Jonnell PopeBrulee
San Diego,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic and exceptional interpersonal skills. I am a solid team player with an upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success.
Overview
8
8
years of professional experience
Work History
Financial Service Professional
LPL Financial
La Jolla, California
10.2022 - Current
- Assist Financial Advisors with incoming and outgoing transfer request
- Documented customer inquiries and resolutions in a ticketing system
- Collaborated with other staff members to provide excellent customer service experiences for all patrons.
- Displayed strong telephone etiquette, effectively handling challenging calls.
- Assisted financial advisors with Transfer paperwork to help clients with money transfers to and from different Contra Firms
- Assisted with the preparation of making cases to execute transfer request
- Answered 25-40 outgoing calls daily
- Managed customer inquiries relating to their accounts in a timely manner.
- Reviewed customer statements periodically for accuracy
- Assisted Advisors with the ACAT too
- Developed strategies to improve customer experience when processing payments.
- Processed payments via wire transfer, ACH, check or other systems.
- Provided support for customers who needed assistance opening new accounts.
Credit Representative
Macy’s
Mason , OH
09.2019 - 06.2022
- Worked closely with both customers and sales team to reconcile accounts and oversee payment negotiation.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Resolved interpersonal conflicts by listening, finding common ground and building relationships.
- Answer and resolve customer billing issues related to payments, returns, and sales.
- Negotiated payment plans with customers experiencing delinquencies in order to minimize losses.
- Monitored customer accounts for any changes in payment status or account balances.
- Assisted customers with inquiries regarding their accounts, payments, and billing issues.
Accounts Coordinator/Recruiter
Daymon
San Diego, CA
08.2017 - 08.2019
- Review program information with team and management while updating programs to reflect changes and modifications.
- Successfully identify and implement communication needs related to program operations.
- Efficiently confirm staffing and serve as main point of contact to field staff.
- Collaborate with management to develop program materials, presentations, training calls and webinars to facilitate program.
- Build strong relationships with clients through effective communication and partnership.
- Assisted in recruiting and interviewing prospective residents.
- Assisted in recruiting, training, and scheduling staff members.
- Developed recruiting contacts throughout the region; assisted with recruiting efforts.
- Oversaw recruiting, interviews and new employee hiring.
- Participated in recruiting, hiring employees, and conducting performance evaluations.
Practitioner Recruiter
American Specialty Health
San Diego, CA
08.2016 - 08.2017
- Built rapport with providers through inbound and outbound calling.
- Prepared electronic reports in MS Excel while updating provider’s records in Primus/Promis.
- Researched healthcare providers for clients while managing folders in MS Outlook.
- Responded to providers request in a timely manner.
- Managed the onboarding process for new hires including orientation, paperwork, and training.
- Participated in meetings with management team regarding staffing plans.
- Created job postings, advertisements, and other recruitment materials.
- Reviewed resumes and applications to identify qualified candidates.
- Conducted phone screens and in-person interviews with prospective nurses.
Education
High School Diploma -
Poway High School
2011
Skills
- Managing accounts
- MS Excel
- MS Outlook
- Oracle
- Top tier customer service
- Organizational skill
- Detailed oriented
- Building Rapport
- Scheduling
- Written/verbal communication skills
- Multitasking
- Trouble shooting
Timeline
Financial Service Professional
LPL Financial
10.2022 - Current
Credit Representative
Macy’s
09.2019 - 06.2022
Accounts Coordinator/Recruiter
Daymon
08.2017 - 08.2019
Practitioner Recruiter
American Specialty Health
08.2016 - 08.2017
High School Diploma -
Poway High School