Customer Service - Computer Lab/office Assistant /internship Resume
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.
