Kimberly Novelli
San Antonio,TX
Summary
Knowledgeable and dedicated customer service professional with over 20 years of experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Credit Solutions Advisor - Contractor
Creative Financial Staffing
10.2023 - 12.2023
- Implementation of innovative tools and technologies, fostering more efficient work environment.
- Managed multiple projects simultaneously while adhering to strict deadlines, showcasing strong time management skills.
- Championed employee engagement initiatives by organizing team-building activities that fostered positive workplace culture experiences which encouraged collaboration among colleagues.
- Analyzed complex problems to develop effective strategies, resulting in successful project outcomes.
- Identified opportunities for process improvement, leading to increased efficiency and productivity within team.
Account Clerk
Montville Township
02.2022 - 08.2023
- Stayed on top of applicable federal and state requirements to minimize legal and financial risks
- Reviewed building plans and zoning permit applications to verify compliance
- Worked effectively in fast-paced environments speak with over 30 people daily.
- Demonstrated strong organizational and time management skills while managing multiple projects
- Conducted research to assist with routine tasks and special projects
- Responded to in-person and telephone requests for information from general public, attorneys and other involved parties
- Researched information in municipal archives upon request of public officials or private citizens
- Processed payments for fines and fees, maintained accurate drawers, issued receipts, and updated account balances
- Informed customers by mail or telephone of additional steps needed to obtain permits
- Cultivated interpersonal skills by building positive relationships with others
- Updated supervisor on status of projects
- Provided technical guidance and support to team members
- Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement
- Performed gap analysis to identify areas of improvement
- Identified patterns and trends in large data sets and provided actionable insights
- Implemented business intelligence solutions to increase operational efficiency
- Compared recently sold area properties to determine competitive market prices
- Wrote contracts to outline sales and purchases of properties.
- Provided clerical support to department, such as filing, copying and restocking supplies.
- Maintained compliance with all established guidelines and legal requirements.
Realtor
Keller Williams
05.2021 - 08.2023
- Advised and informed prospective clients on current market activities and conditions
- Communicated with clients to understand property needs and preferences
- Observed, coached and developed bankers in support of reaching performance objectives
- Assisted with complex transactions using overrides and functions requiring additional authorization levels
- Represented bank to community through good customer relations
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set
- Completed filings and upheld strict compliance with regulatory agencies and supervisors
- Assessed employee performance and developed improvement plans
- Performed observations and evaluated supporting documents to supplement audit findings
- Analyzed data and findings to prepare reports detailing financial information
- Resolved concerns with products or services to help with retention and drive sales
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
- Answered inquiries regarding checking and savings accounts and other related products
- Created teller schedule to keep weekly and weekend shifts properly staffed
- Identified potential needs through observation, questioning, and listening
- Enforced compliance with bank regulations and policies to reduce financial risks
- Mentored and trained new tellers on bank procedures and customer service standards
- Managed daily bank operations by processing customer transactions and providing exceptional customer service
- Liaised between patients, insurance companies, and billing office
- Filed and updated patient information and medical records
- Examined patients' insurance coverage, deductibles, insurance carrier payments and remaining balances not covered under policies when applicable
- Evaluated patients' financial status and established appropriate payment plans
- Collected payments and applied to patient accounts
- Communicated with insurance providers to resolve denied claims and resubmitted
- Pre-certified medical sleep study
- Researched CPT and ICD-9 coding discrepancies for compliance and reimbursement accuracy.
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
Lead Associate of Operations
Chase Bank
10.2018 - 05.2021
- Organized system operating procedures to strengthen controls
- Assessed business requirements to create focused solutions
- Identified needed business improvements and determined appropriate systems required to implement solutions
- Coordinated data migration and consolidation efforts
- Helped deploy system enhancements to improve field operations
- Produced charts and diagrams to assist with problem analysis
- Developed individualized training plans to achieve staff readiness
- Scheduled and taught in class and online courses to increase learning opportunities
- Trained up to 10 business personnel in use of systems
- Monitored employee tasks to gauge business functions and inefficiencies
- Developed efficient technical solutions to resolve wide range of business problems
- Improved systems with addition of new features and infrastructure
- Collaborated with QA team to test software quality through manual and automated testing
- Gathered, reviewed and reported on findings
- Coordinated work with various teams to solve problems and improve efficiency for software testing and automation
- Carried out tests to identify, report and repair bugs and glitches
- Stress tested security fixes and patches.
