Iesha M. Coleman
Richmond,VA
Summary
Well-qualified customer service agent with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
14
14
years of professional experience
Work History
Dispatcher
Osman Medical Transportation
2017.04 - Current
- Minimized cost of operations by optimizing routes for drivers to align with budget.
- Generated reports to track deliveries and maintain proper records and documentation.
- Oversaw route and condition of field units to manage daily schedule and maintain organized shifts.
- Maintained updated and detailed records of calls in physical and electronic database.
- Communicated with customers to provide delivery updates and resolution.
Insurance Agent
Teleperformance
2015.01 - 2017.05
- Conducted annual reviews of existing policies to update information.
- Calculated premiums and established payment methods for sales.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Met with customers to provide information about available products and policies.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Negotiated contracts and terms of sale with potential customers.
Banker Team Lead
USAA Federal Savings Bank
2011.06 - 2015.01
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Created financial dashboards to provide insights into key performance indicators.
- Developed strategic plans for day-to-day financial operations.
- Supported financial director with special projects and additional job duties.
- Established and checked coding procedures, monitored reports and updated internal files.
Banking Assistant
Virginia Credit Union
2009.01 - 2011.06
- Generated monthly reports on customer activity and customer feedback.
- Completed e-learning plan and bank secrecy act training and maintained up-to-date banking knowledge.
- Counted, verified and handled bank deposits and armored car transactions.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Imaged banking and loan documents, created computerized placeholders and built comprehensive electronic credit files.
Education
BBA - Business Administration And Management
Virginia State University
Petersburg, VA05.2015
High School Diploma -
The Carmel School
Ruther Glen, VA06.2011
Skills
- Customer Relationship Management
- Service Planning
- Schedule Coordination
- Communication Equipment Operation
- Growth Portfolios
- Customer Transactions
- Lender Relationships
- Business Planning
- Customer Follow-Up
- Quote Information
- Route Planning
- CS Pro
Timeline
Dispatcher
Osman Medical Transportation
2017.04 - Current
Insurance Agent
Teleperformance
2015.01 - 2017.05
Banker Team Lead
USAA Federal Savings Bank
2011.06 - 2015.01
Banking Assistant
Virginia Credit Union
2009.01 - 2011.06
BBA - Business Administration And Management
Virginia State University
High School Diploma -
The Carmel School
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