Experience

H.W. Kaufman Group

• United States
• Financial Services
• 100 - 200 Employee

• Compliance Analyst

  • Jun 2022 - Present

• Surplus lines Tax Analyst

  • Jul 2018 - Jan 2023

  Responsible for coordinating timely filing, reconciliation and payment of Surplus Lines Taxes to respective states•Communicate with state insurance departments to ensure proper statutory compliance with applicable surpluslines laws and code• Ability to meet deadlines based on state tax due dates and filing dates• Ability to analyze and prioritize multiple responsibilities



TD

• Canada
• Banking
• 700 & Above Employee

• Bank Teller

  • Mar 2017 - Jun 2018

  Highly focused and dependable Bank Teller with an excellent customer service and cash management record. Adept at handling multiple customer requests and concerns with the utmost professionalism and courtesy. Able to work well independently with little to no supervision or in coordination with tellers and other bank staff. Key Accomplishments: • Process standard teller transactions for customers including accepting loan payments, managing safety deposit box payments, cashing checks, balancing cash drawers and daily deposits/withdrawals. • Assisted the Supervisor daily balancing of the vault which exceeded $50,000. • Demonstrated outstanding customer service, resolved customer concerns and helped build customer loyalty. • Performed as a team member in cross-selling bank products to customers at every opportunity to meet sales goals regarding accounts and credit cards. Show less



Starbucks

• United States
• Retail
• 700 & Above Employee

• Barista

  • Apr 2015 - Feb 2017

  Responsible for excellent customer service, preparing and serving hot and cold drinks accurately and expeditiously. Key Accomplishments: • Take customer's orders and process payments. • Performed all tasks including cleaning cases, equipment and restocking display cases. • Greeting customers and provide the customers information about specials and promotions; setup • advertisement displays for new incoming merchandise. • Used knowledge of drink formulas and training skills to provide quality coffee and beverages. Show less



House of Spices India

• United States
• Food and Beverage Manufacturing
• 100 - 200 Employee

• Warehouse Associate

  • Jun 2014 - Apr 2015

  Facilitated communication between departments and other warehouse locations. Successfully completed the project of measuring dimensions of more than 500 SKU’s. Key Accomplishments: • Verify customer invoices. • Process orders accurately. • Inspect products for defects and damages. • Organized and improved operations within sales department and consequently facilitated Facilitated communication between departments and other warehouse locations. Successfully completed the project of measuring dimensions of more than 500 SKU’s. Key Accomplishments: • Verify customer invoices. • Process orders accurately. • Inspect products for defects and damages. • Organized and improved operations within sales department and consequently facilitated



AP Orthopedic & Rahabilitation PC

• Queens, New York

• Medical Receptionist

  • Jan 2012 - Feb 2014

  Recognized for outstanding organization, accuracy and efficiency in verifying insurance benefits, updating patient data in charts and routing documents to appropriate. Key Accomplishments: • Greeting and scheduling patients and visitors. • Ensures availability of treatment information by filling and retrieving patient’s records. • Process payments from patients for co-pays and uninsured visits. Recognized for outstanding organization, accuracy and efficiency in verifying insurance benefits, updating patient data in charts and routing documents to appropriate. Key Accomplishments: • Greeting and scheduling patients and visitors. • Ensures availability of treatment information by filling and retrieving patient’s records. • Process payments from patients for co-pays and uninsured visits.



Kohl's

• United States
• Retail
• 700 & Above Employee

• Customer Service Representative

  • Sep 2010 - Oct 2011

  Increased sales, promoted loyalty, and catalyzed retention by selling clothing and providing troubleshooting, assistance, and answers to questions for a diverse clientele. Identified and solved problems to meet the needs of individual customers. Key Accomplishments: • Increased customer loyalty by providing high-touch customer service several hundred customers per day. • Served as front line communicator between customers and department heads. Increased sales, promoted loyalty, and catalyzed retention by selling clothing and providing troubleshooting, assistance, and answers to questions for a diverse clientele. Identified and solved problems to meet the needs of individual customers. Key Accomplishments: • Increased customer loyalty by providing high-touch customer service several hundred customers per day. • Served as front line communicator between customers and department heads.