Summary
Overview
Work History
Education
Skills
Timeline
OfficeManager

Charietta Lane

Hoover,AL

Summary

Product and Servicing Specialist, Member Service Representative, and Payroll Coordinator, with over 8 years of dynamic experience, excels in leveraging Microsoft Office, data entry, and superior communication skills to enhance customer service and support. Known for exceeding goals, cultivating relationships, and building solutions, this professional has a knack for trend tracking and ensuring transactional accuracy and efficiency. Eager to apply research and filing expertise to foster innovation and strategic advancements in the financial services sector.

Overview

7
7
years of professional experience

Work History

Product and Servicing Specialist

Region's Bank
11.2023 - Current
  • Achieves Contact Center targets and goals by identifying customer needs and providing appropriate advice, guidance, and education on Regions' financial products and services, including all loan and deposit products
  • Fields inbound phone calls from Regions' customers with a high potential to pursue further transactions
  • Takes ownership of customer issues and works proactively with the customer for resolution
  • Refers customers to an internal team of experts when complex financial goals and needs are recognized
  • Works with either close supervision or under clearly defined procedures.

Member Service Representative

Avadian Credit Union
08.2022 - 11.2023
  • Follow established identification and security standards, as well as other Credit Union policies, while assisting members with transactions, wire transfers, opening of accounts, and all inquiries
  • Follow-up on services offered to each member on time
  • Actively listen and ask questions to determine the most appropriate solution for individual members' needs by establishing service quality standards
  • Access, input, and retrieve member information in the core system and other supporting operating systems
  • Make a concerted effort to handle all matters at the first point of contact
  • Perform other duties as assigned by the supervisor and officers of the credit union.

Payroll Coordinator

Automation Personnel Services, Inc.
06.2021 - 07.2022
  • Provide exceptional services to internal and external customers regarding payroll and billing
  • Audit timecards against payroll hours
  • Maintain payroll operations and identify discrepancies for field offices
  • Prepare reports by compiling summaries of earnings and deductions
  • Generate payroll files for check printing and direct deposit
  • Prepare payroll packages for distribution to field offices
  • Issue invoices to customers and maintain records
  • Resolve billing discrepancies by collecting and analyzing information from internal and external customers.

Financial Representative

T-Mobile
10.2016 - 06.2021
  • Create an interpersonal environment to build trust with customers
  • Evaluate and modify customer accounts
  • Assist with processing billing disputes
  • Balance customer needs along with T-Mobile policies
  • Collect payments on accounts due or past due
  • Build customer loyalty while maintaining productivity.

Education

Master of Science - Forensic Psychology

Southern New Hampshire University
New Hampshire, OH
10.2025

Bachelor's Degree - Human Resource Management

Strayer University
Birmingham, AL
03.2021

Skills

  • Banking
  • Bank Secrecy Act BSA
  • Communication skills
  • Customer Service
  • Data entry
  • Filing
  • Interpersonal
  • Microsoft Office
  • Microsoft Excel
  • Payroll

Timeline

Product and Servicing Specialist

Region's Bank
11.2023 - Current

Member Service Representative

Avadian Credit Union
08.2022 - 11.2023

Payroll Coordinator

Automation Personnel Services, Inc.
06.2021 - 07.2022

Financial Representative

T-Mobile
10.2016 - 06.2021

Master of Science - Forensic Psychology

Southern New Hampshire University

Bachelor's Degree - Human Resource Management

Strayer University

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Charietta Lane