Melanie Estrada
Schiller Park,IL
Summary
Results-driven customer service and financial operations professional with 9+ years of experience in banking, account management, billing, data entry and client support. Proven ability to manage high-volume workload, handle 75+ customer interactions daily, resolve complex account issues, and maintain accuracy in fast-paced environments. Experienced in payment processing, accounts receivable, transaction management, customer relationship building, and cross-functional collaboration. Recognized for strong problem-solving skills, attention to detail, and the ability to train and support team members while delivering exceptional service. Bilingual in English and Spanish and committed to driving operational excellence and customer satisfaction. Seeking to leverage experience into a higher-level leadership role.
Overview
9
9
years of professional experience
Work History
Senior Account Specialist
Alliant Credit Union
07.2024 - 05.2026
- Manage 75+ daily financial transactions including deposits, withdrawals, transfers, and loan payments while maintaining regulatory compliance.
- Respond to 75+ member calls and inquiries daily via phone, chat, and digital channels while providing exceptional customer service.
- Analyze and rectify account discrepancies, billing concerns, and payment issues.
- Process wire transfers, stop payments, account maintenance requests, and account updates.
- Maintain accurate customer records and transaction documentation.
- Collaborate with cross-functional teams to improve service efficiency and customer satisfaction.
- facilitated training programs to enhance employee skills and knowledge.
Customer Service Agent
Warehouse Direct
07.2019 - 06.2024
- Managed High volume inbound and outbound customer interactions daily regarding orders, billing concerns, delivery updates, and product inquiries.
- Resolved escalated customer complaints and coordinated solutions with internal departments.
- Managed order processing, monitored shipments, and upheld comprehensive customer documentation.
- Handled multiple priorities in fast-paced environment while maintaining professionalism and accuracy.
- Maintained accurate patient records with thorough data entry and regular database updates.
- Guided junior trainers in enhancing curriculum development and delivery methods.
Customer Service Representative
Designs By Guzzardos
10.2017 - 06.2019
- Input customer sales information into POS system to process orders.
- Coordinated with other lift truck drivers and production personnel to process orders efficiently.
- Ensured timely processing of invoices, purchase orders, and expense reports, contributing to smooth financial operations.
- Managed high priority orders effectively, prioritizing tasks accordingly for expedited processing times.
- Worked with customer service representatives to handle escalated customer issues.
- Used QuickBooks to manage bookkeeping.
- Utilized Microsoft Excel, QuickBooks to manage invoices and payments.
Education
BBA - Business Management
Dominican University
River Forest, IL12-2026
Skills
- Data entry and management
- Account management
- Microsoft applications
- CRM software proficiency
- Problem-solving
- Multitasking
- Bilingual Spanish
- Project management
Timeline
Senior Account Specialist
Alliant Credit Union
07.2024 - 05.2026
Customer Service Agent
Warehouse Direct
07.2019 - 06.2024
Customer Service Representative
Designs By Guzzardos
10.2017 - 06.2019
BBA - Business Management
Dominican University