Cynthia Davis
Fort Worth
Summary
Adaptable professional with a strong background in financial services. Known for exceptional problem resolution and effective communication, consistently delivering accurate transaction processing and customer education to drive compliance and satisfaction.
Overview
19
19
years of professional experience
Work History
Financial Service Representative II
Fidelity Investments
Westlake, TX
10.2024 - Current
- Provided exceptional customer service by assisting clients with banking, financial, and account related inquiries.
- Processed transactions accurately, including deposits, withdrawals, transfers and payments.
- Maintained detailed and accurate customer records in company systems.
- Resolved customer concerns and account issues with maintaining compliance with company policies and regulations.
- Educated customers on financial products and services to meet their individual needs.
Collections Specialist
Credit Systems International, INC.
Fort Worth, TX
12.2022 - 05.2023
- Managed collections process for overdue accounts, ensuring timely follow-up and resolution.
- Collaborated with team members to develop strategies for improving collection rates.
- Analyzed account histories to identify patterns and propose targeted collection actions.
- Educated customers on payment options, fostering positive relationships while resolving outstanding debts.
- Negotiated to collect balance in full.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
Mortgage Collections Specialist
Countrywide Financial
Arlington, TX
04.2007 - 12.2011
- Managed delinquent accounts, ensuring compliance with regulatory requirements and company policies.
- Developed personalized repayment plans to assist clients in resolving outstanding mortgage balances.
- Analyzed financial situations to recommend suitable options for loan modification or payment arrangements.
- Collaborated with internal departments to streamline collections processes, enhancing overall efficiency.
- Monitored account statuses and provided timely updates to management regarding collection activities and trends.
Education
No Degree - Real Estate
Tarrant County College
Fort Worth, TX02-2007
Skills
- Time Management
- Financial Transactions
- Account Management
- Claims Processing
- Data Entry
- Collections
- Communication Skills
- Problem Resolution
- Compliance and Regulatory Knowledge
- Relationship Building
Timeline
Financial Service Representative II
Fidelity Investments
10.2024 - Current
Collections Specialist
Credit Systems International, INC.
12.2022 - 05.2023
Mortgage Collections Specialist
Countrywide Financial
04.2007 - 12.2011
No Degree - Real Estate
Tarrant County College