Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Client Case Manager
Oconee Area Home Care
Watkinsville, GA
06.2024 - Current
Provided advocacy and support for clients in accessing community resources.
Maintained ongoing contact with clients to ensure their progress towards goals.
Coordinated referrals for additional services if necessary such as housing assistance or substance abuse treatment programs.
Provided guidance and emotional support during difficult times.
Maintained accurate records documenting all interactions with clients.
Participated in team meetings to discuss cases and develop service plans.
Adhered to all ethical standards set forth by professional organizations.
Actively promoted a positive work environment that was conducive to learning and growth opportunities.
Researched various funding sources available for eligible participants in order to maximize access to services.
Ensured compliance with state regulations regarding confidentiality laws.
Maintained up-to-date case records with case activity status.
Client Service Coordinator
W. Douglas Gladney. CPA, LLC
Watkinsville, GA
09.2023 - Current
Provided excellent customer service to clients by responding promptly to inquiries and resolving any issues in a timely manner.
Developed strong relationships with clients through regular contact and follow-up communication.
Managed client accounts, including billing, payments and scheduling of services.
Coordinated the implementation of new projects, ensuring that all deadlines were met or exceeded.
Maintained accurate records of client interactions in order to track trends in customer satisfaction levels.
Monitored incoming emails from clients and responded accordingly within 24 hours.
Facilitated onboarding sessions for new clients, introducing them to our products and services.
Prepared invoices for each transaction accurately according to contractual agreements.
Scheduled and confirmed appointments based on customer availability.
Greeted incoming customers to provide immediate, friendly and knowledgeable support.
Managed and updated physical and digital client account information to keep records accurate and current.
Specalized Dealer Specialist
Eclipse Marine Group
Watkinsville, GA
11.2021 - Current
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Supported sales team members to drive growth and development.
Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
Updated databases with new and modified customer data.
Collected deposits or payments and arranged for billing.
Presented existing and prospective customers with valuable service or product information to aid in decision-making.
Managed and filed paperwork to transfer vehicle ownership title from dealer to purchaser for new, used and wholesale sales.
Investigated and solved accuracy issues on titles, odometer readings and power of attorney.
Collected purchase funds and verified confirmed lienholder payoff before processing title.
Processed completed and signed title documents through electronic vehicle registration program and maintained expert knowledge of computerized systems.
Client Service Specialist
Bank OZK
Athens, GA
02.2018 - 11.2021
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Advised customers on bank products, services and financial planning options.
Assisted customers by answering banking questions and recommending solutions.
Helped customers understand and use mobile applications and online banking.
Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
Completed daily cash balancing and operated ATMs.
Reconciled cash and checks against computer records at end of shift.
Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Researched account information regarding loans and deposits.
Reviewed accounts for signs of fraud and turned over details to law enforcement officials.
Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Achieved or exceeded personal sales goals on consistent basis.
Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
Finance Manager
Cycle World of Athens
Athens , GEOR
09.2012 - 06.2015
Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
Promoted finance products to customers and sales force to increase penetration.
Updated system to organize office documentation, maximizing efficiency and increasing productivity.
Drove customer feedback to deliver information to management for corrective action.
Created spreadsheets in Microsoft Excel for record-keeping and reporting.
Responded to customer issues to provide immediate resolution and improve retention.
Teller
Oconee State Bank
Watkinsville, GA
08.2009 - 09.2011
Maintained confidentiality of bank records and client information.
Built and maintained client relationships through quality, personalized interactions.
Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Delivered exceptional service to customers in person or over telephone.
Entered customer transactions into computers to record transactions and issue computer-generated receipts.
Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
Adhered to financial services security and audit procedures.
Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
Child Care Worker
Kids R' Kids
Watkinsville, GA
05.2007 - 07.2009
Supervised circle time, free play, outside play and learning and developmental activities.
Communicated with children's parents and guardians about daily activities, behaviors and problems.
Taught children foundational skills in colors, shapes and letters.
Read aloud and played alphabet games to encourage early literacy.
Implemented hands-on, play-based strategies for experiential learning.
Organized and led activities to promote physical, mental and social development.
Developed and enforced positive strategies to encourage good behavior.
Childcare Provider
Oconee Preschool Academy
Watkinsville, Geor
08.2003 - 04.2007
Assisted children in development of social, communication and problem-solving skills.
Cared for children of various ages and assisted with feeding, dressing and daily activities.
Supported children's emotional and social development, encouraging understanding of others and positive self-concepts.
Used positive reinforcement and behavior modeling to instill discipline in children.
Planned and implemented engaging activities to encourage creativity and expression.
Communicated daily with children's parents or guardians about daily activities, behaviors and related issues.
Guided children through engaging and productive activities to foster fun learning environment.
Maintained safe play environment.
Education
High School Diploma -
Oconee County High School
Watkinsville, GA
05.2004
Some College (No Degree) -
Athens Technical College
Athens, GA
Skills
Needs Assessment
Transaction Processing
Courteous with Strong Service Mindset
Multitasking and Prioritization
Building Customer Trust and Loyalty
Understanding Customer Needs
Customer Account Management
Calm and Professional Under Pressure
Data Entry
Upselling Products and Services
Upbeat and Positive Personality
Time Management
Remote Office Availability
Team-Oriented and Cooperative
Microsoft Office
Excellent Attention to Detail
Certification
Real Estate License 2024
Timeline
Client Case Manager
Oconee Area Home Care
06.2024 - Current
Client Service Coordinator
W. Douglas Gladney. CPA, LLC
09.2023 - Current
Specalized Dealer Specialist
Eclipse Marine Group
11.2021 - Current
Client Service Specialist
Bank OZK
02.2018 - 11.2021
Finance Manager
Cycle World of Athens
09.2012 - 06.2015
Teller
Oconee State Bank
08.2009 - 09.2011
Child Care Worker
Kids R' Kids
05.2007 - 07.2009
Childcare Provider
Oconee Preschool Academy
08.2003 - 04.2007
High School Diploma -
Oconee County High School
Some College (No Degree) -
Athens Technical College
Real Estate License 2024
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