Jalynn Ricks
Tarboro,NC
Summary
To obtain a position that allows me to utilize and expand the experience I already have while providing me stability and an opportunity for growth. Financial Analyst equipped with the tools and knowledge needed to advance into senior-level roles within innovative, growth-driven companies. Expert at developing and tracking budget expenses and strong ability to analyze and organize large data sets.
Overview
7
7
years of professional experience
Work History
Customer Service Representative
Regional Finance
Rocky Mount, NC
08.2022 - 04.2026
- Working in customer services, helping customers with any questions or concerns they may have about their accounts that's currently open as well as trying to up sale insurance on their account while reviewing an renewing for better loan options.
- With me doing data entry I put in insurance claims, I also do underwriting reviewing applications, as well as take applications, I also book the loans and do the loan closing. All while receiving inbound calls and placing outbound calls, and handling debt and cash payments. I have a great balance with multi tasking.
Customer Service Specialist
Truist Financial
Wilson, NC
12.2021 - 08.2022
- Accepting calls from customers who have concerns about their Home Equity Lines of Credit, Personal Loans, Auto Loans and personal banking accounts.
- Answering questions that they ask such as if they would like to know account balances, send out debt cards, forgetter PIN number, activating debt cards and helping with online access. Putting in fraud claim if they may have an unrecognized transaction. Also doing chat online when communicating to customers.
Retention Specialist
Alorica
Remote
02.2020 - 12.2021
- I previously was retention specialist that helps clients with the medication they need to be sent out to them. Receiving inbound calls putting in order for medication, calling doctors office to verify information.
- Putting in insurance claims as well as taking payments by phone for the company.
Distribution Associate
QVC Distribution Center
Rocky Mount, NC
11.2018 - 02.2020
- Accepted a seasonal position in the distribution dept. Assembled and prepared packaging materials.
- Scanned items into an electronic ordering and tagging system so they will be ready them for shipping; Fulfilled orders manually and worked multi-lines. I also worked in the Returns Department I scan pack slips, look at products that was return and return customers their money.
Education
High school diploma - undefined
Rocky Mount High School
Rocky Mount, NC06.2018
Skills
Customer service
Computer networking
Insurance sales
Underwriting
Data Entry
Insurance Verification
Microsoft Excel
Microsoft Outlook
Microsoft Word
Microsoft Office
Additional Information
Authorized to work in the US for any employer
Timeline
Customer Service Representative
Regional Finance
08.2022 - 04.2026
Customer Service Specialist
Truist Financial
12.2021 - 08.2022
Retention Specialist
Alorica
02.2020 - 12.2021
Distribution Associate
QVC Distribution Center
11.2018 - 02.2020
High school diploma - undefined
Rocky Mount High School