Customer Service Data Entry

Objective

I am interested in a position that I can offer my financial background and customer service skills to a company that offers stability and growth that allows me to utilize my skills and the ability to learn new ones.

Employment Experience

1/11/21-Present

Customer Service

Lipper International LLC, Wallingford, CT

Answer all questions customers may have by either calling in or sending an e-mail to our company website.

Inventory merchandise.

Build sales orders to maintain inventory.

Accounts Receivables

Reconcile all bank statements.

Deposit all checks into company bank account.

Check all overdue balances for customers.

Maintain spreadsheets for all incoming payments.

Send invoices to customers.

Make sure all payments are made on time.

Credit memos for and damaged items.

Making sure that all new accounts have a resale certificate and adding them into the system.

2017-April 2020

Data Entry II

Vixxo, Hartford, CT

Correctly order all items needed for the supplier

Keep good records of what is ordered for each place

Updated all of my record that were needed to be kept

Took care of all loss prevention that came into the company

2016-2017

Data Entry III

Travelers Insurance Company, Hartford, CT

Manual Updates

Rule Page Tracking

Updating Repository

Record Keeping

2012-2015

Accounts Receivable & Cash Management

Carabetta Management, Meriden, CT

Balancing 350 bank statements per month

Process electronic funds transfers and worked closely with other banks

Processed up to 30-50 deposits a day

Worked carefully with checking, money market, certificate of deposits and escrow accounts

Opening and closing accounts when needed

Reconciliation of rental property deposits on a daily basis

Close relationships with accounting department to maintain accurate rental property accounts

Provided solutions to problems as they arise

2001-2006

Financial Relationship Specialist

HUDSON UNITED BANK, Meriden, CT

Providing superior sales and service to customer by acting as the primary relationship manager for our most profitable client base.

Maintaining and growing revenue, providing personalized and professional service.

Cross-selling and using reactive needs based selling approach.

Identify and provide appropriate financial solutions, utilized and coordinated Hudson business partnerships to meet and exceed client needs.

Maintain knowledge of traditional banking products, and ability to qualify and process applicants.

Understand all appropriate policies, procedures and processes that impact work activities.

Coordinate scheduling for all employees.

Process telling transactions.

Balance the main vault and ATM’s on a daily basis.

Technical Skills

Microsoft Windows

Microsoft Office 2003/2010

Microsoft Works

Yardi

Finesse

Lotus

Dynamics

Siebel

Project Forum

Strength-Based Skills

Excellent organizational skills

Exceptional research abilities

Fast learner

Solid team-building skills

Works independently with little direction needed

Identifies potential issues and addresses them before they appear

Education

General Studies

Southington High School

Years Attended 1991 - 1995

Certificates

Professional Accreditation

Activities

I enjoy volunteering for my children’s school as a room parent coordinating classroom activities and celebration functions.

References

Jennifer Meyer – 860-***-****

Joan Zumbo – 203-***-****

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