Alexis Begay
Chandler,AZ
Summary
Client service professional with experience in wealth management, customer support, and collections. Skilled in CRM software, attention to detail, and relationship building to deliver accurate support, resolve issues quickly, and keep client operations organized.
Overview
1
1
Language
3
3
years of professional experience
Work History
Wealth Management Assistant
Bank of America
Chandler, AZ
08.2025 - 08.2026
- Prepared client materials, portfolio summaries, and meeting packets for advisor presentations.
- Coordinated client meetings, calendars, and follow-up tasks to maintain timely service delivery.
- Reviewed account paperwork for completeness and accuracy before submission.
- Supported wealth management advisors with client account maintenance and daily operational requests.
- Provided personalized service by addressing individual needs through attentive listening and proactive problem-solving skills.
- Coordinating online banking support and delivering clear self-service instructions for clients completing internal and external funds transfers.
Customer Service Representative
InTouchCx
Mesa, AZ
04.2024 - 06.2025
- Resolved inbound customer inquiries across phone, chat, and email channels with accurate, timely support.
- Investigated billing, account, and service issues to deliver clear resolutions and next-step guidance.
- De-escalated difficult conversations using active listening and professional conflict-resolution techniques.
- Documented interactions in CRM systems, maintaining complete case notes and account histories.
- Handled account verification requests for customers.
- Submitting dispute cases on customers behalf for fraudulent or unwanted transactions on account.
- Managing customer communications for unsatisfactory resolutions while delivering exceptional customer service.
Collections Account Manager
Global Lending Services LLC
Tempe, AZ
05.2023 - 04.2024
- Managed delinquent auto loan portfolios, balancing borrower contact, payment negotiation, and account resolution.
- Negotiated payment arrangements while maintaining compliance with federal, state, and company collection guidelines.
- Reviewed account histories to determine collection strategy and prioritize follow-up actions.
- Documented borrower interactions and account updates accurately in loan servicing systems.
- Monitored promise-to-pay commitments and followed up on broken arrangements promptly.
- Escalated high-risk accounts using sound judgment to reduce loss and support portfolio performance.
Education
High School Diploma -
Skyline Prep High School
Phoenix, AZ05-2022
Skills
- Portfolio management
- Wealth management strategies
- Investment strategies
- Insurance planning
- CRM software
- Customer service
- Conflict resolution
- Attention to detail
- Organizational skills
- Analytical skills
- Relationship building
- Client engagement
Languages
English
Native or Bilingual
Timeline
Wealth Management Assistant
Bank of America
08.2025 - 08.2026
Customer Service Representative
InTouchCx
04.2024 - 06.2025
Collections Account Manager
Global Lending Services LLC
05.2023 - 04.2024
High School Diploma -
Skyline Prep High School