Teresa Carter
Customer service and account processing professional
Hire this person
Send a job offer directly to this candidate
About
Customer service and account processing professional with experience reviewing taxpayer accounts, resolving discrepancies, documenting sensitive information, and interviewing insurance applicants by phone. Skilled at explaining complex information clearly, navigating electronic systems, and maintaining accurate records. Seeking to bring these strengths to Synchrony Consumer Banking Deposits.
Experience
Tax Examiner at Department of the Treasury (2018-03 – 2026-08)
- Reviewed taxpayer accounts, researched payments and credits, and updated records to reflect account activity and case status.
- Resolved account discrepancies through credit transfers, tax recomputations, and adjustments to penalties and interest.
- Entered accurate case details into automated systems and applied relevant tax rules when evaluating account issues.
- Identified potential fraud indicators and used sound judgment when handling sensitive financial information.
Pre-Analytical Lab Assistant at Quest Diagnostics (2025-03 – 2026-08)
- Supported laboratory operations requiring accurate handling of information and careful attention to established procedures.
Insurance Risk Interviewer at Quest Diagnostics (2015-05 – 2018-03)
- Conducted telephone interviews with life insurance applicants to gather medical, financial, occupational, and other relevant histories.
- Documented interview details and call outcomes using C4 Call Management, Dialer, and Avaya phone systems.
- Managed outbound follow-up calls and messages to complete interviews and obtain missing information.
Lab Assistant at ExamOne (2014-02 – 2015-01)
- Collected and compiled client data, prepared documents and graphs, and maintained accurate records.
Education
Medical Assistant Diploma – Concorde Career College (2011)
High School Diploma – Center Sr. High School (2004)
