Anna Perez
Glendale,AZ
Summary
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
Lead Account Specialist
Discover
01.2023 - Current
- Collected, arranged, and input information into database system.
- Improved customer satisfaction ratings by providing timely and accurate information on claim status.
- Serviced high volume of calls while providing excellent customer service.
- Reduced average call handling time, ensuring prompt service to customers while maintaining quality interactions.
Mortgage Closer
Wells FARGO
01.2021 - 05.2022
- Prepare final documentation and mortgage-closing packages
- Responsible for managing a pipeline of work from assignment to completion
- Communicating effectively with Settlement Agents, customers and/or 3rd parties
- Entering loan information into the system.
Personal Banker
Wells FARGO
07.2015 - 12.2020
- Recommending and explaining banking services and products to clients based on their financial needs
- Responsible for opening and closing accounts
- Provide excellent customer service
- Resolving customer issues about their banking accounts and service.
Lead Teller
Wells FARGO
01.2013 - 07.2015
- Responsible for managing a cash drawer
- Cash handling
- Completing operational tasks as needed
- Provided guidance and support to less experienced Tellers.
Teller
Wells FARGO
10.2008 - 12.2012
- Responsible for maintaining and balancing a cash drawer
- Provided customer service
- Offered various financial products and services to customers
- Always followed company identification policies
- Completed account transactions.
Education
High School Diploma -
Trevor G. Browne High School
Phoenix, AZ05.2008
Skills
- Expert Problem Solving
- Self Motivation
- Excellent Communication
- Team Collaboration
- Multitasking
- Organizational Skills
- Goal Setting
- Adaptability
Languages
Spanish
Native or Bilingual
Timeline
Lead Account Specialist
Discover
01.2023 - Current
Mortgage Closer
Wells FARGO
01.2021 - 05.2022
Personal Banker
Wells FARGO
07.2015 - 12.2020
Lead Teller
Wells FARGO
01.2013 - 07.2015
Teller
Wells FARGO
10.2008 - 12.2012
High School Diploma -
Trevor G. Browne High School