Customer Service Representative
Resume:
Personal information
Name
Lita Bailey
Taylorsville, GA. 30178
************@*****.***
Profile
Education
Associate of Applied Science Accounting FLOYD COLLEGE/GEORGIA HIGHLANDS
Experience
2025 - 2025
Tax Expert at Baker Tilley US LLP (4 months)
Worked as a Tax Expert and customer service representative, answering all clients questions regarding their tax return and even filling out tax returns per customers request.
Completely remote position.
2024 - 2025
CSR – Customer Service Representative at Vimo, Inc (5 months)
Worked as a CSR for Ga Access a newly formed corporation from HealthCare.gov.
Answered all customer and carriers inquiries, signed up customers to receive healthcare in the marketplace for the State of Georgia during open enrollment.
Learned the telephone systems MAX/NICE to handle customer call.
Completely remote position.
2022 - 2024
Billing Specialist at Scott Logistics/FLS Transport (over 1 year)
Checked all paperwork upload into system, POD/BOL, weight scales, etc. before invoicing customers.
Answered carrier questions as to when payment was to be made and to be sure all documents were received.
Worked with reps to solve problems.
Computer programs the company used is HubTran and Revenova.
2020 - 2022
Certification Clerk at TALLATOONA CAP (over 1 year)
Certified all application forms to be entered into the computer.
Called clients to finish applications to help write up applications.
Helped answer calls daily and answer clients questions.
Pulled clients copies, put into envelopes and prepare for mailing.
They used a state program for made for them.
2017 - 2020
Bookkeeper at WM HARVEY HOWELL JR CPA (over 2 years)
Entered and reconciled customer transactions, printed reports and sent them to the clients.
Answered and solved any client’s questions.
Did all monthlies and quarterlies for clients (940’s, 94l’s, State W/H, G-7’s, State Unemployment).
Relieved receptionist during lunch hours and vacation days.
Worked on all clients Business Property Taxes and sent to the corresponding counties by deadlines.
I used Sage for A/R and an in-house program for their listing of assets and depreciation schedules.
I had 10 clients and did their A/R and A/P in Sage, and used an in-house program for their bank reconciliation.
A/R included invoicing the client’s customers and recording their deposits when they got paid.
At the end of the month, I would run their financials had the CPA review and send them to the customer.
2012 - 2016
Accounting Manager at SMITH IRONWORKS INC (over 3 years)
Reconciliation of all accounts, remote deposits, HR (new hires, benefits, workers comp, calculating payroll by job by man hours), progress billing (AIA), collections, customer service, A/P, formulating excel worksheets for checks and balances.
Helped set up the A/R and A/P in Desktop QuickBooks.
Did all the invoicing for the customers and sending statements.
Also did the A/P (entered all invoices, ran the payables to be paid by date), cut checks, signed mailed and filed all copies.
The bank rec was also done in QB.
2012 - 2012
Accounts Payable at F & P GEORGIA (3 months)
Entered payables for company, filed and indexed on image freeway, sent out checks, called customers for W-9 and requested proof of delivery.
2009 - 2010
Bookkeeper at RIDDLE & PAGE OFFICE PRODUCTS (about 1 year)
Set up new Quick Books for 4 companies.
Handled all accounts receivable, payables, billing, filing, payroll, bank reconciliations, bank deposits, entered customer orders, greet visitors and clients, handled customer questions and problems., general office duties, and developed new excel spreadsheets for easier reporting.
Developed efficiency-enhancing workflow/process improvements that made it possible to accommodate increasing responsibilities necessitated by staff reductions.
2007 - 2009
Bookkeeper at MARLON CROFT ELECTRIC (almost 2 years)
Set the company up on Desktop QuickBooks and handled all accounts receivable, payables, billing, filing, payroll, bank reconciliations, bank deposits and entered customer orders, greeted visitors, general office duties, and developed excel worksheets for easier reporting.
1999 - 2007
Accounts Receivable Team Lead at VWR INTERNATIONAL (almost 8 years)
Company Overview: Company outsourced jobs to India position eliminated
Served as assistant to the controller in managing employee’s job production, employee training, and fielded customer problems.
Handled general office duties in assisting the controller.
Using Oracle we posted a backlog of accounts receivable that was 60Million in arrears within a year and made sure all posting were current on customers’ accounts.
Put together a manual of specific customers for employees to follow to do the correct posting of money with their accounts.
Company outsourced jobs to India position eliminated
Summary
I am an experienced accounting professional with a strong background in accounts receivable and payable, bookkeeping, and customer service, complemented by my education in accounting and a proven track record of improving processes and efficiency in various roles.
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