Makenzie Lachowski
Partner Services Specialist
Cincinnati,OH
Summary
Accomplished Partner Services Specialist with 5 years of experience in a client-facing position. Dedicated to identifying customers needs and providing solutions and recommendations accordingly. Accurate and clear presenter, with the ability to problem solve on-the-spot.
Overview
7
7
years of professional experience
Work History
Partner Success Specialist
EAB
3 2019 - Current
- Schedule and host Best Practices Zoom calls for colleges & universities renewing their subscriptions for EAB products
- Provide recommendations to our higher education partners regarding how to improve student reach
- Analyze reports that note partners who are pacing behind, then meet with account managers individually to provide solutions to improve student inquiries for these partners.
Client Support Specialist
EAB
03.2019 - 10.2019
- Monitor the partner support queue and respond to support inquiries via email
- Host product specific webinars attended by 30+ individuals at a time
- Update Best Practices documentation and Help Center "How-to" videos.
Compliance Clerk
Kemba Credit Union
08.2017 - 03.2019
- Conduct thorough research on the financial activity and background of member accounts that have been flagged for suspicious activity
- Organize data collected on member accounts to be processed into a Suspicious Activity Report (SAR), and determine the necessity of filing a SAR on the member
- Write and review the SARs to be processed through the Financial Crimes Enforcement Network.
Education
Bachelor of Arts - English
University of Cincinnati
Cincinnati, OH04.2017
Skills
- Client rapport building
- Support inquiry assistance
- Interpersonal and written communication
- Public speaking
Timeline
Client Support Specialist
EAB
03.2019 - 10.2019
Compliance Clerk
Kemba Credit Union
08.2017 - 03.2019
Partner Success Specialist
EAB
3 2019 - Current
Bachelor of Arts - English
University of Cincinnati
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