Danielle King
Charlotte,NC
Summary
Compassionate Case Manager known for high productivity and efficiency in task completion. Possess specialized skills in needs assessment, care plan development, and client advocacy. Excel at communication, problem-solving, and time management to effectively support clients in achieving wellness goals.
Overview
5
5
years of professional experience
Work History
Estate Case Manager
Wells Fargo
Charlotte, NC
08.2023 - Current
- Reviewed documents to ensure compliance with legal requirements and organizational policies.
- Investigated claims against estates by creditors or others with an interest in the asset distribution process.
- Maintained accurate records of all estate transactions and documents.
Senior Customer Advocate
Wells Fargo
Charlotte, NC
10.2019 - 08.2023
- Collaborated with cross-functional teams to resolve complex customer issues.
- Monitored trends in customer service inquiries and identified opportunities for process improvements.
- Documented customer information within the database system accurately and completely.
Education
High School Diploma -
East Mecklenburg High School
Charlotte, NC06-2014
Skills
- Strong investigative, analytical, and critical thinking skills
- Proficiency in basic computer applications such as Microsoft Office software products
- Ability to work in a high-stress, fast-paced, rapidly changing environment
- Ability to learn and perform complex processes in order to meet metrics and follow procedures, policies and regulations
- Strong time management skills
- Relationship Building
- Regulatory Compliance
Timeline
Estate Case Manager
Wells Fargo
08.2023 - Current
Senior Customer Advocate
Wells Fargo
10.2019 - 08.2023
High School Diploma -
East Mecklenburg High School
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