Overview
Work History
Education
Skills
Affiliations
Timeline
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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, NJ

Some College -

County College of Morris
Randolph, NJ

Skills

  • 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
ANGELICA SANCHEZ