Brooke Sadler
Fort Mill,USA
Summary
To obtain employment with a company requiring a problem solver, with excellent public relations skills, ongoing commitment to professionalism, and customer satisfaction. Authorized to work in the US for any employer
Professional service industry expert, prepared to leverage extensive experience in client relations to drive positive outcomes. Known for fostering teamwork and adapting to evolving needs, ensuring reliable and efficient service. Skilled in conflict resolution and relationship management, valued for dependable and proactive approach.
Overview
20
20
years of professional experience
Work History
Service Professional
LPL Financial
01.2021 - Current
- Answer phones, schedule appointments, and prepare materials for client meetings
- Keep client management systems up-to-date with client information
- Assist with information and documentation requirements for new accounts, transfers, and more
- Conduct proactive outreach to clients and advisors on time-sensitive activities (e.g., RMDs)
- Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
- Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
- Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc
Residential behavioral Counselor
New Hope Carolina’s Treatment Center
07.2017 - 03.2024
- Ensures the safety of all residents under their care by learning and implementing only those medical and life safety policies and procedures approved by New Hope NC1 Inc.
- Provides therapeutic supervision of residents during treatment activities.
- Reports immediately to the Program Supervisor any behavior which may disrupt the therapeutic milieu, or which may indicate a potential problem for the patient.
- Assists in the orientation of all new residents and provides continuing education and assistance with program rules and expectations.
- Assists in the management of aggressive residents as needed, using only de-escalation and behavior management techniques approved by New Hope NC1 Inc.
- This position requires the ability to restrain physically aggressive residents.
- Assists in the coordination of therapeutic activities and oversees the completion of resident activities including but not limited to hygiene, chores, journalizing, homework or other clinical assignments.
- Provides documentation in the health record of resident behavior, and interventions provided and their effectiveness daily, using the format approved by New Hope NC1 Inc.
- Maintains an awareness of the whereabouts of all residents under their care by providing constant supervision, regular rounds and resident counts throughout their shift.
- Participates as an active member of a multi-disciplinary treatment team.
- Attends daily shift reports, staff meetings, resident staffing and all other required meetings.
- Participates in staff growth and development training activities and maintains a minimum number of hours as required by New Hope Treatment NC1 Inc. and its licensure agencies.
- Monitor and provide supervision of behavioral interventions as outlined in the resident’s treatment plan.
- Provide timely and accurate documentation of interventions as related to the progress of treatment plan goals.
Preferred Client Account Representative - Call Center
UPS Freight
10.2014 - 04.2020
- Assist preferred account clients via incoming calls by phone, via email, and via fax.
- Schedule pick-ups, cancel pick-ups, and modify pick-ups when applicable.
- Track freight shipments for domestic and international shipments.
- Provide ETA for pick-ups and deliveries.
- Provide time in transit for shipments.
- Verify billing for third party billing accounts.
- Review cash status flags.
- Submit and/or complete billing and rating corrections.
- Assist in credit card payments for freight bills.
- Analyze customer credit history when applicable, to accept credit card payments.
- Analyze freight bills, rating, invoices, and documents, including custom documents.
- Submit requests for refunds, write-offs, and voids.
- Complete and follow up on requests for re consignments and shipment changes.
- Submit and follow up on locators for missing and misrouted shipments.
- Place appropriate notes on shipments.
- Assist with claims documents and reviewing information needed for a claim.
- Provide status updates on claims.
- Submit dispositions for refused freight shipments.
- Communicate with clients, send documents, and/or responses via phone email, and fax.
- Complete rate quotes for domestic and international shipments.
- Assist with basic broker and customs information, for international shipments.
PCA Certified/ Caregiver
Home Instead
07.2019 - 12.2019
- Assist with day-to-day tasks to include cooking, feeding, house cleaning.
- Assisted clients with mobility needs, to include transporting in and out of bed and/or sitting positions, to and from restroom.
- Assisted with personal care needs, to include bathing, dressing and/or undressing, hair care, toileting.
