Jessica Lee
5021 Timberline Rd Cheyenne,WY
Summary
I am hardworking employee that has 18 years of customer service experience. I’m very detail-oriented and customer-focused with 4 years of financial services, great with multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
19
19
years of professional experience
Work History
MRCC- Sr. Member Relationship Officer
Blue FCU
Cheyenne, USA
09.2023 - Current
- Discovering needs of members and finding solutions
- Assisting other co-workers
- Communicate with members on status of loans
- Collecting documentation
- Monitoring of phone queues and jumping in when needed
- Sharing other products and services we have to offer
MRCC- Member Relationship Officer
Blue FCU
Cheyenne, USA
08.2022 - 09.2023
- Assisted customer with a variety of financial services, including account openings, loans and credit card application.
- Maintained knowledge of banking products, helping member’s select services that best meets their needs.
- Ensured adherence to all banking regulations and procedures, resulting in zero compliance issues.
- Promoted bank products such as savings accounts and credit cards with cross selling, meet monthly goals.
- Assisted customer with a variety of financial services, including accounts
Member Solutions Rep II
Blue FCU
Cheyenne, USA
09.2022 - 07.2023
- Consistently upheld professionalism when handling demanding interactions over the phone.
- Processed payments over phone and set up recurring drafts.
- Created repayment schedules aligning with customers' financial capabilities.
- Evaluated overdue accounts to arrange follow-up call schedules.
- Assessed account activity to verify alignment with payment agreements.
- Addressed inquiries concerning account discrepancies.
- Assisted customers by analyzing overdue payment issues and explaining credit agreements.
Member Solution Rep I
Blue FCU
Cheyenne, USA
03.2021 - 09.2022
- Oversaw contract administration and payment handling.
- Handled payment transactions via telephone.
- Monitored overdue accounts via billing system, initiating collections process.
- Performed skip tracing on non-responsive customers regarding collection activities.
- Successfully managed large number of daily calls for efficient performance in busy collections department.
Performance Instructor
Lowe's RDC
Cheyenne, USA
05.2006 - 12.2020
- Compiled, sorted and filed records of product orders, business transactions and other activities
- Maintained records pertaining to inventory, personnel, orders, supplies or machine maintenance
- Operated forklifts to fill or empty overhead spaces
- Read computer-generated move tickets, put-away labels and delivery labels to properly move merchandise
- Processed requests and supply orders and pulled materials to successfully prepare orders
- Updated inventory and production information using warehouse management systems and scanner guns
Education
Associate of Arts - Massage Therapy
IBMC College
Cheyenne, Wy, Fort Collins, CO01.2008
Technical Skills
Skills
- 18 yrs of excellent customer service experience
- Leadership
- Fast learner
- Self- motivated
- Team Building/ Team focused
- Multi-tasking
- Loan Processing
- Data Entry
- Organization
- Sales and cross-selling
- Banking software
- Problem Solving
- Decision- making & problem solving
- Communication
- Create and achieve goals
- Cultural Awareness
Timeline
MRCC- Sr. Member Relationship Officer
Blue FCU
09.2023 - Current
Member Solutions Rep II
Blue FCU
09.2022 - 07.2023
MRCC- Member Relationship Officer
Blue FCU
08.2022 - 09.2023
Member Solution Rep I
Blue FCU
03.2021 - 09.2022
Performance Instructor
Lowe's RDC
05.2006 - 12.2020
Associate of Arts - Massage Therapy
IBMC College
Technical Skills
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