ISABELLA WEISEL
Phoenix,AZ
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
10
10
years of professional experience
Work History
Associate Customer Service Representative
Wells Fargo
06.2022 - Current
- Provided primary customer support to internal and external customers.
- Answered product and service questions, suggesting other offerings to attract potential customers.
- Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
- Upheld strict security procedures to verify identities when completing actions for members and giving out private banking information.
- Improved customer satisfaction by going above-and-beyond to answer questions and offer expert support.
- Stayed current on changing products, services and policies to offer exceptional service to customers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Executed stop payments and account transfers.
ADMINISTRATIVE ASSISTANT
Secore & Niedzialek
, P.C.
09.2021 - 03.2022
- Executed record filing system to improve document organization and management.
- Answered phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and submitted purchase orders to maintain stock levels.
- Monitored office calendars to plan meetings, activities and travel to maximize productivity.
- Edited documents to improve accuracy of language, flow and readability.
- Interacted with vendors to purchase and set up equipment and services.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Facilitated communication between clients and tax authorities.
LEASING & MARKETING AGENT
Embrey
01.2021 - 08.2021
- Preformed background checks, references, and credit checks
- Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local and federal housing requirements.
- Greeted clients, showed apartments and prepared leases.
- Collected rent and tracked resident payments and information in computer system.
- Responded to requests and scheduled appointments for property showings.
- Assisted prospective tenants in paperwork completion to facilitate smooth move-in processes.
- Inspected properties before and after new tenant move-ins to schedule maintenance and cleaners.
- Resolved conflicts between tenants regarding noise, parking.
- Verified tenant incomes and other information before accepting lease applications.
- Helped clients find leases to suit needs such as handicapped access, pet-friendly locations.
- Monitored social media questions and comments and appropriately responded
Leasing and Marketing Professional
Sentinel Corporation
06.2019 - 01.2021
- Pre-qualified and followed up with prospective tenants continually
- Answered questions and highlighted selling features of apartment complex
- Coordinated move-ins and move-outs
- Assisted with office organization
- Maintained and organized resident files
- Collaborated with clients and customers face to face daily
- Managed schedule and time management
- Handling of signing of leases
- Collected Rent from residents, application, and administration fees
- Managed Residents needs and complaints
- Preformed background checks, references, and credit checks
- Verified tenant incomes and other information before accepting lease applications.
- Greeted clients, showed apartments and prepared leases.
- Resolved conflicts between tenants regarding noise, and parking.
TELLER
Wells Fargo
06.2018 - 03.2019
- Followed cash handling procedures including balancing cash drawer daily
- Greeted all customers
- Customer deposits and withdrawals as requested and retrieved account information
- Referred customers to other bank staff for different types of transaction requests
- Collected all required documentation for cash checking for non-customers
- Issued money orders, cashier checks and cash checks
- Stocked supplies for customers and personal teller station
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Identified sales opportunities and referred customers to branch partners in financial services
- Maintained friendly and professional customer interactions
MEMBER SERVICE SPECIALIST
Teladoc
02.2017 - 01.2018
- Assisted with scheduling consultation to speak with licensed physician
- Obtained credit card billing information and personal member/client information
- Assisted members with walking through registration process online if requested
- Detailed payment options and explained price, receipt and billing details to customers.
- Approved and terminated customer contracts upon request.
- Answered over 100 calls per shift to meet fast-paced call center demands.
- Responded to customer calls and emails to answer questions about products and services.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Responded to customer comments and questions via LiveChat during shifts.
LEASING CONSULTANT/ ASSISTANT MANAGER
Pro Residential
01.2015 - 01.2017
- Pre-qualified and followed up with prospective tenants
- Answered questions and highlighted selling features of apartment complex
- Coordinated move-ins and move-outs
- Maintained and organized resident files
- Handling of signing of leases
- Notice Writing Filing Organized tenant files
- Created Housing Advertisements of Property
- Conducted Apartment tours
- Preformed background checks, references, and credit checks
- Verified tenant incomes and other information before accepting lease applications
- Collected monthly rent payments and other fees, always properly recording and processing money
TELLER/LOAN PROCESSOR
CASH 1 Loans
01.2014 - 01.2015
- Followed cash handling procedures including balancing cash drawer daily
- Collected all required documentation for loan package
- Issued money orders and cash checks
- Identified counterfeit currency
- Took incoming customer calls regarding any questions and resolving any problems
- Created loan submission package for Underwriting department
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
- Set up and completed loan submission packages.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
- Maintained friendly and professional customer interactions
CSR/COLLECTIONS/OPERATION SUPERVISOR
McKesson
01.2012 - 01.2014
- Kept management informed with any changes that need to be implemented
- Established new accounts and maintained old accounts
- Assisted over 100 customers with understanding their bill and documented account activity for collection
- Developed restructuring plans to assist clients in resolving delinquency and avoiding foreclosure
- Assisted with filling or reordering of prescriptions via mail
- Motivated and trained employees to maximize team productivity.
- Compiled training materials for new employees and tracked skill development.
- Negotiated to collect balance in full.
- Processed payments and applied to customer balances.
- Answered 90 calls per shift to meet fast-paced call center demands.
Education
HIGH SCHOOL DIPLOMA -
CRESTVIEW COLLEGE PREPARATORY
Phoenix, AZ 05.2011 - 05.2011
Skills
Multitaskingundefined
Timeline
Associate Customer Service Representative
Wells Fargo
06.2022 - Current
ADMINISTRATIVE ASSISTANT
Secore & Niedzialek
09.2021 - 03.2022
LEASING & MARKETING AGENT
Embrey
01.2021 - 08.2021
Leasing and Marketing Professional
Sentinel Corporation
06.2019 - 01.2021
TELLER
Wells Fargo
06.2018 - 03.2019
MEMBER SERVICE SPECIALIST
Teladoc
02.2017 - 01.2018
LEASING CONSULTANT/ ASSISTANT MANAGER
Pro Residential
01.2015 - 01.2017
TELLER/LOAN PROCESSOR
CASH 1 Loans
01.2014 - 01.2015
CSR/COLLECTIONS/OPERATION SUPERVISOR
McKesson
01.2012 - 01.2014
HIGH SCHOOL DIPLOMA -
CRESTVIEW COLLEGE PREPARATORY
05.2011 - 05.2011
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