Kaitlin Wise
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Adept at quickly learning new technologies and processes for driving success with a willingness to take on added responsibilities to meet team goals. Resourceful customer service specialist offering expertise in customer relations, team-building skills, and offering a proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
9
9
years of professional experience
Work History
General Manager
Little Caesars
11.2014 - 04.2021
- Carefully interviewed, selected, trained, and supervised staff.
- Oversaw balancing of cash registers, reconciled transactions, and deposited establishment's earnings to bank.
- Effectively managed payroll and timekeeping, and paperwork for new hires and terminations.
- Conducted health, safety, and sanitation process evaluations to identify and remedy any violations immediately.
- Correctly calculated inventory and ordered appropriate supplies.
- Identified problems, conducted troubleshooting and sought repair or maintenance support to keep restaurant equipment operational.
- Maintained safe working and guest environment to reduce risk of injury and accidents.
- Built and leveraged community relationships to drive business and maximize catering programs.
- Tracked daily sales transactions and invoices for accurate and updated financial reporting.
- Quickly identified problem situations and skillfully resolved incidents to satisfaction of involved parties.
Customer Service Representative
Enhanced Recovery Corporation
03.2017 - 09.2017
- Handled customer inquiries and suggestions courteously and professionally.
- Educated customers about billing, payment processing and support policies and procedures.
- Updated account information to maintain customer records.
- Responded to customer requests for products, services, and company information.
- Utilized customer service software to manage interactions and track customer satisfaction.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Met customer call guidelines for service levels, handle time and productivity.
- Trained new personnel regarding company operations, policies and services.
- Cross-trained and backed up other customer service managers.
Finance Manager
RGL Associates
10.2018 - 02.2019
- Contacting patients and customers to update accounts, while informing of ways to lower account balance
- Advised and encouraged ways to receive financial help
- Set up drafts and processed immediate payments after conducting thorough research and analysis of account.
- Collected on delinquent accounts to reduce overdue balances.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Negotiated payment plans with customers to prevent accounts from entering collections.
Broker Services Representative
Ttec (TeleTech) - HealthCare Solutions
06.2021 - 07.2022
- Maintained confidentiality of patient finances, records, and health statuses.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Answered inbound calls from brokers with existing and future policyholding clients to answer inquiries and discuss insurance options.
- Acted as subject matter expert, answering internal and external questions and inquiries.
- Educated brokers about health insurance coverage options, benefits and costs.
Originations Specialist
SoFi
08.2022 - Current
- Explained very technical financial information to applicants in easy to understand language.
- Developed strong relationships with customers through high levels of customer service.
- Collaborated with other departments to promptly process loan applications.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Advised clients on education and personal loan application.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Proactively identified solutions for customers experiencing technical issues.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted customers with completing loan applications.
Education
High School Diploma -
Camden County High School
Kingsland05.2013
Skills
- Train Employees
- Operational Enhancement
- Microsoft Access
- Government Regulations
- Special Assignments
- Providing Feedback
- Corrective Actions
- Interactive Activities
- Inbound Phone Calls
- Project Management
- Hardware and Software Monitoring
- Personalized Customer Service
- Quality Assessments
- Brand Awareness
- Financial Transactions
- Documenting Sessions
Timeline
Originations Specialist
SoFi
08.2022 - Current
Broker Services Representative
Ttec (TeleTech) - HealthCare Solutions
06.2021 - 07.2022
Finance Manager
RGL Associates
10.2018 - 02.2019
Customer Service Representative
Enhanced Recovery Corporation
03.2017 - 09.2017
General Manager
Little Caesars
11.2014 - 04.2021
High School Diploma -
Camden County High School
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