on tracked by managing timelines and making proactive adjustments
● Managed multiple projects from start to finish, prioritizing needs and delegating responsibilities
● Managed deadlines and adjusted workflows as needed to keep projects on track.
● Communicated and Collaborated with All team members to keep the project on track.
GREEN AIR CONTROLS, FREEPORT, FL — Project Management Coordinator Manager SEPT 2019 - SEPT 2021
● Maintained tactical control over project budgets and timelines to keep teams on track and meet deadlines.
● Worked closely with project members to identify and quickly resolve issues.
● Oversaw and motivate project teams in order to foster collaboration and keep everyone on track and productive.
● Increased customer satisfaction by resolving HVAC/Plumbing issues.
● Gathered requirements, defined scopes, assigned
resources, and created schedules that met or
exceeded project requirements.
● Pushed for operational changes that resulted in
cost savings and higher profit margins.
● Produced New Construction HVAC Installs and Plumbing Install reports, keeping customers and senior leaders up to date on progress and roadblocks each day
● Maintained tactical control of project budgets and timelines to keep teams on task and achieve schedule targets.
● Assessed projects to determine resource requirements and procured the necessary hardware and software.
● Collaborated with Owners, on customers to determine their needs and deliver HVAC service.
● Had an excellent attendance record and was always on time for work.
● Solved any New Construction Project issues, improved operations, and provided excellent customer service.
● Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
● Developed team communications and information for daily/weekly meetings
● Designed and implemented reporting systems to keep customers and management up to date.
Kitchen & Bath Center, Fort Walton Bch, FL - Finance Administrative Assistant March 2019 - August 2019
● Established administrative work procedures to keep track of the daily tasks of the employees.
● Organized staff and out-of-town visitors' travel arrangements, including vouchers, agendas, and transportation
● Assisted coworkers and staff members with special tasks on a daily basis.
● Entered Projects sold data into the Sage Accounting and Excel Report system and updated customer contacts, Projects Sold, and what division and material information to keep records current.
● Kept the reception area clean and tidy to give visitors a positive first impression
● Kept track of office supplies by checking inventory and ordering new supplies as needed.
● Conducted extensive research using a variety of resources to assist professional staff with routine and special project tasks. One Hour Air Conditioning & Heating, Niceville, FL - Account Receivables Specialist Nov 2012 - Jan 2019
● Used Successware and Online Banking to analyze, store, and record financial data for the company
● Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
● Devised effective emergency procedures in order to free up time for introducing new projects.
● Updated financial records in ledgers and journals and reported financial data.
● Used Red Machine Banking and Successware to verify deposits, correct discrepancies, and process end-of-day paperwork with 100% accuracy. Trained numerous New HVAC employees in financial selling best practices and
accuracy.
● Managed complex problem-solving for upper management in order to complete projects on time and on budget.
● Improved financial operations by performing bank reconciliations and financial reporting.
● Maintained excellent financial standings working closely with the Accounting Manager to process business transactions.
● Collected, verified, and documented data by reviewing daily invoices, HVAC Installations, and all payment documents.
● Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date. Verified financial documents for Outside Financing companies to accurately analyze financial data.
● Provided excellent customer service by resolving issues quickly and professionally.
● Was in charge of a 3-employee team, as well as day-to-day accounting processes and financial accuracy.
● Used Successware to input financial data and generate reports.
● Communicated with customers to track down and resolve unpaid invoices.
● Investigated and corrected inconsistencies in an automated supply accounting system.
● Used Successware to manage over 7 accounts worth $24.5m with accuracy. Armor Pest Control, Panama City, FL - Office Manager/Bookkeeper Oct 2010 - Oct 2012
● Effectively controlled the release of proprietary and confidential information for general client lists.
● Used discretion and good judgment when it came to using company materials and supplies.
● Trained
● Was responsible for processing all customer orders per day.
● Streamlined the process.
● Followed up with customers by phone or email after each merchandise sale to answer any last-minute questions.
● Guided
● Reviewed production schedules, drawings, and materials to gain a better understanding of the job details prior to the start of the project. PNB Community Bank - Niceville, FL - Financial Operations Supervisor May 2006 - March 2010
● Compared [Type] applications to outline specifications in order to approve, reject, or suggest changes to files.
● Worked with regulatory agency representatives to ensure accurate filings and strict compliance.
● Used positive motivational techniques to engage employees in business processes.
● Maintained the confidentiality of bank records and client information to avoid data mishandling and potential breaches.
● Used strategic risk management techniques to safeguard company assets.
● Evaluated employee performance and devised strategies for improvement.
● Hired, trained, and mentored 7 employees after recruiting, interviewing, and hiring them. I also implemented a mentoring program to encourage positive feedback and engagement.
● Improved customer retention by 75% by resolving escalated customer issues EDUCATION
Niceville High School, Niceville, FL — High School Diploma Aug 1991 - May 1993,
Received Certification of Completion from Service Titan software system and Intuit Quickbooks. Received Certificate on Employee of the Month 4 times, Certificate received on completion of Train the Trainer and Customer Service Success.
References Provided on Request
Professional and Personal references are available and will be provided upon request with history from 2 years to 20 plus years.
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