Dynamic professional with a strong background in customer service and office administration, honed at SEFCU. Proven ability to handle sensitive information and collaborate effectively, enhancing team performance. Skilled in organization and communication, I excel in delivering personalized solutions and fostering positive client relationships, contributing to improved member satisfaction.
Handle sensitive information
Work closely with school psychologists to complete time sensitive tasks that include:
-Scheduling meetings
-Generate, send out and track consent forms
-Validate and finalize IEPs and 504s
Collaborate and assist colleagues in the Special Education Department
Maintained a well organized work environment to optimize efficiency in mail processing tasks.
Collaborated with teammates to ensure time sensitive documents were delivered quickly and efficiently
Ensured that private information was handled safely and securely
Handled escalated calls professionally, mitigating concerns effectively while maintaining excellent rapport with clients.
Assisted in training new team members, sharing best practices, and contributing to a cohesive work environment.
Provided personalized financial guidance based on individual goals, helping members make well-informed decisions about their finances.
Participated actively in continuous improvement initiatives that bolstered member satisfaction and increased overall team performance.
Customer service
Verbal and written communication
Office administration
Organization