SlideShare a Scribd company logo

Payroll specialist

Analytical and skilled Financial Professional with a solid and progressive career providing core support financial functions to organizations. Expertise in the analysis of financial data, tracking financial performance, operational reporting, and data control. Adept at compiling and analyzing financial information, generating financial reports and documents, leading teams, and providing exceptional customer service. Ability to analyze, draft, and process contract lease agreements. Skilled at interpreting, applying, explaining, and ensuring full compliance with complex rules, regulations, and ordinances. Recognized for evaluating general and financial accounting practices and procedures for efficiency, effectiveness, and accurateness and resolve procedure deficiencies.

1 of 4
Download to read offline
Naliah Knight
Mailing∙ 124 Storms Ave Apt 4N Jersey City, NJ 07305
201-640-5598 ▪ finesseservicesinc@outlook.com
Website: http://beknown.com/naliah-knight
https://www.linkedin.com/in/naliah-knight-79b20847
Analytical and skilled Financial Professional with a solid and progressive career providing core support
financial functions to organizations.
• Expertise in the analysis of financial data, tracking financial performance, operational reporting,
and data control.
• Adept at compiling and analyzing financial information, generating financial reports and
documents, leading teams, and providing exceptional customer service.
• Ability to analyze, draft, and process contract lease agreements.
• Skilled at interpreting, applying, explaining, and ensuring full compliance with complex rules,
regulations, and ordinances.
• Recognized for evaluating general and financial accounting practices and procedures for
efficiency, effectiveness, and accurateness and resolve procedure deficiencies.
Career Progression
Finesse Services, Inc. Jersey City, NJ July 2014 – Present
Entrepreneur - Client Service Representative
Attracts potential customers by answering product and service questions; suggesting information about
other products and services, Open customer accounts by recording account information, Maintains
customer records, Resolves product or service problems by determining the cause of the problem;
expediting correction or adjustment; following up to ensure resolution, Maintains accounts by processing
customer request, Recommends potential products or services to management by collecting customer
information and analyzing customer needs.
Work At Home Companies:
• Arise - AT&T
• Sykes - Yellow Pages, AT&T
• Southerland Global - Optimum.net
• Concentrix - Epic OPM CyberSecurity, Intuit TurboTax
• ACD Direct - Public Broadcasting Service (PBS), Wounded Warrior Project (WWP)
Atlantic Realty Corp., Woodbridge, NJ May 2011 – April 2013
Licensed Leasing Agent
Manage leasing office providing each client with excellent customer service, presentations, and tour of
property/models. Guide clients through application and lease signing process. Prepare and input
application into client management computer system, and submit to main office for credit approval &
lease printing. Work with property super to resolve tenant issues. Prepare weekly reports (vacancy,
move-in, and traffic reports). Create and prepare flyers providing information about the property, school
district, and city highlights. Assist prospective clients via telephone with locating, applying, and leasing
apartments through our call center services. Ability to identify new prospects and build and maintain
client relationships. Follow-up with e-leads (electronic leads) through e-mail communication. Market
company properties and foster healthy client relationships.
Paychex, Piscataway, NJ December 2012 – February 2013
MMS Payroll Client Service Representative
Maintains base of payroll clients on all products, including Taxpay, Paylink, Direct Deposit, BTR reporting,
and check signing and stuffing in order to meet client payroll, Human Resource, and employee benefit
service needs. Contacts clients daily according to set schedules in order to obtain payroll data, including
salary adjustments, special payments, tax allocations, and employee deductions or adjustments. Keys all
payroll-related data necessary to process and meet appointment schedules. Provided quality client
service to maintain a high rate of client retention. Maintains knowledge of the payroll processing system
and changes in wage and tax laws to develop a trusted relationship with our clients. Maintained client files
to ensure efficient operation and improved client service. Researches and resolves client and system
problems to ensure accurate payroll reports and tax returns.
H&R Block, Jersey City, NJ November 2010 - Seasonal
Investment Accountant
Prepare individual, family, and small business tax returns. Assist clients with understanding and
interpreting W-2’s and other supporting tax documents. Ensure all tax returns are completed according to
IRS tax regulations. Compile federal, state, and local tax documents by assembling and analyzing
