Customer Service Representative with background in providing exceptional support and resolving customer inquiries. Skilled in communication, problem-solving, and maintaining positive relationships with customers. Demonstrated ability to improve customer satisfaction and loyalty through attentive service and effective issue resolution. Committed to enhancing team performance by sharing knowledge and best practices in customer service operations.
Overview
9
9
years of professional experience
Work History
<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>
Upslope Advisors
10.2022 - Current
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.
Respond to escalated customer inquiries via phone or email related to SBA programs (e.g., Disaster Loans, PPP, EIDL).
Assess customer requests and route them to the appropriate department or specialist based on the nature of the inquiry.
Analyze customer concerns and provide accurate, case-specific solutions in a timely and professional manner.
Interpret and explain SBA procedures and regulatory guidelines clearly to customers with varying levels of understanding.
Document all customer interactions thoroughly and accurately in the SBA’s case management system.
Escalate unresolved or highly complex issues to Tier 3 support or the appropriate technical teams.
Meet or exceed performance metrics, including first-call resolution, response time, and customer satisfaction.
Stay current on SBA policies and federal program changes through required training and regular internal updates.
<ul><li>Assisted with activities of daily living (ADLs), including bathing, oral hygiene, mobility, eating, dressing, and toileting.</li><li>Provided safe transfers between bed and wheelchair; ensured client comfort and safety.</li><li>Supported medication and vitamin adherence under care plan guidelines.</li><li>Maintained a clean and sanitary environment, including laundry and personal hygiene support.</li><li>Offered consistent emotional support and companionship to enhance client quality of life.</li></ul>
Home Health Aide - Tyrone, GA
Tyrone, GA
06.2018 - 12.2022
Assisted with activities of daily living (ADLs), including bathing, oral hygiene, mobility, eating, dressing, and toileting.
Provided safe transfers between bed and wheelchair; ensured client comfort and safety.
Supported medication and vitamin adherence under care plan guidelines.
Maintained a clean and sanitary environment, including laundry and personal hygiene support.
Offered consistent emotional support and companionship to enhance client quality of life.
<ul><li>Provided personal care to patients, assisting with daily living activities, offering comfort measures and nourishment, and performing delegated therapies under the supervision of licensed professionals.</li><li>Monitored and recorded vital signs and documented patients’ daily activities accurately throughout the day.</li><li>Worked under the direct supervision of a nurse, promptly reporting concerns and changes in patient condition as appropriate.</li></ul>
Emory Decatur Hospital
Decatur, GA
07.2016 - 12.2018
Provided personal care to patients, assisting with daily living activities, offering comfort measures and nourishment, and performing delegated therapies under the supervision of licensed professionals.
Monitored and recorded vital signs and documented patients’ daily activities accurately throughout the day.
Worked under the direct supervision of a nurse, promptly reporting concerns and changes in patient condition as appropriate.
Education
Associate of Science -
Atlanta, GA
Atlanta, GA
01.2020
Pre Nursing Major -
South College
Atlanta, GA
Skills
Attention to detail
Active listening
Microsoft Excel and Outlook
Genesys and Avaya software
Attention to detail
Active listening
Microsoft Excel and Outlook
Genesys and Avaya software
Timeline
<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>
Upslope Advisors
10.2022 - Current
<ul><li>Assisted with activities of daily living (ADLs), including bathing, oral hygiene, mobility, eating, dressing, and toileting.</li><li>Provided safe transfers between bed and wheelchair; ensured client comfort and safety.</li><li>Supported medication and vitamin adherence under care plan guidelines.</li><li>Maintained a clean and sanitary environment, including laundry and personal hygiene support.</li><li>Offered consistent emotional support and companionship to enhance client quality of life.</li></ul>
Home Health Aide - Tyrone, GA
06.2018 - 12.2022
<ul><li>Provided personal care to patients, assisting with daily living activities, offering comfort measures and nourishment, and performing delegated therapies under the supervision of licensed professionals.</li><li>Monitored and recorded vital signs and documented patients’ daily activities accurately throughout the day.</li><li>Worked under the direct supervision of a nurse, promptly reporting concerns and changes in patient condition as appropriate.</li></ul>
<ul>
<li>Assigned and reviewed daily net asset value calculations performed by Senior Fund Accountant.</li>
<li>Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.</li>
<li>Tracked progress on projects and provided timely feedback to staff members.</li>
<li>Participated in recruitment efforts by interviewing prospective candidates for open positions.</li>
<li>Ensured timely and accurate responses to client inquiries, managing quality of deliverables.</li>
<li>Created staff allocation plans based on activity SLAs, assisting with internal and external queries.</li>
