Alana Shelton
San Pedro,CA
Summary
Dynamic professional with a proven track record at Charles Schwab & Co, excelling in relationship building and problem-solving. Recognized for delivering exceptional customer service and managing fraud-related escalations, ensuring client satisfaction and loyalty. Proficient in data entry and adept at multitasking, contributing to a cohesive team environment.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Business Support Senior Representative
CAPITAL GROUP COMPANIES, INC
10.2019 - Current
- Pulling reports and doing research on accounts from as early as 1960s using tools like microfilm
- Provided detailed performance reports for management review, facilitating data-driven decision making.
- Classifying, reviewing, and indexing financial paperwork
- Supported team members in their daily tasks, fostering a cohesive and productive work environment.
- Efficiently handled mail distribution by sorting incoming packages, preparing outgoing correspondence, and logging deliveries in the tracking system.
- Coordinated large-scale mailings
- Prevented potential financial losses by identifying fraudulent activities during the confirmation process and escalating concerns appropriately.
- Efficiently managed print jobs for timely completion, prioritizing tasks based on deadlines and client requirements.
- Lead trainer in the department
Customer Support Specialist
Charles Schwab & Co
01.2017 - 09.2019
- Pulling reports and doing research on accounts from as early as 1960s using tools like microfilm
- Provided detailed performance reports for management review, facilitating data-driven decision making.
- Classifying, reviewing, and indexing financial paperwork
- Supported team members in their daily tasks, fostering a cohesive and productive work environment.
- Efficiently handled mail distribution by sorting incoming packages, preparing outgoing correspondence, and logging deliveries in the tracking system.
- Coordinated large-scale mailings
- Prevented potential financial losses by identifying fraudulent activities during the confirmation process and escalating concerns appropriately.
- Efficiently managed print jobs for timely completion, prioritizing tasks based on deadlines and client requirements.
- Lead trainer in the department
Education
Bachelor of Arts - Criminal Justice
Kentucky State University
01-2015
Skills
- Relationship building
- Customer rapport
- Project management
- Effective negotiation
- Data entry proficiency
- Problem-solving
- Teamwork and collaboration
- Multitasking Abilities
- Reliability
- Excellent communication
Certification
- Notary Public License - California Secretary of State or Equivalent Authority.
Timeline
Business Support Senior Representative
CAPITAL GROUP COMPANIES, INC
10.2019 - Current
Customer Support Specialist
Charles Schwab & Co
01.2017 - 09.2019
Bachelor of Arts - Criminal Justice
Kentucky State University
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