financial data. Market company products, greet clients, and foster healthy client relationships.
Mellon Investor Services / Bank of New York Mellon, November 2005 – January 2010
Jersey City, NJ
Workflow Analyst (2007 - 2010)
Interpreted, investigated and responded to shareholder and client relationship executive inquiries.
Administered employee stock options and purchase plans and common stock accounts for several
fortune 500 companies, including Chevron, ConocoPhillips, and JPMorgan Chase & Company.
Collaborated with team members to meet deadlines for urgent requests received from clients, such as
immediate check issuances, levy processing, and producing replacement tax forms. Investigated various
transactions and accounts to uncover inefficiencies and fraudulent activities. Performed extensive
research to resolved issues on underpayment or overpayment and changes in rates. Prepared response
letters and other account documents for top management. Generated account statements, 1099’s, and
foreign tax documents shareholders. Utilized computerized data to track and determine per share
calculations. Handled work related to tax refunds for clients.
Selected Highlights:
• Contributed to the improvement of IRS levy processes and introduced new work process to team
members.
• Handled special projects such as preparing manual statements for accounts with discrepancies and
worked directly with Executive Client Service Managers to resolve client based issues.
• Experience in an Investor Relations/ Stock Transfer Agent role with background in equity research
and investment banking.
• Equity market, spearheading/project management experience
• Proficient in organizing, timeliness (deadline oriented), and attentive to detail
• Sensitivity to compliance issues and SEC rules and regulations.
• Strong analytical, writing, technology,and data flow skills.
• Demonstrated ability to effectively communicate with clients, communication (both written and verbal).
Stock Plan Administrator (2005 - 2007)
Provided excellent customer service, managing employee stock purchase plans and stock options via
telephone/call center. Assisted clients with trades and transferring of shares. Research and resolved
issues pertaining to W2's, trades, tax and reporting inquiries. Benefit administration: provided specific and
accurate details to shareholders. Account reconciliation. Processed over 100 account issues per day.
North Fork Bank, Jersey City, NJ February – November 2005
Personal Banker
Assisted clients in selecting various accounts and financial services based on their individual needs.
Ensured compliance on all new accounts with the KYC and US Patriot Act regulations. Offered customer
care via effective problem solving and detailed explanation on bank services and policies. Assisted
branch manager with daily branch operations and tasks related to ATM maintenance. Protected bank’s
interest by analyzing and reconciling branch overdraft and shortage reports. Oversaw the preparation and
signing of monetary instruments, cash disbursement, and cash reconciliation. Assisted teller management
with cash shipments in excess of $100K. Monitored teller and vault daily cash limits.
Selected Highlights:
• Designated as the branch’s IRA and mortgage specialist.
• Increased revenue by promoting and selling bank products and referring clients to investment
specialists.
• Independently carried out bank reconciliation activities and managed several client accounts.
The Bank of New York, Secaucus, NJ April 2002 – February 2005
Assistant Teller Manager (2004 - 2005)
Oversaw cash accountability, approved and monitored cash limits, and daily closing operations.
Supervised 10 staff and trained new hires on operating procedures. Coordinated performance
evaluations. Investigated teller receipt discrepancies using debit and credit receipts and computer
generated journal records. Processed transactions for personal and business customers. Completed
transactions using computer-based systems to process deposits, payments, and withdrawals. Assisted in
the opening and closing of branch.
~ Additional prior experience as Teller for The Bank of New York ~
Education
Associate of Applied Science in Business Administration, Accounting (2008)
Kaplan University, Davenport, IA
Licenses &Specific Training
New Jersey Real Estate License ~ H&R Block Tax Certification
ADP Payroll Course (Kaplan University)
Licensed Minster by Universal Life Church
Skills
Finely tuned analytical and problem-solving skills with dedication to clear communication.
Proficient with Word, Excel, PowerPoint, Outlook Express, Intuit Financial and Tax Products,
Salesforce, Zimbra e-mail and Mainframe.
Professional Affiliation
Association of Certified Fraud Examiners (Former member)
Activities
United States Army Reserve (Veteran)
Volunteered for the 2012 President Barack Obama Campaign (New Brunswick, NJ)
Volunteer at Manville, NJ Senior Center
Volunteer at NJ Community Food Bank
Citizens Commission on Human Rights

