Ivy Williams
Anaheim,CA
Summary
Professional with proven expertise in customer support, adept at resolving issues efficiently and enhancing client satisfaction. Strong collaborator who thrives in team environments and adapts readily to changing demands. Skilled in communication, problem-solving, and using CRM software to deliver impactful results. Known for reliability and results-driven approach, ensuring high standards are consistently met.
Overview
35
35
years of professional experience
Work History
Customer Support Specialist
Solugenix
Brea, California
04.2016 - Current
- Achieved increased customer engagement by establishing new accounts and reactivating dormant accounts. Enhanced data accuracy by updating customer information for both domestic and international clients, leading to improved operational efficiency.
- Evaluated credit data and financial statements to assess risk levels associated with credit extension and lending activities.
- Assessed customer records and formulated tailored payment plans based on earnings, payment history, and purchase activity.
- Analyzed creditworthiness and prepared concise summaries of loan applications for timely submission to finance team.
- Conducted thorough reviews of hospital and physician records to facilitate the selection of delinquent accounts for collections.
- Collected and analyzed data from all pertinent sources to support informed decision-making.
- Assessed data and outcomes to determine effective solutions for problem resolution.
- Analyzed and merged multiple accounts to ensure comprehensive financial oversight and compliance.
- Evaluated events and processes to ensure compliance with laws, regulations, and standards.
- Reviewed and updated standard policies to align with compliance requirements for auditors' assessments.
Student Service Coordinator
Career College of California
Santa Ana, California
11.2015 - 01.2016
- Facilitated distribution and completion of new hire paperwork for all employees.
- Orchestrated comprehensive onboarding schedules and coordinated activities to enhance new employee experience.
- Maintained accurate records of instructor and employee absences to ensure effective shift planning.
- Supported instructional continuity by logging and chronicling instructor absences and managing substitute teacher assignments.
- Oversaw distribution auditing and management of institutional physical assets, including keys, computers, and textbooks.
- Coordinated and executed 6-7 weekly orientation sessions, ensuring comprehensive introduction to organizational policies and procedures.
- Facilitated coordination and planning of graduation ceremonies.
- Engaged with students to gain comprehensive insights into their challenges and needs.
- Managed and updated student services records and dashboard in Salesforce to facilitate effective tracking of meetings, resources, and referrals for students.
- Managed internal resources, including student relief fund, career closet, library, and student resource database.
- Oversaw logistical arrangements for orientation sessions, including room setup, computer readiness, and distribution of essential materials.
Customer Service Representative
Walgreens
Chicago Heights, Illinois
04.2014 - 06.2014
- Managed point-of-sale system operations to ensure efficient transaction processing.
- Facilitated customer satisfaction by providing friendly service and ensuring shelves were stocked and inventory was accurately maintained.
- Managed upkeep of signage and displays to enhance customer experience.
- Executed routine inspections and repairs for exterior and interior areas, maintaining safety and aesthetic standards.
Print Center/ Senior Processing Technician
BMO Harris
Chicago, Illinois
01.1999 - 11.2012
- Managed daily production and distribution of 10,000 reports, microfiche customer bank statements, forms, and checks to ensure timely delivery to clients.
- Drafted and issued 100 to 200 detailed reports, ensuring clarity and accuracy in instructions.
- Managed customer inquiries to ensure prompt handling of check balancing, research, and reprinting services.
- Conducted research and facilitated the development of 50 to 60 consumer statements for legal and risk groups.
- Streamlined operational procedures across units, achieving monthly savings exceeding $5000.
Cash Processing/Processing Technician
BMO Harris
Chicago, Illinois
08.1991 - 01.1999
- Supervised teller operations, focusing on discrepancy investigations and the effective reconciliation of outstanding differences.
- Developed and implemented training initiatives for tellers to improve operational efficiency and maintained accurate attendance records.
- Oversaw meticulous reconciliation of $20 million in currency daily, guaranteeing precise amounts for deposits and secure transit to banking institutions.
- Reviewed and authenticated checks to facilitate cashing and depositing, maintaining transaction integrity for customer satisfaction.
- Analyzed consumer discrepancies and implemented solutions to ensure customer satisfaction.
Education
Accounting Professional - Business Accounting Program
Career College of California
Santa Ana, CA01-2016
No Degree - Accounting Courses
Chicago State University
Chicago, ILSkills
- Outstanding Customer Service
- Office and Administration and Accounting Professional
- Administrative and Clerical Procedures
- Experience with Salesforce, Alltel, POS Systems, JDE
- Dun & Bradstreet
- Genesys
- QuickBooks
- Payroll Accounting & Business Math
- Microsoft Word, Excel, Power Point, Outlook
- Type 50 WPM
LEADERSHIP ACTIVITIES
- Volunteered - Financial Clerk at a Nonprofit Organization, Chicago, Illinois
- Volunteered -Rehabilitation Aide Organization, Chicago, Illinois
Timeline
Customer Support Specialist
Solugenix
04.2016 - Current
Student Service Coordinator
Career College of California
11.2015 - 01.2016
Customer Service Representative
Walgreens
04.2014 - 06.2014
Print Center/ Senior Processing Technician
BMO Harris
01.1999 - 11.2012
Cash Processing/Processing Technician
BMO Harris
08.1991 - 01.1999
Accounting Professional - Business Accounting Program
Career College of California
No Degree - Accounting Courses
Chicago State University