Professional Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline

ELIZABETH PERRY

School Support Services
Miami,FL
5
Languages
29
years of professional experience

Dynamic customer service and banking professional with over 20 years of experience in financial services, call center operations, sales, and customer support. Proven ability to deliver exceptional service, resolve complex customer issues, and maintain accuracy, compliance, and professionalism in high-volume environments. Experienced in banking operations, branch management support, cash management, inventory coordination, invoicing, and regulatory compliance. Strong multitasking, problem-solving, communication, and organizational skills, with proven ability to handle confidential information efficiently and with meticulous attention to detail.

Work History

Substitute Educator ESS

1 Year 1 Month
School Support Services | 08.2025 - Current
  • Assisted parents and families with enrollment, registration, documentation, schedules, transcripts, and school-related questions.
  • Communicated professionally with parents, students, and school personnel to clarify questions, resolve issues, and direct families to appropriate resources.
  • Guided families through online school systems to access schedules, meals, required documents, and available services.
  • Managed multiple tasks and competing priorities while maintaining accuracy and excellent customer service.
  • Responded to multiple busy phone lines while assisting families in person, effectively multitasking in a fast-paced environment.
  • Assisted families face-to-face and over the phone with enrollment, registration, documentation, schedules, and transcripts.

Customer Service Representative

9 Years 11 Months
Composites One LLC | 05.2015 - 04.2025
  • Provided high-volume customer service face-to-face, by phone, and email in a fast-paced environment while managing multiple accounts.
  • Resolved inquiries regarding orders, pricing, product availability, billing discrepancies, returns, and order revisions.
  • Created, entered, modified, and tracked sales orders, quotes, pricing updates, invoices, and shipments from receipt through fulfillment.
  • Coordinated with warehouse, logistics, purchasing, and sales teams to resolve order, inventory, backorder, and shipment issues.
  • Monitored backorders and shipment status, providing timely customer updates and solutions while building strong relationships through communication and follow-up.
  • Maintained accurate shipment records, invoices, and customer transaction data while ensuring OSHA, DOT, and environmental compliance.
  • Effectively multitasked and maintained accuracy, efficiency, and exceptional customer service in a high-volume environment.

ASSISTANT BRANCH MANAGER / PERSONAL SERVICE ADVISOR

7 Years 8 Months
Power Financial Credit Union | 05.2007 - 01.2015
  • Led branch operations to surpass growth and sales objectives.
  • Handled loan applications and mortgage refinancing, strengthening client loyalty and retention.
  • Processed loan applications and mortgage refinancing to enhance client loyalty and retention.
  • Conducted consultative interviews to assess members' financial needs and recommend appropriate products and services.
  • Processed loan applications and mortgage refinancing to improve client loyalty and retention.
  • Managed cash ordering and forecasting to maintain sufficient liquidity during high-volume periods, including weekends and holidays.
  • Ensured compliance with NCUA / banking regulations, internal controls, security procedures, regulations, Bank Secrecy Act/Anti-Money Laundering policies, Fair Lending regulations, and internal credit union procedures.
  • Trained and supervised staff to ensure operational excellence and enhance teamwork.
  • Worked collaboratively across departments to resolve member concerns and achieve organizational goals.

CUSTOMER SERVICE & SUPPORT SPECIALIST

11 Months
PRC Inc. | 06.2006 - 05.2007
  • Assisted customers through multiple communication channels while maintaining professionalism and accuracy.
  • Assisted customers via multiple communication channels, ensuring professionalism and accuracy in all interactions.
  • Managed customer inquiries and account updates, resolving issues promptly in a fast-paced environment.
  • Handled customer inquiries and account updates, ensuring timely issue resolution in a fast-paced environment.

BANK CALL CENTER REPRESENTATIVE

2 Years 11 Months
Dade County Federal Credit Union | 02.2003 - 01.2006
  • Addressed diverse banking inquiries, facilitating timely account resolutions for members.
  • Provided accurate information regarding financial products, services, and account policies.
  • Processed account transactions, coordinated loan payment transfers, and fulfilled service requests for members.
  • Assisted members with account transactions and loan payment transfers, ensuring efficient service delivery.
  • Resolved account discrepancies, ensuring compliance and achieving high levels of member satisfaction.

BANK TELLER

5 Years 10 Months
First Union/ Wachovia Bank | 04.1997 - 02.2003
  • Facilitated account services and daily branch operations, enhancing customer interactions and optimizing workflow.
  • Processed deposits, withdrawals, transfers, and payments accurately while maintaining daily transactions and customer trust.
  • Balanced cash drawer daily and maintained accurate financial records.
  • Supported branch Collaborated with team to achieve goals through effective teamwork and training.

Education

Certificate - Office Procedures & Technology

Miami Dade Community College | Lima

High School Diploma

Teresa Gonzales De Fanny High School | Lima, Peru
Distinction

Skills

Banking Services & Account Management
Customer Service Management
Bank Call Center Operations
Loan Processing
Collaborative Branch Operations
Financial Product Cross-Selling & Sales Training
BSA/AML Compliance
Fraud Detection & Identity Theft Prevention
Consumer Privacy Compliance
CTR & SAR Awareness
Data Entry & Records Management
Verbal & Written Communication
Cash Flow & Inventory Management
Problem-Solving & Conflict Resolution
Decision-Making & Goal Setting
Time Management
Training Facilitation
Team Player & Collaborative Teamwork
Microsoft Office & Administrative Support
Bilingual

LANGUAGES

Spanish
Full Professional
English
Full Professional
Speak,write Read fluent

Timeline

Substitute Educator ESS

School Support Services
08.2025 - CurrentRead More

Customer Service Representative

Composites One LLC
05.2015 - 04.2025Read More

ASSISTANT BRANCH MANAGER / PERSONAL SERVICE ADVISOR

Power Financial Credit Union
05.2007 - 01.2015Read More

CUSTOMER SERVICE & SUPPORT SPECIALIST

PRC Inc.
06.2006 - 05.2007Read More

BANK CALL CENTER REPRESENTATIVE

Dade County Federal Credit Union
02.2003 - 01.2006Read More

BANK TELLER

First Union/ Wachovia Bank
04.1997 - 02.2003Read More

Teresa Gonzales De Fanny High School

High School Diploma
Read More

Miami Dade Community College

Certificate from Office Procedures & Technology
Read More
ELIZABETH PERRY