Lorina Conway
Dallas,TX
Summary
Financial Service Associate bringing top-notch skills in oral and written communication, active listening, and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, and providing customized solutions to build loyalty.
Overview
20
20
years of professional experience
Work History
Financial Services Associate
Fidelity Investments
07.2022 - Current
- Developed and maintained database of records to facilitate smooth transactions for financial processes.
- Administered account transactions and responded to customer inquiries concerning financial products.
- Maintained financial health of organization.
- Coded data for input to financial systems according to company's procedures.
Customer Service Representative
U-Haul
03.2022 - Current
- Scheduling reservations for trucks, trailers, storages, and hitches
- Taking payments for rentals and storage
- Advance Micro Trafficking
- Processing refunds and resolving reservation errors and concerns
Digital Specialist
Huntington Bank
10.2018 - 09.2021
- Taking inbound calls answering day to day banking questions
- Resolving customer issues with passwords and secret questions
- Assist with Zelle and Bank to Bank Transfers
- Assist with troubleshooting the mobile app and website
Inbound Sales
Charter Communications
07.2017 - 09.2018
- Order Entry for cable, internet, home phone and mobile
- Resolving customer issues with pending orders
- Take inbound calls to set up new service
- Up sell new and existing customers
- Assist customers with orders and schedule installations
Signet Jewelers
03.2016 - 07.2017
- Credit Authorizations
- Take incoming credit applications
- Analyze information on Credit Reports
- Approve, deny, close, and or lower credit lines
Business Office/GED
Paul Simon Job Corps
01.2004 - 01.2005
Education
GED - Business
08.2005
Skills
- Communication
- Problem Solving
- Inbound Sales
- Computer Programs
- Customer Service
- Multi-Tasking
- Critical Thinking
- Information Gathering
- Cash Handling
- Loan Disbursement
- Phone Answering
- Service Sales
- Computational Skills
- Microsoft Office
- Credit Card Applications
- Banking Services Knowledge
- Payment Collection
- Financial Services
- Financial Transactions
- IT Ticket Documentation
Timeline
Financial Services Associate - Fidelity Investments
07.2022 - Current
Customer Service Representative - U-Haul
03.2022 - Current
Digital Specialist - Huntington Bank
10.2018 - 09.2021
Inbound Sales - Charter Communications
07.2017 - 09.2018
- Signet Jewelers
03.2016 - 07.2017
Business Office/GED - Paul Simon Job Corps
01.2004 - 01.2005
Paul Simon Job Corps - GED, Business
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