Summary
Overview
Work History
Education
Skills
Timeline
Other Professional Experience – Medical & Hospitality Industries 2021 & Prior
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Deja M. Hemmingway

Charlotte,NC

Summary

Driven, self-motivated finance professional with a focus on a positive customer experience. Demonstrated ability to easily build rapport with clients. Possess a determination and persistence to work smart while leveraging problem solving skills when encountering obstacles. Effective peer leader who can help to motivate and bring others along to achieve common goals and objectives. Capable of successfully maneuvering through high pressure situations while making fast paced decisions. Confident, hard-working employee who is committed to achieving excellence. Flexible team player who thrives in environments requiring the ability to effectively prioritize and juggle multiple concurrent projects.

Overview

4
4
years of professional experience

Work History

Trust Processor

TIAA Financial Services
02.2025 - Current
  • Supported team members in their tasks, contributing to overall team success.
  • Increased productivity by effectively managing workload and prioritizing tasks.
  • Maintained accurate records and ensured timely completion of all necessary paperwork.
  • Enhanced team collaboration, sharing best practices for efficient processing techniques.
  • Received and reviewed incoming documents and materials.
  • Provided outstanding customer service by promptly addressing inquiries and resolving issues.

Senior Licensed Customer Advocate

TIAA
08.2023 - Current
  • Executed complex and routine retirement plan maintenance to TIAA’s most prestigious institutions delivering the highest level of customer service.
  • Assisted in guiding participants about various trades, questions, and financial options within the retirement spectrum.
  • Assisted individuals with enrollment in different retirement-plan provided by TIAA for through numerous employers.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.

Financial Services Consultant

TIAA
08.2022 - 08.2023
  • Discussed financial options with clients and provided informed suggestions.
  • Presented financial plans to clients based on analysis of their financial status and goals.
  • Corresponded with customers and conferred with coworkers to answer inquiries, discuss market fluctuations or resolve account problems.

Client Relations Specialist

The Vanguard Group
04.2021 - 02.2022
  • Evaluating pending service calls daily for assigned customers and working with appropriate branches.
  • Serving customers in a friendly, efficient manner following outlined steps of service.
  • Seeks, recognizes, and acts upon sales/referral opportunities to expand business relationships with customers.
  • Provides input to the development and achievement of team objectives.
  • Resolves issues and reports any discrepancies to Supervisor.
  • Capturing client feedback to drive strategic change initiatives and trend analysis.

Education

Bachelor of Interdisciplinary Studies - Minor in Public Health

Winston Salem State University
Winston-Salem, NC
12.2020

Skills

  • Strong organizational and project management skills
  • Ability to prioritize, manage multiple projects and execute in a high-volume environment
  • Detail-oriented
  • Clear communicator (in person, telephone, email and instant messenger)
  • Highly motivated
  • Self-Starter

Timeline

Trust Processor

TIAA Financial Services
02.2025 - Current

Senior Licensed Customer Advocate

TIAA
08.2023 - Current

Financial Services Consultant

TIAA
08.2022 - 08.2023

Client Relations Specialist

The Vanguard Group
04.2021 - 02.2022

Bachelor of Interdisciplinary Studies - Minor in Public Health

Winston Salem State University

Other Professional Experience – Medical & Hospitality Industries 2021 & Prior

  • Compass Group, Novant Health - Winston-Salem, NC
  • Olive Garden - Winston-Salem, NC
  • Cracker Barrel - Fort Mill, SC
Deja M. Hemmingway