More Related Content

What's hot (20)

Debra R. Harmon Resume 5
Debra R. Harmon Resume 5Debra R. Harmon Resume 5
Debra R. Harmon Resume 5
 
resume KRISHNA_REDDY
resume KRISHNA_REDDYresume KRISHNA_REDDY
resume KRISHNA_REDDY
 
Andre Polito a
Andre Polito aAndre Polito a
Andre Polito a
 
RESUME-Latest2015
RESUME-Latest2015RESUME-Latest2015
RESUME-Latest2015
 
Joy+Canery+Resume updated
Joy+Canery+Resume updatedJoy+Canery+Resume updated
Joy+Canery+Resume updated
 
Roderick resume update 2016
Roderick resume  update 2016Roderick resume  update 2016
Roderick resume update 2016
 
Nina Der-Heard Resume
Nina Der-Heard ResumeNina Der-Heard Resume
Nina Der-Heard Resume
 
Hina's Resume 1.
Hina's Resume 1.Hina's Resume 1.
Hina's Resume 1.
 
Resumenyc.doc
Resumenyc.docResumenyc.doc
Resumenyc.doc
 
Angela McCollum
Angela McCollumAngela McCollum
Angela McCollum
 
Aguilar, zoraida resume ii
Aguilar, zoraida resume iiAguilar, zoraida resume ii
Aguilar, zoraida resume ii
 
Angie hughes _resume
Angie hughes _resumeAngie hughes _resume
Angie hughes _resume
 
Resume MIGUEL MOJSIEJCZUK
Resume MIGUEL MOJSIEJCZUKResume MIGUEL MOJSIEJCZUK
Resume MIGUEL MOJSIEJCZUK
 
Surajit New
Surajit NewSurajit New
Surajit New
 
Demetria_Reed_22-2
Demetria_Reed_22-2Demetria_Reed_22-2
Demetria_Reed_22-2
 
Jeanmarie Giambra
Jeanmarie GiambraJeanmarie Giambra
Jeanmarie Giambra
 
Arthur Mielcarek_Resume
Arthur Mielcarek_ResumeArthur Mielcarek_Resume
Arthur Mielcarek_Resume
 
TAMIKA WARD'S RESUME' 2016
TAMIKA WARD'S RESUME' 2016TAMIKA WARD'S RESUME' 2016
TAMIKA WARD'S RESUME' 2016
 
EARTHA LATANYA ROSS 2014
EARTHA LATANYA ROSS 2014EARTHA LATANYA ROSS 2014
EARTHA LATANYA ROSS 2014
 
Anils cv
Anils cvAnils cv
Anils cv
 

Similar to Payroll specialist

Similar to Payroll specialist (20)

New Phyllis Resume 2016
New Phyllis Resume 2016New Phyllis Resume 2016
New Phyllis Resume 2016
 
Gina Layne Resume[ current file
Gina Layne Resume[ current fileGina Layne Resume[ current file
Gina Layne Resume[ current file
 
Burke,_Krystal87 2
Burke,_Krystal87 2Burke,_Krystal87 2
Burke,_Krystal87 2
 
Liliana Ramos_ Final Resume
Liliana Ramos_ Final ResumeLiliana Ramos_ Final Resume
Liliana Ramos_ Final Resume
 
Maryam Kazimee
Maryam KazimeeMaryam Kazimee
Maryam Kazimee
 
Sresume_2015
Sresume_2015Sresume_2015
Sresume_2015
 
OE
OEOE
OE
 
MICHAEL RANDLE RESUME
MICHAEL RANDLE RESUMEMICHAEL RANDLE RESUME
MICHAEL RANDLE RESUME
 
Resume+Amy+Dillahunt+updated+02-2014
Resume+Amy+Dillahunt+updated+02-2014Resume+Amy+Dillahunt+updated+02-2014
Resume+Amy+Dillahunt+updated+02-2014
 
