Amy Hoffman
Carneys Point,NJ
Summary
Seasoned account specialist bringing several years of related experience along with deep understanding of financial and payment matters as well as customer service and sales activities. Proficient in data verification, account updates and problem solving.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Account Specialist
Discover Financial Services
11.2023 - 10.2024
- Processed day-to-day customer banking transactions
- Approved large financial transactions for Deposit accounts and Certificate of Deposit accounts
- Provided a full range of professional, technical, and general support to customers
- Assisted with customer account setup
- Handled call escalation inquiries as well as customer complaints
- Managed large amounts of inbound and outbound calls in a timely manner
Customer Relations Representative
Chelten House
Swedesboro, NJ
12.2018 - 03.2023
- Entered Customer Purchase Orders through SL Dynamics Software and prepared Shipping Documents to submit to Shipping Department
- Tracked delivery appointments and communicated with the Shipping Department to confirm established delivery dates as well as provided explanations for late deliveries to customers
- Tracked all delivery appointments for Kroger in order to manage potential late deliveries and attempted to offset deductions for late deliveries
- Investigated inventory discrepancies and communicated with cross functional departments to determine the root cause
- Managed Made-to-order customer accounts by tracking production and attainment of production to report exact qty to customer
- Tracked production dates to ensure the customer would not be short on product
- Engaged in weekly company meetings with cross functional departments in order to determine efficient production and purchase order needs for our customers
Legal Secretary
Law Office of Gary M. Salber, Esq.
Pennsville, NJ
09.2014 - 04.2017
- Duties included preparation of legal documents for Bankruptcy Court, Family Law, Criminal Law and Social Security Disability through Microsoft Word and Microsoft Excel
- Notarized documents
- Prepared bills for clients
- Answered the phone and set up appointments
- Faxed and emailed correspondence to the Courts, attorneys and clients
- Prepared and searched for court discovery for Salem and Penns Grove Municipal Court
- Prepared mailing and delivered to the post office
Legal Assistant
Phelan Hallinan and Schmieg
Mt. Laurel, NJ
01.2010 - 01.2011
- Duties included preparation of legal documents for foreclosures through Microsoft Word and Microsoft Excel
- Communication with team lead and team members through Microsoft Office email, office meetings and telephone
- Researched and investigated clients' addresses through LexisNexis in order to prepare and mail foreclosure proceedings by way of Regular/Certified Mail
Education
Bachelor Degree - Liberal Arts
Wilmington University
New Castle, DE01.2010
Associates Degree - Elementary Education
Salem Community College
Carneys Point, NJ01.2007
High School Diploma -
Pennsville Memorial High School
Pennsville, NJ01.2004
Skills
- Customer relationship development
- Account updating
- Problem-solving aptitude
- Customer feedback
- Processing payments
- Multitasking
- Professionalism
- Account Management
- Conflict Resolution
- Customer Engagement
Certification
Certified Paralegal Certificate
References
References available upon request.
Timeline
Senior Account Specialist
Discover Financial Services
11.2023 - 10.2024
Customer Relations Representative
Chelten House
12.2018 - 03.2023
Legal Secretary
Law Office of Gary M. Salber, Esq.
09.2014 - 04.2017
Legal Assistant
Phelan Hallinan and Schmieg
01.2010 - 01.2011
Bachelor Degree - Liberal Arts
Wilmington University
Associates Degree - Elementary Education
Salem Community College
High School Diploma -
Pennsville Memorial High School