Phyllis Mahaffey Email & Phone Number

Dallas/Fort Worth Area

Working under direct supervision of the Client Experience Manager, selecting from a variety of established procedures to accomplish assigned duties and responsibilities, the Client Experience Specialist handles the administrative tasks associated with more complex velocity client orders and client standards. The Specialist role requires heavy data entry for velocity quotes, repetitive order entry, client standards and returns. The Specialist monitors the daily Open Order Report for daily… Show more Working under direct supervision of the Client Experience Manager, selecting from a variety of established procedures to accomplish assigned duties and responsibilities, the Client Experience Specialist handles the administrative tasks associated with more complex velocity client orders and client standards. The Specialist role requires heavy data entry for velocity quotes, repetitive order entry, client standards and returns. The Specialist monitors the daily Open Order Report for daily actions and provides custom reporting of information required by the client. The Specialist responds timely to client requests regarding order tracking and pricing requests for clients with already established system pricing. Show less

Dallas, Tx

Dallas, Texas

Software Sales Assistance

Implementing new accounts for Financials, Eligibility and Check Processing. Work closely with the Sales Reps and Providers to make sure all information needed to set up an account is submitted. Troubleshoot any problems with a new account until it becomes active. Many, many more hats then I have room to explain here.

Maintained Day to Day Operations of Accounting, Accounts Payable/Receivables, Parts Orderer, Service Writer, Created and Maintained all Repair Orders, Scheduled and Maintained Calendar of Appointments, Answered all Incoming Calls, Maintained all Customer Files, Handled all aspects of the Administrative Office, Ordered Office Supplies, Courtesy Shuttle

Administrative: Generated month-end, retrieval and status reports for ISO. Organized seminars and prepared information packets. Set up new employees in Credit and Risk Departments. Created and maintained collateral log. Ordered supplies and processed UPS shipping. Coordinate meeting arrangements. Schedule and maintain calendar of appointments, meetings, travel itineraries and expense reports. Risk Management: Handled accounts payable for the Credit Department. Balanced five general… Show more Administrative: Generated month-end, retrieval and status reports for ISO. Organized seminars and prepared information packets. Set up new employees in Credit and Risk Departments. Created and maintained collateral log. Ordered supplies and processed UPS shipping. Coordinate meeting arrangements. Schedule and maintain calendar of appointments, meetings, travel itineraries and expense reports. Risk Management: Handled accounts payable for the Credit Department. Balanced five general ledger accounts. Monitored all incoming e-mails for Risk, Adverse Action and Property Resource Network ensuring responses were given within a 48 hr period. Responded to Legal Departments’ request for levies. Reviewed merchant accounts for release of reserves. Filed bankruptcies, proof of claims and assumptions. Provided bank references for Chase/Bank One accounts. Processed RIS/SAFE reporting. Managed recovered credit cards. Performed Credit Analyst functions. Updated database for E-Credit accounts, and status reports for ISO. Processed recovery checks from past collection items. Show less

Houston, Texas

Collection Secretary to Collections department. Handled all administrative aspects for Collections and Single Insurance departments.

Received incoming calls pertaining to MasterCard and Visa. Maintained Credit Union master files. Provided switchboard relief.

High School Diploma, High School Certificate Of Competence Program

License, Cosmotology

Many years of hair cutting experience. I would say 30 years, started at age of 12 and it is a big release for me. Still use this.