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Tax Compliance Support Resume

SUMMARY:

I have over 15 years of experience, where proficiency in managing client services, ascertaining quality assurance and meeting client needs and corporate expectations were expected. Accomplished self - motivator and hard worker. Recognized for fostering strong relationships with customers that result in high quality of client relation and product loyalty. Experienced with account opening and have served as first line support for credit approvals. I have demonstrated a solid ability to communicate with diverse groups, focus on strong client relation, vendors and staff. I lead by example and establish a professional work environment; this allows me to exercise excellent communication skills, both oral and written, and good interpersonal skills with attention to details.

PERSONAL SKILLS:

  • Excellent communication skills
  • Highly resourceful, objective and reliable
  • Ability to work in a team driven environment
  • Customer service
  • Organized &Detail Oriented
  • Complaint Handling/Dispute Resolution
  • Meticulous attention to detail

PROFESSIONAL EXPERIENCE:

Confidential

Tax Compliance Support

Responsibilities:

  • Work on projects when needed
  • Work with FATCA tickets
  • Create and update 1099 forms
  • Update profiles on Client Central
  • Ensure accuracy of reporting to IRS

Confidential, Wilmington, DE

First Point of Contact

Responsibilities:

  • Support customers requesting hardware, software and applications assistance
  • Direct customers to proper groups through phone/email channels
  • Updated account information
  • Used SAP daily to complete tasks
  • Handled 3rd party request and ensuring proper processing
  • Create Service request for customers who needed special attention to their issues

Confidential, New Castle, DE

Data Entry Analyst

Responsibilities:

  • Manually and automatically uploading information
  • Check for incorrect information
  • Good problem-solving skills
  • Update credit reporting on all three credit reporting agencies
  • Proficient computer skills, utilizing Microsoft Office products
  • Data retention

Confidential, Newark, DE

HR Operations Specialist

Responsibilities:

  • Processed involved compliance verification for credentialed employees
  • Ensured appropriate employee authorizations to release the requested details sourced from core HR systems
  • Researched and resolved issues under the guidance of a team lead or supervisor
  • Determined root cause of errors and rework needed to correct
  • Data entry updates on employee status change requests
  • Performed updates to records in company system as employee data and/or status change occurs

Confidential, New Castle, DE

Customer Service/Sales Representative

Responsibilities:

  • Provided financial products and services to Confidential business customers through inbound telephone channels in a call center environment.
  • Resolved complex or escalated issues, and identify and address cross-selling opportunities and ensure appropriate levels of service are received by customers
  • Opened deposit/savings accounts
  • Sound judgement used in handling phone calls

Confidential, New Castle, DE

Account Manager

Responsibilities:

  • Diplomatically discussed status of delinquent accounts with consumers in a call center environment.
  • Negotiated terms to bring accounts current within parameters set forth by departmental guidelines.
  • Responsible for collecting funds owed
  • Ensured that departmental goals are met with respect to call volume requirements.
  • Communicated issues, concerns, disputes with individual accounts to supervisor.
  • Utilized predictive dialer and collection module to effectively work assigned accounts, including logging promises to pay and documenting account activity.
  • Utilized and stress urgency payment options such as phone pay, credit cards and quick collect with consumers in resolution of delinquency.
  • Assisted with inbound phone coverage as needed or assigned.
  • Daily usage of Confidential

Confidential, New Castle, DE

Customer Service Representative

Responsibilities:

  • Processed and initiated financial transactions for customers
  • Analyzed and resolved customer issues, and developed tools and processes to increase customer satisfaction
  • Provide professional assistance on the phone, email, online chat to customers
  • Assisted with inbound phone coverage as needed or assigned

Confidential, Newark, DE

Client Service Specialist

Responsibilities:

  • Managed and facilitated the flow of data into trading database
  • Analyzed information to determine accuracy and completeness of the data
  • Managed customer account statements as needed
  • Sound judgement used in handling phone calls
  • Maintaining accurate account of returned postal items

Confidential, Philadelphia, PA

Correspondent/Billing- Database Admin Specialist

Responsibilities:

  • Customer contact to resolve transactional issues
  • Coordinated the transfer of customer account data between internal processing and outgoing processing
  • Performed account reconciliation on existing accounts to ensure accuracy
  • Monitor quarterly audits
  • Training departmental new hires
  • Testing applications as required for bank license update
  • Investigate and resolve International/Domestic customer’s inquiries
  • International wire transfer administration

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