Summary
Work History
Education
Skills
Generic

Jennifer Colgrove

Summary

Customer support specialist with proven ability to exceed expectations in service delivery. Bilingual in English and Spanish, facilitating effective communication with diverse clientele. Demonstrated success in reducing customer dissatisfaction through decisive communication and solution-oriented approaches. Strong work ethic and commitment to integrity foster positive relationships with customers and colleagues alike.

Work History

Financial Analyst

Wells Fargo Financial Institute
Hillsboro
02.2020 - 11.2022
  • Assisted families with financial services following loss of loved ones.
  • Coordinated grief support while managing financial aspects of deceased accounts.
  • Requested death certificates, wills, and trusts to clarify estate authority.
  • Collaborated with bankers and clients nationwide to facilitate fund releases.
  • Advised clients on necessary documents to access immediate financial resources.
  • Provided guidance on long-term financial planning for family benefit.
  • Explained tax requirements and recommended consultation with tax professionals or lawyers.
  • Ensured timely confirmation and release of funds to beneficiaries.
  • Analyzed investment portfolios to recommend appropriate adjustments.
  • Engaged with clients to assess their financial situations and needs.

Financial Services Representative

Genesis Financial
Beaverton
01.2019 - 02.2020
  • Managed processing of client accounts for credit products, including cards and loans.
  • Submitted credit applications on behalf of clients to secure approvals.
  • Communicated approval terms clearly to clients and customers after successful applications.
  • Explained denial reasons to clients, outlining future correspondence regarding denied applications.
  • Addressed inquiries related to payment statuses on delinquent accounts efficiently.
  • Provided detailed explanations of payment histories and interest rates for furniture purchases.
  • Clarified financial contract terms during discussions with clients on incoming calls.
  • Guided clients through credit card applications, highlighting fees and credit score impacts.

Supervisor

Sharis
Beaverton
05.2017 - 10.2018
  • Led a team of 10 employees during shifts, driving operational success.
  • Recruited and trained new employees to strengthen service capabilities.
  • Provided ongoing support to staff in delivering exceptional customer service.
  • Oversaw scheduling, payroll, attendance, and leave policies for operational continuity.
  • Handled customer complaints efficiently to ensure positive experiences and return visits.
  • Implemented safety guidelines across the team to uphold workplace standards.
  • Coordinated employee breaks and managed overtime effectively for optimal workflow.
  • Maintained accurate records of payroll deductions and holiday schedules.

Administrative Assistant /Financial Assistant

Aerifco
Tigard
03.2007 - 07.2009
  • Managed four receptionists across four branch locations, ensuring seamless operations.
  • Oversaw inventory data management to maintain accurate stock levels.
  • Processed multiple financial invoices and documents for timely payments.
  • Represented company at job fairs, promoting job opportunities across various regions.
  • Collaborated directly with CEO on strategic initiatives and project execution.
  • Coordinated projects for sales department, enhancing productivity and project flow.

Administrative Assistant

Wilcox Furniture
Hermiston
03.2005 - 01.2007
  • Managed sales, warehouse, and warranty departments to optimize operations.
  • Processed sales transactions through cash and in-store credit applications.
  • Scheduled merchandise deliveries in coordination with delivery staff for customer satisfaction.
  • Handled warranty applications efficiently to expedite resolutions.
  • Coordinated staff meetings focused on strategies to boost merchandise sales.
  • Assisted with training and orientation for new sales department staff.
  • Organized staff lunches, breaks, and schedules to enhance productivity.
  • Resolved issues through immediate de-escalation, retraining staff to improve sales techniques.

Pharmacy Technician

Rite-Aid Pharmacy
Hermiston
03.2003 - 11.2005
  • Streamlined insurance processing enabling customers to secure medications, filled prescriptions, resolved inquiries from customers and medical personnel, processed payments, and dispersed medications to customers.

Education

Oregon Certified Pharmacy Technician -

Oregon State Parmacy

Associate of Science -

Portland Community College
Portland, Oregon, OR

Skills

  • Leadership and management skills
  • Recruitment and training
  • Equal opportunity compliance
  • Project coordination
  • Team leadership
  • Inventory management
  • Effective communication
  • Written communication
  • Financial documentation
  • Client relationship management
  • Data entry accuracy
  • Microsoft Office
  • Multi-line telephone system operation

Similar Profiles

CREATE PROFILE
Jennifer Colgrove