15+ years experience as a Customer Service Representative, 10 years Administrative Assistant, 5+ years as a Training and Development Specialist/Manager, 4+ years as a Bank Teller, 3+ years as an Accounting Clerk, as well as an Eligibility Interviewer.
Overview
16
16
years of professional experience
Work History
Customer Care Associate - Hybrid
Travelers Insurance
05.2022 - Current
Build and maintain customer satisfaction and trust by graciously listening to denote customer concerns and effectively applying learned product and systems knowledge.
Adapt and modify communication style to provide a positive, consistent, empathetic, and thorough customer experience.
Assess a variety of customer situations to ensure appropriate and comprehensive documentation of information following the guidelines of multiple workflows under the corresponding line of business.
Navigate numerous technological systems and platforms simultaneously to accurately access and input information while interacting with the customer.
Customer Service Representative
Pinnacle Propane LLC
12.2019 - 10.2020
Maintained clean and organized files by keeping each drivers daily route sheet balanced and filed accordingly.
Processed payments and documents such as vendor payments, invoices, and bank deposits.
Used Excel shared spread sheet to systematize daily and weekly financial reports for end of month.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Store Manager
Advance America, Cash Advance
11.2016 - 06.2018
Built strong relationships with current and prospective customers in person, in market and over phone.
Understood, recommended and sold financial products and services to customers.
Strategized on-going marketing and physical marketing ideas.
Managed entire Profit and Loss (P&L) to meet revenue, expenses and Center Gross Profit (CGP) for store.
Instructed and ensured team members are trained and adhere to company policies and procedures.
Directed collection of money from past due, NSF and write-off customers, consistent with company policy and regulatory requirements.
Assisted Divisional Director of Operations with recruiting, hiring, training, evaluating and developing center staff.
Credit Administrator
Crawford Electric Supply
09.2012 - 02.2016
Reconciled discrepancies between account ledgers and accounts receivable trial balance accounts.
Posted payments to appropriate general ledger accounts.
Developed new filing and organizational practices.
Balanced accounts to accurately record cost and month end accruals.
Ensured all invoices were paid within net time.
Lead Service Representative
Wells Fargo Bank
11.2007 - 09.2012
Assisted bankers in creating customer account profiles on Wells Fargo online banking program.
Continued education on current banking products and services through Wells Fargo online classes.
Processed cash and credit payments rapidly and accurately.
Logged all shipping and receiving orders accurately Recommended new accounts and banking products to customers, resulting in daily sales goals being met.
Greeted customers in a timely fashion while quickly determining their needs.
Education
Diagnostic Medical Sonography
Lone Star College System
Tomball, TX
Skills
Data Entry Terminal (PDT, Mainframe Terminal, etc)
EMail Software (Outlook, Thunderbird, etc
Internet Browser (Internet Explorer, Firefox, etc)
Peripheral Devices (Scanners, Printers, etc)
Personal Computers
Presentation Software (PowerPoint, Flash, etc)
Spreadsheet Software (Calc, Excel, etc)
Word Processing Software (Word, Word Perfect, etc)