Jermaine Broadwater

PROVIDED EXPERT FINANCIAL GUIDANCE TO CLIENTS, ENSURING CLARITY IN PRODUCTS AND SERVICES. RESOLVED CUSTOMER INQUIRIES EFFICIENTLY, ENHANCING OVERALL SATISFACTION AND LOYALTY. DEVELOPED COMPREHENSIVE KNOWLEDGE OF INVESTMENT STRATEGIES AND INSURANCE PRODUCTS FOR INFORMED CLIENT RECOMMENDATIONS.

DISTRIBUTES, BALANCES, MONITORS AND REPORTS ON WORKLOAD OF CSR TEAM. ASSURES TIMELY ACCOMPLISHMENT OF ASSIGNED WORK. AMENDS OR REJECTS WORK NOT MEETING STANDARDS AND REFERS ANY PROBLEMS ON MEETING PERFORMANCE STANDARDS TO SUPERVISOR. MAINTAINS CURRENT KNOWLEDGE OF PROCEDURES, POLICIES AND DIRECTIVES, ANSWERS QUESTIONS AND PROVIDES INSTRUCTION TO CSR TEAM. RESOLVES SIMPLE INFORMAL COMPLAINTS, REFERS OTHERS TO SUPERVISOR, REPORTS ON PERFORMANCE, PROGRESS AND TRAINING NEEDS OF CSR TEAM. PERFORMS ADMINISTRATIVE DUTIES IN THE ABSENCE OF SUPERVISOR, PERFORMS WORK THAT IS OF THE SAME KIND AND LEVEL.

AS THE CSR TEAM PERFORMS OTHER DUTIES AS ASSIGNED

MANY HOURS ARE SPENT ON THE TELEPHONE OR WORKING PAPER CASES. PAPER CASESINCLUDE BOTH, INCOMING TAXPAYER CORRESPONDENCE AND INTERNALLY GENERATED CASES. tHE DUTIES OF A CSR INCLUDE, BUT NOT LIMITED TO: ADJUSTING TAX RETURN ACCOUNTS, ANSWERING TAX LAW QUESTIONS, ASSISTING TAXPAYERS DIRECTLY OR TRANSFERRING TOI THE CORRECT APPLICATION USING THE TELEPHONE TRANSFER GUIDE, PREPARING SUBSTITUTE RETURNS, PROPOSING MORE ASSESSMENTS,SECURING DELINQUENT RETURNS, RESLOVING DELINQUENT ACCOUNTS, RESPONDING TO CORRESPONDENCE AND PROVIDINGFUNCTIONAL SUPPORT.