Bio
Experience
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Kelly Services
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Livonia, MI
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RAV Refund & Replacement Analyst
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Jul 2015 - Jan 2016
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Livonia, MI
• Responds to customer concerns via email and phone using professionalism, problem solving skills and exemplary customer service. • Accesses and updates secured or sensitive data in internal and external databases.• Maintains professional relationships with customers and business partners (both internal and external)• Processes, approves or denies claims in accordance with OEM program guidelines.• Ensures Personally Identifiable Information (PII) secured at all times.• Provides information, data, and direction as required.• Understands the program, process and client requirements; database understanding and on-line access• Escalates issues, as required, to Team Leader or Team Manager.• Completes follow-up on existing claims and closes claims.• Understands and applies policies and procedures associated within the department.• Performs general administrative duties of the department.
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Program Assistant
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Jan 1994 - Jul 2014
• Reviews and analyzes budget reports • Compile monthly caseload reports for Director review • Evaluate client financial statements to determine program eligibility• Leads implementation of new local agency policy • Trains, supervises and evaluates new hire employees and interns• Organized and coordinated special events • Exceeds monthly caseload targets • Increases client participation rate by over 3% each month • Ensures products and facilities comply with safety and sanitation guidelines
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H&R Block
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Detroit, MI
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Tax Preparation Consultant
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Jan 1987 - Apr 2000
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Detroit, MI
• Examined and analyzed client financial wage and income data • Determined appropriate tax filing status • Evaluated appropriated, adjustments, deductions and credits available • Ensured client tax returns complied with IRS regulations and guidelines
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Education
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2008 - 2013Madonna University
Master of Business Administration (M.B.A.), Business Administration and Management, General -
1996 - 2003Davenport University
Bachelor of Business Administration (BBA), Accounting -
1986 - 1988Henry Ford High School
Diploma, Academic -
1984 - 1986Sandusky High School
Diploma, Academic
Suggested Services
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Industry Focus. “Accounting and Auditing”
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