Resourceful financial professional, with an outstanding background in customer service, sales, and banking. Capable of giving each consumer accurate information , service options and product recommendations.
Overview
9
9
years of professional experience
Work History
Stow
Amazon
Jacksonville, FL
01.2022 - 05.2022
Maintained clean and organized workspaces to uphold safety standards.
Organized both outgoing and incoming shipments based on product descriptions and shipment dates.
Separated damaged items from functional ones before placing on shelves.
Kept work areas neat, clean and free from debris.
Customer Service Specialist
Internal Revenue Service, IRS, Treasury
Jacksonville, FL
10.2018 - 03.2020
Provide Taxpayers with the correct/complete responses and resolutions to perform case actions or case dispositions
Uses effective listening skills to check for understanding, applying courtesy, tact, empathy, and appropriate purpose statements
Prepares accurate, clear, grammatically correct, concise correspondence and internal documents that rarely require clarification or corrections.
Mortgage Collector
Wells Fargo Bank
Jacksonville, FL
01.2018 - 09.2018
Originated, reviewed, processed, closed and administered customer loan proposals
Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering,
OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
Responded to client concerns and questions about credit scores and methods to improve numbers.
Tier 1 Sales Agent
Florida Blue
Jacksonville, FL
10.2017 - 01.2018
Verified insurance coverage by telephone and online to guarantee proper reimbursement of
benefits and estimate patients' financial responsibilities
Performed needs analysis to obtain information required to make appropriate health insurance
product recommendations
Scanned, received and sent faxes to appropriate departments, including insurance claims,
co-pay assistance information and patient documentation.
BDC agent
Jack Wilson Chevrolet Buick Gmc
Saint Augustine, Fl
07.2017 - 09.2017
Liaised with customers, management and sales team to be er understand customer needs and
recommend appropriate solutions
Completed efficient store resets to prepare the store for special promotions and seasonal updates
Maintained optimal financial controls by following loss prevention procedures and protecting
cash assets.
Customer Service Representative
Convergys Corporation
Jacksonville, Florida
02.2015 - 07.2017
Maintained customer satisfaction with forward-thinking strategies focused on addressing
customer needs and resolving concerns
Provided primary customer support to internal and external customers in a fast-paced
environment
Evaluated account and service histories to identify trends, using data to mitigate future issues.
Cashier
DD
09.2014 - 06.2015
S Discounts
Reconciled cash drawer at start and end of each shift, accounting for errors and resolving
discrepancies
Checked prices for customers and processed items sold by scanning barcodes
Restocked,
arranged and organized merchandise in front lanes to drive product sales.
Surveyor
ERC
JACKSONVILLE, FL
05.2014 - 01.2015
Gathered, organized, and modeled data for reports and presentations
Assessed individual survey project needs and planned workflows
Made proactive adjustments to policies and procedures to meet changing demands.
Cashier
Wal-Mart
Jacksonville
11.2013 - 10.2014
Processed POS transactions, including checks, cash and credit purchases or refunds
Reviewed
and resolved differences between accounting information and cash drawer
Operated a cash
register for cash, check and credit card transactions.