ANGELICA SANCHEZ
Pompton Lakes,NJ
Overview
15
15
years of professional experience
Work History
Client Service Associate
Summit Financial
Parsippany, New Jersey
03.2023 - 11.2024
Client Service Associate
Summit Financial
Parsippany, New Jersey
03.2023 - 11.2024
- Managing the calendar.
- Making phone calls to set up appointments.
- Creating prospect lists off of LinkedIn and other platforms.
- Confirming appointments.
CSR & Office Admin
Lucida Surfaces
Wayne, NJ
08.2022 - 03.2023
- Placing orders for customers via email and confirmation.
- Assisting customers via Amazon portal with returns, refunds, and replacements.
- Assisting customers via phone with updated tracking information.
- Handling daily reports of claims via Excel.
Bookkeeping Assistant
NJ Lenders Corp
Little Falls, NJ
01.2021 - 08.2022
- Responded to customer service inquiries via email and phone calls.
- Assisted clients with processing mortgage payments.
- Researched and making mortgage insurance payments.
- Researched and making quarterly tax payments to municipalities.
- Researched escrow discrepancies.
- Reconciled daily reports.
- Sent out Notice of Servicing Transfer letters via email.
Insurance Sales Agent
New York Life Insurance Co
Saddle Brook, NJ
02.2020 - 01.2021
- Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Cultivated professional relations to establish long-term profitable partnerships.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Teller 1 & CSR
TD Bank
Wayne & Parsippany, NJ
08.2017 - 01.2019
- Processed in person customer transactions, including but not limited to check cashing, withdrawals, and
deposits. - Balanced cash drawers and assisted customers with account information.
- Exceeded service goals by minimizing customer wait times and accurately and efficiently processed
customer transactions. - Provided exemplary customer service while selling/cross-selling products to new and existing
customers. - Updated and maintained clients’ accounts ensuring accuracy.
- Educated prospect clients on products and services the bank offered and then opened new accounts as
needed.
Member Service Representative
Spa 23 Fitness and Lifestyle
Pompton Plains, NJ
08.2012 - 08.2017
- Member Concierge.
- Assisted members and guests with a workout plan.
- Customer conflict resolution.
- Client relationship manager.
- Twice received employee of the month award, consistently among top 3 sales representatives, attained CPR & AED certification.
Customer Service Associate/Cashier
Bob's Stores
Totowa, NJ
03.2010 - 08.2012
- Merchandised sales, maintained cleanliness of the store, customer conflict resolution, handled merchandise returns and exchange.
Education
High School Diploma -
Boonton High School
Boonton, NJSome College -
County College of Morris
Randolph, NJSkills
- Strong organizational skills
- Seasoned in conflict resolution
- Energetic work attitude
- Telecommunication skills
- Adaptive team player
- Ability to work independent
- Courteous demeanor
- Customer service expert
- Conflict resolution
- Technologically savvy
- Account management
- Customer relations
Affiliations
North Jersey Chamber of Commerce
Timeline
Client Service Associate
Summit Financial
03.2023 - 11.2024
Client Service Associate
Summit Financial
03.2023 - 11.2024
CSR & Office Admin
Lucida Surfaces
08.2022 - 03.2023
Bookkeeping Assistant
NJ Lenders Corp
01.2021 - 08.2022
Insurance Sales Agent
New York Life Insurance Co
02.2020 - 01.2021
Teller 1 & CSR
TD Bank
08.2017 - 01.2019
Member Service Representative
Spa 23 Fitness and Lifestyle
08.2012 - 08.2017
Customer Service Associate/Cashier
Bob's Stores
03.2010 - 08.2012
High School Diploma -
Boonton High School
Some College -
County College of Morris