Summary
Overview
Work History
Education
Skills
Timeline
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BreAnn Engen

Omaha,NE

Summary

Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

7
7
years of professional experience

Work History

Estates Hotline Specialist

Charles Schwab & Company
Omaha, NE
04.2023 - 06.2024
  • Developed rapport with customers through empathetic listening skills, creating positive experiences even during difficult conversations.
  • Established a positive workplace culture that promoted enthusiasm, dedication, and commitment among call center staff members.
  • Enhanced call center productivity by effectively managing high call volumes and maintaining a professional demeanor.
  • Answered over 30 calls per shift to meet fast-paced call center demands.

Client Account Services Specialist

TD Ameritrade
Omaha, NE
03.2021 - 04.2023
  • Managed high-volume workloads, prioritizing tasks to ensure timely completion and quality results.
  • Trained new team members, sharing best practices and ensuring consistent service standards across departments.
  • Streamlined service processes for increased efficiency and improved customer experiences.
  • Provided expert guidance in troubleshooting complex issues, leveraging extensive industry knowledge to resolve problems quickly and efficiently.
  • Delivered prompt and accurate assistance on various operational matters such as account updates, transaction inquiries, dispute resolution – elevating customer experience levels significantly during interactions.

Cooperate Office Coordinator

TD Ameritrade
Omaha, NE
05.2020 - 03.2021
  • Maintained strict confidentiality of sensitive information, upholding the highest level of professionalism at all times.
  • Reduced errors in data entry with careful attention to detail and double-checking work for accuracy.
  • Facilitated the timely completion of projects by coordinating schedules, resources, and communication among team members.
  • Ensured prompt delivery of time-sensitive materials to clients through effective prioritization and coordination with mail services.
  • Efficiently supervised filing, sorting and handling incoming and outgoing mail.
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Coordinated special projects.

Financial Services Trainee

TD Ameritrade
Omaha, NE
01.2020 - 05.2020
  • Continuously improved personal skills through professional development opportunities, leading to enhanced job performance and client satisfaction.
  • Maintained up-to-date knowledge of industry regulations, ensuring compliance throughout all aspects of operations.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Reduced average call handle time while maintaining high-quality service through efficient problem-solving skills and attention to detail.
  • Answered up to 60 incoming calls in busy, fast-paced call center environment.

Assistant Store Manager

Carters Oshkosh
Omaha, NE
02.2019 - 09.2019
  • Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
  • Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
  • Streamlined inventory management with regular audits, accurate ordering, and efficient stock organization.
  • Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
  • Implemented loss prevention tactics to deter thefts while maintaining a welcoming environment for all customers.

Customer Service Lead

Carters Oshkosh
Gretna, NE
12.2017 - 02.2019
    • Trained, oversaw, and mentored new team members to strengthen performance and job expertise.
    • Supervised day-to-day customer service operations to provide staff with guidance and drive productivity.
    • Promoted to team lead of customer service for displaying outstanding enthusiasm and remaining calm in extremely trying situations.
    • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

Education

High School Diploma -

Gretna High School
Gretna, NE
05.2007

Skills

    Customer Service

    Problem-solving abilities

    Active Listening

    Critical Thinking

    Data Entry

    Call center experience

    Computer Proficiency

    Money handling abilities

    Microsoft Excel

    Payment Processing

    Microsoft Outlook

    Quality Control

Timeline

Estates Hotline Specialist

Charles Schwab & Company
04.2023 - 06.2024

Client Account Services Specialist

TD Ameritrade
03.2021 - 04.2023

Cooperate Office Coordinator

TD Ameritrade
05.2020 - 03.2021

Financial Services Trainee

TD Ameritrade
01.2020 - 05.2020

Assistant Store Manager

Carters Oshkosh
02.2019 - 09.2019

Customer Service Lead

Carters Oshkosh
12.2017 - 02.2019

High School Diploma -

Gretna High School