Charell Miller
Jacksonville,FL
Summary
Data management and Financial Associate professional prepared to excel in data accuracy and organization. Proven track record of maintaining high standards in data entry and information management. Known for collaboration and adaptability, ensuring seamless team operations and goal achievement. Skills include fast typing, attention to detail, and proficiency with office software.
Overview
13
13
years of professional experience
Work History
Financial Associate
Fidelity Investments
05.2022 - 03.2025
- Resolved customer inquiries regarding new and existing accounts.
- Guided clients towards achieving financial goals through customized planning.
- Proposed investment products to customers.
- Developed strong relationships with clients through consistent communication and exceptional customer service skills.
Medical Scheduler
Southeast Orthopedic Specialists
05.2021 - 12.2021
- Handled inquiries and provided answers over the phone.
- Handled appointment gaps efficiently, ensuring unfilled slots were utilized for urgent care needs.
- Followed up with patients to reschedule missed appointments.
- Ensured compliance with HIPAA regulations while handling sensitive patient information during all aspects of appointment scheduling processes.
- Verified insurance coverage and eligibility for medical services prior to scheduling appointments to prevent billing issues.
Customer Service Representative
PopHealthCare
02.2021 - 05.2021
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Data Entry Clerk
CIOX HEALTH, Health Information Managment
08.2019 - 12.2020
- Completed data entry tasks with accuracy and efficiency.
- Followed established procedures to enter and process data correctly.
- Organized, sorted, and checked input data against original documents.
- Scanned documents and saved in database to keep records of essential organizational information.
- Verified accuracy of data entered into system to produce error-free reports.
Customer Service Representative
Florida Blue
05.2015 - 02.2016
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Direct Support Professional Caregiver
The Arc Jacksonville
03.2015 - 02.2016
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Maintained detailed documentation of client progress, daily activities, incidents, and relevant observations to ensure continuity of care across team members.
- Provided reliable transportation for clients to attend medical appointments, social outings, or other community-based events as needed.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
Dress Specialist
David’s Bridal
05.2014 - 12.2014
- Contributed to higher company reputation by consistently meeting or exceeding sales targets.
- Increased sales revenue by effectively recommending suitable accessories to complement dresses.
- Resolved customer complaints professionally, ensuring a positive shopping experience for all clients.
Inbound Sales Representative
Nimnicht Buick GMC
04.2013 - 04.2014
- Consistently met or exceeded assigned sales quotas while maintaining excellent customer satisfaction ratings.
- Increased product knowledge through continuous training, resulting in improved sales performance.
- Responded to customers within required turnaround times.
- Documented details of calls and customer interactions.
Loan Processor
Bank of America
02.2012 - 06.2013
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
Education
High School Diploma -
Catapult Academy
Jacksonville, FLSkills
- Microsoft Excel proficiency
- Account reconciliation
- Customer rapport
- Financial services
- Portfolio management
- Teamwork
- Problem-solving abilities
- Attention to detail
- Multitasking
Timeline
Financial Associate
Fidelity Investments
05.2022 - 03.2025
Medical Scheduler
Southeast Orthopedic Specialists
05.2021 - 12.2021
Customer Service Representative
PopHealthCare
02.2021 - 05.2021
Data Entry Clerk
CIOX HEALTH, Health Information Managment
08.2019 - 12.2020
Customer Service Representative
Florida Blue
05.2015 - 02.2016
Direct Support Professional Caregiver
The Arc Jacksonville
03.2015 - 02.2016
Dress Specialist
David’s Bridal
05.2014 - 12.2014
Inbound Sales Representative
Nimnicht Buick GMC
04.2013 - 04.2014
Loan Processor
Bank of America
02.2012 - 06.2013
High School Diploma -
Catapult Academy
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