Customer Service Specialist with over 15 years of extensive expertise in collections and customer support, demonstrating proficiency in HIPAA compliance and banking operations. Skilled in enhancing customer satisfaction and operational efficiency through innovative solutions and strong communication skills. Passionate about fostering teamwork and streamlining processes to drive improvements in client experience and retention.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Customer Care Expert
Select Portfolio Servicing
Jacksonville
11.2025 - Current
Responsible for managing and maintaining a portfolio of accounts, loans, or clients to ensure accuracy, compliance, and excellent customer service. This role focuses on account maintenance, issue resolution, and supporting overall portfolio performance.
Manage and service a portfolio of customer accounts or loans
Review account details for accuracy, compliance, and completeness
Process payments, adjustments, and account updates
Respond to customer inquiries and resolve issues in a timely manner
Monitor accounts for delinquencies or irregular activity
Coordinate with internal departments (collections, underwriting, customer service)
Maintain detailed and accurate records of all account activity
Ensure compliance with company policies and regulatory requirements
Assist with reporting, audits, and portfolio performance tracking
Direct Support Professional (DSP)
Sevita
Jacksonville
10.2025 - Current
Provides hands-on care and support to individuals with intellectual and developmental disabilities, helping them live independently and maintain a high quality of life.
Assist individuals with daily living activities (bathing, dressing, grooming, toileting)
Support meal preparation and ensure proper nutrition
Administer medications according to care plans (if certified)
Help individuals develop life skills (communication, social, and independent living skills)
Provide companionship and emotional support
Transport individuals to appointments, work, or community activities
Monitor and document behavior, health, and progress
Follow individualized care plans and safety procedures
Maintain a clean and safe living environment
Respond appropriately to emergencies or behavioral situations
Trainer
Complete Recovery
Jacksonville
09.2024 - 11.2025
Responsible for developing, delivering, and improving training programs that equip customer service representatives with the skills and knowledge needed to provide excellent service. This role focuses on onboarding new hires, coaching existing staff, and ensuring consistent performance standards.
Conduct new hire training and onboarding for customer service representatives
Develop and update training materials, manuals, and job aids
Facilitate in-person, virtual, or on-the-job training sessions
Coach employees on customer service techniques, systems, and company policies
Monitor trainee progress and provide feedback to improve performance
Partner with supervisors and management to identify training needs
Evaluate training effectiveness through assessments and performance metrics
Support continuous learning and skill development for team members
Ensure compliance with company standards and procedures
Assist with refresher training and process updates
Team Lead
Complete Recovery
Jacksonville
09.2024 - 11.2025
Supervises and supports a team of representatives to ensure high-quality service, productivity, and customer satisfaction. This role acts as a bridge between management and frontline staff, helping drive performance and resolve escalated issues.
Lead, coach, and support a team of customer service representatives
Monitor daily performance, call quality, and productivity metrics
Handle escalated customer complaints and provide effective resolutions
Train new hires and provide ongoing coaching to improve performance
Ensure team adherence to company policies and procedures
Assist with scheduling, workflow management, and coverage
Analyze reports and identify areas for improvement
Motivate team members to meet and exceed goals
Collaborate with management to implement process improvements
Maintain a positive and professional team environment
Customer Service Representative
CreditOne Bank
Jacksonville
09.2024 - 10.2025
Handle inbound and outbound calls regarding credit card accounts
Assist customers with payments, billing questions, and account inquiries
Set up payment arrangements for past-due accounts
Educate customers on account terms, interest rates, and due dates
Resolve disputes, late fees, and transaction concerns
Responsible for assisting customers with credit card accounts, resolving issues, and ensuring a positive customer experience while maintaining compliance with financial regulations.
Update customer information and maintain accurate account records
Monitor accounts for suspicious or unusual activity
Provide solutions to prevent account delinquency
Follow all banking regulations and company policies
Meet performance metrics (call quality, resolution time, customer satisfaction)
Customer Service Representative
Complete Recovery
Jacksonville
02.2024 - 09.2024
Contact customers regarding past-due accounts through inbound/outbound calls
Negotiate and set up payment arrangements to resolve outstanding balances
Process payments and update account information accurately
Educate customers on billing, due dates, and service policies
Coordinate the return of company equipment (modems, routers, cable boxes)
Responsible for managing customer accounts with past-due balances, facilitating payment arrangements, and coordinating the return of company-issued equipment. This role focuses on maintaining positive customer relationships while reducing financial loss.
