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Customer Service - Computer Lab/office Assistant /internship Resume

3.00/5 (Submit Your Rating)

Columbia, MD

SUMMARY:

20 plus years experience in Credit Counseling Service Industry *Professional Financial Report Specialist; managed large client database *Exceptional time management skills with ability to effectively set priorities and meet deadlines *Excellent organizational, communication and interpersonal skills *Adaptable to change and self motivated/self starter

EXPERTISE AREA:

  • Accounts Receivable/Payable
  • Proficient in computer functions (Microsoft Word, Excel, Outlook)
  • Payment Processing
  • Customer Service
  • Administrative Asst/ Office Support
  • Data Entry
  • Research/Statistics

SKILLS:

MS Word, Excel, accounts payable and receivable, payment processing, administrative office functions, customer service, data entry, budget/credit counseling, multi - line phone

EXPERIENCE:

Confidential, Columbia, MD

Customer Service - Computer Lab/Office Assistant /Internship

Responsibilities:

  • Monitor and assist customers with completing and submitting online applications for benefit assistance programs.
  • Data Entry
  • Fulfill office assistant duties for Procurement Department

Confidential, Lanham, MD

Financial Report Specialist

Responsibilities:

  • Managed caseload of over 5500 client accounts for multiple Financial Specialists
  • Processed weekly payment disbursements to client creditors enrolled in a debt management program.
  • Generated daily payment and deposit variance reports, set up proper payment disbursements, and contacted creditors to update and confirm account balances.
  • Ensured account reconciliation, requesting client refunds upon program completion and contacting clients for repayment of any outstanding balances owed.
  • Audited monthly state fee assessed spreadsheet to maintain compliance with all state guidelines and regulations.
  • Requested refunds for any fee overcharges to clients.
  • Analyzed and researched data on client accounts, documented notes, and followed up on any client/creditor issues.
  • Evaluated client profiles daily to determine program success, referring any internal issues to the appropriate department for resolution.
  • Validated creditor proposals for acceptance or rejection of proposed payments and notified clients of any required changes.
  • Prepared and maintained monthly spreadsheet report listing educational presentations and community outreach required by Financial Specialists to be submitted for approval by the company Confidential .

Central Operations Support / Data Entry Specialist

Confidential

Responsibilities:

  • Compiled and maintained spreadsheet statistics to track client debt management enrollment.
  • Rendered large quantities of data entry, assigned creditors, input client programs, reviewing and proofreading for accuracy.
  • Ensured quality assurance, monitoring client/counselor call center to make sure full capacity levels were consistently met.
  • Provided quality customer service through both telephone and in person interactions.
  • Assisted in both accounts receivable and accounts payable tasks.
  • Processed large daily bank deposits

Certified Credit Counselor

Confidential

Responsibilities:

  • Provided financial and budget counseling to individuals and families in need of debt management assistance.
  • Assessed client financial situations, set goals, and gave recommendations and solutions for successful household budgeting and becoming debt free.
  • Acted as daily liaison between clients and creditors to develop resolutions, optimize program enrollment, and work toward successful completion of debt management programs

Clerical Supervisor / Administrative Office Support

Confidential

Responsibilities:

  • Supervised and trained clerical staff in daily functions.
  • Maintained traveling expense and reimbursement report for office staff
  • Managed oversight of all incoming and outgoing correspondence via telephone, mailing, etc.
  • Ensured accurate inventory of office supplies.
  • Maintained confidentiality in both employee and customer record keeping.
  • Assisted with accounts payable and receivable tasks.
  • Administered daily customer service representative services and other duties as assigned.

Administrative Assistant

Confidential

Responsibilities:

  • Performed administrative functions in support of President and CEO.
  • Assisted with preparation of letters and correspondence for Confidential .
  • Operated postage machine for disbursal and mass mailings to clients/creditors.
  • Answered multi-line phones professionally and efficiently.
  • Maintained monthly office schedule and calendar.
  • Greeted clients, setting up and confirming client appointments.
  • Sorted and distributed incoming mail.

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