Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

COURTNEY DEPUTY

Colorado Springs,CO

Summary

Driven professional with strong background in providing conflict resolution. Proven ability to enhance client satisfaction through analytical problem-solving and strong relationship management. Recognized for effectively navigating cross-department collaboration to achieve seamless resolutions, ensuring timely and accurate responses to complex inquiries.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Sr. Resolution Specialist Partner Support

Charles Schwab
03.2025 - Current
  • Provide timely, high-quality responses to branch questions and escalations, while balancing the firm’s and the client’s needs
  • Focus on prompt and accurate responses, and escalation resolution, while actively navigating internal departments and vendors to ensure seamless resolution for all client issues.
  • Resolve complex client inquiries using strong analytical skills and effective communication.
  • Manage workflow received via phone, service wizard, or email.
  • Responsible for leading our daily team meetings and guiding the conversation.
  • Build relationships with our branch partners and various internal departments.
  • Provide support and subject-matter expertise to team members.

Resolution Specialist Partner Support

Charles Schwab
03.2024 - 03.2025
  • Managing workflow received via phone, service wizard, or email allowed me to adapt and adjust to priorities.
  • Proactively identify opportunity areas while partnering with the branches, and problem-solve before issues evolve.
  • Resolved client inquiries through effective communication and problem-solving strategies.
  • Focus on prompt and accurate responses, and escalation resolution, while actively navigating internal departments and vendors to ensure seamless resolution for all client issues.

Associate Financial service Professional

Charles Schwab
11.2022 - 03.2024
  • Assisted clients with account inquiries and financial product information.
  • Collaborated with team members to resolve client issues efficiently.
  • Answered questions from customers about their accounts and provided them with additional information as needed.
  • Maintained up-to-date knowledge of investment strategies, products, regulations, and industry trends.

Referral Coordinator

Peak Physical Therapy and Wellness
06.2021 - 09.2022
  • Coordinated patient referrals to optimize care pathways at Peak Physical Therapy.
  • Communicated effectively with healthcare providers for timely patient scheduling.
  • Facilitated communication between therapists and patients regarding referral updates.
  • Ensured compliance with HIPAA regulations in all referral processes and documentation.

Dietary Technician Lead

Sky Ridge Medical Center
06.2019 - 06.2021
  • Managed dietary plans for patients in collaboration with healthcare professionals.
  • Educated patients on meal options and dietary restrictions effectively.
  • Coordinated food service operations to maintain quality and safety standards.
  • Assisted in training new staff on dietary protocols and procedures.

Team Leader

Chick Fil A
08.2018 - 06.2019
  • Trained team members on company policies and customer service standards.
  • Implemented cleanliness and safety protocols in the food preparation area.
  • Monitored food quality and presentation to meet company standards consistently.
  • Maintained a positive work environment that promoted collaboration between team members.

Education

Associate of Arts -

Arapahoe Community College
01.2022

High School Diploma -

Calhan High School
Calhan, CO
06.2018

Skills

  • Workflow management
  • Escalation resolution
  • Customer service
  • Analytical problem solving
  • Relationship management
  • Attention to detail
  • Time management
  • Cross-department collaboration

Certification

  • Series 7
  • Series 63
  • SIE
  • Basic Life Support (BLS) Certification | Completed 2/22/2021

Accomplishments

  • STAR - Superior Teamwork, Aptitude, and Resourcefulness - July 2025
  • TIE-ing It All Together Award
  • Chick-Fil-A Leadership Scholarship

Timeline

Sr. Resolution Specialist Partner Support

Charles Schwab
03.2025 - Current

Resolution Specialist Partner Support

Charles Schwab
03.2024 - 03.2025

Associate Financial service Professional

Charles Schwab
11.2022 - 03.2024

Referral Coordinator

Peak Physical Therapy and Wellness
06.2021 - 09.2022

Dietary Technician Lead

Sky Ridge Medical Center
06.2019 - 06.2021

Team Leader

Chick Fil A
08.2018 - 06.2019

Associate of Arts -

Arapahoe Community College

High School Diploma -

Calhan High School

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