Dynamic Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
2026
2026
years of professional experience
Work History
Debt Negotiator
Beyond Finance
Chicago, IL/Remote
12.2023 - Current
Administered detailed review processes and management of regulated legal and financial files, guaranteeing alignment with established internal policies and regulatory standards.
Evaluated financial discrepancies and devised strategic corrective action plans to ensure timely resolution of financial challenges.
Delivered thorough case notes and consistent status updates for assigned client accounts, enhancing overall account management efficiency.
Streamlined communication efforts between external entities and internal departments to enhance resolution timelines and uphold compliance protocols.
Assessed legal documents and contracts for discrepancies, ensuring comprehensive risk mitigation strategies.
Streamlined casework processes through optimized time management strategies, maintaining adherence to tight deadlines.
Negotiator Specialist
Gardner Legal/ Strategic Solutions
Williamsville
11 2021 - 12.2023
Evaluated and managed regulated legal and financial files, ensuring completeness and strict compliance with internal policies and regulatory standards.
Analyzed financial discrepancies and outlined corrective actions to streamline resolution of outstanding financial issues.
Administered client accounts with comprehensive case notes and regular status updates to support effective account management.
Coordinated communication efforts between external parties and internal teams to support issue resolution and maintain adherence to compliance protocols.
Reviewed and assessed legal documents and contracts to uncover potential conflicts and inconsistencies, ensuring proactive risk management.
Streamlined casework processes to effectively handle high volumes and adhere to strict deadlines.
Customer Service
Strategic Financial Services
Williamsville
1 2019 - 11 2021
Account management for assigned clients
Document processing
Inbound/ Outbound calls & email
Kept accurate records to document customer service actions and discussions.
Collaborated with upper management to improve customer service processes and support structures company-wide.
Followed through with client requests to resolve problems.
Addressed potential cancellations and offered catered solutions to retain accounts.
Generated customer satisfaction surveys to analyze results into action plans.
Cashier
7 eleven
Cheektowaga NY
1 2018 - 1 2019
Worked closely with shift manager to solve problems and handle customer concerns.
Addressed customer needs and made product recommendations to increase sales.
Restocked and organized merchandise
Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Upsold additional products and services to customers, increasing revenue.
Built relationships with customers to encourage repeat business.
Used POS system to enter orders, process payments and issue receipts.
Bus Aide
Transport America
Buffalo NY
1 2017 - 1 2018
Supervised students and maintained discipline on bus to reduce driver distraction.
Communicated with bus driver to meet students' medical, physical and behavioral needs during transport.
Documented incidents and submitted reports.
Monitored behavior to keep order and prevent bus driver from being distracted.
Assisted with safe and efficient boarding of all bus passengers
Completed daily attendance logs for all routes.
Built and maintained positive relationships with teachers, students and parents.
Door-to-Door Sales Representative
Long Fence Company
Washington DC
1 2016 - 1 2017
Learned and implemented consultative selling skills to identify opportunities, overcome objections and close sales.
Consulted with clients after sales or contract signings to resolve problems and provide ongoing support.
Drove team revenue totals by bringing in top sales numbers.
Completed follow up appointments or calls
Offered customers best-fit, beneficial solutions from available product line.
Pursued existing and potential customers by phone, email and text message to generate leads and close sales.
Assistant
Superior Circuits
Rockville Maryland
1 2015 - 1 2016
Organize finances and documents
Manage incoming and outgoing emails
Assisted manager in all aspects of business operations.
Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
Developed and implemented strategies to streamline office operations.
Updated database of contacts
Developed and maintained filing systems to facilitate easy access to information.