MICHAEL RANDLE RESUME
MICHAEL RANDLE RESUMEMICHAEL RANDLE RESUME
MICHAEL RANDLE RESUME
 
Jlynn Resume_UPDATED FOR 2015
Jlynn Resume_UPDATED FOR  2015Jlynn Resume_UPDATED FOR  2015
Jlynn Resume_UPDATED FOR 2015
 
Trissdrakeresume (1)
Trissdrakeresume (1)Trissdrakeresume (1)
Trissdrakeresume (1)
 
SHERYL PETERS RESUME 1
SHERYL PETERS RESUME 1SHERYL PETERS RESUME 1
SHERYL PETERS RESUME 1
 
Actualizado 2015
Actualizado 2015Actualizado 2015
Actualizado 2015
 
LYNN KOAH.res(1)
LYNN KOAH.res(1)LYNN KOAH.res(1)
LYNN KOAH.res(1)
 
MICHAEL RANDLE RESUME
MICHAEL RANDLE RESUMEMICHAEL RANDLE RESUME
MICHAEL RANDLE RESUME
 
Rachels_Resume_Asst Comm Mgr_2016
Rachels_Resume_Asst Comm Mgr_2016Rachels_Resume_Asst Comm Mgr_2016
Rachels_Resume_Asst Comm Mgr_2016
 
CV Sean Kellaghan
CV Sean KellaghanCV Sean Kellaghan
CV Sean Kellaghan
 
Anne P2014
Anne P2014Anne P2014
Anne P2014
 
Jt white resume
Jt white resumeJt white resume
Jt white resume
 

Recently uploaded

Pernod Ricard presentation at CAGNY 2024
Pernod Ricard presentation at CAGNY 2024Pernod Ricard presentation at CAGNY 2024
Pernod Ricard presentation at CAGNY 2024Neil Kimberley
 
Decoding Generative AI-AI Playbook for Marketing Students_UPower DUGA_Supavad...
Decoding Generative AI-AI Playbook for Marketing Students_UPower DUGA_Supavad...Decoding Generative AI-AI Playbook for Marketing Students_UPower DUGA_Supavad...
Decoding Generative AI-AI Playbook for Marketing Students_UPower DUGA_Supavad...Supavadee(Noi) Tantiyanon
 
Get properties to match the dreams of Residents and Investors
Get properties to match the dreams of Residents and InvestorsGet properties to match the dreams of Residents and Investors
Get properties to match the dreams of Residents and Investorspricehalf96
 
BeMetals Presentation_February_15_2024.pdf
BeMetals Presentation_February_15_2024.pdfBeMetals Presentation_February_15_2024.pdf
BeMetals Presentation_February_15_2024.pdfDerekIwanaka1
 
SYY CAGNY 2024 PRESENTATION (February 20, 2024)
SYY CAGNY 2024 PRESENTATION (February 20, 2024)SYY CAGNY 2024 PRESENTATION (February 20, 2024)
SYY CAGNY 2024 PRESENTATION (February 20, 2024)SYYIR
 
Actionable Fundraising Planning - Slide Presentation.pptx.pdf
Actionable Fundraising Planning - Slide Presentation.pptx.pdfActionable Fundraising Planning - Slide Presentation.pptx.pdf
Actionable Fundraising Planning - Slide Presentation.pptx.pdfBloomerang
 
Miller Coors Presentation at CAGNY Feb 2024
Miller Coors Presentation at CAGNY Feb 2024Miller Coors Presentation at CAGNY Feb 2024
Miller Coors Presentation at CAGNY Feb 2024Neil Kimberley
 
02.20 Webinar - Online Giving Trends.pdf
02.20 Webinar - Online Giving Trends.pdf02.20 Webinar - Online Giving Trends.pdf
02.20 Webinar - Online Giving Trends.pdfBloomerang
 
