Seasoned Estate Servicing Operations Representative, with 6 years of knowledge and 16 years with Bank of America.
Overview
12
12
years of professional experience
Work History
Officer, Research & Adjustments Representative III
Bank of America
05.2022 - Current
Developed and maintained positive client relations and coordinated with team members to properly handle escalated requests and questions.
Responded to clients questions via telephone, emails, and written correspondence.
Coordinated services for caseload of 5 or more per day, ensuring timely and appropriate resolution. Maintained accurate and follow ups with case status pipeline.
Delivered prompt service to prioritize clients needs.
Officer, Research & Adjustments Representative Ill
Bank of America
02.2018 - 05.2022
Case Managers under Complex Resolution Team, conducted deceased clients consumer accounts who resided in states of New Jersey, Florida, and Texas
Managed foreign legal documents, supported sole proprietorship business accounts, and EDD Unemployment Prepaid Debit Cards
Coordinated services for caseload of 5 or more per day, ensuring timely and appropriate resolution. Maintained accurate and follow ups with case status pipeline. Facilitated communications between clients via emails, inbound and outbound calls.
Sr. Client Service Specialist/NS&S
Bank of America
02.2013 - 02.2018
Assisted clients with complex situations engaging to serve as a supervisor.
Responsibilities included, missing deposits, bank fees, bank errors, customer treatment, credit cards, deposit holds and online banking technical issues.
I was awarded with, "officer title" for my outstanding performance and skilled contribution.
Education
Associates Degree in Science -
San Joaquin Valley College
Rancho Cucamonga, CA
12.2003
High School Diploma - undefined
Garey High School
Pomona, CA
06.2002
Skills
Complaint resolution
Product Knowledge
Call Management
Service standard compliance
Conflict Resolution
Problem-solving abilities
Research and due diligence
Analytical Thinking
Verbal and written communication
Timeline
Officer, Research & Adjustments Representative III
Bank of America
05.2022 - Current
Officer, Research & Adjustments Representative Ill