Seasoned Financial Services Representative and exceptional sales professional. Decisive team leader with excellent attention to detail and a persuasive communication style. Offering 11 years of experience in sales and collections.
Trained new team members on operational procedures and best practices for customer engagement and service delivery.
Maintained up-to-date knowledge of World training and tax regulations, trends, and best practices to provide informed advice to customers.
Proactively works with all past due account to offer solutions for customers by telephoning accounts daily, updating customer information at every contact, and being knowledgeable of all collections policies and procedures.
Assisting Branch Manager to develop a solid plan to increase tax business and increase yearly goals by actively being involved in networking in the surrounding community.
Medical Assistant
1 Year 6 Months
Axis Spine and Pain | 10.2022 - 04.2024
Assisted in patient intake and medical history documentation for accurate treatment planning.
Coordinated scheduling of patient appointments to optimize office workflow and enhance patient experience.
Managed electronic health records, ensuring compliance with HIPAA regulations and accuracy in documentation.
Conducted preliminary patient assessments, measuring vital signs and collecting relevant health information.
Educated patients on treatment plans and medication instructions, fostering improved adherence to care protocols.
Streamlined inventory management processes, reducing waste and ensuring availability of necessary medical supplies.
Sanitized, restocked, and organized exam rooms and medical equipment.
Account Manager
5 Years 5 Months
World Acceptance Corporation | 04.2017 - 09.2022
Trained and mentored several new employees hired to fulfill various roles including Branch Managers and Account specialist by teaching day to day branch operations including cash operations, goal boards/ monthly standards, insurance claims, bankruptcies, and auxiliary products offered per state guidelines
Assisted District Manager in completing Office Condition Reports and actively assisting with the charge-off products
Assisted Branch Manager in planning and implementing strategies to meet organizational goals by completing daily branch goal boards and weekly projections to ensure positive growth opportunities and collection standards
Interim Manager throughout district in the absence of Branch Managers
Actively working in a growing, fast paced branch that maintains standard in all areas of operations, including compliant branch audits
Displays soundness in all ares of the loan process by making, securing, and closing loan documents
Able to identify and correct errors on loan documents before leaving the branch
Able to identify and describe all OTIS reports including COL, PRM, TST, POT, and LTR
Accurately calculates Loan Volume, slow file, Bad debt, POTS, and 30 day accounts
Proactively works with all past due accounts to offer solutions for the customer by telephoning accounts daily, updating information at every contact, and being knowledgeable of all collections policies and procedures
Offered advice and assistance to customers, paying attention to special needs or wants
Helping to develop a solid plan to increase tax business and exceed yearly branch goals by actively being involved through networking in the surrounding community
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
Answered customer telephone calls promptly to avoid on-hold wait times, completed applications, and processing payments in a timely manner
Responded to customer requests for products, services and company information
Completed all training requirements offered in position including BOLT program and all learning and development courses
Teller II
1 Year 11 Months
Georgia United Credit Union | 04.2015 - 03.2017
Identified sales opportunities and referred customers to branch partners in financial services
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft
Executed customer transactions, including deposits, withdrawals, money orders and checks
Coordinated daily cash reconciliation in high-volume location
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
Checked amount details and fraud markers for transaction papers such as checks and money orders
Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
Promoted products or services to each customer to consistently achieve sales targets
Rapidly and efficiently prepared customer and ATM cash and change orders
Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
Processed exchange and foreign currency
Advised clients on mortgage, education and personal loans
Performed customer transactions for money orders, cashiers checks, deposits and withdrawals
Collected member loan payments
Maintained teller drawer to perform bank transactions
Maintained friendly and professional customer interactions
Senior Customer Service Representative
4 Years 7 Months
World Acceptance Corporation | 08.2010 - 03.2015
Serviced customers in and polite and timely manner
Consistently demonstrated the ability to sell taxes and referrals
Proactively worked with all past due accounts to offer solutions for the customer by telephoning accounts daily, updating information at every contact, and being knowledgeable of all collections policies and procedures
Offered advice and assistance to customers, paying attention to special needs or wants
Helped to develop a solid plan to increase tax business and exceed yearly branch goals by actively being involved through networking in the surrounding community
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
Answered customer telephone calls promptly to avoid on-hold wait times, completed applications, and processing payments in a timely manner,
Responded to customer requests for products, services and company information
Education
Diploma - Practical Nursing
Heart of Georgia Technical College | Dublin, GA | 05-2009
Financial Services Representative at World Finance Company of South Carolina, LLCFinancial Services Representative at World Finance Company of South Carolina, LLC