David Taylor
San Lorenzo,CA
Summary
Results-driven professional with extensive experience in customer support and operations. Proven track record of enhancing invoicing accuracy and resolving complex issues through strategic collaboration with sales and support teams. Dedicated to implementing uniform procedures that elevate customer satisfaction and streamline operations.
Overview
11
11
years of professional experience
Work History
Portal Billing Specialist
Peterson Holding
San Leandro, CA
03.2022 - Current
- Invoicing & Maintenance: Input and maintain customer invoices in mandated portals, ensuring accuracy and timely processing.
- Issue Resolution: Investigate and resolve issues related to rejected invoices by working within the billing portals.
- Consistency & Customer Satisfaction: Implement uniform procedures to enhance customer satisfaction and streamline invoice-related issues for timely collections.
- Collaboration & Strategy Development: Collaborated with Sales, Operations, and Support teams to refine invoicing strategies and processes, enhancing overall efficiency.
- Customer Communication: Engaged proactively with internal and external customers to resolve invoicing issues, fostering strong relationships and ensuring smooth operations.
- Reporting & Feedback: Provide regular updates to the Credit Manager on invoicing goals and progress.
- Credit Collection & Account Management: Assist with credit collection on delinquent accounts, develop customer relationships, and reconcile accounts.
- Documentation & Expense Control: Document invoicing portal processes and monitor related expenses for control.
- Teamwork & Communication: Collaborate in a team environment, demonstrating strong communication skills, including presentation, negotiation, and conflict resolution.
Security Operations Service Specialist 4
DiSYS
San Leandro, CA
11.2021 - 02.2022
- Must be able to understand risks associated with foreign exchange vanilla and derivatives products, exercise good judgment and work within guidelines ensuring any associated risk is mitigated.
- Reconcile, match, and investigate trades related to Foreign Exchange transactions.
- Research and assist in finding solutions to all types of issues including, but not limited to trade capture, new, amended and settlement of trades.
- Coordinated with external teams to address trade support requirements and facilitate issue resolution.
- Gathered and collated data for management reports, ensuring accuracy and clarity.
- Collaborated with cross-functional teams to resolve complex issues impacting operations.
- Responded to inquiries and concerns, ensuring timely and accurate communication.
- Provided backup for departmental functions, assisting with training and feedback for staff.
Universal Banker
Bank of the West
Berkeley, CA
04.2019 - 08.2021
- Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
- Investigated and corrected errors based on customer requests, ensuring accuracy in customer and bank records.
- Execute wire transfers of funds.
- Process loan applications.
- Obtain credit records from reporting agencies.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Reviewed client accounts and plans to identify needs for reassessment due to life or economic changes.
- Contact clients periodically to determine any changes in their financial status.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Built and maintained client base, updated current client plans, and actively recruited new clients.
Sales Associate
GNC
Pleasanton, CA
12.2014 - 12.2019
- Recommended and selected merchandise to meet customer needs, enhancing satisfaction and loyalty.
- Described merchandise features and provided guidance on use, operation, and care, improving customer understanding and engagement.
- Compute sales prices, total purchases and receive and process cash or credit payment.
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
- Conferred with customers via telephone and in person to address inquiries, process orders, and resolve complaints, ensuring positive customer experiences.
- Check to ensure that appropriate changes were made to resolve customers' problems.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
- Resolved customer service and billing complaints through merchandise exchanges, refunds, and bill adjustments.
- Solicit sales of new or additional services or products.
- Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.
Personal Banker
Patelco Credit Union
Dublin, CA
12.2017 - 10.2018
- Processed loan applications by gathering required documentation and verifying applicant information.
- Met with applicants to gather information for loan applications and address questions about the process, facilitating smoother application experiences.
- Clarified terms of services related to loans and credit options for customers.
- Work with clients to identify their financial goals and to find ways of reaching those goals.
- Handled customer complaints, implementing appropriate actions to resolve issues and enhance customer satisfaction.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Interviewed customers to collect information for opening accounts and renting safe-deposit boxes, ensuring compliance with bank policies.
- Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Perform foreign currency transactions and sell traveler's checks.
Education
High school diploma -
San Lorenzo High School
San Lorenzo, CA06-2011
Skills
- Billing analysis
- Billing resolution
- Regulatory compliance
- CRM software proficiency
- Finance acumen
- Banking knowledge
- Microsoft Office
- Microsoft Word proficiency
- Data documentation
- Sales expertise
- Customer service excellence
- Communication skills
Timeline
Portal Billing Specialist
Peterson Holding
03.2022 - Current
Security Operations Service Specialist 4
DiSYS
11.2021 - 02.2022
Universal Banker
Bank of the West
04.2019 - 08.2021
Personal Banker
Patelco Credit Union
12.2017 - 10.2018
Sales Associate
GNC
12.2014 - 12.2019
High school diploma -
San Lorenzo High School