Data Entry Customer Service

Career Objective:

Dedicated and detail-oriented accounting professional with extensive experience in customer service and financial support roles, within multiple industries including non-profit and faith-based organizations. Skilled in managing donor relations and ensuring accurate accounting records. Passionate about contributing to organizational financial health through analytical insight, compassionate communication, and a commitment to service. Seeking to leverage my interpersonal and technical skills in a customer-facing role that supports mission-driven growth and operational excellence.

Professional Experience:

USAA Colorado Springs, CO June 2021- March 2024

Sales / Services Insurance Professional

·Responded to high-volume inbound calls, providing prompt assistance on insurance policies, billing inquiries, and accounting research.

·Delivered exceptional customer service as the primary point of contact, fostering positive experiences and long-term relationships.

·Resolved policyholder concerns with efficiency and professionalism, ensuring compliance with company guidelines and industry regulations.

·Educated members on policy coverage, premium changes, and available insurance products to support retention and upselling efforts.

·Maintained accurate documentation of all interactions and account updates within CRM systems.

Mountain Fox Garage Doors Colorado Springs, CO August 2017- June 2021

Office Assistant/Accounts Payable (Part-time)

·Assisted in comprehensive financial service operations, including individual and business income tax preparation

·Supported the creation and maintenance of accurate financial statements, ensuring compliance with applicable standards

·Handled accounts payable processing, including invoice verification, data entry, and timely vendor payments

·Performed general ledger accounting tasks, such as journal entries, adjustments, and monthly closings

·Conducted regular bank reconciliations to ensure alignment between internal records and bank statements

·Maintained organized records and documentation to support audits and financial reporting

Add Staff Colorado Springs, CO August 2013- January 2017

(Compassion International - Diversified Machine Systems - Westone Laboratories Inc.)

Accounts Receivable/Accounts Payable

·Entered and managed billing data using Sage 100, assisting with check processing and invoice management

·Processed donor contributions, allocated funds to appropriate missionary programs, and maintained accurate donor records

·Managed communications between missionaries and donors, including sending update letters and ensuring donor engagement

·Performed bookkeeping tasks and general ledger updates in both QuickBooks and Epicor Prophet 21

·Supported special accounting projects and client-specific financial requests across various systems

·Delivered global customer service to donors, resolving inquiries and ensuring prompt support

·Maintained confidentiality while filing and managing medical and personnel records

·Carried out high-volume data entry and managed purchase orders from initiation to payment

·Proficient in Microsoft 365 Suite, including Excel, Outlook, Word, and OneNote, for document management and communication

·Worked extensively in Epicor Financial Management Software to support organizational financial operations

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