General Mills Presentation at CAGNY 2024
General Mills Presentation at CAGNY 2024General Mills Presentation at CAGNY 2024
General Mills Presentation at CAGNY 2024Neil Kimberley
 
5 Common Writing Mistakes Infographic.pdf
5 Common Writing Mistakes Infographic.pdf5 Common Writing Mistakes Infographic.pdf
5 Common Writing Mistakes Infographic.pdfRemar Barquilla
 
Ivan Verkalets: The Relevance of ISO 9001 & 27001 for Outsourcing Excellence ...
Ivan Verkalets: The Relevance of ISO 9001 & 27001 for Outsourcing Excellence ...Ivan Verkalets: The Relevance of ISO 9001 & 27001 for Outsourcing Excellence ...
Ivan Verkalets: The Relevance of ISO 9001 & 27001 for Outsourcing Excellence ...Lviv Startup Club
 
SD-WAN_MoD.pptx for SD WAN networks connectivity
SD-WAN_MoD.pptx for SD WAN networks connectivitySD-WAN_MoD.pptx for SD WAN networks connectivity
SD-WAN_MoD.pptx for SD WAN networks connectivitybayusch
 
Digital Demo Day : Mastering High Volume Recruitment: Leveraging Language Ass...
Digital Demo Day : Mastering High Volume Recruitment: Leveraging Language Ass...Digital Demo Day : Mastering High Volume Recruitment: Leveraging Language Ass...
Digital Demo Day : Mastering High Volume Recruitment: Leveraging Language Ass...TalentView
 
ZEOTAR EV Prince Team English Presentation
ZEOTAR EV Prince Team English PresentationZEOTAR EV Prince Team English Presentation
ZEOTAR EV Prince Team English PresentationKings Reddys
 
Diageo Strategy Presentation made in February 2024 CAGNY
Diageo Strategy Presentation made in February 2024 CAGNYDiageo Strategy Presentation made in February 2024 CAGNY
Diageo Strategy Presentation made in February 2024 CAGNYNeil Kimberley
 
Hershey Presentation at 2024 CAGY Conference
Hershey Presentation at 2024 CAGY ConferenceHershey Presentation at 2024 CAGY Conference
Hershey Presentation at 2024 CAGY ConferenceNeil Kimberley
 
02.22.2024 Email Options in Bloomerang.pdf
02.22.2024 Email Options in Bloomerang.pdf02.22.2024 Email Options in Bloomerang.pdf
02.22.2024 Email Options in Bloomerang.pdfBloomerang
 
The Coca-Cola Company Presentation at CAGNY 2024.pdf
The Coca-Cola Company Presentation at  CAGNY 2024.pdfThe Coca-Cola Company Presentation at  CAGNY 2024.pdf
The Coca-Cola Company Presentation at CAGNY 2024.pdfNeil Kimberley
 
How do hotel linen suppliers contribute to sustainable and eco-friendly pract...
How do hotel linen suppliers contribute to sustainable and eco-friendly pract...How do hotel linen suppliers contribute to sustainable and eco-friendly pract...
How do hotel linen suppliers contribute to sustainable and eco-friendly pract...indhumathi546580
 

Recently uploaded (20)

Pernod Ricard presentation at CAGNY 2024
Pernod Ricard presentation at CAGNY 2024Pernod Ricard presentation at CAGNY 2024
Pernod Ricard presentation at CAGNY 2024
 
Decoding Generative AI-AI Playbook for Marketing Students_UPower DUGA_Supavad...
Decoding Generative AI-AI Playbook for Marketing Students_UPower DUGA_Supavad...Decoding Generative AI-AI Playbook for Marketing Students_UPower DUGA_Supavad...
Decoding Generative AI-AI Playbook for Marketing Students_UPower DUGA_Supavad...
 