<li>Facilitated successful completion of new client onboarding and fund launches.</li>
<li>Reviewed administrative and accounting procedures, recommending solutions for efficient NAV production.</li>
<li>Provided leadership through training, coaching, and supervision of staff members.</li>
<li>Performed end-of-day reports and signed off on net asset valuations.</li>
<li>Monitored employee productivity levels on a regular basis to identify areas of improvement.</li>
<li>Directed and supervised team of 15 employees in daily operations.</li>
<li>Monitored employee productivity to provide constructive feedback and coaching.</li>
<li>Identified opportunities for process improvements, leading to cost reductions and increased productivity.</li>
<li>Resolved customer complaints and issues promptly, ensuring customer satisfaction and loyalty.</li>
</ul> at CIBC Mellon Global Securities Inc<ul>
<li>Assigned and reviewed daily net asset value calculations performed by Senior Fund Accountant.</li>
<li>Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.</li>
<li>Tracked progress on projects and provided timely feedback to staff members.</li>
<li>Participated in recruitment efforts by interviewing prospective candidates for open positions.</li>
<li>Ensured timely and accurate responses to client inquiries, managing quality of deliverables.</li>
<li>Created staff allocation plans based on activity SLAs, assisting with internal and external queries.</li>
<li>Facilitated successful completion of new client onboarding and fund launches.</li>
<li>Reviewed administrative and accounting procedures, recommending solutions for efficient NAV production.</li>
<li>Provided leadership through training, coaching, and supervision of staff members.</li>
<li>Performed end-of-day reports and signed off on net asset valuations.</li>
<li>Monitored employee productivity levels on a regular basis to identify areas of improvement.</li>
<li>Directed and supervised team of 15 employees in daily operations.</li>
<li>Monitored employee productivity to provide constructive feedback and coaching.</li>
<li>Identified opportunities for process improvements, leading to cost reductions and increased productivity.</li>
<li>Resolved customer complaints and issues promptly, ensuring customer satisfaction and loyalty.</li>
</ul> at CIBC Mellon Global Securities Inc
<ul><li>Advised 20+ leaders on complex employee relations issues like performance management and workplace investigations, ensuring full compliance with Panamanian labor law and minimizing legal risks.</li><li>Keeping an Open-Door policy for the employees. Investigations regarding employee issues and complaints. Collaboration with the Security and Employee Relations departments in investigations.</li><li>Review and approval of disciplinary actions. Completed more than 500 terminations according to Panamanian labor law.</li><li>Requesting, reviewing and approving of HRIS updates, transfers, benefits payments, intercompany and schedules changes.</li><li>Led the foreigner workers contract terminations according to the established Labor Law and company policies.</li><li>Participated in the Health and Safety Committee and inspections of the Social Insurance Institution, obtaining a passing score on every inspection. Developed the accidents events guidelines and form.</li><li>Participated in projects and tasks together with other areas such as HRIS and HR Corporate, for instance, the creation of the employee knowledge database to feed the chatbot for employees questions/answers.</li><li>Reporting and KPIs examination, including attrition and exit interviews results.</li><li>Review of policies, guidelines and procedures. Creation and updates of processes and control spreadsheets such as job abandonment process and form and the Oracle Manager Self Service control.</li><li>Implemented the onboarding program for new hires.</li><li>Developed HR Topics training plan for Operations staff.</li><li>Provided on the job training to the local HR members, developing skills and empowering the team.</li><li>Managed the HR providers purchase orders and payment requests.</li><li>Maintained close collaboration with the payroll department on claims and other employees inquiries, as well as support with compliance documents.</li></ul> at ALORICA<ul><li>Advised 20+ leaders on complex employee relations issues like performance management and workplace investigations, ensuring full compliance with Panamanian labor law and minimizing legal risks.</li><li>Keeping an Open-Door policy for the employees. Investigations regarding employee issues and complaints. Collaboration with the Security and Employee Relations departments in investigations.</li><li>Review and approval of disciplinary actions. Completed more than 500 terminations according to Panamanian labor law.</li><li>Requesting, reviewing and approving of HRIS updates, transfers, benefits payments, intercompany and schedules changes.</li><li>Led the foreigner workers contract terminations according to the established Labor Law and company policies.</li><li>Participated in the Health and Safety Committee and inspections of the Social Insurance Institution, obtaining a passing score on every inspection. Developed the accidents events guidelines and form.</li><li>Participated in projects and tasks together with other areas such as HRIS and HR Corporate, for instance, the creation of the employee knowledge database to feed the chatbot for employees questions/answers.</li><li>Reporting and KPIs examination, including attrition and exit interviews results.</li><li>Review of policies, guidelines and procedures. Creation and updates of processes and control spreadsheets such as job abandonment process and form and the Oracle Manager Self Service control.</li><li>Implemented the onboarding program for new hires.</li><li>Developed HR Topics training plan for Operations staff.</li><li>Provided on the job training to the local HR members, developing skills and empowering the team.</li><li>Managed the HR providers purchase orders and payment requests.</li><li>Maintained close collaboration with the payroll department on claims and other employees inquiries, as well as support with compliance documents.</li></ul> at ALORICA
