Beatriz Brantley
Mesa,AZ
Summary
Result driven with over 18 years of customer service experience. Motivated, organized professional with strong team building, communication, problem-solving, and technical abilities.
Overview
18
18
years of professional experience
Work History
Property Management
Invitation Homes
05.2025 - Current
- Assisting residents (in English or Spanish) over the phone or in person in a fast-paced, high-volume environment
- Handle property issues and general property condition assessments (GPCA’s)
- Assisting residents with Rental Assistance forms in a timely manner.
- Register residents with their communities HOA so they can enjoy all the community's amenities.
- Assisting in handling residents responsible for Homeowner Association violations.
- Completing resident welcome calls and emails to help ensure a seamless move-in experience.
- Executed a proactive outreach with the 90-Day Survey feedback helping to identify and resolve service and communication gaps
Team Generalist -Offbook Account Servicing
Edward Jones Financial Institute
01.2008 - 01.2025
- Answer over 20% of the team’s Salesforce Cases on Mutual Fund Linking & Retirement Plans
- Assisted in clone testing for Donor Advised Funds & Retirement Plans
- Process Donor Advised Funds Daily Instructions with zero losses due to processing errors.
- Proficiency in procedures and systems related to Group Retirement Plans.
- Support daily operations like processing account transfers, withdrawals, and Branch and FA account maintenance.
- Collaborating with Teams / working closely with other departments to ensure smooth operations and meet client needs.
- Created process documentation and trained colleagues.
Education
High School -
West Jefferson High School
Marrero, LA01-1998
Certified CNA and Medical Assistant - Phlebotomy Technician
Gretna Career College
Gretna, LA01-2000
Skills
- Knowledgeable & Experience with Salesforce
- SharePoint & Excel Proficient
- De-escalation & Emotional Intelligence
- Financial Literacy (Utility & Fee Expertise)
- Proactive Conflict Resolution
- Cross-Department Task Force Leadership
- Adaptability & Flexibility
- Work Well with Others
- Bilingual Spanish Portuguese English
Timeline
Property Management
Invitation Homes
05.2025 - Current
Team Generalist -Offbook Account Servicing
Edward Jones Financial Institute
01.2008 - 01.2025
High School -
West Jefferson High School
Certified CNA and Medical Assistant - Phlebotomy Technician
Gretna Career College