Melissa Hudgins
Braselton,GA
Summary
Experienced with financial management, client relations, and portfolio oversight. Utilizes analytical skills to develop tailored financial strategies. Strive to enhance client satisfaction and achieve financial goals.
Overview
5
5
years of professional experience
Work History
Financial Services Representative
South Carolina Federal Credit Union
02.2017 - 07.2017
- Supported fraud prevention efforts by monitoring accounts for suspicious activity and following established protocols if discrepancies were identified.
- Enhanced customer satisfaction by promptly addressing financial inquiries and resolving issues.
- Participated in ongoing professional development initiatives focused on enhancing knowledge of industry trends, regulatory changes, and emerging financial products.
- Delivered personalized customer service by taking the time to understand individual client needs, leading to increased trust and loyalty among the credit union's clientele.
- Maintained strict confidentiality when handling sensitive client data, adhering to regulatory requirements and company policies at all times.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
Finance, Refund Specialist
Edfinancial Services
06.2015 - 09.2016
- Prepared and submitted responses to requests and requirements of auditors, regulators and burrowers.
- Reviewed and submitted financial documentation and reports to support business financial goals and objectives.
- Contacted customers to immediately find resolutions for escalated issues.
- Ensured regulatory compliance by staying up-to-date on industry changes and implementing necessary internal controls along with federal regulations.
- Provided accurate financial forecasts for management, aiding in strategic decision making.
- Identified process issues and made recommendations for improvement or correction.
- Compiled department-specific reports to help senior managers identify trends and improve progress.
Customer Support Specialist, Team Lead
Edfinancial Services
03.2012 - 06.2015
- Developed strong relationships with clients, resulting in repeat business and positive feedback.
- Delivered exceptional customer service experiences by maintaining a positive attitude, active listening skills, and empathetic responses to customer concerns.
- Managed a high volume of inbound calls while maintaining excellent call quality standards and adhering to established procedures.
- Enhanced customer satisfaction by addressing and resolving complex issues promptly and professionally.
- Provided timely assistance to customers via phone, email, and live chat channels, ensuring a high level of professionalism at all times.
- Conducted regular training sessions for new team members, promoting best practices in customer support operations.
- Multitasked to handle diverse customer needs in high-volume call center setting, prioritizing tasks to keep up with challenging deadlines.
- Resolved customer complaints with empathy and patience, restoring client confidence in company.
Education
Associate of Applied Science - Accounting Information Systems Management
08-2025
- Capstone Project: GAAP, Microsoft, PowerPoint, QuickBooks, Access, Excel, Word, Outlook, M365 Copilot. Special emphasis on financial and managerial accounting practices, payroll regulations and laws, taxation for small business and individuals, business law and ethics, economics, data analysis and cost accounting.
Skills
- Financial services, Cash management and handling
- Customer relationship management
- Regulatory compliance, Account maintenance, Cost-benefit analysis
- Financial reporting, Technical solution analysis, Tax planning
- Accounts payable and receivable, Records management
- Financial information systems
- Loan and grant knowledge, Goal setting and tracking
- Financial aid applications, Student guidance
- GAAP accounting standards, Reports generation, Billing and invoicing
- Fraud prevention, Administrative support, Data verification
Timeline
Financial Services Representative - South Carolina Federal Credit Union
02.2017 - 07.2017
Finance, Refund Specialist - Edfinancial Services
06.2015 - 09.2016
Customer Support Specialist, Team Lead - Edfinancial Services
03.2012 - 06.2015
Tarrant County College - Associate of Applied Science, Accounting Information Systems Management
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