Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jeanette Wray-Wright

Norfolk,VA

Summary

To assume a challenging styles position with a company or corporation, where proven knowledge and skills with sales, customer service, retail management, personal finance, time and stress management may be applied.

More then 20 years experience in sales and customers.

Extremely reliable; results and detailed oriented, self-starter, independent and a team player! To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Successful at efficiently handling client inquiries, billing and administrative tasks. Familiar with contracts and other documents affecting billing processes. Prepares professional, polished statements and business correspondence.

Overview

9
9
years of professional experience

Work History

Account Receivable

S & K Sales Company
07.2004 - 11.2006
  • Accounting department, process invoice payment in spreadsheet, prepare invoice for mail to clients, create new worksheets for monthly sales
  • Filing, calls to collect payments other duties as needed
  • Reduced overdue accounts by consistently monitoring and following up on outstanding invoices.
  • Monitored customer account details for non-payments, delayed payments and customer disputes.
  • Maintained accurate records of customer accounts, payments.
  • Maintained accurate financial records with meticulous attention to detail in data entry and account management.

Member Service Specialist

Navy Public Works Center NORVA FCU
01.2003 - 06.2004
  • Assist members opening and closing checking/saving accounts, CD, IRA, 401 rollovers, interview members for loans, prepare loan applications, and assure loans are in compliance with policy and procedures. Organize loan files, Assist on teller line as needed, cross sale credit unions products
  • Enhanced member satisfaction by providing exceptional customer service and addressing inquiries promptly.
  • Streamlined account management processes for increased efficiency and accuracy in handling member accounts.
  • Assisted in training new team members, sharing best practices and contributing to a cohesive work environment.

Policy Service Representative

USAA Automobile Association
11.1999 - 05.2002
  • Provided policy service for auto, renters, high value items to include related accounting questions
  • Upgrade coverage on existing incoming members calls
  • Provide Prompt appropriate and effective response to members request
  • Introduced to homeowners, boat and other risk coverage

Deposit Sales and Service Rep.

USAA Federal Saving Bank
06.1999 - 11.1999
  • Manage approximately 50 incoming calls, emails, faxes per day from banking services, in call center area with in deadline oriented environment
  • To include exciting wire transfers of funds, cash advance issued cashier checks, online transfer, introduction to bill pay, collections IRA and investments CD accounts.
  • Maintained up-to-date knowledge of product and service changes.
  • Increased customer satisfaction by providing knowledgeable assistance and addressing their needs promptly.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Cross-trained and provided backup support for USAA automobile services.

Teller 2

San Antonio Teachers Credit Union
11.1997 - 06.1999
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
  • Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
  • Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.

Education

Mortgage Banking

Palo Alto College
San Antonio, TX
1996

Skills

  • Cash application
  • Goal-Oriented
  • Credit analysis
  • Dispute Resolution
  • Payment Negotiation
  • Invoice Processing
  • Customer Relationship Management
  • Payment Processing
  • Bookkeeping
  • Organizational Skills
  • Multitasking Abilities
  • Training and Teaching
  • Active Listening

Timeline

Account Receivable

S & K Sales Company
07.2004 - 11.2006

Member Service Specialist

Navy Public Works Center NORVA FCU
01.2003 - 06.2004

Policy Service Representative

USAA Automobile Association
11.1999 - 05.2002

Deposit Sales and Service Rep.

USAA Federal Saving Bank
06.1999 - 11.1999

Teller 2

San Antonio Teachers Credit Union
11.1997 - 06.1999

Mortgage Banking

Palo Alto College

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Jeanette Wray-Wright