Summary
Work History
Education
Skills
Timeline
Experience
OfficeManager
Kathy Boone

Kathy Boone

Banking Specialist & Customer Service Representative
Fort Worth,Texas

Summary

To obtain a position that will utilize proven vast abilities and provide the opportunity to develop new skills, while offering the potential for advancement and long-term career growth. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Work History

Customer Service And Data Entry Specialist

DSS Research (1 Year)
  • Completed data entry tasks with accuracy and efficiency.
  • Compiled data and reviewed information for accuracy prior to input.
  • Reviewed and updated client correspondence files and database information to maintain accurate records.
  • Maintained files, records and chronologies of entry activities.
  • Managed workflow scheduling, data entry, and accuracy verification for large data projects.
  • Corrected data entry errors to prevent duplication or data degradation.
  • Handle at least 50-100 Calls Per Day.

Front Desk Receptionist/Customer Service Representative

Omni (2 Years)
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
  • Completed data entry and filing to keep records updated for easy retrieval.
  • Answered multi-line phone system and transferred callers to appropriate department or staff member.
  • Maintained files and records by implementing effective filing systems that boosted efficiency and organization.
  • Resolved customer issues quickly and notified supervisor immediately when problems escalated.
  • Helped Over 100s of Customers Per Day.

Warrant/Utilities Clerk

City Of Forest Hill (2 Years)
  • Addressed and resolved customer complaints and answered subsequent customer service questions.
  • Produced letters, memorandums and reports for utility management and council members.
  • Prepared work order requests for new service, outages and maintenance actions.
  • Investigated accounts in negative standing and transferred account holder information to collections department.
  • Prepared and processed service forms to start and stop utility services.
  • Handles over 100-200 documents per day.

Loan Specialist

JP Morgan Chase Bank (5 Years)
  • Auto
  • Collections & National Wholesale Lockbox
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
  • Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Maintained 150-200 documents per day.

Receptionist (10 Years)

Frost Bank, Arlington National Bank, Surety Bank
  • Implemented new procedures that improved efficiency and streamlined overall operations
  • Researched and analyzed data to investigate past business performances to gain insight and drive business planning
  • Leadership
  • Successfully led teams and projects to exceed quality assurance goals to minimize financial loss while maintaining excellent customer satisfaction scores.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Responded to inquiries from callers seeking information.
  • Resolved customer problems and complaints.
  • Maintained confidentiality of information regarding clients and company.
  • Answered central telephone system and directed calls accordingly.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
  • Data entry about 100 documents per.

Education

Some College (No Degree) -

Tarrant County College District
Fort Worth, TX

Skills

  • Critical Thinking
  • Email Communication
  • Verifying Data Accuracy
  • Customer Inquiries
  • Error Identification
  • Sales
  • Team Leadership
  • Customer Service
  • Proficient in Microsoft Suite
  • Data Entry
  • Type 40 WPM
  • Inbound and Outbound Calling
  • Call Transfers
  • Customer Retention Strategies
  • Customer Service and Assistance

Timeline

Customer Service And Data Entry Specialist

DSS Research (1 Year)

Front Desk Receptionist/Customer Service Representative

Omni (2 Years)

Warrant/Utilities Clerk

City Of Forest Hill (2 Years)

Loan Specialist

JP Morgan Chase Bank (5 Years)

Receptionist (10 Years)

Frost Bank, Arlington National Bank, Surety Bank

Some College (No Degree) -

Tarrant County College District

Experience

  • Customer Service 20+ Years
  • Banking Industry 15+ Years
  • Data Entry 15+ Years
  • Inbound & Outbound Call Handling 10+Years
  • Call Center Environment 10+ Years

Similar Profiles

CREATE PROFILE
Kathy BooneBanking Specialist & Customer Service Representative