Get properties to match the dreams of Residents and Investors
Get properties to match the dreams of Residents and InvestorsGet properties to match the dreams of Residents and Investors
Get properties to match the dreams of Residents and Investors
 
BeMetals Presentation_February_15_2024.pdf
BeMetals Presentation_February_15_2024.pdfBeMetals Presentation_February_15_2024.pdf
BeMetals Presentation_February_15_2024.pdf
 
SYY CAGNY 2024 PRESENTATION (February 20, 2024)
SYY CAGNY 2024 PRESENTATION (February 20, 2024)SYY CAGNY 2024 PRESENTATION (February 20, 2024)
SYY CAGNY 2024 PRESENTATION (February 20, 2024)
 
Actionable Fundraising Planning - Slide Presentation.pptx.pdf
Actionable Fundraising Planning - Slide Presentation.pptx.pdfActionable Fundraising Planning - Slide Presentation.pptx.pdf
Actionable Fundraising Planning - Slide Presentation.pptx.pdf
 
Miller Coors Presentation at CAGNY Feb 2024
Miller Coors Presentation at CAGNY Feb 2024Miller Coors Presentation at CAGNY Feb 2024
Miller Coors Presentation at CAGNY Feb 2024
 
02.20 Webinar - Online Giving Trends.pdf
02.20 Webinar - Online Giving Trends.pdf02.20 Webinar - Online Giving Trends.pdf
02.20 Webinar - Online Giving Trends.pdf
 
General Mills Presentation at CAGNY 2024
General Mills Presentation at CAGNY 2024General Mills Presentation at CAGNY 2024
General Mills Presentation at CAGNY 2024
 
5 Common Writing Mistakes Infographic.pdf
5 Common Writing Mistakes Infographic.pdf5 Common Writing Mistakes Infographic.pdf
5 Common Writing Mistakes Infographic.pdf
 
Ivan Verkalets: The Relevance of ISO 9001 & 27001 for Outsourcing Excellence ...
Ivan Verkalets: The Relevance of ISO 9001 & 27001 for Outsourcing Excellence ...Ivan Verkalets: The Relevance of ISO 9001 & 27001 for Outsourcing Excellence ...
Ivan Verkalets: The Relevance of ISO 9001 & 27001 for Outsourcing Excellence ...
 
SD-WAN_MoD.pptx for SD WAN networks connectivity
SD-WAN_MoD.pptx for SD WAN networks connectivitySD-WAN_MoD.pptx for SD WAN networks connectivity
SD-WAN_MoD.pptx for SD WAN networks connectivity
 
Digital Demo Day : Mastering High Volume Recruitment: Leveraging Language Ass...
Digital Demo Day : Mastering High Volume Recruitment: Leveraging Language Ass...Digital Demo Day : Mastering High Volume Recruitment: Leveraging Language Ass...
Digital Demo Day : Mastering High Volume Recruitment: Leveraging Language Ass...
 
ZEOTAR EV Prince Team English Presentation
ZEOTAR EV Prince Team English PresentationZEOTAR EV Prince Team English Presentation
ZEOTAR EV Prince Team English Presentation
 
Digital Transformation & Improvement Pocketbook
Digital Transformation & Improvement PocketbookDigital Transformation & Improvement Pocketbook
Digital Transformation & Improvement Pocketbook
 
Diageo Strategy Presentation made in February 2024 CAGNY
Diageo Strategy Presentation made in February 2024 CAGNYDiageo Strategy Presentation made in February 2024 CAGNY
Diageo Strategy Presentation made in February 2024 CAGNY
 
Hershey Presentation at 2024 CAGY Conference
Hershey Presentation at 2024 CAGY ConferenceHershey Presentation at 2024 CAGY Conference
Hershey Presentation at 2024 CAGY Conference
 
02.22.2024 Email Options in Bloomerang.pdf
02.22.2024 Email Options in Bloomerang.pdf02.22.2024 Email Options in Bloomerang.pdf
02.22.2024 Email Options in Bloomerang.pdf
 
The Coca-Cola Company Presentation at CAGNY 2024.pdf
The Coca-Cola Company Presentation at  CAGNY 2024.pdfThe Coca-Cola Company Presentation at  CAGNY 2024.pdf
The Coca-Cola Company Presentation at CAGNY 2024.pdf
 
How do hotel linen suppliers contribute to sustainable and eco-friendly pract...
How do hotel linen suppliers contribute to sustainable and eco-friendly pract...How do hotel linen suppliers contribute to sustainable and eco-friendly pract...
How do hotel linen suppliers contribute to sustainable and eco-friendly pract...
 