- Set medication reminders and aide of medication during arranged times.
- Analyzed client changes and recorded and kept record of applicable changes.
- Engaged in activities to enhance the client's day to day life.
Phone Bank Rep II - Call Center
Wells Fargo Bank
01.2012 - 07.2014
- Responsible for handling incoming calls concerning banking needs.
- Assisted with account balances and/or account transactions.
- Transferred funds between accounts and through wire transfer options, when needed.
- Provided products and solutions accustomed to fit the customers banking needs.
- Opened and closed accounts.
- Reviewed credit status for new account products.
- Assisted with fraud blocks and completed fraud account transfers when applicable.
- Submitted and took fraud claims, for unauthorized activity.
- Troubleshot online banking and IVR issues.
- Reviewed accounts for overdraft and monthly maintenance fees, when applicable issued a refund and/or solutions to prevent the fees in the future.
Customer Solutions and Sales Specialist II - Call Center
Bank of America
06.2007 - 09.2010
- Assisted customer by answering incoming calls.
- Provided account balances and/or account transactions.
- Transferred funds between accounts, when needed.
- Troubleshot online banking and IVR issues.
- Opened and closed accounts.
- Performed soft credit history and credit score checks, when applicable to establish new account products.
- Performed identity theft checks, via public records data base.
- Promoted new products and solutions that best fit the customer needs.
Telemarketing Agent - Call Center
West Telemarketing
08.2006 - 05.2007
- Responsible for incoming calls for solicitations of credit card products, and merchant assistance.
- Answered questions pertaining credit card offers provided to customers.
- Assisted customer with finding a credit product that fit their needs.
- Took credit card applications and read terms and agreements.
- Helped merchants with authorizations approval codes, and or reasons for decline of debit/credit cards.
Waitress
Captains D's Seafood
03.2005 - 07.2006
- Waited on tables within dining area setting.
- Maintained customer's dining experiencing by delivering food, beverage, and any other items needed.
- Kept clean dining area and bathroom areas.
- Cleaned dining area, tables, and trash areas.
- Ensured dining space used stocked with dining room essentials.
Education
High School Diploma -
Churchland High School
Portsmouth, VA01.2006
Skills
- IVR system management
- Risk analysis in lending
- Lead generation via telemarketing
- Data communication expertise
- Skilled in Microsoft Office tools
- Skilled in Microsoft Word formatting and editing
- Proficient in Microsoft Outlook
- Service excellence
- Transaction handling
- Fundamental mathematics
- Customer relationship management in banking
- Proficient in managing multi-line phones
- Familiarity with Windows software applications
- Live chat support
- Customer engagement
- Account updating
- Client relations management
- Guest relations management
- Point of sale operation
- Cash management
- Sales experience
- Financial accounting
- Administrative coordination
- Client account management
- Risk analysis in credit
- Front office operations
- Dispute resolution
- Effective communication
- Public relations management
- Effective cash flow oversight
- Organizational cleaning skills
- Effective time management
- De-escalation techniques
- Quality assurance
- Active listening
- Relationship building
- Data entry
- Staff education and training
- Documentation
- Product knowledge
- Coordination
- Clerical support
- Team collaboration
- Adaptability and flexibility
- Quality control
- Prioritization
- Documentation and recordkeeping
Timeline
Service Professional
LPL Financial
01.2021 - Current
PCA Certified/ Caregiver
Home Instead
07.2019 - 12.2019
Residential behavioral Counselor
New Hope Carolina’s Treatment Center
07.2017 - 03.2024
Preferred Client Account Representative - Call Center
UPS Freight
10.2014 - 04.2020
Phone Bank Rep II - Call Center
Wells Fargo Bank
01.2012 - 07.2014
Customer Solutions and Sales Specialist II - Call Center
Bank of America
06.2007 - 09.2010
Telemarketing Agent - Call Center
West Telemarketing
08.2006 - 05.2007
Waitress
Captains D's Seafood
03.2005 - 07.2006
High School Diploma -
Churchland High School
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