Seasoned Account Specialist bringing 15+ years of related experience along with deep understanding of financial and payment matters as well as customer service and sales activities. Proficient in data verification, account updates and problem solving.
Overview
15
15
years of professional experience
Work History
Account Specialist
BMO Harris Bank
05.2013 - Current
Provide inbound and outbound calls on mortgage, auto consumers and commercial credit card accounts
Set up Hardship, Settlements and Re-age accounts that qualify, Negotiate payment arrangements and plans
Resolves complaints and updates and maintain accounts
Submit Fee Waivers, misapplied payments, and demographic changes to the appropriate department
Works proficiently with the ability to multitask, prioritize, and meet deadlines
Provides verbal and hands on assistance to coworkers
Participated in annual audit reviews
Implemented procedures and guidelines to ensure proper performance.
Customer Service Representative
Wirtz Beverage of Illinois
09.2008 - 03.2013
Answered a constant flow of customer calls
Schedule emergency pickup and delivery
Research credits, mail missing invoices, provide delivery schedules
Assist Sales Representatives with specials of the month, pricing, and quantities
Enter new orders and update the changes in existing orders
Resolves billing issues, denials, adjustments, and payment inquiries
Investigated and resolved delinquent accounts
Prepared and maintained billing files and records according to the guidelines.
Education
John Marshall High School
Skills
Ability to type 50 wpm
Knowledge of MLS Fiserv, XAM – HOST, MS Office Suite, Outlook, AS400
Skilled in internet research, verbal, and written communication