Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Jeanna Griffin

Columbus,OH

Summary

Accurate in processing payments and efficient in completing Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Knowledgeable and dedicated customer service professional with extensive experience in the customer service industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. I am motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Talented assistant with experience managing data and controlling recordkeeping. Expert at optimizing processes to improve data retrieval, enhance storage procedures, reduce physical storage needs and maintain information security. Skilled at researching and resolving discrepancies. Currently I am working through a temp agency employed with the same company Morgan Stanley and I am trained in 3 different departments one is digital support, help client, branch and Financial Advisors (FA) navigate on Morgan Stanley online. I help with technical issues, for example help troubleshoot why a client is not able to login or if the website, page is unavailable and help locate documents like tax and assist with download on turbo tax or QuickBooks or even help linking external account. Second department I am trained in is cash management help client and FA with the banking side example checking and brokerage account with distribution navigation like P.A.i.D or with helping branch navigating to print out branch check or assisting with wire information or how to set it up. I am also trained in debit cards, for example removing blocks on debit cards or doing credit balance adjust when the balance is not correct on the account. I can help clients ordering new cards and checks and stay adhered to compliance and regulation while resolving issues on the phone.

Overview

4
4
years of professional experience

Work History

Customer Service

PrideOne
Columbus , OH
05.2021 - Current
  • Digital training help client with navigation MS online
  • Troubleshoot with technical error when client is on MSO
  • Help with tax season when client need assist with Quick books ant Turbo tax
  • Cash Management trained help Financial Advisor with P.A.ID or money movement with client Checking and brokerage accounts
  • Debit card trained able to adjust client account if money has not updated with the credit card
  • Help with all clients and FA need with little supervision

Collections Representative

MRS Associates
Columbus, OH
02.2020 - Current
  • Reviewed collection reports to determine status of collections and amounts of outstanding balances.
  • Used skip tracing resources to locate debtors and updated information in company system.
  • Counseled debtors on payment options and arranged installment agreements.
  • Monitored accounts for compliance with established payment plans and flagged non-compliances.
  • Negotiated to collect balance in full.
  • Resolved challenging situations with friendly but firm strategies

Census Enumerator

Government
Columbus, United States
08.2021 - 09.2021
  • Leveraged smartphones to record information.
  • Performed field staff duties critical to completing accurate count in hard-to-reach communities.
  • Met with supervisor to review procedures, report issues or concerns and receive instructions.
  • Served as last line of defense to obtain accurate count for federal funding and fair political representation.
  • Visited assigned neighborhoods and knocked on doors to encourage participation in Census.

Education

Some College (No Degree) - Business Management

Columbus State Community College
Columbus, OH

Some College (No Degree) - Graphic Design

Ohio Northern University
Ada, OH

Skills

  • Payment Arrangements
  • Recording Data
  • Policies and Procedures
  • Scheduling
  • Budgeting

References

References available upon request.

Timeline

Census Enumerator

Government
08.2021 - 09.2021

Customer Service

PrideOne
05.2021 - Current

Collections Representative

MRS Associates
02.2020 - Current

Some College (No Degree) - Business Management

Columbus State Community College

Some College (No Degree) - Graphic Design

Ohio Northern University
Jeanna Griffin