Disciplined candidate eager to utilize strong math and analytical skills. Skilled in data entry, invoice processing and accounting software. Strong attention to detail and committed to meeting tight deadlines.
Overview
29
29
years of professional experience
Work History
Client Escalations and Solutions Specialist II, Business Care – TIER 3
Truist Bank/SunTrust
12.2018 - Current
Resolves complex research issues for the Line of Business
Process internal emails, faxes, and escalation requests from internal and external clients
Understand and empathize with the customer's financial concerns
Engage in exceptional customer service through ethical sales solution and problem solving
Identify referral opportunities and engage in attentive follow-through
Trained on SunTrust products, systems, policies, STOLI sales skills and other procedures, customer service and referrals.
SWAT – Problem Resolution Spec.
03.2016 - 12.2018
Assisted clients with reviewing accounts, resolving problems and submitting customer complaints form due to issues with banking products and services
Assist all Lines of Business within the Contact Call Center (Digital, Business Care, Mortgage, Loans)
STOLI Credit Card Servicing
03.2015 - 03.2016
Handled routine inbound service calls from customers made sales referrals and resolved problems and complaints about banking products and services.
Self-Employed (online)
R & R Services
12.2010 - 12.2015
Contribute to the development and refinement of Company’s vision and strategy, new project bidding and successfully established rental properties in multiple states and managing.
Administrative Assistant
Rose International / Disney (Temp. Contract)
11.2013 - 02.2015
Schedule Cast Member specialist appointments for their Worker Compensation appointments and maintained their chart.
Office Assistant
Shaw Power
01.2008 - 12.2009
Planned and coordinated logistics and materials for board meetings, committee meetings and staff events
Created detailed expense reports and requests for capital expenditures
Ordered and distributed office supplies while adhering to a fixed office budget
Created and maintained on-site flowcharts
Assisted Project Control team in generating their cost, budget, and schedule reports.
Administrative Assistant
Baltimore Health & Human Services
02.2006 - 01.2008
Screened applicant resumes and assistant applicants online, email and on phone
Scheduled meetings, assist visitors, distribute memos, order supplies and schedule office equipment maintenance.
Office Manager
Tata Consultancy Service
09.1995 - 10.2000
Analyzed and modified compensation and benefits policies to establish competitive programs and ensure compliance with legal requirements
Assisted filing for H1B, L1 and Labor condition application
Generated reports, ordered supplies, assisted consultants with their relocation process (housing, banking, and registering their students at their local school system).
Education
Associates of arts in Business Administration -
University of Phoenix
01.2007
Diploma in legal assistance -
Harcourt Learning Direct
01.2000
Skills
Accounts Payable Software
Bank Reconciliation
Microsoft Excel proficiency
Purchase Order Management
Invoice Processing
Payment Processing
Data Entry
Statement Review
Financial research
Time Management
Accounts Receivable
Purchase Orders
Timeline
Client Escalations and Solutions Specialist II, Business Care – TIER 3
<ul><li>Skilled Customer Service Representative supporting the SBA contract at Upslope Advisors, with a proven track record of resolving complex escalated inquiries, routing requests accurately, and delivering policy-compliant solutions while consistently exceeding performance metrics.</li><li>Respond to escalated customer inquiries via phone or email related to SBA programs (e.g., Disaster Loans, PPP, EIDL).</li><li>Assess customer requests and route them to the appropriate department or specialist based on the nature of the inquiry.</li><li>Analyze customer concerns and provide accurate, case-specific solutions in a timely and professional manner.</li><li>Interpret and explain SBA procedures and regulatory guidelines clearly to customers with varying levels of understanding.</li><li>Document all customer interactions thoroughly and accurately in the SBA’s case management system.</li><li>Escalate unresolved or highly complex issues to Tier 3 support or the appropriate technical teams.</li><li>Meet or exceed performance metrics, including first-call resolution, response time, and customer satisfaction.</li><li>Stay current on SBA policies and federal program changes through required training and regular internal updates.</li></ul> at Upslope Advisors<ul><li>Skilled Customer Service Representative supporting the SBA contract at Upslope Advisors, with a proven track record of resolving complex escalated inquiries, routing requests accurately, and delivering policy-compliant solutions while consistently exceeding performance metrics.</li><li>Respond to escalated customer inquiries via phone or email related to SBA programs (e.g., Disaster Loans, PPP, EIDL).</li><li>Assess customer requests and route them to the appropriate department or specialist based on the nature of the inquiry.</li><li>Analyze customer concerns and provide accurate, case-specific solutions in a timely and professional manner.</li><li>Interpret and explain SBA procedures and regulatory guidelines clearly to customers with varying levels of understanding.</li><li>Document all customer interactions thoroughly and accurately in the SBA’s case management system.</li><li>Escalate unresolved or highly complex issues to Tier 3 support or the appropriate technical teams.</li><li>Meet or exceed performance metrics, including first-call resolution, response time, and customer satisfaction.</li><li>Stay current on SBA policies and federal program changes through required training and regular internal updates.</li></ul> at Upslope Advisors