Excel
Emily T. Engle
Lake Orion,MI
Summary
To secure a position in account management while expanding my knowledge and reaching career goals. Fulfill my desire to work as a manager and gain experience in a growth focused organization.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Life Care Associate
Raymond James / Producers Choice Network
01.2016 - Current
- Responsible for processing, reviewing, inputting, submitting and issuing life insurance policies
- Demonstrate leadership skills when training all new life care associates
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels
- Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Card Services Specialist
03.2015 - 01.2016
- Provide remarkable customer service by handling inbound customer service calls, offering problem resolution, developing the consumer knowledge of products, communicating and documenting responses effectively
- Resolve customer disputes such as unauthorized card transactions, merchant processing disputes, authorization declines and ATM discrepancies
- Troubleshoot and resolve Check Card processing issues with emphasis on customer service
- Implement authorization releases, Code Z and temporary increases into excel documents
- Follows policy and procedures to reduce financial losses due to regulatory fines and/or customer errors
- Responsible for the efficient and accurate collection of all Visa Check
- Card, ATM Card and ACH disputes information related to Regulation E
- Work directly with Comerica's Fraud Prevention and Investigative
- Services to minimize and mitigate potential loss.
Customer Service Representative
Comerica Bank
Auburn Hills, MI
09.2014 - 03.2015
Education
BBA - Business Management
Baker College
Auburn Hills, MI 08.2010 - 05.2014
Skills
Verbal and written communication skills
Software
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Life Care Associate
Raymond James / Producers Choice Network
01.2016 - Current
Card Services Specialist
03.2015 - 01.2016
Customer Service Representative
Comerica Bank
09.2014 - 03.2015
BBA - Business Management
Baker College
08.2010 - 05.2014