Communicative customer service professional motivated to maintain customer satisfaction and contribute to company success. History managing large amounts of inbound calls and sustaining satisfactory relationships with customers. Offers skill with CRM systems paired with outstanding active listening and multitasking abilities.
Overview
28
28
years of professional experience
1
1
Certification
Work History
CUSTOMER SERVICE REPRESENTATIVE
Maximus Federal
Phoenix, AZ
10.2016 - 02.2025
Answered a high volume of telephone calls from customers regarding insurance issues
Assisted customers in the selection of insurance plans
Maintained contact and followed up on problems that required special handling
Recognized by customers who appreciated my extra efforts
Researched and responded to customer inquiries and explained their insurance issues to their satisfaction
Trained new staff on customer service protocols and best practices.
Escalated complex issues to management for further resolution when necessary.
Collaborated with team members to improve service delivery and efficiency.
Documented customer interactions in the CRM system accurately and timely.
Resolved customer issues using company policies and procedures effectively.
Case Manager
Southwest Behavioral Health Services
Phoenix, Arizona
07.2022 - 07.2024
Coordinated client care plans with interdisciplinary teams and community resources.
Assessed client needs through interviews and standardized assessments.
Documented case notes and maintained accurate client records in electronic systems.
Facilitated support groups to enhance client coping skills and community engagement.
Advocated for clients' access to mental health services and resources.
Developed crisis intervention strategies for clients experiencing acute distress.
Monitored client progress and adjusted treatment plans as necessary.
Collaborated with external agencies to ensure comprehensive service delivery for clients.
Provided case management services including intake, assessment, crisis intervention, advocacy, referral and monitoring of families.
Monitored client progress through regular follow-up contacts.
Maintained accurate case records and documentation according to agency guidelines.
Assessed clients' needs, developed service plans and monitored progress towards goals.
Business Loan Officer
Wells Fargo
Phoenix, AZ
12.2020 - 07.2021
Doing loans for small business owners
Evaluated loan applications for business financing opportunities.
Analyzed credit reports to assess borrower risk profiles.
Consulted with clients to determine financial needs and goals.
Prepared detailed loan proposals for management review.
Coordinated with underwriters to facilitate loan processing.
Educated clients on loan products and terms available.
Maintained comprehensive records of client interactions and transactions.
Ensured compliance with lending regulations and company policies.
Processed payments from customers in accordance with established procedures.
Resolved any discrepancies related to documentation or collateral issues before closing a loan.
CUSTOMER SERVICE REPRESENTATIVE
Kelly Services
St. Louis, MO
03.2014 - 09.2017
Answered a high volume of telephone calls from customers regarding payments, returns and charges to accounts
Assisted customers in the selection of products
Maintained contact and followed up on problems that required special handling
Provided marketing support by making outbound sales calls for special promotions
Recognized by customers who appreciated my extra efforts
Researched and responded to customer inquiries and explained transactions to their satisfaction
Customer Service Rep
U-Haul
Phoenix, AZ
03.2010 - 02.2012
Answered a high volume of telephone calls from customers regarding payments, returns and charges to accounts
Assisted customers in the selection of products
Maintained contact and followed up on problems that required special handling
Provided marketing support by making outbound sales calls for special promotions
Recognized by customers who appreciated my extra efforts
Researched and responded to customer inquiries and explained transactions to their satisfaction
Assisted customers with rental inquiries and vehicle reservations.
Provided product information and recommendations to enhance customer experience.
Handled customer complaints and resolved issues promptly and professionally.
Property Manager
Hannay Property Management
Phoenix, AZ
09.2010 - 12.2011
I managed day to day aspects of the property and 7 workers were under me.
Property Manager
Biltmore Properties
Phoenix, AZ
02.1997 - 06.2007
Managed property
Rented apartments
Turns
Managed employee
Hiring/firing
Collect rent
MarketingEtc...
Education
Associate in Real estate -
Central Arizona College
Florence, AZ
06.2012
Associate's degree - Human Development & Family Studies
CUSTOMER SERVICE WEB CHAT REPRESENTATIVE (CSR) BILINGUAL (SPANISH) TIER 1 at Maximus FederalCUSTOMER SERVICE WEB CHAT REPRESENTATIVE (CSR) BILINGUAL (SPANISH) TIER 1 at Maximus Federal