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Customer Service & Administrative Professional with 5+ years in client support and financial operations
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Competencies
Exceptional ability to handle client inquiries, resolve issues, and maintain high customer satisfaction levels.
Skilled in scheduling, file management, and team coordination to optimize organizational workflows.
Experienced in preparing financial reports, bank reconciliations, and managing invoices using Peachtree and SAGE.
Capable of leading team projects, setting goals, and ensuring timely completion of tasks.
Proficient in troubleshooting hardware and software issues, providing online support, and resolving customer cases.
Education
Languages
Summary
Dedicated professional with over 5 years in customer service, administrative support, and financial operations. Skilled in client relations, team coordination, and technical troubleshooting, committed to delivering efficient solutions and fostering positive client experiences.
Key Achievements
- Successfully managed debt recovery processes, ensuring compliance with HIPAA and improving resolution rates.
- Led team initiatives to meet monthly financial and administrative targets, increasing efficiency.
- Provided technical support and customer service for banking and online applications, enhancing user satisfaction.
- Streamlined administrative workflows for CEOs and teams, reducing processing times and improving organization.
Experience
Customer Service Representative
Debt recovery specialist for medical debts, negotiation and account resolution. Settlement agreements and skip tracing updating database. Adherence to HIPPA guidelines. De-escalated high stress conversations regarding unexpected billing. Data tracking using Microsoft Excel. Customer retention for seniors accounts. Sales using negotiation techniques and persuasion for network and mobile devices. Inbound and outbound calls. Ensured compliance of regulations and internal policies during sensitive account transactions
Accounting Assistant
Accounting cycle and bank reconciliations. Financial reporting and invoices using Peachtree and SAGE. Managed monthly maintenance fees for condominiums. Scheduled meetings with clients and vendors. Calculated delinquent list
Customer service representative
Customer service and online support. Answer inquiries related to banking issue, credit and debit cards for multiple us banks and credit unions. Inbound and outbound calls
Executive Assistant
Schedule meetings and appointments for CEO. Files administration assisting CPA and database organization. Team management. Project and task management. Led team of accountant to reach monthly goals using tools. Content creation and posts. Inbox and calendar management of CEO. Marketing and Email campaign to gain partnerships and clients. Social Media Management
Administrative Assistant to CEO
Technical Support
Provided technical Support and troubleshooting for postage machine and supplies. Sales and online support for apps. Inbound and outbound calls. Respond to customer cases and inquiries via email