consultant/customer service

Beverly Marcia Lassiter *** South Ave Newport News, Va. 23605

Email address bev12966@yahoo Phone 757-***-****

A goal-oriented and innovative financial consultant with over 15 in the financial industry. Proven record of accomplishment in leveraging data-driven insights and in-depth understanding of financial markets to provide unique and customized financial strategies to clients. I am seeking to leverage my expertise in financial planning, tax resolution, and budget management to effectively drive profitability and growth within any company. Committed to maintaining up-to-date knowledge of market trends and passionate about providing excellent client service and making a positive impact on the financial well-being of clients.

L and J Service Consultant/Financial Mgr. 04/01/2011 to Current Hours: 40 48,500.00

My job responsibilities:

Assists with pre-award functions such as preparing solicitations and adding provisions. Also analyzing proposals for conformance; obtaining required pre-award surveys to establish contractor responsibility and developing a negotiation strategy for writing grants, wills, and trust. Performs contracting work using negotiation techniques. Writing Requests for Quotation or Request for Proposals for clients, ensuring that technical descriptions and appropriate contract clauses are included.

Performs analysis of responses to solicitations, including price reasonableness, adequacy of competition, compliance with solicitation, and probability of meeting requirements. Coordinates the contracts reflecting the agreement between the agency and the vendor. Budgeting analyses and bookkeeping.

Monitors contract performance and negotiates necessary standard contract modifications such as extensions of delivery schedules, price adjustments, option exercises, etc. to ensure satisfactory progress and completion of contract activities. Work with Microsoft Office 365, PBX,

Negotiates modifications to contracts with standard and nonstandard terms and conditions.

Prepares correspondence; provides advice, guidance, training, and assistance to technical or program personnel, or contractors whenever information is needed, or issues need to be resolved.

Prepares determinations and findings of fact relative issues or actions. Coordinates requests for deviations with requesting activities and makes recommendations. Complete modifications to contracts for vendors or distributors.

Interviewing clients about their income and expenses. Auditing account details and acting as a liaison between clients and the IRS. Informing clients or employers on the tax preparation process. Collecting relevant financial records, including pay stubs and income statements. Analyzing the taxpayer’s financial situation and tax liability, developing a customized action plan to resolve the tax issue, negotiating with the IRS or state tax authorities on behalf of the taxpayer, and preparing and filing tax returns, amended returns, or other documents. Communicating with the taxpayer and the resolution manager throughout the process. Monitoring the progress and deadlines of the case.

Inputting data from financial records into tax return software or databases. Using applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the return. Reconcile bank statements A/P, A/R, Consultant on money management advice. Acting as a representative for clients with applicable agencies as required. Building customer relationships to promote and expand the business. Producing financial reports: These reports assist managers in including income statements, balance sheets, and cash flow statements. Maintaining records of financial transactions: This includes posting and verifying transactions, and ensuring they are recorded correctly.

Steps for Hope PCA 04/2011 to 10/2013 Hours 40 $38,500.00

My job responsibilities:

Plans and coordinates the care of the disabled to promote their health, improve their quality of life, and maintain their independence. Provides care and treatment that aims to enhance and restore functional ability and quality of life to those with physical impairments or disabilities. Focuses on improving health among individuals and families through the prevention and treatment of disabilities, and the promotion of healthy behaviors. Monitor BP/pulse rates. Teach basic living skills and provide adequate housing. Consulting on daily activities and personal hygiene.

Supervisor: Louis Johnson 757-***-****) Okay to contact this Supervisor: Yes

Verizon Consumer Sales Rep/Accounts 12/2003 - 11/2010 Hours 37.5 $102,680.00

Job responsibilities:

Greet the customer and respond positively with a smile. Taking care of customers' concerns with billing, technical, customer service, account transfers, cut-offs, and new accounts. Microsoft Office. Obtain all information necessary to address the customer's needs courteously and accurately using CoFFee/SSP/AMT accounting systems and setting up new services by remote process.

