Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
16
16
years of professional experience
Work History
Global Services Consultant
Altair Global
06.2021 - 02.2023
Provided a positive relocation experience for each assignee and family
Understood assigned clients relocation programs including all policies, processes and practices
Served as single point of coordination for the assignee for the duration of the assignment
Communicated changes and modifications with client programs to Operations Managers/Sr. Relocation Manager, VP EMA and all colleagues following established procedures; document in appropriate Altair technology systems as required. With approved clients, effectively communicate with the Client representative on questions with the assignee and family relocation and assignment activities.
Communicate the relocation road map, providing a comprehensive explanation of the relocation process, policies and practices to the transferee
Served as primary point of coordination between service partners and assignee; includes but not limited to real estate and related industries, transportation and storage companies, lodging and rental car companies and any other non-routine service partners as required by a particular situation
Managed all data pertinent to each assignees relocation file; document all relocation activities and transactions into the appropriate Altair technology system
Understand and manage costs and expenses connected to relocation deliverables, maximizing the full intent of the benefit while minimizing expenses and costs
Direct day to day activities for assigned Associate
Coordinate transferee home move activities with Altair Move Management
Coordinate and ensure that Quality Assurance questionnaires are returned by transferees
Coordinated with the Financial Specialists to ensure correct, timely and accurate billing of service fees for services performed
Maintained high customer satisfaction standards to meet or exceed targets.
Handled customer issues with confidence, using complex problem solving to provide effective resolution.
Universal Banker
Mechanics Bank
01.2019 - 05.2021
Provides deposit services to individuals and basic deposit services to fiduciary and businesses in a
Retail Office
Open new deposit accounts, promoting those that best meet the customer’s needs and recommending the “next most likely products” to customers
Assists customers with account maintenance, online banking, and other basic account issues
Perform a variety of operational functions, as required
Maintain compliance with established internal operational standards and Federal and State regulations to protect the interests of the Bank and its clients
Completes required compliance training in a timely manner
Assists Branch Manager and Customer Service Manager with all aspects of customer service and operations including transactions, work flow, deadlines, audit, compliance, client inquiries, and team member requests.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Customer Support Associate
Solar Mosaic Incorporated
01.2018 - 01.2019
Worked within the Loan Operations Servicing department, providing support to customers
Manage multiple call queues including sales, account troubleshooting and borrower/solar installer
support
Focus on customer satisfaction through internal process optimization, resulting in an improved
service level agreement
Revise verification call practices to better streamline loan origination procedures
Provide insights resulting in an improved financing process for how solar systems are traded to
leading installers.
Customer Support Supervisor
Yapstone
01.2014 - 01.2017
Motivate and encourage our agents via feedback
Assist agents with difficult calls that needed to be escalated
Create weekly schedule for breaks and lunches in Excel
Monitor inbound calls in Cisco supervisor queue
Sat side by side with new agents and provided guidance
Walked call center floor and made sure I was readily available to assist agents
Worked 70+ hour week every month
Interviewed new candidates one on one for employment in the call center
Sales Associate
AT&T Authorized Retailer
01.2007 - 01.2014
Lead Sales Support
Point of sales
Service existing accounts, and establishes new accounts
Assist customers with purchase and assist with operating equipment
Contribute to team effort by accomplishing related results as needed