Curated Service/Operational Excellence Point of Contact Role
Timeline
Allison Rosales
USAA Insurance
San Antonio,TX
13
years of professional experience
Insightful and supportive team leader eager to use experience in order to improve processes and help people reach their potential. Creative professional who works well independently as well as in team settings.
Work History
Insurance Professional I
3 Years 3 Months
USAA Insurance | 08.2023 - Current
Curated POC Ambassador position for Service/Operational Excellence.
Mitigates risks associated with business activities while maintaining.
Assists other insurance professionals with a high level of expertise.
S.A.F.E. Certified Home Mortgage Consultant / Mortgage Customer Service Representative (Hybrid Role)
3 Years 2 Months
Wells Fargo Bank, N.A. | 02.2020 - 04.2023
> S.A.F.E Certified Home Mortgage Consultant
Achieved Silver Performer status of annual sales quotas and quality assurance targets.
Consistently lead in top customer service survey scores in San Antonio.
Chosen to participate in Side-by-Side peer advising to improve peer sales performance.
Participated as a Mentor in company-wide Mentorship Program to promote internal growth.
Coordinated volunteer work with 3rd parties such as the San Antonio Food Bank
> Home Mortgage Customer Service Representative
Provided a best-in-class customer experience while adhering to company guidelines, policies, and regulations.
Analyzed complex financial data to determine appropriate loan options for clients based on their unique circumstances.
Maintained compliance with industry regulations and company policies while processing loan applications.
Managed a diverse portfolio of mortgage products, offering tailored solutions for various financial situations.
Mobile Device Management Lead
2 Years 1 Month
International Bank of Commerce | 01.2018 - 02.2020
Directly managed Mobile Device Management department and employee
Implemented enterprise-wide migration of endpoint management solutions (EMS) of over 1,000 mobile internal devices
Familiar with EMS: (Microsoft Intune, Microsoft Azure, Cisco Meraki, Apple Device Enrollment Program (DEP) & Samsung Knox Enrollment Manager)
Collaborated with internal and external IT project managers to successfully execute enterprise-wide endpoint management migration using PM methodologies
Regularly curated procedural documentation and continued maintenance of day-to-day technical support tickets.
Retail Sales Associate
4 Years 4 Months
T-Mobile USA, Inc. | 10.2013 - 02.2018
Drove business growth by outsourcing to small businesses and efficiently managing increased customer service traffic with minimal supervision.
Recognized for reducing customer turnover in quarterly statistic ranking reporting.
Member Services
2 Years 1 Month
Planet Fitness | 08.2011 - 09.2013
Regularly consulted potential gym members to choose the best membership type on a needs-basis.
Implemented a sanitization system to ensure compliance with staff schedules while maintaining proper cleanliness.
Nominated by management to oversee multiple gym locations, train new staff, and manage duties.
Education
Associate of Arts
Northwest Vista College | 05.2024
3.74 GPA
Relevant Coursework: Business Administration
Skills
Problem Solver
Delegation
Strong Sales Background
Experience multi-tasking in an operating systems environment
Analytical and Strategic Thinker
Excellent Time Management
Committed to Quality Results
Experience Working in an Inbound/Outbound Call Center
Accomplishments
Collaborated with management & Quality Assurance in the development of Service Excellence POC Ambassador
Awards
Wells Fargo Bank N.A. - Silver Performer, Awarded quarterly by Wells Fargo Mortgage Lending CEO for performing at a Silver Performance caliber. This award recognizes sales leaders for over-exceeding sales quotas and customer service survey performance.
T-Mobile - Drive-Down Churn, Recognized by the company for building strong relationships with customers by thoroughly uncovering their needs, which reduced customer turnover quarter over quarter.
Curated Service/Operational Excellence Point of Contact Role
Used foresight to identify a need for Service Excellence POC
Timeline
Insurance Professional I
USAA Insurance
08.2023 - CurrentRead More
S.A.F.E. Certified Home Mortgage Consultant / Mortgage Customer Service Representative (Hybrid Role)