Lacretia Davis
Richmond,VA
Summary
To obtain a position to utilize my skills and professionalism to grow within the company.
Overview
15
15
years of professional experience
Work History
Service Specialist II
Edward Jones
St.Louis, MO
07.2023 - Current
- Provided excellent customer service to branch associates and Financial Advisors.
- Organized daily work schedule to ensure efficient use of time while adhering to company policies and procedures.
- Answered inbound calls, assisting with disbursements that consist of outgoing checks, ACH, and outgoing wires ,navigation through systems.
- Maintaning metrics with meeting ACW, adhering to schedule.
Investors Services Rep
SS&C TECHNOLOGIES
12.2021 - 12.2022
- Assisting with inbound calls from retirement account holders, showing how to utilize the system with making withdrawal requests, loan requests and making contributions to retirement plans
- Advising the type of plans the client held and when able to do withdrawals once retired.
SPECIALISTS 3
WELLS FARGO ADVISORS, SECURITIES OPERATIONS
08.2014 - 07.2021
- Inbound calling from branches assisting Financial Advisors, CA with questions on incepting advisory accounts, paperwork, withdrawal requests
- Processing new enrollments, program changes, manager switches, responding to action item and emails
- Maintaining SLA, metric and survey scores, training new hires, and mentoring interns
- Updating and assisting with policies and procedures, leading monthly Ted Talk discussions.
PSE CLERK
UNITED STATES POSTAL SERVICE
11.2013 - 01.2014
- Scanning and sorting out incoming mail, Disturbing mail to the correct destinations, Sorting mail to the correct zip codes.
CREDIT ANALYST
CAPITAL ONE: STRATEGIC STAFFING
04.2010 - 11.2012
- Reviewing 30- 50 cases per day to determine if credit limits would need to be decreased, analyzing credit bureau reports and Capital One accounts making judgmental decisioning, researching accounts for signs of credit risk
- Utilized auto CLD systems to produce calls to make 150 or more outbound calls per day.
CUSTOMER SERVICE REP
UPS FREIGHT/ STAFFMARK
03.2009 - 03.2010
- Assisting with heavy call volume to assist customers with scheduling pickups and rate quotes, tracking information for deliveries of freight, Utilizing Edge system to accept payments and billing purposes.
Education
HIGHLAND SPRINGS HIGH SCHOOL
06.1990
Skills
- Thompson Beta
- Smart station
- Microsoft
- Wisdom
- Underwriting
- CSR/Inbound & Outbounds Calls
- Data Entry
- 10 Key Skills, Alpha Numeric
- Brokerage Operations
Activities
- Assisted with mentally challenge individuals within the workplace with their internship, and mentoring with showing the individuals my work skills, also attended their graduation at the end of their internship.
- Also led Ted Talk Discussions in the workplace to assist with Diversity and Inclusion.
- Volunteered doing community Service with the Salvation Army Christmas angel, assisting the families to pick up their gifts.
Timeline
Service Specialist II
Edward Jones
07.2023 - Current
Investors Services Rep
SS&C TECHNOLOGIES
12.2021 - 12.2022
SPECIALISTS 3
WELLS FARGO ADVISORS, SECURITIES OPERATIONS
08.2014 - 07.2021
PSE CLERK
UNITED STATES POSTAL SERVICE
11.2013 - 01.2014
CREDIT ANALYST
CAPITAL ONE: STRATEGIC STAFFING
04.2010 - 11.2012
CUSTOMER SERVICE REP
UPS FREIGHT/ STAFFMARK
03.2009 - 03.2010
HIGHLAND SPRINGS HIGH SCHOOL
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