Payroll specialist

  • 1. Naliah Knight Mailing∙ 124 Storms Ave Apt 4N Jersey City, NJ 07305 201-640-5598 ▪ finesseservicesinc@outlook.com Website: http://beknown.com/naliah-knight https://www.linkedin.com/in/naliah-knight-79b20847 Analytical and skilled Financial Professional with a solid and progressive career providing core support financial functions to organizations. • Expertise in the analysis of financial data, tracking financial performance, operational reporting, and data control. • Adept at compiling and analyzing financial information, generating financial reports and documents, leading teams, and providing exceptional customer service. • Ability to analyze, draft, and process contract lease agreements. • Skilled at interpreting, applying, explaining, and ensuring full compliance with complex rules, regulations, and ordinances. • Recognized for evaluating general and financial accounting practices and procedures for efficiency, effectiveness, and accurateness and resolve procedure deficiencies. Career Progression Finesse Services, Inc. Jersey City, NJ July 2014 – Present Entrepreneur - Client Service Representative Attracts potential customers by answering product and service questions; suggesting information about other products and services, Open customer accounts by recording account information, Maintains customer records, Resolves product or service problems by determining the cause of the problem; expediting correction or adjustment; following up to ensure resolution, Maintains accounts by processing customer request, Recommends potential products or services to management by collecting customer information and analyzing customer needs. Work At Home Companies: • Arise - AT&T • Sykes - Yellow Pages, AT&T • Southerland Global - Optimum.net • Concentrix - Epic OPM CyberSecurity, Intuit TurboTax • ACD Direct - Public Broadcasting Service (PBS), Wounded Warrior Project (WWP) Atlantic Realty Corp., Woodbridge, NJ May 2011 – April 2013 Licensed Leasing Agent Manage leasing office providing each client with excellent customer service, presentations, and tour of property/models. Guide clients through application and lease signing process. Prepare and input application into client management computer system, and submit to main office for credit approval & lease printing. Work with property super to resolve tenant issues. Prepare weekly reports (vacancy, move-in, and traffic reports). Create and prepare flyers providing information about the property, school district, and city highlights. Assist prospective clients via telephone with locating, applying, and leasing
  • 2. apartments through our call center services. Ability to identify new prospects and build and maintain client relationships. Follow-up with e-leads (electronic leads) through e-mail communication. Market company properties and foster healthy client relationships. Paychex, Piscataway, NJ December 2012 – February 2013 MMS Payroll Client Service Representative Maintains base of payroll clients on all products, including Taxpay, Paylink, Direct Deposit, BTR reporting, and check signing and stuffing in order to meet client payroll, Human Resource, and employee benefit service needs. Contacts clients daily according to set schedules in order to obtain payroll data, including salary adjustments, special payments, tax allocations, and employee deductions or adjustments. Keys all payroll-related data necessary to process and meet appointment schedules. Provided quality client service to maintain a high rate of client retention. Maintains knowledge of the payroll processing system and changes in wage and tax laws to develop a trusted relationship with our clients. Maintained client files to ensure efficient operation and improved client service. Researches and resolves client and system problems to ensure accurate payroll reports and tax returns. H&R Block, Jersey City, NJ November 2010 - Seasonal Investment Accountant Prepare individual, family, and small business tax returns. Assist clients with understanding and interpreting W-2’s and other supporting tax documents. Ensure all tax returns are completed according to IRS tax regulations. Compile federal, state, and local tax documents by assembling and analyzing financial data. Market company products, greet clients, and foster healthy client relationships. Mellon Investor Services / Bank of New York Mellon, November 2005 – January 2010 Jersey City, NJ Workflow Analyst (2007 - 2010) Interpreted, investigated and responded to shareholder and client relationship executive inquiries. Administered employee stock options and purchase plans and