Michele McCarty
Sioux Falls,SD
Summary
In-depth Quality Assurance, Accounts Receivable/Payable, Customer Service Specialist, with success in prioritization and multitasking. Exceptional communication and organizational skills. Committed to paying impeccable attention to reviews and auditing procedures.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Senior Quality Assurance Specialist
Wells Fargo
03.2023 - 06.2024
- Administered and processed IRA account transactions, including interest changes and new account setups
- Achieved regulatory compliance through precise verification of new IRA accounts.
- Conducted quality assurance checks on information entered systems to maintain data integrity and accuracy
- Directed and participated in several specialized projects to boost operational efficiency.
- Developed and implemented quality assurance procedures to maintain optimal performance standards.
- Addressed and resolved customer inquiries related to IRA accounts, interest rates, and account management, ensuring a high level of satisfaction
Underwriting Associate / Sales / Customer Service Representative
CNA Surety
05.2017 - 11.2021
- Marketed diverse software solutions to insurance companies enabling legal client bonding for government compliance.
- Executed CNA bonding processes across all 50 states.
- Acted as an intermediary for client interactions within the underwriting department.
- Conveyed complex product information to insurance specialists with precision.
- Resolved IT concerns for clients through effective use of proprietary technology.
- Engaged in continuous learning to accommodate evolving requirements.
Real Estate Agent
Hegg Real Estate
07.2015 - 01.2018
- Communicate with clients to understand their property needs and preferences
- Produced rental and sales property listings utilizing direct outreach methods.
- Negotiated, facilitated and managed real estate and business (A/R and A/P) transactions
- Advertised client properties on websites, through social media and in real estate guides
- Conducted engaging and persuasive sales demonstrations.
Customer Service/Sales Agent
Wells Fargo
08.2009 - 07.2015
- Continuous education in banking procedures and guidelines
- Handled incoming customer service calls with expert accuracy
- Had to meet and surpass a mandatory matrix (accuracy, QA, number of calls, call time, sales, congeniality)
- Won many awards and was top in sales and customer service and amiability
Office Manager/Customer Service/Sales
McCarty Knowledge and Engineering, Inc
09.2003 - 05.2009
- Generated Sales leads, follow ups and appointments
- Prepare presentations
- Managed and prepared all accounting forms (taxes, payroll, accounts payable/receivable)
- Handled all travel arrangements
Customer Service/Sales Coordinator
Temple Inland, Inc
05.2000 - 08.2002
- Coordinate and reconciled accounts between all company plants and customers (10 Temple Inland nationwide)
- Sales
- Was able to resolve a 5-million-dollar conflict with a customer in one month that they had for 2 years
- Coordinated advertising and promotions with all customers
- Graphic design work
Education
Business - Business Administration
University of Nebraska At Omaha
Omaha, NESkills
- Sales
- Office Management
- Customer Service
- Accounting
- MS Office
- Social Media
- Real Estate
- Property Management
Certification
- Wells Fargo - Background check, 02/01/23
- Property Management License for the state of South Dakota – FBI background check, 05/01/22
- Real Estate License, 05/01/15 to 12/31/18
Additional Information
Sales, Customer service, Accounting, MS Office suite, Graphic design, Expert clerical knowledge, Social media, Real estate
Timeline
Senior Quality Assurance Specialist
Wells Fargo
03.2023 - 06.2024
Underwriting Associate / Sales / Customer Service Representative
CNA Surety
05.2017 - 11.2021
Real Estate Agent
Hegg Real Estate
07.2015 - 01.2018
Customer Service/Sales Agent
Wells Fargo
08.2009 - 07.2015
Office Manager/Customer Service/Sales
McCarty Knowledge and Engineering, Inc
09.2003 - 05.2009
Customer Service/Sales Coordinator
Temple Inland, Inc
05.2000 - 08.2002
Business - Business Administration
University of Nebraska At Omaha