Chelsea Middleton
LPL Financial
Fort Mill
1
Certification
12
years of professional experience
Diligent experience with providing comprehensive financial assistance and investment strategies. Utilizes knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client satisfaction, delivering personalized financial plans and supporting company goals.
Work History
Financial Advisor Service Professional
2 Years 11 Months- Educate Financial Advisors and clients on the various investment options available to them.
- Inform Financial Advisors on investment strategies that may be best suited for their clients needs and goals.
- Assist Financial Advisors develop financial plans for clients to ensure their long-term financial stability and growth.
- Create comprehensive financial plans, including investment, retirement, tax and estate planning, while monitoring portfolios to help Financial Advisors meet their client goals while protecting their money.
Loan Specialist Phone Representative
4 Months- Manage inbound and outbound calls regarding loan applications, collections and sales inquiries.
- Understand and interpret complex loan documents and regulations.
- Participate in daily meetings with underwriters to evaluate customer assets, income and expenses in order to build loan quotes.
- Successfully close loans with clients while ensuring they receive their funds via requested method.
Billing Agent Phone Representative
2 Years 1 Month- Handle inbound and outbound calls regarding account features, invoice discrepancies and inconsistencies.
- Provide a detailed break down of billed and unbilled charges on financial statement.
- Resolve customer inquiries about charges, payments and delinquent account balances.
- Use expertise to determine solutions for customers who need accommodations to their budget.
- Remain current on knowledge of every aspect of services, products and policies.
Patient Appointment Coordinator
2 Years- Create and prepare charts while verifying patient demographics and insurance eligibilities.
- Schedule procedures, consultations, out-patient visits, hospital visits and office visit appointments for multiple physicians.
- Answer calls, return voicemails and emails addressing patient screening, prep questions and procedure expectations before checking into the endoscopy center.
- Handle incoming electronic and paper referrals while mailing appointment reminders to patients with preparation guidelines.
- Fax primary care physician offices urgent referral status updates while remaining in constant communication with colleagues to ensure all work is completed without error in a timely manner.
- Scan and file legal documents with medical records prior to appointment while maintaining patient records in accordance with HIPAA regulations and company policies.
Customer Service Phone Representative
1 Year 8 Months- Monitor incoming calls, emails, and other forms of communication for customer inquiries.
- Effectively navigate systems in a quick and efficient manner leading to a positive customer experience.
- Assist customers with onboarding, account settings and proper education about account options.
- Demonstrate human connection and utilize interpersonal communication skills to reduce escalation and allow customers comfortability.
- Provide a positive customer experience with fair, friendly and courteous service.
Customer Service Assistant Supervisor
2 Years 9 Months- Supervise store front-end associates to assure cooperation to company policy and procedures.
- Provide guidance and training for newly hired associates while educating them on proper cashier expectations.
- Responsible for scheduling staff, managing cash control/deposits, resolving customer complaints, training and maintaining a clean, welcoming environment.
- Complete shift reports and nightly audits within a timely and accurate manner.
Education
High School Diploma
Associate of Science
Skills
Analytical thinking
Problem-solving
Decision-making
Risk assessment
Debt management
Time management
Communication skills
Wealth management
Sales and marketing expertise
Relationship building and management
Certification
- Licensed through the American Health and Life Insurance Company to sell insurance in 35 states - License numbers provided upon request.
- South Carolina Notary Public
Timeline
Financial Advisor Service Professional
LPL Financial
07.2023 - 06.2026Read More
Loan Specialist Phone Representative
OneMain Financial
02.2023 - 06.2023Read More
Billing Agent Phone Representative
Spectrum
11.2020 - 12.2022Read More
Patient Appointment Coordinator
Carolina Digestive Health Associates
11.2018 - 11.2020Read More
Customer Service Phone Representative
T-Mobile Business Department
03.2017 - 11.2018Read More
Customer Service Assistant Supervisor
Food Lion
06.2014 - 03.2017Read More
South Pointe High School
High School Diploma
Read More
York Technical College
Associate of Science
Read More
Technical Proficiencies
Microsoft Office: Word, Teams, PowerPoint, Outlook, OneNote, Excel
Google: Mail, Chat, Meet, Drive
PC: BETA TPX, Dynamics, DocuSign, Skype, WebStation, WebEx, WorkDay, AdobeSign