Tracee Pham Phillips Email & Phone Number

San Jose, California, United States

Interview applicants and explained scope of different available benefits. Follow guidelines when reviewing applicant data to determine eligibility for economic assistance. Review applications for different aid programs and determined which qualification criteria for individuals. Communicate with people from various cultures and backgrounds on application process. Train staff on current eligibility requirements and policies. Assist clients with accurate eligibility form, application, and document completion. Processed and certified documents for accuracy and compliance with government regulations. Resolve discrepancies with client applications to verify eligibility. Establish databases to track, analyze and automate eligibility application processes. Assist clients with completion of applications and paperwork. Schedule appointments with applicants to gather information and explain benefits processes.

San Jose, California

Manage day-to-day vault operations and collaborate with Finance, Warehouse, and Food and Beverage departments to provide exceptional services to a high reoccurrence business.Actively engage with department managers in preparing and compiling ad-hoc reports pertaining to inventory and cash.Reconcile and balance daily concession revenue by creating a service order for each events.Manage revenue batches and reports from “name of POS system.”Responsible for staffing decisions, training, balancing cash, reporting discrepancies, task distribution, and ensure that the staff follows all department and company guidelines.Verify, balance, and record all incoming and outgoing cash.Work with management to ensure proper coverage for all events.Work closely with Food and Beverage Management on cashiering and inventory processes to ensure accuracy of reports.Prepare reports and analysis of F&B audit results.Work closely with IT and F&B Management on Point of Sale (POS) system refinements and upgrades.Conduct inventory control, counting all products and supplies throughout the San Jose Convention Center and its 7 other facilities.Prepare inventory data and upload the data onto the Ungerboeck’s inventory system.Prepare journal entries for month-end close and account reconciliations which includes petty cash, inventory, housing rebate, depreciation, bank fees, vouchers, cost of sales, and postage.

San Jose, Ca

Perform various vault duties while abiding by all cash operational procedures and processes.Supervise vault staff including hiring, ensuring accuracy of work, addressing any performance concerns, and scheduling.Verify, balance, and record all incoming and outgoing cash.Work with management to ensure proper coverage for all events.Provide timely report and meet all deadlines.Assist with develop cash handling procedures.Work closely with Food and Beverage Management on cashiering, inventory control and sales report.Prepare reports and analysis of F&B audit results.Support Accounting Department in month-end close, petty count, and create service order for event.Inventory ControlCounts all products and supplies.Locates and removes expired or defective merchandise from warehouse.Work closely with warehouse manager to reduce inventory discrepancy.Prepare inventory data and upload to company inventory system.

San Jose, Ca

Managed high incoming call volume and workload within a deadline-driven environment. Administered day to day customer inquiries, complaints, claim inquiries, payment extension and service requests.Entered 100+ claims submitted by mail, fax, and online applications per day. Resolved 100+ calls regularly while providing exceptional customer service to those with complex concerns.Processed 150+ claim payments on day-to-day basis to assure claimants' accounts are accurate and up to date.Consistently meet and exceed supervisor expectations and performance benchmarks in all areas (speed, accuracy, volume) while maintaining exceptional work.Ultimate team player pitching without hesitation with the ability to work independently with minimal supervision.

San Jose, Ca

Managed day-to-day operations and possessed incomparable ability to build phenomenal rapport, resolved complex concerns and gaining loyalty from customers.Managed and trained subordinates to provide remarkable customer service care to reach their sales goals.Directed long-range, day-to-day planning, forecasted and monitored cash usage for branch.Hired/terminated, scheduled, evaluated, and supervised administrative and supported staff.Stimulated open communications within team in and a friendly work environment.Ability to multi-tasked efficiently and effectively under high-pressure environment.Provided excellent service through resolution of problems and financial planning, knowledgeable of bank services and policies.

Served customers in deposits, withdrawals, and offered products and services which best fit their needs. Processed various account transactions- reconciled and deposited daily funds Suggested improvement products and services to benefit the customers' needs Handled customer security information and company assets efficiently and carefully to prevent fraud and losses Referred customers to well-trained bankers to better serve their needs Functioned as ongoing lead trainer and assured sound quality of service and professional environment

Bachelor Of Arts, Social Work

Certificate, Accounting, 3.7 Gpa