Latrelle Morris
Client Service Specialist
Chesapeake,VA
Summary
Driven professional with 20 years of success in finance, customer service, and sales, adept at managing risk, performing due diligence, and leading complex projects. Proven track record in delivering high levels of customer satisfaction in remote environments. Skilled in leveraging digital tools for communication, collaboration, and productivity.
Overview
7
7
years of professional experience
2
2
Certifications
Work History
Legal Custodian of Records
Portfolio Recovery Associates (PRA GROUP)
Norfolk
10.2022 - 05.2023
- Ensured accuracy in legal and bankruptcy documentation, representing the company in depositions and hearings, enhancing compliance efficiency by 15%.
- Completed all FDCPA assessments and training, contributing to 100% compliance in department protocols.
Customer Service Representative, Provider Services
Anthem, Inc.
Remote
07.2021 - 05.2022
- Advised healthcare providers on benefits and claims, reducing resolution time by 20% through efficient multitasking and communication.
- Enhanced provider satisfaction scores by 30% through empathetic listening and effective problem-solving
Digital Operations Specialist
Capital One Financial
Chesapeake
10.2018 - 10.2019
- Provided support for digital applications, achieving a top-5 ranking in monthly metrics for customer satisfaction.
- Utilized multiple digital tools and platforms to streamline customer service processes, improving response times by 25%.
Client Services Representative
Capital Group Companies
Norfolk
12.2015 - 05.2018
- Managed mutual fund account transactions, consistently exceeding performance targets by 10%.
- Conducted continuous on-the-job training to stay updated with company policies, ensuring high-quality service delivery.
Supplier Relationship Manager
Sutherland Global Services / C2FO
Chesapeake
06.2016 - 09.2016
- Developed relationships with credit managers and controllers, increasing supplier engagement on the platform by 35%.
- Provided live demonstrations and onboarding for new users, enhancing user satisfaction and platform utilization.
Education
Bachelor Of Administrative Studies - Marketing
George Mason University
Fairfax, VAHigh School Diploma -
Cape Henry Collegiate School
Virginia Beach, VASkills
Strong client relations
Creative problem solver
Exceptional communication
Strategic sales knowledge
Strong problem-solving capabilities
Experienced with remote work tools (eg, Zoom, Slack, Trello)
High attention to detail
Empathetic listening and communication
Proficient in CRM software (Salesforce, HubSpot)
Experience with financial software (QuickBooks, Oracle)
Certification
Certified Customer Service Professional (CCSP)
Technical Skills
Proficient in CRM software (Salesforce, HubSpot) - Experience with financial software (QuickBooks, Oracle)
Timeline
Legal Custodian of Records
Portfolio Recovery Associates (PRA GROUP)
10.2022 - 05.2023
Customer Service Representative, Provider Services
Anthem, Inc.
07.2021 - 05.2022
Digital Operations Specialist
Capital One Financial
10.2018 - 10.2019
Supplier Relationship Manager
Sutherland Global Services / C2FO
06.2016 - 09.2016
Client Services Representative
Capital Group Companies
12.2015 - 05.2018
Bachelor Of Administrative Studies - Marketing
George Mason University
High School Diploma -
Cape Henry Collegiate School