Provide instructions and support for equipment return methods (shipping, store drop-off)
Track and document all collection and recovery activities
Work to prevent service disconnections by resolving issues proactively
Maintain compliance with company policies and collection regulations
Deliver professional and empathetic customer service during sensitive interactions
Customer Service Representative
Bank of America
Sumter
10.2023 - 01.2024
Assist small business clients with opening, maintaining, and servicing accounts
Provide guidance on banking products (checking, savings, credit, and loans)
Process transactions including deposits, withdrawals, transfers, and payments
Identify client needs and recommend appropriate financial solutions
Build and maintain strong relationships with small business customers
Resolve account issues, discrepancies, and service concerns
Ensure compliance with banking regulations and company policies
Support fraud prevention and verify account activity
Meet sales and service goals through cross-selling products and services
Maintain accurate documentation and account records
Bank of America supports small business clients by managing accounts, providing financial solutions, and ensuring excellent customer service. This role focuses on helping business owners maintain and grow their financial health.
Prior Authorization Specialist WFH
WellCare
Fort Lauderdale
02.2019 - 02.2021
Is responsible for reviewing, processing, and coordinating prior authorization requests to ensure medical services and medications meet coverage criteria. This role involves high-volume communication via phone and fax with providers, members, and internal teams.
Process prior authorization requests received via phone and fax
Verify patient eligibility, benefits, and coverage requirements
Review clinical documentation for completeness and accuracy
Communicate with healthcare providers to obtain missing information
Enter and update authorization requests in the system accurately
Follow up on pending requests to ensure timely decisions
Coordinate with nurses, pharmacists, and medical review teams
Approve or route requests based on established guidelines
Maintain compliance with HIPAA and healthcare regulations
Document all interactions and actions thoroughly
Material Handler
INVISTA
Lugoff
05.2015 - 05.2019
Responsible for the safe movement, storage, and tracking of raw materials and finished products within a manufacturing or warehouse environment. This role ensures efficient operations while maintaining safety and quality standards.
Load, unload, and transport materials using forklifts or other equipment
Move raw materials to production areas and finished goods to storage or shipping
Track and document inventory using warehouse management systems
Perform routine inventory counts and assist with cycle counts
Inspect materials for damage, quality issues, or discrepancies
Maintain clean, organized, and safe work areas
Follow all safety procedures, including proper handling of chemicals or hazardous materials
Assist with packaging, labeling, and preparing shipments
Coordinate with production and shipping teams to meet deadlines
Report equipment issues or safety concerns promptly
Dietary Aide
Covenant Place of Sumter
Sumter
08.2017 - 01.2019
Assists in the preparation and service of meals in healthcare facilities, nursing homes, hospitals, or schools. This role ensures patients and residents receive proper nutrition while maintaining food safety and sanitation standards.
Prepare and portion meals according to dietary guidelines and meal plans
Assist with food tray assembly and delivery to patients or residents
Follow special diet instructions (low sodium, diabetic, etc.)
Maintain cleanliness of kitchen, dining, and food prep areas
Wash dishes, utensils, and kitchen equipment
Store food properly and monitor expiration dates
Assist cooks and kitchen staff with meal preparation
Provide friendly service to patients, residents, and staff
Follow all food safety and sanitation regulations (FDA/health codes)
Record meal intake or report concerns to staff when required
Credit Card Specialist
Bank of America
Sumter
12.2013 - 04.2015
Responsible for assisting customers with credit card accounts, resolving issues, processing transactions, and providing financial guidance while ensuring compliance with banking regulations.
Handle inbound and outbound calls regarding credit card accounts
Assist customers with payments, billing inquiries, and account management
Explain credit card terms, interest rates, fees, and rewards programs
Resolve disputes, fraudulent transactions, and account concerns
Process payments, balance transfers, and account updates
Monitor accounts for unusual or suspicious activity
Educate customers on responsible credit usage and account options
Set up payment arrangements for past-due accounts
Maintain accurate documentation of all interactions
Meet performance metrics such as call quality, resolution time, and customer satisfaction
Residential Service Specialist
Clarendon County Disability and Special Needs Board
Manning
05.2012 - 03.2015
Supported adults with special needs, enhancing daily living skills and community involvement.
Managed medication schedules, ensuring timely administration and improved health outcomes.
Organized community outings, fostering social interaction and personal development.
Collaborated with schools, aiding in client educational growth and skill acquisition.
Administered medication and coordinated transportation for clients, ensuring timely access to essential services and improving overall well-being.
