Summary
Overview
Work History
Education
Skills
Timeline
Generic
Rhena Leigh Ortiz

Rhena Leigh Ortiz

Accounting And Payroll Specialist
Mandaue City, Province Of Cebu

Summary

Dedicated Customer Service Representative with 2 years and 7 months of experience at Concentrix, delivering exceptional service and fostering positive client relationships. Responsible for managing the financial transactions, accounting tasks and records of the organization. Proven ability to handle a high volume of customer inquiries and resolve issues efficiently. Seeking to leverage strong communication and problem-solving skills in the role of Accounting focusing on accounts payable/ receivable and being a Payroll / Payments Specialist. Adept at multitasking and maintaining accuracy in fast-paced environments. Eager to contribute to the financial team with a detail-oriented approach and a commitment to precision. Known for collaborating effectively with cross-functional teams to achieve departmental goals.

Overview

3
3
years of professional experience

Work History

Customer Service Representative

Concentrix
10.2021 - Current

In my role at Intuit, I handle a broad range of tasks related to QuickBooks Online, focusing on enhancing customer satisfaction and resolving issues efficiently. My responsibilities include:

  • Accounting & Bookkeeping: Assisting customers with general accounting queries, bookkeeping tasks, and ensuring proper financial record-keeping.
  • Reporting & Payroll: Helping clients with financial reporting, payroll processing, and addressing any related issues.
  • Tax Filings & Payments: Guiding customers through tax filings and payments, ensuring compliance with relevant regulations.
  • Product Support: Addressing product-related questions, collecting feedback, resolving complaints, and pitching sales to improve feature functionality based on customer needs.
  • Live Support: Responding to live chat and manage 20-25 calls per shift, providing immediate assistance to resolve customer queries.
  • Cash Handling: Managing cash and deposits following proper accounting procedures and maintaining detailed case documentation.
  • Peer Mentor and Subject Matter Expert

Through these tasks, I aim to elevate customer satisfaction by providing prompt and effective support.

Education

Bachelor of Science - Psychology

University of Cebu- Banilad
Cebu City
04.2001 -

High School Diploma -

Basic Education For Christian Community Academy
Labogon Mandaue City
04.2001 -

Skills

Excellent Customer Service

Intuit Quickbooks Specialist

Product Knowledge

Account Reconciliation Specialist

Payroll and Payments Support

Bookkeeping

AR and AP Management

US Tax Specialist

Analytical Thinking Skills

Creative Problem Solving

Timeline

Customer Service Representative

Concentrix
10.2021 - Current

Bachelor of Science - Psychology

University of Cebu- Banilad
04.2001 -

High School Diploma -

Basic Education For Christian Community Academy
04.2001 -
Rhena Leigh OrtizAccounting And Payroll Specialist