Float Customer Service Rep/Teller Service Representative
Blue Foundry Bank/Boiling Springs Savings Bank
01.2018 - 10.2018
- Documented and detailed calls and complaints using call center's CRM database
- Adhered to company policies and scripts to consistently achieve call-time and quality standards
- Resolved concerns with products or services to help with retention and drive sales
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction
- Broke down and evaluated user problems, using test scripts, personal expertise, and probing questions
- Communicated with clients to verify roots and causes of computer problems
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction
- Responded to team support questions quickly to maintain call center efficiency
- Handled advanced issues with calm, knowledgeable and professional approach
- Responded proactively and positively to rapid change.
Remote Contractor
Peak Billing
02.2017 - 10.2017
- Assessed software bugs and compiled findings along with suggested resolutions for development team members
- Documented and detailed calls and complaints using call center's CRM database
- Adhered to company policies and scripts to consistently achieve call-time and quality standards
- Resolved concerns with products or services to help with retention and drive sales
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction
- Broke down and evaluated user problems, using test scripts, personal expertise, and probing questions
- Communicated with clients to verify roots and causes of computer problems
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction
- Responded to team support questions quickly to maintain call center efficiency
- Handled advanced issues with calm, knowledgeable and professional approach
- Responded proactively and positively to rapid change.
Business Systems Analyst
ADP Insurance Service
02.2001 - 02.2014
- Organized system operating procedures to strengthen controls
- Assessed business requirements to create focused solutions
- Identified needed business improvements and determined appropriate systems required to implement solutions
- Coordinated data migration and consolidation efforts
- Helped deploy system enhancements to improve field operations
- Produced charts and diagrams to assist with problem analysis
- Developed individualized training plans to achieve staff readiness
- Scheduled and taught in class and online courses to increase learning opportunities
- Trained business personnel in use of systems
- Monitored employee tasks to gauge business functions and inefficiencies
- Developed efficient technical solutions to resolve wide range of business problems
- Improved systems with addition of new features and infrastructure
- Collaborated with QA team to test software quality through manual and automated testing
- Gathered, reviewed and reported on findings
- Coordinated work with various teams to solve problems and improve efficiency for software testing and automation
- Carried out tests to identify, report and repair bugs and glitches
- Stress tested security fixes and patches.
Education
High School Diploma -
Middletown High School North
Middletown06.1995
Skills
- Client Relations
- Interpersonal Communication
- Research and Analysis
- Problem-Solving
- Customer Complaint Resolution
- Client Confidentiality
- Client Needs Assessment
- Business Development
- Cash Flow Projections
- Dependable and Responsible
- Operational Assessments
- Strategic planning
- Sales strategy development
- Attention to Detail
- Analytical Thinking
Certification
- Certified Technical Assistant
- Licensed Realtor
Timeline
Credit Solutions Advisor - Contractor
Creative Financial Staffing
10.2023 - 12.2023
Account Clerk
Montville Township
02.2022 - 08.2023
Realtor
Keller Williams
05.2021 - 08.2023
Lead Associate of Operations
Chase Bank
10.2018 - 05.2021
Float Customer Service Rep/Teller Service Representative
Blue Foundry Bank/Boiling Springs Savings Bank
01.2018 - 10.2018
Remote Contractor
Peak Billing
02.2017 - 10.2017
Business Systems Analyst
ADP Insurance Service
02.2001 - 02.2014
High School Diploma -
Middletown High School North
- Certified Technical Assistant
- Licensed Realtor
Similar Profiles
Lauren SarukLauren Saruk
Director, Business Development Manager at CFS | Creative Financial StaffingDirector, Business Development Manager at CFS | Creative Financial Staffing
Andrew StrimpelAndrew Strimpel
Inventory Clerk at Creative Financial StaffingInventory Clerk at Creative Financial Staffing
Brooke HummerBrooke Hummer
Human Resource Professional at Creative Financial StaffingHuman Resource Professional at Creative Financial Staffing