Karen Perez
Forney
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional
interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
15
15
years of professional experience
Work History
Member Service Representative
Advancial Federal Credit Union
Mesquite
08.2024 - Current
- Handled calls for new sign-ups, service cancellations and cross-selling opportunities.
- Assisted colleagues with tasks as needed during peak times of activity.
- Maintained accurate records of member interactions and transactions.
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
- Provided guidance to members on how best to use products or services offered by the organization.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Attended training sessions regularly to stay abreast of changes in company policies or procedures.
- Responded promptly to emails from members seeking assistance.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Assisted with the opening of new accounts and processed account maintenance requests.
- Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
Member Service Representative
Texas Telcom Credit Union
Dallas
11.2015 - 08.2024
- Assisted colleagues with tasks as needed during peak times of activity.
- Answered member questions about products and services.
- Helped members resolve account problems and navigate internal systems to handle routine needs.
- Responded promptly to emails from members seeking assistance.
- Greeted customers in a friendly and professional manner.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Assisted with the opening of new accounts and processed account maintenance requests.
Crew Member
McDonald’s
Mesquite
04.2010 - 11.2015
- Processed cash and credit card payments, promptly returning receipts, coin, bills and payment cards to customers.
- Provided excellent customer service to maintain a positive atmosphere for guests.
- Performed cashier duties such as taking orders, collecting payments and providing change.
- Packed fast food products in approved containers, cups, and bags.
- Warmly greeted visitors to promote great customer service and positive ordering experience.
Education
Bachelor of General Studies -
Texas A&M University, Commerce, TX
Commerce, TX08-2024
Associate of Science -
Eastfield College
Mesquite, TX05-2024
High School Diploma -
Mesquite High School
Mesquite, TX05-2009
Skills
- Customer service
- Communication skills
- Team collaboration
- Time management
- Multitasking
- Professional telephone demeanor
- Policies and procedures adherence
- Phone etiquette
- Calm and professional under pressure
- Information gathering
- Banking
- Verbal and written communication
- Computer skills
- Professionalism
Languages
Spanish
Native/ Bilingual
Timeline
Member Service Representative
Advancial Federal Credit Union
08.2024 - Current
Member Service Representative
Texas Telcom Credit Union
11.2015 - 08.2024
Crew Member
McDonald’s
04.2010 - 11.2015
Bachelor of General Studies -
Texas A&M University, Commerce, TX
Associate of Science -
Eastfield College
High School Diploma -
Mesquite High School