- Horseback Riding
- Sharing recipes, cooking tips, and culinary experiences through blogs and social media platforms
- I like trying new recipes and food trends
- I enjoy cooking for friends and family gatherings
- Road Trips
Claudia Hart
Fort Worth,TX
Summary
Dynamic Scheduling Specialist with a strong record at PRECOA in appointment setting and objection resolution. Consistently exceeds sales goals, demonstrating exceptional performance. Skilled in customer relations and professional communication, enhancing client engagement through a strong work ethic and attention to detail.
Results-oriented Scheduling Specialist adept at working under tight deadlines and demanding objectives. Highly efficient, accurate, and driven. Offering 20 years' experience in Sales and Collections and Customer Service and Call Center.
Experienced Scheduling Specialist bringing expertise in schedule management and appointment setting. Talent for resolving conflicts and building relationships. Skilled in Office Suite and fluent in English.
Diligent Customer Service and Sales with Collections with strong background in scheduling and planning. Successfully streamlined processes to enhance efficiency and reduce downtime in previous roles. Demonstrated effective time management and critical thinking skills.
Overview
26
26
years of professional experience
2009
2009
years of post-secondary education
1
1
Language
Work History
Scheduling Specialist
PRECOA
02.2018 - Current
- Company Overview: We work with 97 of all funeral homes in the United States.
- My job consists of making a high volume of calls outbound to potential clients of the Customer Funeral Home.
- We work with 97 of all funeral homes in the United States.
- My job allows me to contact folks who have had some past relationship with the funeral home or those who inquire from the internet or mail in leads on funeral planning surveys.
- My job is to probe and set the appointment with the funeral planning guide.
- Many folks just want info mailed and do not want to meet.
- It is my job to overcome those objections and get them set.
- My dials were in the top 4 for over a year meeting company expectations for sales and knocking that out of the water.
- I have gained the confidence to make a difference for my team in outstanding sales by making sure to ask probing questions and find out what the customer wanted when they returned the request.
- We have a matrix of rolling 90 days for meeting monthly goals for each type of call we make.
- I have consistently hit that marker 6 out of 7 months running.
- When we have a client or a prospective funeral home come into the office to see what we do.
- I am always one of the agents they look to as an example of how their clients will be handled and how we can meet their needs.
- That is a record I am proud of.
- I have been awarded the Employee of the Month twice in the past year and was nominated for Employee of the Year 2023.
- We work with 97 of all funeral homes in the United States.
Auto Collector
Ron Tonkin
02.2014 - 07.2016
- Analyzed customer payment histories to determine eligibility for special payment plans or discounts.
- Researched delinquent accounts to identify sources of delinquency, such as late payments or insufficient funds.
- Adhered strictly to all applicable federal laws governing consumer protection rights during collection activities.
- Conducted skip tracing to locate missing customers with overdue accounts.
- Verified customer account balances and processed payments accordingly.
- Prepared monthly reports summarizing collections activity for management review.
- Provided guidance and assistance to customers who were facing financial difficulties.
- Drafted letters to debtors informing them of their delinquent status.
- Investigated disputed claims and made appropriate adjustments when necessary.
- Filed legal documents such as court summonses and liens against delinquent debtors.
- Negotiated payment arrangements with customers who were past due on their accounts.
- Followed fair debt practices and regulatory guidelines when managing collections process.
- Remained calm, stayed professional, and provided exceptional service on calls, even when interacting with difficult individuals.
- Assisted customers in understanding their financial obligations, providing education on credit management and offering solutions to prevent future delinquencies.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Maintained accurate records of all collection activities, ensuring compliance with industry standards and regulations.
- Provided excellent customer service during difficult conversations, defusing tensions while effectively collecting payments.
- Increased recovery rates with consistent follow-up on overdue accounts.
- Consistently met or exceeded individual performance metrics while contributing to team goals as a reliable team player.
- Balanced persistence with empathy when pursuing overdue payments from individuals experiencing financial hardship.
Sales Associate
The Oregonian Newspaper
01.2000 - 06.2015
- Built relationships with customers to encourage repeat business.
- Solved customer challenges by offering relevant products and services.
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Engaged with customers to build rapport and loyalty.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
Education
Certificate of Technical Studies - Medical Billing Coding
Skills
Appointment scheduling and setting
Languages
English, Advanced
About Me
True, 1
Affiliations
- I keep busy in my spare time to own and ride my two horses. I also have a 5 month old Boxer Puppy and a Doxie that are my fir babies.
Accomplishments
- When i first started my career in Collections i had the great opportunity to start with a National
- I
Collection Agency and from from there to Manager to Regional Manager then opening up my own branch office in Seattle Washington. I have been blessed
Interests
Timeline
Scheduling Specialist - PRECOA
02.2018 - Current
Auto Collector - Ron Tonkin
02.2014 - 07.2016
Sales Associate - The Oregonian Newspaper
01.2000 - 06.2015
Mount Hood Community College - Certificate of Technical Studies, Medical Billing Coding