Angelica Wilson
Fort Worth,TX
Summary
I am a multi-talented individual with expertise in the financial industry, excellent communicator, and a great problem solver in high volume situations. Extremely dependable, reliable, and responsible always. A very quick learner and is adaptable to any position. I am a responsive and resilient team player with adaptable and resourceful mindset.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Customer Care Advocate
BayMark Health Services
01.2024 - Current
- Contributed to process improvements by offering valuable input during team meetings and brainstorming sessions.
- Leveraged strong listening skills to identify customer needs and recommend appropriate solutions or alternatives.
- Collaborated with team members to achieve shared goals in improving overall customer experience.
- Improved customer satisfaction by addressing and resolving complaints efficiently.
- Worked closely with other departments when necessary to address interrelated concerns affecting customer experience.
- Built rapport with customers through personalized interactions, increasing their trust in the company''s products or services.
- Streamlined communication channels for quicker problem-solving and increased customer loyalty.
Customer Care Manager
People Ready Staffing
06.2023 - 01.2024
- Established strong relationships with local employers to match clients with suitable job opportunities.
- Forged relationships with employers to gain insight into job openings and career opportunities.
- Updated client records to reflect personal information, qualifications and career aspirations.
- Tracked client progress through detailed case notes and regular follow-ups, ensuring efficient service delivery.
- Assessed individuals to identify skills, strengths and interests for job placement.`
- Provided regular updates on clients'' progress to internal team members, ensuring a cohesive approach to service delivery and timely intervention when necessary.
- Managed a diverse caseload of individuals from various backgrounds, tailoring services based on unique needs and circumstances.
Case Manager
Rising Youth Services
02.2021 - 06.2023
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
- Achieved positive client outcomes by developing and implementing comprehensive case management plans.
- Developed and implemented comprehensive case management plans to address client needs and goals.
- Assisted clients in navigating housing, legal services and public benefits to gain access to valuable resources.
Data Processing Specialist
Vanguard Investments
02.2020 - 01.2021
- Improved overall data accuracy with meticulous attention to detail and adherence to standardized procedures.
- Leveraged advanced programming skills to optimize legacy codebases for enhanced functionality.
- Collaborated with cross-functional teams to establish protocols for consistent data management across departments.
- Optimized data storage and retrieval systems, resulting in faster access to critical information for decisionmaking.
- Applied data validation procedures to support and enforce data integrity.
- Compiled information and input into [Type] database.
- Utilized established methods for data processing and analysis for consistency and accuracy.
- Leveraged advanced Excel functions for data manipulation and analysis.
- Double checked accuracy of hard copy paperwork and rectified any issues.
Financial Processor
Silicon Valley Bank
10.2019 - 11.2020
- Efficiently managed client portfolios, regularly reviewing investment performance to ensure alignment with individual goals and risk tolerance levels.
- Optimized payment processing procedures, enhancing both internal efficiency and external vendor relations.
- Conducted thorough risk assessments for new investments, supporting prudent decision-making throughout the organization.
- Played a key role in facilitating mergers and acquisitions by preparing comprehensive due diligence reports on target companies'' finances.
- Assisted in the preparation of accurate financial reports for senior management, contributing to informed decisionmaking.
- Managed high-volume transaction processing, maintaining accuracy while consistently meeting deadlines.
Bank Teller
Western Bank
11.2018 - 12.2019
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Education
Bachelors Degree - Accounting And Business Management
Texas A&M, Kingsville
01.2018
Skills
- Critical thinking
- Excellent customer service
- Financial management
- Problem solving skills
- Communication skills
- Detail Oriented
- Data entry proficiency
- Call center experience
- Complaint Handling/Problem solving skills
- Active Learning
Certification
CPR Certified
Accomplishments
- Awarded for team leadership
- Awarded for best customer service
- Implemented Ideas for improvement
Timeline
Customer Care Advocate
BayMark Health Services
01.2024 - Current
Customer Care Manager
People Ready Staffing
06.2023 - 01.2024
Case Manager
Rising Youth Services
02.2021 - 06.2023
Data Processing Specialist
Vanguard Investments
02.2020 - 01.2021
Financial Processor
Silicon Valley Bank
10.2019 - 11.2020
Bank Teller
Western Bank
11.2018 - 12.2019
Bachelors Degree - Accounting And Business Management
Texas A&M, Kingsville
CPR Certified
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