ANGELA WHITE
Lorton,VA
Summary
CUSTOMER SERVICE/ FINANCE/PUBLIC RELATIONS Highly motivated, self-directed professional with a broad range of experience, seeks to bring talent and vision to a respected organization that values hard work, dedication, and results. Expertise in providing high-end customer service and leading profit-generating operations through strategic planning and process improvement. Demonstrates management skills that enhance productivity and drive sustained business performance. KEY STRENGTHS Financial Consultation Customer Service Strategic Planning Problem Solving Networking Administration Client Relationship Building Cold Calling Public Relations Client Education Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
15
15
years of professional experience
Work History
CUSTOMER SERVICE REPRESENTATIVE
HOUSE DOCTORS OF MCLEAN
01.2016 - Current
- Provides clients customer service by assessing their needs, explaining services, processing payment, resolving issues, scheduling appointments, in order to accomplish companies goals.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Organize office to ensure operations are successful by communicating with staff, communicating with management, maintaining staff calendar, and training staff how to use operations system.
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Responded to customer requests for products, services, and company information.
- Provided primary customer support to internal and external customers.
- Utilized customer service software to manage interactions and track customer satisfaction.
- Tracked over 50 customer service cases and updated service software with customer information.
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Delivered prompt service to prioritize customer needs.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Trained new personnel regarding company operations, policies and services.
- Sought ways to improve processes and services provided.
- Promoted available products and services to customers during service, account management, and order calls.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Trained staff on operating procedures and company services.
- Investigated and resolved accounting, service and delivery concerns.
- Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
- Increased efficiency and team productivity by 15 % by promoting operational best practices.
- Collaborated with sales team members to stay current on inventory levels, complete accurate orders, and resolve item issues.
- Cross-trained and backed up other customer service managers.
- Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
- Implemented and developed customer service training processes.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
INDEPENDENT CHILDCARE PROVIDER
Self Employed Services
01.2014 - 01.2016
- Maintain and monitor the wellbeing of child.
- Developed age-appropriate activities and crafts to engage children.
- Facilitated learning through play, stories and outdoor activities for successful child outcomes.
- Enforced rules and managed behavior through developmentally appropriate discipline.
- Maintained effective schedule balance between rest periods, active play, and instruction.
- Prepared healthy foods and beverages for children based on optimal dietary guidelines and individual restrictions.
- Led children in creative, athletic, and educational activities while maintaining safe and orderly group.
- Introduced children to educational games and activities to boost learning.
- Utilized positive reinforcement techniques to encourage good behavior.
- Liaised with parents and guardians to discuss child progress.
- Read stories, sang songs and facilitated creative play.
- Dispensed snacks and meals to children in accordance with nutritional guidelines.
- Documented children's growth and development.
DEBT COLLECTIONS AGENT
SUBURBAN CREDIT CORPORATION
01.2010 - 01.2013
- Debt management professional assisting directors in resolving issues and maintaining professional courtesy and communication for over 120 customers on daily basis.
- Communicates medical billing process to clients and reviews personal and confidential information via in-house application.
- Processed payments and applied to customer balances.
- Achieved performance goals on consistent basis.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Persistently reached out to customers with extremely past due accounts to recover lost revenue.
- Negotiated to collect balance in full.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Maintained high volume of calls and met demands of busy and productive group.
- Managed past due collection calls, skip tracing, outside collections agency coordination and litigation activities.
- Directed day-to-day collections functions.
- Identified and analyzed rejection patterns, partial denials and denials from third parties to improve existing processes.
- Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.
- Assisted in implementing procedures and policies to facilitate timely payments.
- Skilled at working independently and collaboratively in a team environment
- Self-motivated, with a strong sense of personal responsibility
- Proven ability to learn quickly and adapt to new situations
- Worked well in a team setting, providing support and guidance
- Managed time efficiently in order to complete all tasks within deadlines
- Demonstrated respect, friendliness and willingness to help wherever needed
FINANCIAL ADVISOR
PRIMERICA FINANCIAL SERVICES
01.2010 - 06.2010
- Acted as client liaison and built effective financial plans for clients while providing education regarding investment and protection options.
- KEY ACHIEVEMENTS:
- Completed finance and sales boot camp.
- Assisted in recruiting process administration for new personnel.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Delivered strategic investment advice for individual and corporate clients.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Advised clients on investments, retirement and estate planning.
- Monitored and updated financial plans to comply with client goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
INTERN
RADFORD CHAMBER OF COMMERCE
01.2008 - 06.2008
- Successfully resolved multiple issues within three-month time frame
- Developed, organized, and implemented annual events that hosted over 100 participants.
- Analyzed problems and worked with teams to develop solutions.
- Sorted and organized files, spreadsheets, and reports.
- Participated in workshops and presentations related to projects to gain knowledge.
- Interacted with customers by phone, email, or in-person to provide information.
- Maintained accurate records and documentation of projects to inform stakeholders of progress and updates.
- Provided project progress updates and proposed solutions to issues.
- Explored new technologies and approaches to streamline processes.
- Collaborated with senior management on new initiatives to build confidence.
- Developed and maintained relationships with key internal stakeholders.
- Facilitated successful completion of projects from concept to launch.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Collected, arranged, and input information into database system.
- Gathered, organized and input information into digital database.
- Conducted extensive research for startup company projects.
Education
MBA - Finance
STRAYER UNIVERSITY
Woodbridge, VA06.2014
Bachelor of Science - COMMUNICATION, Public Relations
RADFORD UNIVERSITY
Radford, VA05.2009
Skills
- Prospective Client Engagement
- Client Confidentiality
- Safety Adherence
- Workflow Implementation
Accomplishments
- Achieved national recognition by creating and implementing a National marketing slogan with accuracy and efficiency.
- Assisted in the administrative standard operating procedures for a National home improvement chain.
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Timeline
CUSTOMER SERVICE REPRESENTATIVE
HOUSE DOCTORS OF MCLEAN
01.2016 - Current
INDEPENDENT CHILDCARE PROVIDER
Self Employed Services
01.2014 - 01.2016
DEBT COLLECTIONS AGENT
SUBURBAN CREDIT CORPORATION
01.2010 - 01.2013
FINANCIAL ADVISOR
PRIMERICA FINANCIAL SERVICES
01.2010 - 06.2010
INTERN
RADFORD CHAMBER OF COMMERCE
01.2008 - 06.2008
MBA - Finance
STRAYER UNIVERSITY
Bachelor of Science - COMMUNICATION, Public Relations
RADFORD UNIVERSITY