csr resume example with 16+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Hardworking, determined and results-oriented with a passion for developing relationships, cultivating partnerships and growing businesses.

  • Strong Work Ethic
  • Recordkeeping strengths
  • Creative problem solving
  • Technical Support
  • Medical terminology knowledge
  • Training and Development
  • Policy and Procedure Modification
  • Documentation and control
  • Account Reconciliation
  • Bookkeeping
  • Documentation expertise
  • Office administration
  • Excellent multi-tasking ability
  • Strong Team Player
Florida Insurance College Miami Lakes, FL Expected in 07/2006 : CSR-40 License - GPA :
Attorney's Title Insurance Fund Weston, FL, Expected in 01/2002 : Credits For Reading Title And Surveys - GPA :
North Miami Beach High School North Miami Beach, FL Expected in 06/1995 High School Diploma : - GPA :
Work History
New American Funding - CSR
Greenwood Village, CO, 02/2006 - 07/2012
  • Provided primary customer support to internal and external customers in fast-paced environment.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer requests for products, services and company information.
  • Obtained CSR-40 License.
  • Obtained Instructor license for PearsonVue Testing Systems in order to keep all insurance agents and CSR licensing up to date on site.
  • Oversaw continued education and testing of all employees to maintain licensing requirements.
  • Prepared proposals for employer's clients.
  • Handled claims filed by clients.
  • Reviewed systems that would streamline operations and put them into play.
  • Created User manuals for Employees & Clients.
Chicago Public Schools - Office Manager
Chicago, IL, 10/2000 - 04/2006
  • Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns.
  • Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
  • Coached new hires on company processes while managing 10 employees to achieve maximum production.
  • Arranged corporate and office conferences for company employees and guests.
  • Developed standard operating procedures for all administrative employees.
  • Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
  • Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
  • Compared vendor prices and negotiated for optimal savings.
  • Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
  • Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
  • Maintained computer and physical filing systems.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Managed closings for residential and commercial clients.
  • Handled payroll for Title Company and Closers that were outsourced.
Gap Solutions, Inc - Legal Clerk
Gaithersburg, MD, 10/2002 - 02/2006
  • Managed accounts and client records of clients, observing confidentiality and extreme discretion.
  • Completed document revisions, court document filings, travel arrangements and client billing.
  • Kept up-to-date on case progress by frequently reviewing records and reporting findings to clients.
  • Directed and coordinated law office activities, including service of subpoenas and scheduling of depositions.
  • Analyzed client balance sheets for auditing purposes.
  • Updated company software with skip trace results.
  • Completed electronic filings, initiated billing statements and managed all firm administrative matters.
  • Researched Family & Immigration laws and regulations and delivered analysis and assessments to attorney's.
  • Handled office scheduling and made notes for deadlines, motions and other important dates.
  • Maintained complex files for short sales, foreclosures and traditional real estate transactions.
  • Developed positive working relationship with courts, clients, law enforcement members and attorneys.
  • Kept time sheets and issued payroll for employees and attorneys.
  • Authored over multiple affidavits for use in Family, Immigration & Real Estate law cases.
  • Reviewed Title and prepared Title Commitments for Attorneys to review for closings and sign off on.
Advanced Group - Accounts Payable Specialist
Chicago, IL, 11/1995 - 07/2002
  • Reached out to vendors and customers to verify information and follow up on client issues.
  • Produced month-end closing reports and provided actionable suggestions on remittance for quick resolution.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Tracked Monthly business revenue and costs with AS-400 Display & Turning Point reports, diligently reconciling accounts to maintain high accuracy.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Investigated daily variances uncovered with AS-400 Display Systems and Turningpoint reports and corrected errors to resolve discrepancies.
  • Entered figures using 10-key calculator to compute data quickly.
  • Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
  • Streamlined productivity by decreasing time-wasting tasks and helping supervisors.
  • Handled trade payable documentation by reviewing month-end accruals.
  • Maintained 98% accuracy while processing $15,000,00 worth of daily payments.
  • Managed invoices for over 8 Subsidiaries of Andrx Pharmaceaticals.
  • Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
  • Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems.
  • Reported financial data and updated financial records in ledgers and journals.
  • Assessed data and information to verify entry, calculation and billing code accuracy.
  • Input financial data and produced reports using AS-400 Display Systems & Turning Point Systems.
  • Managed DEA Audits for controlled substances annually.

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Resume Overview

School Attended

  • Florida Insurance College
  • Attorney's Title Insurance Fund
  • North Miami Beach High School

Job Titles Held:

  • CSR
  • Office Manager
  • Legal Clerk
  • Accounts Payable Specialist


  • High School Diploma

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