Lorenzo Tagger Jr
Des Moines,IA
Summary
Dedicated office professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand of the company.
Overview
7
7
years of professional experience
Work History
Financial Crimes Specialist
Wells Fargo
West Des Moines, Iowa
04.2018 - Current
- Review, verify, and/or identifies customer transactions to detect/ prevent financial crimes activities, policy violations, and suspicious situations in order to mitigate and/or recover losses
- Place more than 40 outbound calls to customers to confirm if activity is fraud
- Monitors moderate to complex account activity which requires research that may involve multiple transaction channels
- Analyzed 100+ financial statements, bank records, and government databases to identify fraud and other instances of financial crimes.
- Identified assets of suspects in order to freeze and seize assets.
- Recognized control failures in bank processes, procedures and customer decisions and categorized losses.
Mercer Customer Service Representative II
Microsoft
Urbandale, Iowa
06.2017 - 01.2018
- Used software tools including:, Word and Excel
- Recorded details daily of over 70 customer transactions, interactions, inquiries, complaints and comments
- Prioritized data entry daily to ensure customers' needs were met.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Consulted with outside parties to resolve discrepancies and create expert solutions.
- Cross-trained and provided back up for customer service managers.
- Participated in team-building activities to enhance working relationships
- Identified issues, analyzed information and provided solutions to problems
Assistant Wedding
Organizer MDL Events
Chariton, Iowa
08.2015 - 06.2017
- Previewed any music intended to be broadcast over public address system
- Announced programs and player substitutions or other changes to patrons.
- Entrusted to handle confidential and sensitive situations in professional matter.
- Identified needs and coordinated plans for travel and out-of-town functions.
- Supervised 5-6 household staff, contractors and vendors.
Customer Service Representative II
Palmer Group Wells Fargo N.A
West Des Moines, Iowa
08.2016 - 02.2017
- Used software tools including: Word, Excel, Office tools, Cisco,Prevent, and CIV along with Jabber phone systems
- Received and processed 70+ incoming phone calls from customer/clients
- Prioritized data entry daily to ensure customer’s needs were met
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Collected deposits or payments.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Education
Some College (No Degree) -
Des Moines Area Community College
Des Moines, IAHigh School Diploma -
Henry Ford Academy
Dearborn, MI06.1998
Skills
- Experience interacting positively with difficult or irate customers
- Ability to resolve/work through escalated and complex customer issues
- Customer service focus with ability to analyze, research, respond to moderately complex customer or agency issues and complaints
- Banking industry experience
- Ability to correspond with customers, responding to their questions and concerns with detailed information
- Proficient communication skills
- Strong time management skills and ability to meet deadlines
- Ability to work effectively in team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Ability to write concisely and clearly
Timeline
Financial Crimes Specialist
Wells Fargo
04.2018 - Current
Mercer Customer Service Representative II
Microsoft
06.2017 - 01.2018
Customer Service Representative II
Palmer Group Wells Fargo N.A
08.2016 - 02.2017
Assistant Wedding
Organizer MDL Events
08.2015 - 06.2017
Some College (No Degree) -
Des Moines Area Community College
High School Diploma -
Henry Ford Academy
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