Caitlyn Lentz
San Tan Valley,USA
Summary
Detail-oriented Customer Service and Financial Services Professional with 10 years of experience in high-volume environments. Expertise includes wire transfer operations, fraud awareness, regulatory compliance, and client retention. Committed to resolving complex issues and enhancing customer experiences through effective problem-solving and adaptability.
Overview
10
10
years of professional experience
Work History
Wire Transfer Specialist
Wells Fargo Corporate Office
Chandler, USA
01.2024 - Current
- Investigated delayed or failed wire transactions to resolve issues promptly
- Monitor transactions for potential fraudulent activity
- Ensure compliance with OFAC regulations
- Assisted customers and team members with inquiries about wire transfers to ensure clarity and satisfaction
- Coordinated with internal teams to determine status of funds, facilitating timely updates and resolutions
Lead Patient Ambassador
Smart Brain Aging
Scottsdale, USA
11.2020 - 12.2022
- Improve patient recruitment/retention
- Enhanced patient recruitment and retention strategies
- Tracked metrics and made goal-based decisions.
- Monitored team goals and adjusted approach to meet objectives
- Managed patient escalations to ensure timely resolution of issues and improve satisfaction.
- Hire, train, and coach a team of up to 4 members
Insurance Sales Agent
Bloom Insurance Agency
Mesa, USA
11.2019 - 11.2020
- Delivered accurate plan information to prospective buyers, facilitating informed decisions
- Guided clients in selecting health insurance plans tailored to their specific needs, enhancing satisfaction
- Focused on meeting daily sales objectives to maximize revenue
Scheduling Coordinator
SMS Assist
Phoenix, USA
02.2018 - 10.2019
- Developed scheduling protocols, enhancing accuracy and streamlining scheduling process.
- Processed and tracked payments for services rendered, ensuring timely client billing.
- Guided and mentored junior staff members.
Inbound Sales Representative And Billing Specialist
TTEC, ADT
Tempe, USA
01.2017 - 11.2017
- Answered inbound calls from customers to facilitate service changes, cancellations, or upgrades
- Resolved customer billing inquiries through effective communication
- Communicated with leadership team about observed trends to inform decision-making
- Maintained open lines of communication with leadership team regarding trends seen
Education
Some College (No Degree) - Management
Maricopa Community Colleges, Chandler-Gilbert Community College
Chandler, AZSkills
- Wire Transfer Operations
- Transaction Processing
- Transaction Monitoring
- Transaction Investigation
- Fraud mitigation
- Regulatory Compliance
- Risk Awareness
- Customer Relationship Management
- Customer Retention
- Escalation Resolution
- Data Accuracy
- Systems Adaptability
References
Jaqueline Moran Caballaro-Wells Fargo
Senior Wire Specialist
(720)621-3683
Michael Childers-SMS Assist
Scheduling Manager
(623)306-0642
Jessica Kush-Smart Brain Aging
Operations Manager
(480)221-8214
Timeline
Wire Transfer Specialist
Wells Fargo Corporate Office
01.2024 - Current
Lead Patient Ambassador
Smart Brain Aging
11.2020 - 12.2022
Insurance Sales Agent
Bloom Insurance Agency
11.2019 - 11.2020
Scheduling Coordinator
SMS Assist
02.2018 - 10.2019
Inbound Sales Representative And Billing Specialist
TTEC, ADT
01.2017 - 11.2017
Some College (No Degree) - Management
Maricopa Community Colleges, Chandler-Gilbert Community College