Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensing Associate
Element Fleet Management
10.2024 - Current
Maintained up-to-date knowledge of relevant industry regulations and guidelines, ensuring full compliance in all licensing activities.
Worked closely with applicants to determine eligibility and verify accuracy and integrity of application data.
Informed customers by mail or telephone of additional steps needed to obtain licenses.
Updated operational records or licensing information using computer terminals.
Stayed up-to-date on [State] laws and licensing requirements to complete accurate and efficient reviews.
Performed routine data entry or document management.
Collaborated with cross-functional teams to ensure timely completion of licensing projects, improving overall efficiency.
Coordinated communication between licensors and licensees to resolve any issues or disputes that arose during the term of the agreement.
Client Engagement Specialist
T.Rowe Price
12.2021 - 06.2024
Provides high-quality service for Workplace Participants and works with plan sponsors and other partner groups to develop and cultivate relationships
Ensures satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation
Identifies account growth opportunities and promotes these to assigned clients
Actively contributes to Enterprise Retention goals through the identification and referral of opportunities while servicing the unique needs of terminated participants
Trains new associates on system process and Plan guidelines
Helps consolidate accounts by assisting with rollovers, loan repayments, and taxable distributions
Developed strong relationships with key clients, resulting in increased account retention and growth
Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions
Provided exceptional customer service to existing accounts, ensuring client satisfaction and order renewal
Facilitated training sessions for new team members to ensure consistent service quality across all engagements
Partnered with service team members to identify risks, resource allocation requirements and needs for project success
Managed high-profile accounts, ensuring timely delivery of services and prompt resolution of issues
Trust Clerk
Baltimore City Circuit Court
08.2019 - 08.2021
Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment
Interacting with customers by phone, email, or in-person to provide information
Reduced errors in data entry by carefully inputting information into computer systems with attention to detail
Managed incoming calls professionally, directing callers to appropriate personnel or taking detailed messages when necessary
Ensured confidentiality of sensitive documents through proper storage methods and restricted access control implementation
Processed mail accurately and efficiently, ensuring that all correspondence was distributed to the correct recipients in a timely manner
Maintained a professional atmosphere within the office setting through effective communication skills and polished presentation abilities
Assisted in financial tasks such as invoicing, budget tracking, and expense report processing for optimal fiscal management
Fostered operational efficiency and compliance with company policies through effective coordination of office activities
Universal Banker
SunTrust Bank
08.2018 - 08.2019
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
Strengthened customer relationships with proactive communication and timely resolution of queries or concerns
Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards
Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions
Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse
Education
High School Diploma -
LAUREL HIGH SCHOOL
Laurel, MD
06.2012
Skills
Payment Collection
Team Development
Microsoft Outlook
Customer Retention
Customer Education
Problem-solving
Critical Thinking
Call center experience
De-Escalation Techniques
Sales experience
Legal research
Time management
Certification
Certified Notary Public, Maryland
Timeline
Licensing Associate
Element Fleet Management
10.2024 - Current
Client Engagement Specialist
T.Rowe Price
12.2021 - 06.2024
Trust Clerk
Baltimore City Circuit Court
08.2019 - 08.2021
Universal Banker
SunTrust Bank
08.2018 - 08.2019
High School Diploma -
LAUREL HIGH SCHOOL
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