Susan Dyer Email & Phone Number

Lansing, Michigan Area

• Answer and screen incoming calls for passport and banking customers.• Responds to customer inquiries and requests.• Researches customer inquiries and respond in a timely manner.• Processes customer requests and documents account history.• Works as an individual in a team environment.• Works closely with team leads and management.• Follow policies and procedures set forth by the Dept. of State.• Meet or exceed set call metrics.• Process and document all calls in Windows 7.• Document work notes in Microsoft Word.

Alma, Crystal, & Saint Johns, Michigan

• Prepare, review, amend, and file tax returns for Individuals.• Prepare Tax Planning and Projections.• Handle routine client questions, and work with clients to obtain necessary information for financials and tax return completion.• Respond to IRS notices independently. • Prepare accurate tax work papers.• Conduct tax research for unusual situations.• Make journal entries for year-end close including bank reconciliation.• Generate trial balance & financial statements.• Analyze current and prior year General Ledger, Cash book, Journal.• Discuss with client year-end adjustments to be included.

Alma, Michigan

• Develop rapport with the customer base; greeting them by name.• Process credit card applications and display a caring attitude.• Continuously increase my professional knowledge and skills through seminars and in-house training.• Act with confidence to find answers to customer questions while following the Commercial Bank Code of Business for Conduct and Ethics.• Handle cash and process customer transactions.• Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals.• Personally maintain a balancing record, finding and correcting errors, and asking for help in this process as needed.• Handling customer issues with professionalism and seamlessly directing complex issues to management staff.• Maintain up-to-date knowledge of financial center policies, procedures, products, and services.• Perform daily office responsibilities alongside other staff members to maintain the efficient operation of the financial center.• Perform additional duties as needed.

Lansing, Michigan Area

• Counseled pre-retirees for ‘Early Out’ retirement on their pension payments and start date.• Process retirement applications for ‘Early Out’ retirement.• Calculate and process Cobra payments and communicate to recipients.• Arrange payments from insurance companies for reimbursement to the State of Michigan.• Case worker responsible for logging calls and keeping records for retiree’s.

Lansing, Michigan Area

• Contact attorney’s on behalf of Medicaid recipients.• Gathered and documented case information from Medicaid recipients• Contacted recipient attorneys, doctors, and hospitals to obtain additional medical insurance monies for reimbursement to the State of Michigan.• Case worker responsible for logging calls and keeping records for Medicaid recipients.

Business Administration And Management, General

Business Administration And Management, General

General Studies

High School