Managed customer accounts, ensuring timely resolution of inquiries and issues.
Developed strong relationships with clients to enhance satisfaction and retention.
Coordinated order processing and tracking using CRM systems for efficiency.
Collaborated with cross-functional teams to address customer needs and improve service delivery.
Managed logistics and ensured quality of service for over 100 clients.
Managed 100 daily calls on average
401k Specialist
Vanguard
Remote
05.2022 - 10.2023
Initiate and complete account transactions as requested by participants.
Provide timely, clear, and concise communication to participants regarding overall service expectations, procedures, and timeframes related to their individual inquiry
Work with clients to complete distribution transactions
Assist with rollover and cash distributions
Assist employees with managing their retirement plan and provide administrative support for those plans to employees, retirees, and beneficiaries.
Manage records of distribution and contribution. Record loans and prepare necessary documentations.
Track and log trades and other investment activities.
User Acceptance Tester
Onstar
Detroit, MI
01.2019 - 01.2021
Execute assigned test cases at the defined rate and quality
Perform Initial triage on failed test steps to properly determine if bug was fixed
Open Quality Assurance defects as needed, including all required details
Follow defects through life cycle, adding details as needed
Understand and properly use all basic hardware and application tools required
Display good written and verbal communication skills (Both in English and Spanish)
Remain on task and results oriented
Credit Union Account Specialist
PSCU
Detroit, MI
01.2016 - 01.2019
Take inbound calls from credit union members.
Help resolve account issues and financial inquiries.
Build rapport, provide excellent customer service, and impact people in a positive way