Talented business and customer relations professional with self-directed nature and analytical problem-solving abilities. Excellent project management, communication and planning abilities. Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
8
8
years of professional experience
Work History
Complaints and Escalation Insight Specialist
JPMorgan Chase
06.2024 - Current
Exceptional product and procedure knowledge with skilled use of internal systems.
Strong problem-solving and decision-making skills
Ability to quickly and effectively recognize important information and trends in customer dissatisfaction – reports high-risk issues to reduce repeated complaints.
Maintains data integrity by accurately capturing customer information and complaint details within the appropriate system of records
Offers solutions that show a strong balance between meeting customer needs and maintaining compliance with internal policies
Strong organization and time management skills
Eligible candidates will be experts in systems used within assigned lines of business in the servicing organization.n
Strong PC navigation skills
Strong working knowledge of Microsoft Office, including SharePoint, InfoPath, OneNote, Outlook, Excel, Word, and PowerPoint
Ability to manipulate data sets
Desire to master an additional 4 systems on top of 32
Followed all company policies and procedures to deliver quality work.
Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
Implemented a customer feedback system to inform product development.
Conducted comprehensive competitor analysis to inform strategic decisions.
Assisted in developing a strategic plan that aligned with long-term company goals.
Developed training materials to enhance staff proficiency and productivity.
Gathered, organized, and input information into a digital database.
Evaluated customer needs and feedback to drive product and service improvements.
Lead a team of six with a call listening
First Republic Bank Project Specialist
JP Morgan Chase
02.2024 - 06.2024
Established clear lines of communication between all parties involved in projects, preventing misunderstandings or miscommunications from jeopardizing outcomes.
Managed multiple projects simultaneously, ensuring timely completion and high-quality output.
Maintained detailed documentation of project progress, facilitating smooth handovers and seamless transitions between phases.
Enhanced project visibility with the creation of a centralized project dashboard for real-time updates.
Reported regularly to managers on project budget, progress, and technical problems.
Client Service Specialist II
JP Morgan Chase & Company
08.2023 - 02.2024
Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
Streamlined internal processes for improved efficiency and timely service delivery to clients.
Managed client accounts with attention to detail, ensuring accurate billing and recordkeeping.
Developed strong relationships with clients, fostering trust and loyalty through consistent communication and personalized service.
I encouraged and informed all 23 of my peers on a daily with information as I was one of the first to know
Customer Service Specialist
Wake County Human Services
06.2022 - 02.2024
Enhanced customer satisfaction by resolving issues promptly and professionally.
Reduced response time for customer inquiries by streamlining communication processes.
Managed high call volume while maintaining a courteous and professional demeanor.
Increased customer retention rates by providing exceptional problem-solving skills and personalized solutions.
Conducted thorough research to address complex customer issues, ensuring complete resolution within specified timeframes.
Customer Service Specialist
Wake County Department of Health and Humans
06.2022 - 02.2023
Provides customer service to citizens of Wake County or its employees.
Responding to customer inquiries regarding specific services, requesting and processing customer information
Taking payments
Providing information regarding regularly performed County activities.
Answers calls and responds to inquiries from customers, both internally and externally
Schedules appointments
Completes routine office forms and records
Performs routine word processing and scanning. Copies, compiles, sorts, and files information
Organize actions to complete sequential and/or routine tasks
Resolved customer inquiries effectively using established protocols and service tools.
Maintained accurate records of client interactions to ensure compliance with service standards.
Billing Customer Specialist
Wake Med Health& Hospitals
10.2019 - 11.2021
Increased customer satisfaction by providing personalized service and addressing individual needs.
Resolved complex customer issues, ensuring a positive experience and fostering loyalty.
Managed high call volume efficiently, maintaining impeccable quality in customer interactions.
Streamlined internal processes for improved efficiency and better customer service delivery.
Trained new team members on company policies and procedures, ensuring consistent service levels across the board.
Implemented new strategies to enhance overall customer experience, resulting in increased repeat business.
Hematology/Oncology Referral Representative
UNC Rex Healthcare
08.2017 - 10.2019
Operator/ Front desk intake/ Anesthesia tech
Prioritizes the referrals based on urgency, clinical sub-specialization of providers, and geographic location of patients.
Politely assisted customers in person and via telephone by directing them to appropriate departments or individuals
Duties include but not limited to support anesthesiologists and assist nurses and other members of the anesthesia care team.
In general, cleaning, sterilizing, testing, calibrating, and troubleshooting the anesthesia equipment.
More advanced duties that are performed might include, transporting patients to surgery, explaining procedures to patients.
Performs intake for patient referrals for inpatient and outpatient cardiology.
Ensures that all relevant information is collected, collated and assimilated to identify relevant patient data to accommodate a comprehensive initial hematology/ oncology consult based on clinical criteria
Education
Bachelor of Science - Business Administration And Management
Houston Christian University
Houston, TX
05-2027
Bachelor of Science - Business Administration
William Peace University
Raleigh, NC
06.2019
High School Diploma -
Millbrook High School
Raleigh, NC
06.2007
Skills
Portfolio Maintenance
Reporting Requirements
Performance Tracking
Client Retention Strategies
Brand representation
Compliance requirements
Timeline
Complaints and Escalation Insight Specialist
JPMorgan Chase
06.2024 - Current
First Republic Bank Project Specialist
JP Morgan Chase
02.2024 - 06.2024
Client Service Specialist II
JP Morgan Chase & Company
08.2023 - 02.2024
Customer Service Specialist
Wake County Human Services
06.2022 - 02.2024
Customer Service Specialist
Wake County Department of Health and Humans
06.2022 - 02.2023
Billing Customer Specialist
Wake Med Health& Hospitals
10.2019 - 11.2021
Hematology/Oncology Referral Representative
UNC Rex Healthcare
08.2017 - 10.2019
Bachelor of Science - Business Administration And Management