Brandie Ewing
Las Vegas,US
Summary
Customer Service/Operations professional with 19 years of extensive experience in financial services and healthcare. Demonstrates exceptional listening, communication, and conflict resolution skills, ensuring service excellence. Adept at managing complex accounts and maintaining client relations with a courteous and organized approach.
Overview
18
18
years of professional experience
Work History
Associate Fiduciary Specialist 4
Wells Fargo
Las Vegas, US
04.2016 - 08.2024
- Support Fiduciary Administrators with account administration
- Provide client service and address client inquiries
- Participate in business development activities
- Execute daily transactions and controls and monitors the maintenance of records and files within company policies and guidelines
- Identify and recommend opportunities for process improvement and risk control development
- Research and resolve routine operational issues related to moderately complex accounts
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures and compliance requirements
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Interact with internal and external customers
Lockbox processor
Bank of Nevada
Las Vegas, US
04.2014 - 07.2015
- Processes and deposits checks and invoices received by mail
- Reviews checks/invoices for special instructions given by customers and determines the appropriate item handling
- Sorts mail, processes accounts, and prepares deposit tickets to meet daily and hourly deadlines
- Prepares information for input into the information reporting system
Administrative Assistant II
UCLA Health
Santa Monica, US
07.2013 - 04.2014
- Maintained and handled patient calls and appointments for UCLA's department of medicine, hematology/oncology clinic
Customer Service Advocate
RX Solutions
Costa Mesa, US
11.2010 - 07.2011
- Took 100 plus calls per day for mail service pharmacy dept
- Of a health care insurance Company
- Responsible for helping retail pharmacies process medication claims properly for the patients
Customer Service Associate
Auto club of Southern California
Long Beach, US
03.2006 - 10.2009
- Implemented new processes and systems for improving customer service satisfaction
- Provided customer service for an average of 90 calls per day for roadside assistance as well as answering customer inquiries, solving problems, and providing new product information
Education
Diploma -
Narbonne High School
Harbor City, CA01.2000
Skills
- Conflict resolution
- Skillful
- Organization
- Listening
- Expert
- Accomplishments
- Communication
- Windows
- Courteous
- Problem-Solving
- Operational Efficiency
- Task Prioritization
- Performance Management
Accomplishments
- Conflict Resolution, Experienced
- Communication, Experienced
- Windows, Skillful
- Courteous, Expert
References
- Ashley Grosz, Grosz Live Productions, 702-523-5300
- Shannon Griego, Load Trail, 903-732-7096
Timeline
Associate Fiduciary Specialist 4
Wells Fargo
04.2016 - 08.2024
Lockbox processor
Bank of Nevada
04.2014 - 07.2015
Administrative Assistant II
UCLA Health
07.2013 - 04.2014
Customer Service Advocate
RX Solutions
11.2010 - 07.2011
Customer Service Associate
Auto club of Southern California
03.2006 - 10.2009
Diploma -
Narbonne High School