Annie Belser-Heffernan
CHICAGO,IL
Summary
Dedicated Financial Solutions Specialist with over 7 years of experience specializing in customer service and compliance. Skilled in accessing client needs and providing tailored financial solutions. Exhibiting passion and dedication with an end goal to exceed client satisfaction, perform all roles effectively, support company directives while contributing to operational excellence.
Overview
9
9
years of professional experience
Work History
Financial Solutions Specialist
PNC Bank, NA
01.2019 - Current
- Collaborated with clients to assess financial needs and recommend appropriate products.
- Submit applications and/or assist customer how to apply online
- Ensured regulatory compliance by staying current on industry laws and guidelines pertaining to finance-related activities.
- Provided exceptional customer service, resolving complex issues quickly and effectively, resulting in high client satisfaction ratings.
- Discussed financial options with clients and provided informed suggestions.
- Conducted research to answer questions and handle issues using multiple systems and resources.
Child Support Officer II
Texas State Attorney General
07.2017 - 07.2018
- Document call and case actions taken during calls.
- Facilitated child support case management by collecting and processing financial information from custodial and non-custodial parents.
- Coordinated with legal teams to ensure compliance with state laws and regulations regarding child support enforcement.
- Conducted thorough investigations to locate non-custodial parents, utilizing databases and public records effectively, including CHAMP system.
- Explained child support program policies, procedures and regulations to customers
- Responded to customers' inquiries and complaints
- Maintained and/or continued ongoing training to adhere to regulatory compliance.
- Developed training materials for new staff, enhancing understanding of child support policies and procedures.
Education
No Degree - Criminal Justice
Southern New Hampshire University
Manchester, NH01-2027
High School Diploma -
Lew Wallace High School
Gary, IN06-1986
Skills
- Customer service/Customer focus
- Problem-solving/Decision making
- Attention to detail/Follow up
- Financial advising
- Results Oriented
- Accountability
- Attention to detail
- Excellent communication
- Computer skills
Chairman Award
Awarded in 2025 for recognition - an honor given to top-performing staff members for exceptional service, community volunteering, or leadership.
Timeline
Financial Solutions Specialist
PNC Bank, NA
01.2019 - Current
Child Support Officer II
Texas State Attorney General
07.2017 - 07.2018
No Degree - Criminal Justice
Southern New Hampshire University
High School Diploma -
Lew Wallace High School