Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kelly Harris

Portland,OR

Summary

Personable and dedicated Caregiver with experience in the Representative Payee and Credit Union industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain client satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Overview

19
19
years of professional experience

Work History

Member Service Representative

Nw Priority Cu
Portland, OR
10.2023 - Current
  • Provided support to members regarding account inquiries, processing transactions, and resolving issues.
  • Answered incoming calls regarding membership benefits and services.
  • Performed cash handling duties such as deposits and withdrawals for members' accounts.
  • Answered member questions about products and services.
  • Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
  • Enhanced member relationships by providing excellent service during each interaction.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.

In-Home Caregiver

Aging and disability services
Portland, OR
09.2023 - Current
  • Transported clients to medical appointments or recreational activities.
  • Performed light housekeeping tasks such as laundry, dusting and vacuuming.
  • Provided personal care and companionship to elderly individuals in their homes.
  • Encouraged social interaction among clients through conversation or participation in activities.
  • Accompanied clients on errands or outings for shopping or leisure activities.
  • Provided emotional support by listening attentively to concerns expressed by clients.
  • Developed relationships with family members and caregivers of clients.
  • Participated in continuing education programs related to caregiving duties.
  • Respected client privacy rights at all times when providing services.
  • Delivered high level of assistance with cooking, meal preparation and shopping.
  • Observed physical and mental condition of clients and reported any changes to supervisor.

Office Manager

Integrity Plus RPP
Gresham, OR
07.2018 - 07.2023
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
  • Reviewed files and records to obtain information and respond to requests.
  • Used judgment and initiative in handling confidential matters and requests.
  • Produced thorough, accurate and timely reports of project activities.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Resolved clients' inquiries and complaints requiring management-level escalation.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Addressed problems quickly and reported clear information while working under minimal supervision. Supported with administrative tasks.
  • Answered telephones, directed calls and took messages. Delivered messages and ran errands.
  • Identified issues and utilized emotional intelligence and diplomatic communication to defuse.
  • Typed, formatted and edited correspondence and other documents.
  • Reviewed files, records and other documents to obtain information or respond to requests.
  • Operated photocopiers and scanners, facsimile machines and personal computers.
  • Managed calendars and arranged appointments. Supported with administrative tasks.
  • Communicated with clients, caseworkers, Social Security, and other entities to answer questions and address complaints.
  • Developed organizational filing systems for confidential customer records and reports.
  • Opened, sorted and routed incoming mail and prepared outgoing mail.

Order Entry Representative

Check Printing Company
Portland, OR
06.2017 - 04.2018
  • Answered customers' questions about products, prices and availability.
  • Communicated with customers to assist with order placement and offer updates on status and shipping.
  • Reviewed customer requests, resolved questions and defined specifications before completing orders.
  • Entered order details into system and inputted updates accordingly using MS Access and MS Excel.
  • Verified client information and validated data before creating shipping paperwork and internal documents.

Member Service Representative

First Technology Federal Credit Union
Portland, OR
09.2007 - 05.2010
  • Processed cash and check deposits every day.
  • Enhanced member relationships by providing excellent service and problem solving during each interaction.
  • Presented and explained services and products to meet member needs.
  • Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.

Proof Operator

U.S. Bank
Portland, OR
02.2007 - 09.2007
  • Processed credit and debit documents through proof machine correctly endorsing and encoding each item.
  • Encoded and balanced customer account transactions using encoding equipment.
  • Balanced deposits and reconciled errors when necessary.

Teller

Advantis Credit Union
Portland, OR
10.2005 - 02.2007
  • Built and maintained client relationships through quality, personalized interactions.
  • Entered customer transactions into computers to record transactions and issue computer-generated receipts.
  • Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
  • Cross-sold bank products by answering inquiries, informing customers of new services and promotions.

Education

Associate of Applied Science - Executive Assistant

Western Business College
Portland, OR
06.2004

Some College (No Degree) - CAS/OS: Administrative Assistant

Portland Community College
Portland, OR

Skills

  • Customer Service
  • Project Management
  • Financial Reporting
  • Mail Handling
  • Office Management
  • Invoicing and Billing
  • Administrative Support
  • Data Entry
  • File and Data Retrieval Systems
  • Relationship Building
  • Organizational Skills
  • Compassionate client care
  • Patient assistance

Timeline

Member Service Representative

Nw Priority Cu
10.2023 - Current

In-Home Caregiver

Aging and disability services
09.2023 - Current

Office Manager

Integrity Plus RPP
07.2018 - 07.2023

Order Entry Representative

Check Printing Company
06.2017 - 04.2018

Member Service Representative

First Technology Federal Credit Union
09.2007 - 05.2010

Proof Operator

U.S. Bank
02.2007 - 09.2007

Teller

Advantis Credit Union
10.2005 - 02.2007

Associate of Applied Science - Executive Assistant

Western Business College

Some College (No Degree) - CAS/OS: Administrative Assistant

Portland Community College

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Kelly Harris