Randall Carnes

• Looked over daily operations with sales teams and customers.
• Scheduling of project dates, employee work days, as well as private events.
• Did all accounts payables/receivables.
• Invoiced customer for services provided by designer.
• Did light bookkeeping for accountant for end of year taxes.

• Improved understanding of financial statements, which helped in assessing risk.
• Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations.
• Evaluated customer credit data to determine level of risk involved in credit.
• Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
• yearly reviews for all customer accounts in a specific area.

• Developed working knowledge of CRM to effectively track sales leads and activities.
• Collaborated with sales and marketing teams to create and execute promotional campaigns.
• Coordinated responses and resources to handle special client requests.
• Helped cultivate and maintain business relationships by professionally handling partner and customer needs.
• Helped Sales Reps with presentations for customers that show product details for sales.

• Made decisions and recommendations about extending lines of credit.
• Assessed credit risk and analyzed financial statements.
• Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
• Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.

• Responded to customer requests for products, services, and company information.
• Trained new personnel regarding company operations, policies and services.
• Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
• Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
• Followed up with customers about resolved issues to maintain high standards of customer service.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Resolved associate, tool and service delivery issues revealed by statistical reports.
• Delivered prompt service to prioritize customer needs.
• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
• Met customer call guidelines for service levels, handle time and productivity.
• Exhibited high energy and professionalism when dealing with clients and staff.

• Responded to customer requests for products, services, and company information.
• Trained new personnel regarding company operations, policies and services.
• Followed up with customers about resolved issues to maintain high standards of customer service.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Tax software included but not limited too Taxwise, Taxwise online (irs site), as well as ATX.
• Logged calls and emails into system for review after each interaction with customer.

Assisted customers via phone and email with questions and concerns regarding TaxSlayer/PTS Tax software and other tax related issues.

Frequently communicated with other departments within PTS and the IRS.

Ensures all steps were taken to correctly complete returns as well as filing, faxing, and other office duties as needed.

• Assisted clients with daily living needs to maintain self-esteem and general wellness.
• Transported individuals to events and activities, medical appointments, and shopping trips.
• Remained alert to problems or health issues of clients and competently responded.
• Recognized and reported abnormalities or changes in patients' health status to case manager.
• Assisted with everyday living skills and assist to be independent.
• Charted daily activity.
• Monitored and assisted residents through individual service plans.
• Kept clients engaged in social networks and communities for personal health and growth.