ISIS CANTRELL
Los Angeles,CA
Summary
Dedicated professional with 15 years knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
8
8
years of professional experience
Work History
Member Solutions Representative (Remote)
CFCU Community Credit Union
Ithaca, NY
03.2023 - 12.2023
- Explained banking procedures and regulations to customers accurately.
- Performed data entry of new accounts into banking system database.
- Reconciled daily transaction batches ensuring all entries are accurate.
- Responded promptly to emails from clients requesting assistance.
- Prioritized and organized tasks to efficiently accomplish service goals.
CSR (Remote)
Liberty National Life Insurance Company
Los Angeles, California
01.2022 - 06.2022
- Answered customer invoice questions and resolved issues discovered during invoicing and collection process.
- Reviewed and analyzed contracts to resolve billing issues with vendors and carriers.
- Set up plans to handle payments, payment plans and defaults on balances.
Member Service Representative
First Entertainment CU
Burbank, CA
02.2019 - 02.2021
- Assisted customers with opening checking and savings accounts and applying for credit cards and loans.
- Completed transactions for membership renewals and extensions.
- Leveraged software and systems to research and resolve member inquiries.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
- Leveraged customer service and sales abilities to consistently meet performance goals.
CSR, Sales
Wells Fargo
El Monte, CA
02.2018 - 01.2019
- Resolved concerns with products or services to help with retention and drive sales.
- Documented and detailed calls and complaints using call center's CRM database.
- Completed transactions for customers and capitalized on opportunities to cross-sell products and services.
Financial Services Representative II
Xceed Financial Credit Union
El Segundo, CA
02.2016 - 01.2018
- Answered average of 100 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information.
- Processed paperwork for new accounts and transactions with high degree of accuracy.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
Education
Certificate : Banking & Financial Services -
Southern Regional Occupation Center
Torrance, CA04.2021
High School Diploma - General Education
City of Angeles High
Los Angeles, CA06.2002
Skills
- Employee training
- Banking operations
- Payment Processing
- E-mail/ Chat Support
- MS word/ MS excel/ MS Outlook
- Troubleshooting Technical Issues
- Accounts Payable/ Accounts Receivable
Timeline
Member Solutions Representative (Remote)
CFCU Community Credit Union
03.2023 - 12.2023
CSR (Remote)
Liberty National Life Insurance Company
01.2022 - 06.2022
Member Service Representative
First Entertainment CU
02.2019 - 02.2021
CSR, Sales
Wells Fargo
02.2018 - 01.2019
Financial Services Representative II
Xceed Financial Credit Union
02.2016 - 01.2018
Certificate : Banking & Financial Services -
Southern Regional Occupation Center
High School Diploma - General Education
City of Angeles High
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