Frederick Poole
Piedmont,SC
Summary
Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
18
18
years of professional experience
Work History
Client Operation Specialist
Hopskipdrive Inc
Los Angeles, CA
12.2021 - 03.2023
- Develop and implement client-required reporting
- Execute operational response to any issues escalated by the Client Support team
- Create and implement processes to identify when clients are in trouble and shift internal resources to provide solutions, utilizing current reporting solutions and leading the creation of new ones as appropriate
- Manage logistics for rides that have unique needs and advanced qualifications
- Recognize trends and suggest changes to improve processes
- Trained new employees on established operational procedures and protocols.
- Work cross-departmentally in a high-speed environment
- Work on special projects as decided by the Director of Client Operations.
Asset Recovery Coordinator
Global Lending Services
Greenville, SC
06.2019 - 12.2021
- Maintain relationships with repossession companies and vendors
- Assign accounts for repossession with repossession agents promptly
- Work with repossession agents to coordinate the pick-up of vehicles that were identified for repossession
- Perform administrative functions to validate or confirm customer data; update accounts as needed
- Work with vendors to implement programs that provide alternative contact methods for customer communications
- Execute charge-off procedures as appropriate
- Maintain electronic records and files
- Foster a collaborative culture that facilitates the achievement of business plan objectives by working closely with other associates and members of management
- Review all data for errors and report unusual findings to management
- Enter personal customer information into databases as collected upon forms or spreadsheets
- Generate weekly and monthly reports regarding sales information or areas to improve upon
- Ensure proper updates of required software and train new employees as needed on company processes
- Direct quality initiatives by requiring adherence to quality assurance policies and procedures, developing new models, implementing changes
Banking Specialist
TD Bank
Greenville, SC
01.2017 - 01.2019
- Researched customer inquiries regarding account balances, interest rates, fees.
- Reviewed customer account data for accuracy prior to submitting it for review by senior management or auditors.
- Resolved problems or discrepancies concerning customers' accounts.
- Monitored customer accounts for suspicious activity, including large transfers or irregular patterns of behavior.
- Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
- Acted as pivotal point of contact between bank branches regarding guidelines and practices.
- Assisted in creating new accounts, processed deposits and withdrawals, and maintained accurate records of transactions.
- Performed risk assessments on customers to ensure compliance with anti-money laundering regulations.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Lead Customer Service Driver
Furniture Services Inc.
Greenville, SC
03.2014 - 01.2016
- Communicated with dispatch regarding traffic conditions, delays, or other issues encountered on routes.
- Properly secured load with straps, chains, or other equipment when necessary.
- Delivered packages and other goods to customers in a timely manner.
- Loaded merchandise onto truck according to company guidelines for secure transportation.
- Unloaded merchandise from truck using pallet jack or hand truck as needed.
- Followed all safety regulations while operating the delivery vehicle on public roads.
- Ensured accurate paperwork was completed for each delivery.
Account Manager
HomeSmart
Greenville, SC
11.2004 - 03.2011
- Maintain accurate records of customer account activity, including current and past due accounts
- Review past-due accounts and communicate with customers in person and via phone to promote timely payments
- Collect customer payments on a timely basis and meet daily/weekly collection standards
- Performs daily office tasks such as filing, recording, maintaining records, copying, posting transactions, and other similar duties, mainly using a computer
- Collects, reviews, and inputs data into computer systems following client and Performant Recovery policies, procedures, and job duty work instructions
- Reconciles account balances
- Review and process daily exceptions reports
- Process promissory notes and itemization requests, Including disputes
- Install and set up inventory and instruct customers on the proper use of merchandise
- Obtain new rental orders on the sales floor and over the phone
- Complete rental agreements as required
Education
High School Diploma -
Carolina High School
Greenville, SC06-2002
Skills
- Incident Management
- Operational Efficiency
- Experience in Leadership
- Logistics Management
- Project Management
- Quality Control
- Administrative Support
- Data Entry
- Client Needs Assessment
References
Available upon request
References
References available upon request.
Timeline
Client Operation Specialist
Hopskipdrive Inc
12.2021 - 03.2023
Asset Recovery Coordinator
Global Lending Services
06.2019 - 12.2021
Banking Specialist
TD Bank
01.2017 - 01.2019
Lead Customer Service Driver
Furniture Services Inc.
03.2014 - 01.2016
Account Manager
HomeSmart
11.2004 - 03.2011
High School Diploma -
Carolina High School
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