Heather Mcgee Email & Phone Number

Schaumburg, Illinois, Us

Schaumburg, Illinois, Us

Schaumburg, Illinois, Us

Schaumburg, Illinois, Us

Schaumburg, Illinois, Us

Rochester, New York, Us

•Increased conversion rate by 3% by adding payroll schedule options to client onboarding. •Through data analysis and partnering with Marketing, Sales, and Service, developed product vision and created first roadmap for the company’s fastest-growing channel: Accountants.•Research and create user stories and prioritize backlog.

Rochester, New York, Us

•Key Account Manager for the largest portfolio (130+ accountants, totaling 2000+ clients). •Increased retention by 3% by partnering with CPA sales team on new accountant onboarding process to ensure a smooth transition for their clients.•Influenced design and functionality as a business stakeholder. •Collected client feedback, analyzed the data, and communicated results to leadership with product management team. •Prepared and executed webinars for Year-End Accountant responsibilities.

Rochester, New York, Us

•Answered live chats to assist clients with entering payroll, adjusting payroll records, tax notices, and various payroll-related questions.•Used Salesforce.com to track client issues and follow-up responsibilities. •Consistently a top performer in chat and client surveys. •Mentored chat agents and created chat training and resource guides.

Rochester, New York, Us

•Answered inbound calls to assist clients with entering payroll, adjusting payroll records, and various payroll-related questions. •Worked on special projects with FUTA exemptions and corrections.•Used Salesforce.com to track client issues and follow-up responsibilities.

Chicago, Il, Us

•Processed mortgage loans including requesting borrower documentation, order appraisals, titles, flood certifications, payoffs, insurance declarations/binders, employment verifications, and tax transcripts. •Experience with FHA connection, IL Anti-Predatory Lending Database, VA Portal, Work Number, FraudGuard, Fraud Manager, Docusign, and Encompass. •Registered with NMLS and received National and Illinois Mortgage Loan Originator license.

Us

•Increased store revenue by 100% within 12 months through building customer loyalty, (individual and business), product availability, developing and executing marketing strategy. •Assisted owner in sourcing new store locations which would drive business and coordinated moving store with ASM.•Interviewed, trained and managed employees. •Weekly and monthly reporting for expenses, inventory, contracts, employee reviews, and successful store operations. •Consistently top salesperson for the company.

Kansas City, Mo, Us

•Prepared an average of 150 tax returns during tax season (January – April) with a retention rate of 55%.•Increased office tax return volume by 5% by assisting manager with researching marketing strategies and executing a local marketing campaign.•Expertise in small business ownership, itemized deductions, retirement income, income from multiple states, military taxpayers, amended returns and tax notices.

Richfield, Minnesota, Us

•Aided customers with choosing cellular services (Verizon, AT&T, T-Mobile), phone, and accessories best fit for their lifestyle and needs.•Tracked sales of products and services daily using Excel.•Marketed the introduction of the iPhone 3G into the Best Buy Mobile Department.•Integral member of a team of five to exceed sales goals almost every month.

Denver, Colorado, Us

•Promoted to Lead Assistant Manager to train and supervise CSRs. •Fostered an environment to promote employee motivation for top performance. •Managed sales and promotions, inventory, and merchandising for store location.•Reduced theft by 50% by changing layout and product placement throughout the store. •Created Training Guide for all new employees to ensure all job responsibilities were outlined and company policies reviewed.