Led cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals LtdLed cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals Ltd
<ul>
<li>Hours per week: 40.</li>
</ul>
<p><strong>Duties, Accomplishments, and Related Skills:</strong></p>
<ul>
<li>Supervise and coordinate daily administrative workflows for a team of 15 employees, ensuring timely task execution, adherence to protocols, and consistent performance monitoring.</li>
<li>Maintain accurate records and documentation related to property intake, detainee processing, transportation, and deportation; verify and audit files to ensure regulatory compliance, and data integrity.</li>
<li>Execute high-volume data entry (up to 8 hours per day), including the entry of case notes, customs documentation, custody logs, and internal reports into secure federal databases.</li>
<li>Develop, review, and edit administrative reports and forms for internal use and government audits; ensure completeness, accuracy, and policy alignment.</li>
<li>Serve as the primary liaison between facility staff, supervisors, and stakeholders; facilitate clear, professional communication, and documentation flow across departments.</li>
<li>Identified discrepancies in data entries and corrected them accordingly.</li>
<li>Oversee inventory control processes, including the secure receipt, tracking, and storage of personal property, using standardized procedures and government tracking systems.</li>
<li>Conduct routine audits and quality control reviews to ensure that administrative practices meet federal operational standards.</li>
<li>Apply sound judgment to evaluate options, solve problems, and make informed recommendations on administrative and operational matters, contributing to efficient workflow management, and compliance with agency standards.</li>
<li>Assist in developing and revising privacy and security policies concerning Personally Identifiable Information (PII); identify potential compliance risks, and recommend solutions.</li>
<li>Coordinate logistics for detainee transportation to court and medical appointments, manage schedules, and track movement through detailed administrative planning.</li>
<li>Conduct roll calls, and ensure accountability through diligent documentation, system updates, and status reporting.</li>
</ul>
<p>Supervisor: Scott Jackson (949) 456-2706.</p>
<p>Permission to contact: Yes.</p> at ProTech USA LLC, Government Contracting<ul>
<li>Hours per week: 40.</li>
</ul>
<p><strong>Duties, Accomplishments, and Related Skills:</strong></p>
<ul>
<li>Supervise and coordinate daily administrative workflows for a team of 15 employees, ensuring timely task execution, adherence to protocols, and consistent performance monitoring.</li>
<li>Maintain accurate records and documentation related to property intake, detainee processing, transportation, and deportation; verify and audit files to ensure regulatory compliance, and data integrity.</li>
<li>Execute high-volume data entry (up to 8 hours per day), including the entry of case notes, customs documentation, custody logs, and internal reports into secure federal databases.</li>
<li>Develop, review, and edit administrative reports and forms for internal use and government audits; ensure completeness, accuracy, and policy alignment.</li>
<li>Serve as the primary liaison between facility staff, supervisors, and stakeholders; facilitate clear, professional communication, and documentation flow across departments.</li>
<li>Identified discrepancies in data entries and corrected them accordingly.</li>
<li>Oversee inventory control processes, including the secure receipt, tracking, and storage of personal property, using standardized procedures and government tracking systems.</li>
<li>Conduct routine audits and quality control reviews to ensure that administrative practices meet federal operational standards.</li>
<li>Apply sound judgment to evaluate options, solve problems, and make informed recommendations on administrative and operational matters, contributing to efficient workflow management, and compliance with agency standards.</li>
<li>Assist in developing and revising privacy and security policies concerning Personally Identifiable Information (PII); identify potential compliance risks, and recommend solutions.</li>
<li>Coordinate logistics for detainee transportation to court and medical appointments, manage schedules, and track movement through detailed administrative planning.</li>
<li>Conduct roll calls, and ensure accountability through diligent documentation, system updates, and status reporting.</li>
</ul>
<p>Supervisor: Scott Jackson (949) 456-2706.</p>
<p>Permission to contact: Yes.</p> at ProTech USA LLC, Government Contracting