Goal-oriented account representative with proven expertise in customer engagement and CRM proficiency. Dedicated to enhancing customer satisfaction through effective resolution of inquiries and proactive communication.
Work History
Account Representative
2 Years 4 Months
Regions Bank | 02.2016 - 06.2018
Managed customer accounts to ensure satisfaction and retention.
Facilitated communication between clients and bank representatives to resolve inquiries.
Processed loan applications and provided updates to clients throughout the approval process.
Conducted financial needs assessments to recommend appropriate banking products.
Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
Kept detailed records of customer interactions for optimal traceability.
Account Resolution Specialist
1 Year
BBVA Compass Bank | 02.2017 - 02.2018
Resolved customer account discrepancies through effective communication and problem-solving techniques.
Assisted in processing account adjustments and ensuring compliance with bank policies.
Collaborated with cross-functional teams to enhance customer service experience and streamline resolution processes.
Maintained accurate documentation of account resolutions, contributing to improved data integrity.
Adapted quickly to new tools and processes, improving response times for resolving customer issues.
Intake Specialist / Receptionist
6 Months
Environmental Litigation Group | 04.2015 - 10.2015
Managed case intake processes, ensuring accurate data entry and documentation compliance.
Streamlined intake procedures, enhancing efficiency and reducing processing time for new cases.
Coordinated communication between clients and legal teams to facilitate information exchange.
Conducted initial client assessments to determine eligibility for environmental litigation services.
Collaborated with cross-functional teams to improve client service delivery and satisfaction.
Collection Customer Service Representative
1 Year
Pra Group Inc | 09.2014 - 09.2015
Executed collection strategies using company systems to improve recovery rates.
Resolved disputes by negotiating payment plans that aligned with customer capabilities.
Assisted customers with account inquiries and payment arrangements to enhance satisfaction.
Maintained accurate records of customer interactions and payments for compliance purposes.
Developed solutions for complex customer issues, ensuring timely resolution and retention.
Reduced outstanding receivables by consistently following up on overdue payments and negotiating payment arrangements.