Donna White
Rock Hill,SC
Summary
Adept at navigating complex customer needs, I leveraged my expertise in data entry and interpersonal communication to enhance client relations at Wells Fargo. My approach, focused on strategic partnership-building and efficient problem-solving, resulted in a significant improvement in customer satisfaction. This blend of technical proficiency and soft skills drives tangible business outcomes.
Overview
16
16
years of professional experience
Work History
CUSTOMER SUCCESS REPRESENTATIVE
Wells Fargo
Charlotte, NC
10.2021 - 05.2024
- Support Customers and resolve moderate to complex inquires or issues in variety of financial products and services via phone
- Perform research to resolve moderately complex customer problems and provide a best-in-class customer experience while adhering to work guideline, policies and procedures
- Receive direction from management and escalation non-routine questions when answering inquires or resolving issues
- Navigate multiple computer systems as you research customer needs and offer solution, all while communicating effectively and accurately when delivering information.
CUSTOMER SERVICE AGENT
Liberty Mutual Insurance
Charlotte, NC
04.2021 - 09.2021
- Support Customers and resolve moderate to complex inquires or issues in variety of financial products and services via phone
- Perform research to resolve moderately complex customer problems and provide a best-in-class customer experience while adhering to work guideline, policies and procedures
- Receive direction from management and escalation non-routine questions when answering inquires or resolving issues
- Navigate multiple computer systems as you research customer needs and offer solution, all while communicating effectively and accurately when delivering information.
SALE ASSOCIATE INTERMEDIATE
One Main Financial
Fort Mill, SC
01.2018 - 04.2019
- Support Customers and resolve moderate to complex inquires or issues in variety of financial products and services
- Perform research to resolve moderately complex customer problems and provide a best-in-class customer experience while adhering to work guideline, policies and procedures
- Receive direction from management and escalation non-routine questions when answering inquires or resolving issues
- Navigate multiple computer systems as you research customer needs and offer solution, all while communicating effectively and accurately when delivering information.
COLLECTOR III
One Main Financial
Fort Mill, SC
11.2015 - 01.2018
- Support Customers and resolve moderate to complex inquires or issues in variety of financial products and services via phone
- Perform research to resolve moderately complex customer problems and provide a best-in-class customer experience while adhering to work guideline, policies and procedures
- Receive direction from management and escalation non-routine questions when answering inquires or resolving issues
- Navigate multiple computer systems as you research customer needs and offer solution, all while communicating effectively and accurately when delivering information.
Xerox
One Main Financial
Charlotte, NC
11.2014 - 01.2015
- Support Customers and resolve moderate to complex inquires or issues in variety of financial products and services via phone
- Perform research to resolve moderately complex customer problems and provide a best-in-class customer experience while adhering to work guideline, policies and procedures
- Receive direction from management and escalation non-routine questions when answering inquires or resolving issues
- Navigate multiple computer systems as you research customer needs and offer solution, all while communicating effectively and accurately when delivering information.
BANKRUPTCY RELEASE SPECIALIST
Wells Fargo
Fort Mill, SC
05.2012 - 10.2014
- Support Customers and resolve moderate to complex inquires or issues in variety of financial products and services via phone
- Perform research to resolve moderately complex customer problems and provide a best-in-class customer experience while adhering to work guideline, policies and procedures
- Receive direction from management and escalation non-routine questions when answering inquires or resolving issues
- Navigate multiple computer systems as you research customer needs and offer solution, all while communicating effectively and accurately when delivering information.
CUSTOMER CARE REPRESENTATIVE
IQOR
Charlotte, NC
08.2010 - 04.2012
- Support Customers and resolve moderate to complex inquires or issues in variety of financial products and services via phone
- Perform research to resolve moderately complex customer problems and provide a best-in-class customer experience while adhering to work guideline, policies and procedures
- Receive direction from management and escalation non-routine questions when answering inquires or resolving issues
- Navigate multiple computer systems as you research customer needs and offer solution, all while communicating effectively and accurately when delivering information.
LOAN MODIFICATION PROCESSOR
Wachovia Department
Fort Mill, SC
02.2008 - 08.2010
- Support Customers and resolve moderate to complex inquires or issues in variety of financial products and services via phone
- Perform research to resolve moderately complex customer problems and provide a best-in-class customer experience while adhering to work guideline, policies and procedures
- Receive direction from management and escalation non-routine questions when answering inquires or resolving issues
- Navigate multiple computer systems as you research customer needs and offer solution, all while communicating effectively and accurately when delivering information.
Education
Skills
- Administration Support
- Business Operations
- Client Relations Support
- Management
- Business Relationship Building
- Planner & Coordinator
- Business & Personal Banking Accounts
- Account Portfolio
- Partnership-Building
- Organization & Time Management
- Interpersonal Communication
- Data Entry
References
References upon Requests
Timeline
CUSTOMER SUCCESS REPRESENTATIVE
Wells Fargo
10.2021 - 05.2024
CUSTOMER SERVICE AGENT
Liberty Mutual Insurance
04.2021 - 09.2021
SALE ASSOCIATE INTERMEDIATE
One Main Financial
01.2018 - 04.2019
COLLECTOR III
One Main Financial
11.2015 - 01.2018
Xerox
One Main Financial
11.2014 - 01.2015
BANKRUPTCY RELEASE SPECIALIST
Wells Fargo
05.2012 - 10.2014
CUSTOMER CARE REPRESENTATIVE
IQOR
08.2010 - 04.2012
LOAN MODIFICATION PROCESSOR
Wachovia Department
02.2008 - 08.2010