Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jonae Miller

Indianapolis,IN

Summary

Ambitious customer service representative equipped to handle desk operations greeting guests, routing correspondence and solving immediate issues. Goal-oriented and meticulous professional with outstanding computer skills and telephone etiquette. Committed to contributing to company growth. My greatest hallmarks are that im a team player, innovative and pride myself as a person who enjoys serving others. My greatest strengths are being organized and flexible.

Overview

6
6
years of professional experience

Work History

Financial Customer Service Representative

Charles Schwab
Indianapolis, IN
05.2023 - Current
  • Assisted customers with inquiries and resolving financial issues.
  • Provided detailed information regarding products, services and account status.
  • Verified accuracy of transaction details prior to processing payments.
  • Identified potential fraud cases and escalated them according to policies and procedures.
  • Initiated follow-up calls with customers to ensure satisfaction with services provided.
  • Maintained up-to-date knowledge of banking regulations and guidelines for compliance purposes.
  • Answered incoming phone calls from customers seeking assistance with their accounts.
  • Processed new account applications efficiently while verifying all required documents were received.
  • Educated customers on how to use online banking features such as bill pay or transfers.
  • Ensured that all transactions adhered to applicable laws, regulations and policies.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.

Customer Success Agent

Freedom Mortgage Corporation
Indianapolis, IN
07.2020 - 01.2023
  • Schedule , Reschedule & Cancel Patients Covid-19 Vaccination while also giving them information and answering any questions they may have regarding the vaccination

Customer Service Representative

Family & Social Services Administration
Indianapolis, IN
02.2019 - 04.2020
  • Determine whether or not applicants for Medicaid , food stamp, and or Tanf progress meet necessary qualifications.
  • Involves fact checking, record keeping, and advocacy on behalf of the clients
  • Processing applications and also doing tasks required to case
  • Inbound and outbound calling to clients or employers to verify income. Also contacting nursing homes if applicable to clients
  • Projecting income and also dealing with state wide system "ICES". This system is used for several positions across the state : Child support, CCDF, IMPACT, MHS and many more

Secretary/Receptionist

Dickerson Cleaning LLC
Indianapolis, IN
01.2018 - 02.2019
  • Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages , or scheduling appointments
  • File and maintain records
  • Keep a current record of staff members whereabouts and availability
  • Operate office machines such as photocopiers and scanners, facsimile machines , voice mail systems, and personal computers
  • Answers telephone , direct calls. and take messages
  • Compute , record , and proofread data and other information such as records and reports
  • Deliever messages and run errands
  • In-bound and Out-bound calling crew

Education

SIE - Fianance

Charles Schwab
Indianapolis, IN
11-2023

High School Diploma -

North Central High School
Indianapolis, IN
05.2020

Skills

  • Great customer service
  • Great Communicator
  • Friendly
  • Quick Learning
  • Positive Attitude

Timeline

Financial Customer Service Representative

Charles Schwab
05.2023 - Current

Customer Success Agent

Freedom Mortgage Corporation
07.2020 - 01.2023

Customer Service Representative

Family & Social Services Administration
02.2019 - 04.2020

Secretary/Receptionist

Dickerson Cleaning LLC
01.2018 - 02.2019

SIE - Fianance

Charles Schwab

High School Diploma -

North Central High School
Jonae Miller