Ask questions and listen for clues to additional customer requirements and meet their needs, giving the best solutions for problems that may arise. Make customized service recommendations and explain how company services will benefit the customer. Quote and computer rates accurately, giving an account overview. Address customer concerns and objections thoroughly and politely and obtain customer commitment. Use judgment in negotiating customer-effecting issues (due date, credit requirements, credit issuance, etc.) Billing reconciliation with clients, A/P, A/R, provide excellent customer service to all customers, responding promptly and professionally to inquiries.

Handle incoming calls from customers regarding billing issues, technical support, product information, account changes, and other related topics. Utilize multiple systems to access customer accounts, troubleshoot problems, and provide solutions.

Ensure orders and adjustments are accurate and complete and follow up promptly on any commitments made during the contract. Making sure clients are aware of all company products and services available to them. Reconciling billing, performing account changes, making payment arrangements, and taking payments by credit card.

Operate various office machines including computers, keyboards, faxes, PCs, and CRT terminals. Able to perform multiple tasks simultaneously, i.e., communications, document processing, and VDT usage.

Accountable for meeting established productivity and conduct standards such as customer satisfaction, revenue generation (sales), call handling time, order quality, billing accuracy, and attendance.

Supervisor: Shannon Backus 757-***-****) Okay to contact this Supervisor: Yes

Awards; Customer Service Excellence 2004-2005 2007-2009

Knowledge Connections (Govt. cont.) Travel Clerk/Acct. Clerk 04/2000 to 12/2004 $52,500.00

Job Responsibilities:

Managing travel arrangements: This includes booking flights, hotels, and car rentals, and ensuring that all travel arrangements comply with government travel regulations. Using Sabre system, Microsoft Office, etc... Maintaining accurate records: They must keep detailed records of all travel arrangements and expenses and submit these records to the appropriate government department for reimbursement.

Providing customer service: They must provide excellent customer service to government employees and contractors, answering any questions they may have about their travel arrangements and resolving any issues that may arise. Writing contracts to vendors for travel discounts and awards, taking payments, and billing. Scheduling flights based on customer needs and available flights, including checking weather conditions, and making changes as needed Communicating with customers to answer questions about tickets, pricing, or flight schedules. Collecting payment from customers for airline tickets, including cash, credit card transactions, checks, or money orders. Entering customer information into a computer system to issue tickets or update records. Ticketing agent jobs that involve processing electronic ticketing requests for customers or agents over the phone. Explaining airport rules and procedures to passengers before boarding flights. Processing refunds for lost or damaged tickets or reservation errors Explaining applicable fees and taxes for each ticket.

Systems: Sabre, System 1, World span

Supervisor: Wayne Temple 703-***-****) Okay to contact this Supervisor: Yes

Education:

The Paralegal Institute (Brighton College) Phoenix, AZ United States

Associate degree working towards

GPA: 3.5 of a maximum 4.0

Credits Earned: 18 Semester Hours

Major: Paralegal Science

Relevant Coursework, Licenses and Certifications:

Paralegal Today LAW: PT 02/18/2012 B 135 3 9 credits Legal Research LAW: LR 09/09/2012 B 135 3 9 credits Legal Analysis and Writing LAW: LW 02/03/2016 B 135 3 9 credits.

Wilma Boyd Business College (aka Polytechnical Institute) Pittsburgh, PA United States

Technical Diploma or occupational certificate 9 / 1985

Credits Earned: 42 Semester Hours Graduate/Diploma

Major: Business/Hospitality Minor: Travel

Relevant Coursework, Licenses and Certifications:

Certifications for Business/Travel

Affiliations

Mariners Village Association 1997-2003- Président

Références Indiçâtes Professional référence.

Name Employer Title Phone Email

John Clark Huntington Ingalls Security 757-***-****

Amanda Allen Amdocs Staffing 404-***-****

Jerome Jenkins Henrico County Firemen 804-***-****

John Tynes Verizon Supervisor 757-***-**** *********@*****.***

Mia Moton Huntington Ingalls Painter 757-***-****

Sharon Tunstall Navy FCU Retired 703-***-****

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