Maintained accurate records of client care and medication schedules, ensuring compliance with health guidelines and enhancing safety.
Worked closely with families and healthcare professionals to develop personalized care plans, leading to noticeable improvements in client satisfaction.
Assessed individual needs and adapted care routines, resulting in measurable enhancements in daily functioning and independence for clients.
Fostered a nurturing environment for clients, enhancing their confidence and promoting independence in daily living activities.
Facilitated individualized support plans to enhance client independence and quality of life.
Implemented safety protocols, ensuring compliance with regulatory standards for residential services.
Developed individualized service plans to enhance client support and engagement.
Education
Diploma - High school graduate
Crestwood High School
Sumter, SC
Skills
Administrative experience
Customer communication
Inperson customer service
CRM software
Call center experience
Technical support representative experience
Call center management
Delegation
Customer interaction metrics
Customer feedback analysis
Math
Office management
Health insurance
Grammar
Managing customer accounts
Shift management
Call center agent experience
Customer support experience within finance industry
Debt collection negotiation
Computer operation
Bathing assistance
Client interaction via phone calls
Insurance prior authorization
Microsoft Teams
Loan processing
Ethernet
Data entry
Client services
Problem-solving
Time management
Working with individuals with mental health conditions
Databases
Microsoft Outlook
Management
Handling insurance claims
Patient advocacy
Health insurance verification via online portal
Computer skills
Typing
Phone communication
Health insurance authorizations
Customer support experience within hospitality industry
Recruiting
Van driving
Customer complaint resolution
Billing issue inquiries
Computer literacy
Dressing assistance
Productivity software
Customer support
Customer support experience (3-5 years)
Customer support experience within telecommunications industry
Customer issue escalation
Android
Manufacturing
Account opening
Compliance
Working with people with autism
Customer inquiry handling
Account management
Performance management
Customer support experience within healthcare industry
Assisting with ADLs
Organizational skills
English
Working with people with disabilities
Computer networking
Google Sheets
Attention to detail
Banking
Non-technical user support
Phone etiquette
Conflict management
Software troubleshooting
Negotiation
Direct support
Home health
HIPAA
Maintaining patient confidentiality
Phone customer support
Phone call management
Communication skills
Mortgages
Improving customer support response time
Internal employee customer service
Providing product information
Patient service
Basic math
Health insurance verification via electronic systems
Google Docs
Customer relationship building
Financial services
5G
Customer satisfaction surveys
Cash register
Home care
Task prioritization
Google Workspace
Quality control
Zendesk
Debt collection
Microsoft Word
Medicare
Senior care
Fair Housing regulations
Windows
Research
Search engines
Call center
Customer support specialist experience
Nursing
Cash handling
Regulatory compliance
Technical Proficiency
Guest services
Technical troubleshooting support
Sales
Managing teams in a customer support role
Largest customer support team managed (6-10 team members)
Mobile devices
Customer training
Mortgage industry
IT
Live chat
Team leadership
Problem solving
Effective communication
Coaching and mentoring
CRM software proficiency
Appointment scheduling
Verbal and written communication
Email communication
Inbound customer service
Empathy and patience
Customer relationship management
Certification
Driver's License, 07/01/19, 12/01/27
Blood pathogens, 08/01/27
Bloodborne Pathogen, 09/01/25, 10/01/26
CPR Certification, 09/01/25, 09/01/26
First Aid Certification, 09/01/25, 09/01/26
AED Certification, 09/01/25, 09/01/26
Additional Information - Authorized To Work
US for any employer
Personal Information
Willing To Relocate: Anywhere
Title: Customer service specialist
Timeline
Customer Care Expert
Select Portfolio Servicing
11.2025 - Current
Direct Support Professional (DSP)
Sevita
10.2025 - Current
Trainer
Complete Recovery
09.2024 - 11.2025
Team Lead
Complete Recovery
09.2024 - 11.2025
Customer Service Representative
CreditOne Bank
09.2024 - 10.2025
Customer Service Representative
Complete Recovery
02.2024 - 09.2024
Customer Service Representative
Bank of America
10.2023 - 01.2024
Prior Authorization Specialist WFH
WellCare
02.2019 - 02.2021
Dietary Aide
Covenant Place of Sumter
08.2017 - 01.2019
Material Handler
INVISTA
05.2015 - 05.2019
Credit Card Specialist
Bank of America
12.2013 - 04.2015
Residential Service Specialist
Clarendon County Disability and Special Needs Board