Haley Whettam
Oconomowoc
Summary
Motivated professional seeking to leverage strong analytical skills while continuing to learn and grow within the industry. Dedicated to providing accurate case assessments, supporting sound decision making, and advancing my career in underwriting and analysis.
Overview
15
15
years of professional experience
Work History
UWCC – Specialized Client Care Services Analyst
Northwestern Mutual
05.2024 - Current
- Currently as an UWCC analyst my job duties include using critical thinking and problem-solving skills to assist CSRs with challenging questions from the field in multiple slack channels. Handling and de-escalating difficult calls and emails from the field. Identifying and reporting hot cases to underwriting leadership. Commission authorizing cases that qualify in underwriting. Assisting our L&D team with new training/training refresher courses and making sure our team is fully supported by using my time management skills to get projects completed, adhere to my schedule and be ready to switch tasks due to priority.
UWCC – Specialized Client Care Services Representative
Northwestern Mutual
10.2021 - 05.2024
Personal Banker / Teller Supervisor
Waukesha State Bank
03.2020 - 10.2021
- Responsibilities include knowing and following compliance procedures to be able to make judgement calls and decisions when employees and customers need assistance. Opening and closing the bank. Leading the teller team by assigning stations and schedules. Balancing the vault and handling large money orders. Working with customers closely and listening to their needs to find bank accounts that suit them best. Handling business clients with business banking accounts, along with assisting in consumer and mortgage lending.
Teller / Customer Service Representative
Waukesha State Bank
07.2017 - 02.2020
Cashier
Discount Liquor
06.2017 - 04.2018
Assistant Manager
Rue21
05.2014 - 06.2017
- As an Assistant Manager I would open and close the store promptly either on my own or with help from an associate. Manage employee schedules and shipment orders. Manage/lead the store floor and employees on duty. Complete and file daily store reports and respond to corporate emails. I assisted in opening brand-new stores and closing stores leaving the area. I was also tasked to manage the Johnson creek locations Instagram account.
Hostess
Michaels House of Prime
05.2016 - 08.2016
Associate
Rue21
07.2012 - 05.2014
To-Go Order Specialist
Kims Garden
06.2010 - 07.2011
Education
High School Diploma -
Waukesha West
01.2013
Some college credits - Dental Hygiene, Human Services
WCTC
Skills
- Great attention to detail
- Quick learner
- Timely and Efficient
- Proficient computer skills
- Great Multitasker
- Excellent customer service
- Work well with others or on my own
- Enjoy taking on new responsibilities
- Take initiative to learn new skills
- Leadership and team building skills
- Analytical and crytical thinking
- Time management
Community Service
Mukwonago Midnight Magic Parade, Participant, Mukwonago, Walk in Mukwonago Midnight Magic Parade in December every year
Timeline
UWCC – Specialized Client Care Services Analyst
Northwestern Mutual
05.2024 - Current
UWCC – Specialized Client Care Services Representative
Northwestern Mutual
10.2021 - 05.2024
Personal Banker / Teller Supervisor
Waukesha State Bank
03.2020 - 10.2021
Teller / Customer Service Representative
Waukesha State Bank
07.2017 - 02.2020
Cashier
Discount Liquor
06.2017 - 04.2018
Hostess
Michaels House of Prime
05.2016 - 08.2016
Assistant Manager
Rue21
05.2014 - 06.2017
Associate
Rue21
07.2012 - 05.2014
To-Go Order Specialist
Kims Garden
06.2010 - 07.2011
Some college credits - Dental Hygiene, Human Services
WCTC
High School Diploma -
Waukesha West
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