Ana Maynard
Grove City,OH
Summary
Personable and dedicated customer service representative with extensive experience in industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
10
10
years of professional experience
Work History
Financial Analyst
Innosource Business Solutions
Columbus, Ohio
02.2025 - Current
- Assisted clients in understanding retirement plans and benefits options.
- Reviewed and processed client paperwork for retirement account distributions.
- Collaborated with financial advisors to optimize clients' retirement portfolios.
- Assisted customers in understanding the tax implications of various retirement savings vehicles.
- Collaborated effectively with colleagues from other departments such as legal advisors or financial planners.
- Facilitated rollovers from old employer sponsored plans into new ones for retiring employees.
- Participated in industry conferences to stay up-to-date on trends in the field of retirement planning.
Amazon Fulfillment Associate Part-Time
Amazon Warehouse
West Jefferson, OH
05.2023 - 12.2024
- Read orders to obtain item numbers and located merchandise in bins or on shelves.
- Inspected merchandise for wear or defects, disposing of damaged items as instructed by supervisors.
- Packaged fragile items with protective padding to prevent damages during shipments.
- Completed shipping paperwork, attached appropriate labels and scanned barcodes for tracking.
- Promoted workplace safety and smooth production by keeping workspaces clean, organized, and free of hazards.
- Worked additional hours and shifts to meet tight deadlines during peak periods.
- Used handheld scanners to key in data for packages.
- Participated in team meetings to discuss performance metrics and areas for improvement.
Event Server
Otie's Tavern
Hilliard , OH
05.2024 - 10.2024
- Set up and arranged tables, chairs, and decorations for events.
- Maintained cleanliness of dining areas throughout events to enhance guest experience.
- Collaborated with kitchen staff to ensure timely food service delivery.
- Served food and beverages to guests during various events and functions.
- Cleared plates and glasses from tables in a timely manner after each course or event completion.
- Restocked buffet tables with dishes, utensils, condiments, napkins. as needed.
- Provided exceptional customer service by anticipating guest needs and responding promptly to requests or inquiries made by guests or other employees.
- Participated in team meetings to discuss event logistics and operational improvements.
Collections Specialist
BMW Manufacturing Co., LLC
Columbus, OH
04.2023 - 02.2024
- Communicated with clients to negotiate payment plans and agreements.
- Processed incoming payments and applied funds to appropriate accounts.
- Maintained accurate records of transactions using internal systems.
- Collaborated with team members to improve collections strategies and processes.
- Conducted follow-ups on outstanding invoices to facilitate prompt payments.
- Remained calm, stayed professional, and provided exceptional service on calls, even when interacting with difficult individuals.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
Medical Assistant
Nephrology Associates Inc.
Columbus, OH
06.2022 - 03.2023
- Assisted patients with scheduling appointments and managing their medical records.
- Prepared examination rooms and ensured availability of necessary medical supplies.
- Recorded patient vital signs and documented health information accurately.
- Coordinated communication between nephrologists and patients regarding care instructions.
- Handled insurance verification and patient billing inquiries professionally.
- Maintained compliance with health regulations and clinic protocols diligently.
- Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
- Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
Server
Texas Roadhouse Grill
Grove City, Ohio
05.2021 - 06.2022
- Provided excellent customer service in a fast-paced restaurant environment.
- Took orders and accurately entered them into the point-of-sale system.
- Maintained cleanliness of tables and dining areas throughout shifts.
- Collaborated with kitchen staff to coordinate timely meal preparation.
- Served food and beverages promptly to ensure guest satisfaction.
- Assisted in training new servers on menu items and service standards.
- Handled cash and processed payments efficiently at the end of meals.
- Resolved customer complaints promptly to enhance dining experience.
- Performed opening and closing duties such as setting up the dining area, restocking supplies.
- Operated POS terminals to input orders, split bills, and calculate totals.
- Displayed enthusiasm and knowledge about restaurant's menu and products.
Customer Advocate
HKT Teleservices
Grove City, OH
10.2019 - 04.2020
- Handled customer service calls for Client WW formerly known as Weight Watchers
- Provide timely, efficient and accurate follow up to user questions or issues
- Answer incoming member calls regarding billing issues, product problems, service questions, and general concerns
- Helped save memberships by relating with the member through excellent communication and research
- Responsible for maintaining a high level of professionalism and working to establish rapport with every member
- Update member information in multiple member databases depending on member need
- Work with the management team to stay updated on product knowledge and be informed of any changes in company policies
Quality Assurance Specialist
Office Depot
Columbus, OH
01.2019 - 07.2019
- Handled boxes and totes for shipment off conveyors
- Checking pick tickets for accuracy on each order by replacing damaged items and recording all errors in data base
- Writing reports each day tracking through Excel for department inventory
- Packing and shipping all priority orders
- Keeping a steady and fast pace work environment as a team
Customer Advocate
Safelite AutoGlass
Columbus, OH
06.2015 - 12.2018
- Received inbound phone calls and chats from a wide range of customers throughout the US
- De-escalated calls based off our warranty's for window and windshield replacement's and repairs
- Scheduled appointments with Technicians for all repairs and replacements
- Set up Road Side Assistance for customers in need
- Documented each call with CRM software
- Cross Trained for USAA Representative
- Trained new associates cross training for USAA representative
- Prepared training material, set up meetings and shadowing with coworkers
- Processed insurance claims with deductibles to each provider
- Promotion offered as Claims Adjuster
Education
Bachelor of Science - Entertainment Business Management
Full Sail University
Florida Gardens, FL12-2025
Graduate Certificate - Customer Service Retirement Specialist
Maricopa Community College System
AZ04-2025
Certification - Phlebotomy
Phlebotomy Training Specialists
Columbus, OH10.2020
High school diploma or GED - Diploma
ECOT
Columbus, OH05-2013
Skills
- Multitasking and organization
- Active listening
- Relationship building
- Cultural awareness
- Phone etiquette
- Verbal and written communication
- Team collaboration
- Event coordination
- Budgeting and finance
- CRM, MS Word/Outlook/Teams, Excel, PowerPoint, Google Docs/Sheets, Salesforce, Slack, DocuSign, ShareFile Software Proficiency
Personal Information
- Willing To Relocate: Columbus, OH
- Authorized To Work: US for any employer
Timeline
Financial Analyst
Innosource Business Solutions
02.2025 - Current
Event Server
Otie's Tavern
05.2024 - 10.2024
Amazon Fulfillment Associate Part-Time
Amazon Warehouse
05.2023 - 12.2024
Collections Specialist
BMW Manufacturing Co., LLC
04.2023 - 02.2024
Medical Assistant
Nephrology Associates Inc.
06.2022 - 03.2023
Server
Texas Roadhouse Grill
05.2021 - 06.2022
Customer Advocate
HKT Teleservices
10.2019 - 04.2020
Quality Assurance Specialist
Office Depot
01.2019 - 07.2019
Customer Advocate
Safelite AutoGlass
06.2015 - 12.2018
Bachelor of Science - Entertainment Business Management
Full Sail University
Graduate Certificate - Customer Service Retirement Specialist
Maricopa Community College System
Certification - Phlebotomy
Phlebotomy Training Specialists
High school diploma or GED - Diploma
ECOT