Motivated and detail-oriented professional with experience in credit management, collections, and customer service. Adept at analyzing data, managing accounts, and mitigating risk. Seeking a Credit Management Associate position where I can apply my skills in financial analysis, credit risk assessment, and problem-solving to contribute to the growth and efficiency of the company.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Collection Portfolio Associate Manager
Internal Revenue Service, IRS
11.2022 - 11.2023
Assessing the effectiveness of the company's current collection practices, including customer contact methods, payment plan options, and follow-up procedures.
Developed strong relationships with clients by providing timely updates on portfolio performance and addressing any concerns or queries.
Managed accounts receivable for a diverse portfolio, ensuring accurate and timely billing.
Applied payments, reconciled discrepancies, and followed up on overdue accounts.
Contributed to the growth of client assets through effective management of various investment portfolios.
Improved operational efficiency by streamlining internal processes and implementing best practices for portfolio management.
Mental Health Technician
Friends Hospital
08.2020 - 09.2022
Worked with individuals experiencing acute mental health crises in an inpatient psychiatric unit, assisting with daily care and treatment.
Ensure patient safety by maintaining a structured environment and following facility protocols.
Supported patients in managing mental health symptoms, providing comfort, emotional support, and assistance with coping strategies.
Provided administrative support by maintaining accurate patient records and assisting with routine documentation and reporting of clinical observations.
Demonstrated familiarity with procedures related to proper search and seizure, according to company policy
Customer Service Representative
Bank of New York Mellon (BNYM)
01.2019 - 07.2020
Addressed all inquiries about account types and banking products, such as CDs, money market accounts, loans and credit cards
Ensure that all client interactions comply with internal policies, industry regulations, and legal requirements.
Assist banking customers who are victims of fraud, theft or identity theft
Provide superior customer service by responding promptly to client inquiries via phone, email, and chat regarding account information, transactions, and investment products.
Assist clients with account openings, transfers, and maintenance, ensuring all client requests are processed accurately and efficiently.
Maintain a balance between remote work and in-office presence, attending meetings and collaborating with teams as needed in the office.
Track and document all client interactions in the CRM system, ensuring accurate and up-to-date records of client requests and inquiries.
Emotional Support Teachers Assistant
Montgomery County Intermediate Unit
01.2018 - 12.2019
Work closely with the emotional support teacher to implement individualized education plans (IEPs) for students with emotional and behavioral challenges.
Collaborated with occupational therapists to create sensory-friendly classroom environments with set goals to improve student participation.
Supported lead teacher in implementing lesson plans for a class of 25 students and administered daily activities for special education students, leading to a 20% improvement in task completion
Monitored and recorded student progress, providing data that led to more customized educational plans and a 10% increase in goal attainment.
Provided one-on-one support to students with autism, helping to reduce instances of outbursts by 20%.
Education
Pharmacy Technician Program - Pharmaceutical Technician
Ultimate Medical Academy
Tampa, FL
01.2017
High School Diploma -
Overbrook High School
Philadelphia, PA
05.2012
Skills
Investment research
Financial and operational reporting
Data collection & research
Data inputting
Account reconciliation
Financial management
Customer relationship management
Data analysis
MS office suite
Excellent attention to detail
Microsoft Excel
Certification
First Aid Certification
CPR Certification
Additional Information
Organized, trustworthy, great attention to detail, customer service oriented, critical thinking skills and a team player., Proficient with Microsoft Word, Excel, PowerPoint and Outlook, Fluent typing skill of 82 WPM, CPR certified and trained in First Aid
Timeline
Collection Portfolio Associate Manager
Internal Revenue Service, IRS
11.2022 - 11.2023
Mental Health Technician
Friends Hospital
08.2020 - 09.2022
Customer Service Representative
Bank of New York Mellon (BNYM)
01.2019 - 07.2020
Emotional Support Teachers Assistant
Montgomery County Intermediate Unit
01.2018 - 12.2019
Pharmacy Technician Program - Pharmaceutical Technician