Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.
Overview
20
20
years of professional experience
Work History
Customer Service Specialist II
University of Houston
10.2018 - Current
Review account in collections
Appellant liaison to the Bursar
Resolve escalated issues
Resolve and address complex concerns from students and staff in the Finance and administration division
Review student billing, tax documents and payments
Compose and conduct training for full time staff
Compose and conduct training for work study students
Handled escalated calls calmly, finding resolutions that satisfied both the company and the customer''s needs.
Supervise work studies interview and train new hires
Present at student orientations and counsel students on financial planning
Researched assistance requested and offered accurate information to resolve issues and respond to inquiries
Assist with balance of the Vault
Team Lead Consultant
Jenny Craig
05.2013 - 09.2018
Reviewed accounts daily to determine the areas in need of improvement and strategies for correcting faults
Resolved or escalated business problems to keep operations moving smoothly
Collected and documented data from variety of sources to compile complete picture of business operations
Reviewed incoming orders for mistakes to maintain accurate inventory levels
Monitored processes and recommended methods for improvement
Connect with clients to understand their goals and challenges
Constructed weekly menu plans and provided responsible coaching
Provided consistent feedback and guidance, fostering a positive work environment and promoting employee engagement.
Implemented innovative solutions to complex problems, driving successful project outcomes despite challenges faced during execution.
Loan Processor
Amegy Bank
12.2008 - 06.2013
Obtained required documents to complete the approved loans, including insurance forms, tax receipts and employment verification
Checked credit history and personal references of each applicant for FHA loan
Completed frequent checks on customer accounts to detect any payment problems or issues with the loan terms
Audited loan files and confirmed that all conditions were satisfied and in compliance with lender guidelines
Reviewed loan files and title documents to enable expeditious closing of loans
Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
Fraud Detection Analyst
Amegy Bank
01.2005 - 12.2008
Filed appropriate agency reports based on knowledge of federal and state laws regarding documenting financial exploitation
Recognized changing patterns and techniques used by fraud perpetrators to achieve overall fraud management goals
Blocked usage of cards and placed account holds to limit potential losses
Analyzed account transactions thoroughly to trace activity and determine action to be taken
Reviewed reports of possible fraud to identify the need for an investigation and the potential scope of any action
Education
Bachelor of Science - Sociology
Lamar University
Beaumont, Texas
12.2022
Skills
Peoplesoft
Customer Service
Leadership
Organization skills
Problem resolution
Client communication
Researching
Excellent written and oral communication
Computer Proficiency
Problem Resolution
Escalation management
Timeline
Customer Service Specialist II
University of Houston
10.2018 - Current
Team Lead Consultant
Jenny Craig
05.2013 - 09.2018
Loan Processor
Amegy Bank
12.2008 - 06.2013
Fraud Detection Analyst
Amegy Bank
01.2005 - 12.2008
Bachelor of Science - Sociology
Lamar University
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