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Click here or scroll down to respond to this candidateCandidate's Name
25 plus years of Customer Service and Management experience.Milwaukee, WI 53216EMAIL AVAILABLEPHONE NUMBER AVAILABLECustomer Service professional with +25 years of experience in a sensitive corporate environment. Outgoing and detail-oriented, proficient at written and oral communication. Possess some course work in Accounting and Business Management.Willing to relocate: AnywhereAuthorized to work in the US for any employerAuthorized to work in the US for any employerWork ExperienceOwner/OperatorBody Bling Boutique llc - Milwaukee, WINovember 2020 to PresentOn November 30,2020 I registered Body Bling Boutique llc as a retail boutique for women. Once I officially am prepared to open my boutique my inventory will consist of clothing and accessories for the total body. Currently I am still getting everything in order to open within the next 3 months. My duties consist of ordering and purchasing products, maintaining a database of wholesale distributors, paying monthly invoices and payroll.Customer Service RepresentativeRobert Half - Milwaukee, WIAugust 2022 to October 2023Ive worked for Generac as a customer service representative, Grifols Diagnostics as a project assistant, and Relient Hiring Solutions as a Project Assistant. Vita Site CoordinatorSocial Development Commission (SDC) - Milwaukee, WI January 2020 to January 2021 Maintain relationships with local IRS SPEC office for obtaining site materials and other pertinent information. Ensure that adequate supplies and equipment is maintained at the site. Act as a liaison to ensure needs are successfully addressed. Develop and maintain schedules for volunteers and employees to work at sites and ensure adequate tax preparation and quality review coverage. Provide technical assistance to volunteers and mentor them on tax issues, as necessary. Train staff and volunteers on how to prepare and perform quality review of tax returns. Publicize sites and promotional activities throughout the community. Ensure free services are provided to all taxpayers. Gather/compile timely statistical reports and provide the reports to relevant sponsors, stakeholders and/or partners. Monitor site(s) to ensure that an intake process includes the use of an intake sheet for every return, a quality review is being conducted, privacy is being maintained and each return is identified with the sites identification number. Supervise staff and volunteers of the site. Electronically file all returns. Ensure that taxpayers information is entered into the preparers use fields on each return. Resolve any tax return issues that reject during the transmission process. Ensure that the screening, waiting, assistance and quality review steps of the VITA process flow seamlessly. Ensure that clients are aware of their opportunity to participate in other services being provided at the site.Customer Service RepresentativeNorthwestern Mutual - Milwaukee, WIOctober 2018 to June 2019Deliver a distinctive client experience Successfully resolves questions inquiries from Financial Reps and clients Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Educates clients and Financial Representatives on our client website and self-service capabilities Fosters a professional relationship with our clients to enhance brand loyalty Exhibits skill in de-escalating servicing concerns Achieves productivity standards and goals while maintaining the highest level of customer service Critical Thinking/Problem Solving Handles phone and transactional responsibilities while maintaining a high level of confidential and personal information appropriately Ability to multitask between phone and casework/transactional duties with the high degree of accuracy and quality Ability to work independently and with your team to consistently identify opportunities improve work progresses Researches and evaluates possible solutions using available resources Manages casework in accordance with area service and/or productivity standards Adheres to strict confidentiality and privacy standards Change Agility Welcomes change and embraces an environment where continuous improvement is expected from all employees Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand Identify opportunities for improvement and is an advocate for delivering viable solutions/alternatives Digital Savvy Ability to perform keyboarding/computer skills accurately and efficiently Demonstrated ability to use computer software packages, including Word, Excel, and PowerPoint Income Maintenance SpecialistMilwaukee County Health & Human Services - Milwaukee, WI October 2017 to March 2018Work involved responsibility for determining initial, financial and categorical eligibility for income maintenance applicants based upon established criteria for a variety of income maintenance programs administered by the County Department of Social Services. Responsible for initial intake of clients, determination of appropriate program entitlement and initial budget determination. Required to deal effectively with potential clients, who may be entering the system for the first time, exhibiting anxiety, fear and frustration.Seasonal Tele CollectorWe-Energies - Milwaukee, WIJanuary 2017 to October 2017 Responsible for interacting with delinquent account holders. Provide effective solutions to collect past due amounts. Negotiated payment arrangements. Issued reconnection orders. Made follow-up calls and educated customers on the collection process. Counseled customers on how to conserve energy and reduce the amount of their energy bill and maintaining account information.Client Services RepresentativeRandstad Office & Administration/FIS - Wauwatosa, WI February 2016 to May 2016 Processed cardholder/merchant dispute transactions within Visa/MasterCard and federal rules and regulations. Remained current on Visa and MasterCard rules and regulations, federal and state regulations, and internal procedures that affect chargeback dispute processing. Handled all aspects of the dispute process in compliance with Visa/MasterCard, federal and state rules and regulations. Reviews, researches and initiates the resolution of dispute inquiries from cardholders, financial institutions, merchants and internal departments. Ensures compliance with federal and state regulations in resolving billing errors. Responded to telephone inquiries from cardholders, financial institutions, and merchants regarding disputes. When unable to resolve the problem in a reasonable amount of time, escalated to the appropriate resource. Followed up on escalated issues with coaching and mentoring to learn the appropriate solution and expand overall knowledge. Handled/resolved non-posted items, retrieval projects and authorization chargebacks. Met the standards of the job, such as quality standards and adherence to schedule. Performed other related duties as assigned.Client Services Representative IIK Force Professional Staffing/Mercer - Milwaukee, WI September 2015 to December 2015 Answer inbound calls for participants preparing to take advantage of their retirement benefits. Assisting with questions regarding election choice. Assist participants with making election choice through the web. Contact participants with incomplete packets and relay missing information. Create missing information letter to be sent to participants. Do maintenance on participant information such as name change, address change, marital status, etc. Document call with purpose and result. Check returned packets for completeness.Personal BankerRobert Half - Milwaukee, WIOctober 2014 to July 2015 Open and Close personal accounts. Cross sell different types of accounts to customers. Strong customer service, and Data Entry skills. Reconciled customer account information. Follow up and follow through on customer account inquiries. Seasonal Office Manager/Tax PreparerLiberty Tax Service - Milwaukee, WIJanuary 2006 to February 2011 Managed operations of the tax office according to the policies and procedures outlines in company's manual. Prepared individual tax returns. Conduct audits of completed returns for accuracy. Transmit returns to the IRS. Hire, train, and supervise employees. Provided exceptional customer service to customers in person and through telephone communications. EducationAssociate in ScienceConcordia University Wisconsin Mequon - Mequon, WI Skills Content management systems JDE, Oracle, and Lawson Accounting Software Data Entry Basic math Typing Speed: 40 WPM Sales QuickBooks Office manager experience Leadership Workday Microsoft Powerpoint General Ledger Accounting Leadership Windows Training & Development Quality assurance Project coordination Balance Sheet Reconciliation English Tax Preparation Accounts Receivable Administrative Experience Filing Word processing Accounting software SharePoint Financial Statement Preparation Events management Accounts Payable Conflict management Fundraising Managed care Microsoft Word Writing skills Intake Payroll Management Team Management Account Reconciliation Banking Customer Service Analysis skills Computer literacy Accounting Office experience Supervising experience Microsoft Excel Financial services Bank Reconciliation Communication skills Copywriting Social media management Marketing English Financial Report Writing Microsoft Outlook Expert Time Management Journal Entries Microsoft Office Office Management Alpha & Numeric Data Entry Social Work General Ledger Reconciliation Supervising experience User Interface (UI)Certifications and LicensesDriver's License |
