Kaylin Collins
6944 Pocahuntas Dr, Mobile,
Summary
Proven expertise in bank reconciliation and exceptional customer relations, honed at TBA Tax Group. Excelled in streamlining financial processes, enhancing accuracy in financial reporting, and resolving client issues effectively. Demonstrated proficiency in QuickBooks and a commitment to outstanding service, significantly improving client satisfaction.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Account Specialist
TBA Tax Group
01.2021 - 01.2022
- Interacted with team members across departments to research and resolve customer issues.
- Provided excellent customer service by following up with clients, mailing out applications and responding to incoming calls.
- Verified basic needs are being met, providing navigation assistance for various benefits and available services.
- Responded to all client inquiries and asked appropriate questions to facilitate resolution.
Account Manager
TBA Tax Group
01.2022 - 06.2023
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
Bookkeeping Assistant
TBA Tax Group
06.2023 - Current
- Managed invoices, payments and deposits, maintaining accurate expenditure records.
- Maintained inventory of office supplies and placed orders.
- Supported month-end closing activities, such as reconciling bank statements and adjusting journal entries, for accurate financial reporting purposes.
- Reconciled bank statements and credit card accounts for accuracy and completeness.
- Provided exceptional customer service when addressing client inquiries related to billing issues or account balances due diligently and professionally.
Education
Impact Christian Academy
Jacksonville,FloridaSkills
- Quickbooks
- Bank Reconciliation
- Customer Relations
- Payroll Processing
- Client Billing
- Tax Preparation
- Data inputting
Certification
- Microsoft Office Specialist, Excel Certification – Microsoft.
- Lifeguarding Certification - American Red Cross.
- CPR/AED Certification
- Alabama Driver's License
Languages
English
Bilingual or Proficient (C2)
Spanish
Intermediate (B1)
French
Beginner (A1)
Timeline
Bookkeeping Assistant
TBA Tax Group
06.2023 - Current
Account Manager
TBA Tax Group
01.2022 - 06.2023
Client Account Specialist
TBA Tax Group
01.2021 - 01.2022
- Microsoft Office Specialist, Excel Certification – Microsoft.
- Lifeguarding Certification - American Red Cross.
- CPR/AED Certification
- Alabama Driver's License
Impact Christian Academy
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