JaUndra Bullock
St Louis,MO
Overview
3
3
years of professional experience
1
1
Certification
Work History
Client Transition Consultant
Wells Fargo Advisors
07.2025 - 10.2025
- Ensured accurate client onboarding through precise account setup and documentation.
- Achieved minimal data entry errors by maintaining high-volume accuracy standards.
- Addressed customer account inquiries while adhering to banking compliance policies.
- Coordinated scheduling and communications to facilitate smooth financial transitions.
Customer Service Representative
LiveOps
10.2024 - 06.2025
- Resolved customer inquiries and complaints with professionalism and effective problem-solving.
- Ensured accurate customer records through timely data entry and management.
- Utilized detailed call scripts to efficiently resolve customer issues and concerns.
- Monitored incoming requests via CRM systems to prioritize customer support efforts.
Clerk
St. Louis City Hall
05.2022 - 09.2024
- Streamlined office operations, improving efficiency in data entry and document management.
- Enhanced onboarding experience, supporting new employees during integration and training processes.
- Maintained compliance by preparing and updating documents according to city standards.
- Executed filing and scheduling tasks, ensuring organized and efficient office workflow.
Education
Master of Science - Finance
Webster University
St Louis, MO01-2027
Bachelor of Science (B.S.) - Business Administration
Lincoln University
Jefferson City, MO01-2024
Skills
- Account Setup & Documentation
- Banking Software Adaptability
- Time Management
- Problem Resolution
- Clerical & Administrative Support
- Customer Service Excellence
- Data Entry
- IRS compliance
- Income tax preparation
- Financial statements
- Microsoft Excel proficiency
- Typing and 10-key entry
Certification
- Licensed Tax Preparer - Current
Timeline
Client Transition Consultant
Wells Fargo Advisors
07.2025 - 10.2025
Customer Service Representative
LiveOps
10.2024 - 06.2025
Clerk
St. Louis City Hall
05.2022 - 09.2024
Master of Science - Finance
Webster University
Bachelor of Science (B.S.) - Business Administration
Lincoln University