JENNA BEVERLY
Athens,TX
Summary
Debt Settlement Negotiator and Account Manager with 5+ years of experience in the financial services sector. Expert in CRM software, SaaS, and cold calling, with a knack for negotiation and account management. Demonstrated proficiency in handling complex accounts, creating Excel pivot tables, and script writing for customer service representatives. Displays a strong understanding of state & federal laws of garnishments and has a track record of developing training programs to improve customer service skills.
Overview
14
14
years of professional experience
Work History
CSR - Customer Service Representative
NewtekOne, Inc.
05.2023 - Current
- Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
- Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Managed online website chat engagments.
- Assist callers with banking questions and help with their needs pertaining to their bank accounts.
Debt Settlement Negotiator
Alleviate Financial Solutions
05.2023 - 10.2023
- Negotiate the lowest settlements possible
- Consumer debt
- Discuss difficult accounts with attorney
- Upload and review documents
- Update CRM with appropriate notation
- Review summons Upload to file and send documents for review if an actual summons
- Discuss settlements with opposing law firms with the understanding of state & federal laws regarding garnishments.
Negotiations/Account Manager( Contract)
FSG
08.2022 - 01.2023
- Negotiate the lowest settlements possible
- Consumer debt
- Discuss difficult accounts with attorney
- Upload and review documents
- Update CRM with appropriate notation
- Review summons Upload to file and send documents for review if an actual summons
- Discuss settlements with opposing law firms with the understanding of state & federal laws of garnishments
- Handle client calls and explain in detail debt settlement process and answer questions & concerns from clients
- Handle retention calls
- Help create scrub creditors
- Handle Excel documents/create
- Handled extremely upset clients, and helped come up with appropriate solutions
- KPI
- Phone script writing for CS reps
- Provide monthly reports to owner on departments growth & area's that need attention along with offering potential fixings
- Manage new trainee's
- Excel pivot tables
Debt Collector
Monetaria LLC
11.2021 - 03.2022
- Collect on account receivables
- Discuss important accounts with attorneys
- Skip tracing
- Prepare legal docs
- Correspond with opposing council attorneys
- B2B collections
- Call business owners and collect on past due balances
- Asses potential accounts if they're ready for legal action
- Request UCC filings
- Follow up with marshals to obtain garnishments
- Review MCA business owners statements for potential hiding or transferring of assets
Customer Service Representative
ACG
04.2021 - 11.2021
- Follow up with customers
- Help customers solve problems
- High call volume (100+)
- Troubleshoot
- Sell products
- Promote products
- Handle angry clients with little to no assistance from upper management
Negotiations
Helbing Law Group
Boca Raton, Florida
05.2019 - 08.2020
- Paralegal
- Debt negotiator
- Settling debt at the lowest amount
- CRM
- Call center
- Writing and reviewing legal document's
- Handled BBB review clients & any upset clients that retention or higher ups in office could not
- Handled Google review clients
- Helped lower the amount of refunds to clients by solving client related issues
Market Researcher
Performance Plus
02.2011 - 11.2015
- Data entry
- Answering phone calls
- Find certain groups of people pertaining to research studies
- Greeting clientele
- Office manager
- Directly dealing with corporate in emails
- Product display and set ups for research studies
- Sending and receiving FedEx shipments
- Microsoft works
- Microsoft office
- Cold Calling
- Handle cash for survey payments
- Make sure that the numbers matched the amount paid out
- Eye tracking
- Asked probing questions to potential survey takers
Education
Bachelor's degree - Finance & Accounting
Southern New Hampshire University
RemoteSkills
- Competitive
- Market Research
- Negotiation
- Presentation Skills
- Administrative Experience
- Marketing
- Microsoft Excel
- Confluence
- CRM software
- Typing
- Google Docs
- Google Ad Manager
- Customer service
- Cold calling
- Salesforce
- Analytics
- Google Analytics
- Facebook Advertising
- Accounts receivable
- B2B
- Microsoft Word
- Microsoft Office
- Microsoft Outlook
- HubSpot
- SaaS
- Zoom
- Slack
- Zoho CRM
Timeline
CSR - Customer Service Representative
NewtekOne, Inc.
05.2023 - Current
Debt Settlement Negotiator
Alleviate Financial Solutions
05.2023 - 10.2023
Negotiations/Account Manager( Contract)
FSG
08.2022 - 01.2023
Debt Collector
Monetaria LLC
11.2021 - 03.2022
Customer Service Representative
ACG
04.2021 - 11.2021
Negotiations
Helbing Law Group
05.2019 - 08.2020
Market Researcher
Performance Plus
02.2011 - 11.2015
Bachelor's degree - Finance & Accounting
Southern New Hampshire University