Service-oriented with passion for providing excellent service. Friendly, personable and always professional under pressure. Known for thriving in fast-paced and busy environments.
Overview
11
11
years of professional experience
Work History
Telephone Consultant III
Mission Federal Credit Union
07.2019 - 12.2021
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Connected customers with services based on individual needs and vendor capabilities.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Offered advice and assistance to customers, paying attention to special needs or wants.
Participated in team meetings and training sessions to stay informed about product updates and changes.
Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
Met customer call guidelines for service levels, handle time and productivity.
Educated customers about billing, payment processing and support policies and procedures.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Sought ways to improve processes and services provided.
Business Director
FortuneBuilders
12.2015 - 06.2019
Reconciled business and creative needs.
Drove specification, scheduling, status and review processes.
Translated business priorities into implementable actions.
Used measurements, analysis and process alternatives to arrive at best practices.
Created innovative sales strategies through monitoring and evaluating market trends and competitive offerings.
Exceeded sales goals through effective time management and resource allocations.
Utilized consumer trends to shape sales approaches.
Worked with clients to increase knowledge of Real Estate language and business.
Insurance Representative II
GEICO, Government Employees Insurance
03.2013 - 12.2015
Performed policy renewal and record retention.
Tailored insurance plans to support client needs and establish sense of trust among community members.
Supported customers in insurance application completion while liaising between company and client.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Educated clients on insurance policies and procedures.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Finalized sales and collected necessary deposits.
Internal Auditor
Union Bank Of California
08.2010 - 03.2013
Identified and reported audit issues.
Documented recommendations to improve internal controls.
Produced audit reports.
Recommended new methods to improve internal controls and operating efficiency.
Investigated discrepancies discovered during auditing process.
Explained risk and compliance concepts to managers and executives.