Customer-oriented, strategic-thinking individual with 15 years of experience in building relationships, cultivating partnerships, retaining top accounts and growing profit channels by establishing trust. Highly persuasive professional known for exceeding targets.
Overview
18
18
years of professional experience
Work History
Account Specialist
JPMorgan Chase
San Antonio, TX
12.2022 - Current
Provides excellent communication skills to assist customers with ease in completing transactions.
Confident to navigate customers through any difficult situations regarding their account such as filing for fraud and disputes.
Awareness to meet or exceed all metrics goals. i.e AHT & Top Box Excellence
Ability to work independently and in a group setting. Comfortable to seek clarity when needing help.
Effectively able to time manage work/projects to ensure all given tasks are completed by deadlines.
Lease Servicing Account Representative I
GM Financial
San Antonio, TX
07.2017 - 08.2022
Received and processed client payments, and updated accounts.
Reached out to customers to assess satisfaction levels and current needs.
Offered proactive resolution ideas while driving actionable responses to questions, concerns or challenges, boosting client satisfaction ratings.
Reviewed accounts for delinquencies and other ongoing issues.
Offered available resources and solutions to meet diverse requirements.
Ability to achieve all job requirements while working remotely.
Customer Relationship Specialist
The Hartford
03.2014 - 07.2017
Reviews billing transactions, issues proof of insurance, and makes any requested policy changes for agents and customers
Assists clients in accessing online services, from setting up user ID’s and passwords to navigating any and all the web services The Hartford provides
Keeps active communication between departments to problem solve any concerns or issues customers may call in with
Provides professional communication to agents and customers to make the interaction equally productive and genuine
Understands the importance of building customer relationships and the importance that plays in customer satisfaction
Perishables Rep Market
H-E-B Grocery
03.2013 - 03.2014
Provides a well stocked and maintained department while providing superior customer service
Performed floor moves, merchandising, display maintenance and housekeeping to keep sales areas well-stocked, organized and current.
Ensures merchandise is effectively stocked & placed, which in turn promotes strong revenue for department
Complies with Company Food Safety and Sanitation standards
Participated in numerous department inventory counts
Cross trained when asked in other store departments
Facilities Assistant
CCMC Del Webb Community, Alamo Ranch HOA
05.2012 - 01.2013
Responsible for the maintenance of the association’s common property and amenities including the fitness center, pools, common areas, easements, streets, signage, monuments, structures, fences, walls, and common lighting
Facilitated events, (i.e: Weddings, Bridal/Baby Showers and Community Parties) that required upkeep for up to 160 guests
28,000 square foot community center, offers state-of-the-art fitness, an indoor pool with a walking track
Gained experience in facilities and landscape maintenance
Was able to work both indoors and outdoors in various weather conditions, perform physical labor, and work nights and weekends and on call when required
Maintained a professional attitude, strong work ethic, be computer literate using Microsoft Office Products
Would oversee Alamo Ranch Community pool for people trespassing that didn’t belong, and help provide residents with what they need.
Client Research Associate
Citibank
San Antonio, Texas
02.2007 - 09.2011
Processed inbound and outbound calls in which I would assist with Subpoena Compliance and Private banking, which are needed for Grand Jury, Lawsuits and IRS Audits
Fulfilling requests for accounts which include wire transactions, withdrawals, ACH's deposits, linked Accounts
Concluding research within a 10 day deadline
Research within deadline restrictions (24 hours), Requests for statements, checks, transaction deposit and withdrawals
Formal business letters to clients after cases are closed through email, regular mail and/or overnight
Flag accounts with research findings
Responsible for Departmental pick-up and scanning of files into the system for online viewing
Responsible for scanning of live checks for immediate validation.