Summary
Overview
Work History
Education
Skills
Timeline
Generic
Aniya Simpson

Aniya Simpson

Charlotte,NC

Summary

Resourceful and dedicated Client Officer with over 6 years of customer service experience. Skilled in client onboarding, relationship management, technical support, and process improvement. Seeking a position to leverage my expertise in client success while continuing to grow professionally and acquire new skills.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Customer Success Associate

Figure Lending
Greensboro, NC
11.2024 - 05.2025
  • Educated customers about HELOCs, including features, benefits, and usage.
  • Investigated and resolved customer issues and complaints related to their HELOC, ensuring timely and effective solutions.
  • Guided new customers through a seamless onboarding process, ensuring effective product adoption and usage.
  • Fostered strong client relationships by addressing needs and providing proactive solutions.
  • Analyzed customer data to identify trends, improve processes, and create opportunities for growth.

Dedicated Client Service Officer 2

Wells Fargo
Greensboro, NC
12.2023 - 09.2024
  • Delivered expert support on Wells Fargo's treasury management products and services.
  • Resolved client inquiries regarding payment processing, account access, and alerts.
  • Maintained in-depth product knowledge to ensure accurate and efficient service delivery.

Customer Service Representative

Bank of America
Greensboro, NC
08.2019 - 10.2023
  • Investigated customer account activity and managed payment tracking and check statuses.
  • Professionally handled fraud and identity theft cases, providing timely resolution.
  • Processed card replacements and provided clear explanations of account charges.

Supervisor

MCI Careers
Iowa City, IA
08.2018 - 06.2019
  • Led and coached a team to meet departmental performance goals.
  • Managed the hiring, onboarding, and development of new employees.
  • Created team schedules, conducted performance evaluations, and addressed customer concerns effectively.

Education

Associate in Applied Science - undefined

Guilford Technical Community College
05.2025

Skills

  • Client Success & Onboarding
  • Relationship Building & Client Retention
  • Treasury Management & Technical Support
  • Process Improvement & Data Analysis
  • Leadership & Team Management
  • Verbal & Written Communication
  • Microsoft Office & CRM Software
  • Typing Speed: 50 WPM

Timeline

Customer Success Associate

Figure Lending
11.2024 - 05.2025

Dedicated Client Service Officer 2

Wells Fargo
12.2023 - 09.2024

Customer Service Representative

Bank of America
08.2019 - 10.2023

Supervisor

MCI Careers
08.2018 - 06.2019

Associate in Applied Science - undefined

Guilford Technical Community College

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