Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

FELIX MITCHELL-WILLIAMS

Summary

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
FELIX MITCHELL-WILLIAMS