common stock accounts for several fortune 500 companies, including Chevron, ConocoPhillips, and JPMorgan Chase & Company. Collaborated with team members to meet deadlines for urgent requests received from clients, such as immediate check issuances, levy processing, and producing replacement tax forms. Investigated various transactions and accounts to uncover inefficiencies and fraudulent activities. Performed extensive research to resolved issues on underpayment or overpayment and changes in rates. Prepared response letters and other account documents for top management. Generated account statements, 1099’s, and foreign tax documents shareholders. Utilized computerized data to track and determine per share calculations. Handled work related to tax refunds for clients. Selected Highlights: • Contributed to the improvement of IRS levy processes and introduced new work process to team members. • Handled special projects such as preparing manual statements for accounts with discrepancies and worked directly with Executive Client Service Managers to resolve client based issues. • Experience in an Investor Relations/ Stock Transfer Agent role with background in equity research and investment banking. • Equity market, spearheading/project management experience • Proficient in organizing, timeliness (deadline oriented), and attentive to detail • Sensitivity to compliance issues and SEC rules and regulations. • Strong analytical, writing, technology,and data flow skills. • Demonstrated ability to effectively communicate with clients, communication (both written and verbal).
  • 3. Stock Plan Administrator (2005 - 2007) Provided excellent customer service, managing employee stock purchase plans and stock options via telephone/call center. Assisted clients with trades and transferring of shares. Research and resolved issues pertaining to W2's, trades, tax and reporting inquiries. Benefit administration: provided specific and accurate details to shareholders. Account reconciliation. Processed over 100 account issues per day. North Fork Bank, Jersey City, NJ February – November 2005 Personal Banker Assisted clients in selecting various accounts and financial services based on their individual needs. Ensured compliance on all new accounts with the KYC and US Patriot Act regulations. Offered customer care via effective problem solving and detailed explanation on bank services and policies. Assisted branch manager with daily branch operations and tasks related to ATM maintenance. Protected bank’s interest by analyzing and reconciling branch overdraft and shortage reports. Oversaw the preparation and signing of monetary instruments, cash disbursement, and cash reconciliation. Assisted teller management with cash shipments in excess of $100K. Monitored teller and vault daily cash limits. Selected Highlights: • Designated as the branch’s IRA and mortgage specialist. • Increased revenue by promoting and selling bank products and referring clients to investment specialists. • Independently carried out bank reconciliation activities and managed several client accounts. The Bank of New York, Secaucus, NJ April 2002 – February 2005 Assistant Teller Manager (2004 - 2005) Oversaw cash accountability, approved and monitored cash limits, and daily closing operations. Supervised 10 staff and trained new hires on operating procedures. Coordinated performance evaluations. Investigated teller receipt discrepancies using debit and credit receipts and computer generated journal records. Processed transactions for personal and business customers. Completed transactions using computer-based systems to process deposits, payments, and withdrawals. Assisted in the opening and closing of branch. ~ Additional prior experience as Teller for The Bank of New York ~ Education Associate of Applied Science in Business Administration, Accounting (2008) Kaplan University, Davenport, IA Licenses &Specific Training New Jersey Real Estate License ~ H&R Block Tax Certification ADP Payroll Course (Kaplan University) Licensed Minster by Universal Life Church Skills
  • 4. Finely tuned analytical and problem-solving skills with dedication to clear communication. Proficient with Word, Excel, PowerPoint, Outlook Express, Intuit Financial and Tax Products, Salesforce, Zimbra e-mail and Mainframe. Professional Affiliation Association of Certified Fraud Examiners (Former member) Activities United States Army Reserve (Veteran) Volunteered for the 2012 President Barack Obama Campaign (New Brunswick, NJ) Volunteer at Manville, NJ Senior Center Volunteer at NJ Community Food Bank Citizens Commission on Human Rights