Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Operations Associate
Climb Credit
10.2020 - 08.2023
Executed and maintained quality control processes to meet criteria and standards and increase customer satisfaction.
Analyzed data to identify trends and patterns and exercise strategic decisions.
Maintained and prioritized to-do-list and followed up to complete tasks on-time.
Collaborated with other departments to establish smooth implementation of operational processes and procedures.
Investigated daily variances and corrected errors to resolve discrepancies.
Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
Contacted customers to immediately find resolutions for escalated issues.
Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Evaluated loan requests and documents to verify accuracy and completeness.
Processed loan applications and monitored progress from start to finish.
Assisted customers with completing loan applications and other paperwork.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Negotiated loan terms and conditions with customers to secure best deal.
Helped college students obtain financial aid through loan programs.
Negotiated to collect balance in full.
Researched billing errors and discrepancies to initiate corrective action.
Conducted investigations of customer accounts and payment histories.
Contacted customers to discuss late payments and options for remitting amounts due.
Performed risk-based analysis and remediation for business and consumer accounts per banking guidelines.
Researched and verified parties involved in suspicious activities and transactions against various databases such as LexisNexis and World-Check.
Customer Experience Specialist
Pollen
02.2019 - 03.2020
Utilized telephone, online chat, and email platforms to deliver outstanding customer service.
Documented customer interactions in internal database to maintain customer service history details.
Responded to high volume of incoming calls utilizing listening and communication skills to identify customer problems, needs, and opportunities.
Maintained extensive knowledge of company products to recommend items aligned with customer needs.
Supervised payments via credit and debit cards and handled sensitive information with professionalism and discreteness.
Advised customers on necessary travel documents and visa requirements to successfully reach planned destination.
Collaborated with colleagues to create and promote special travel packages.
Followed up with customers to increase customer service with travel plans.
Technical Support Specialist
Telus International
09.2018 - 02.2019
Provided high-level technical support by resolving inquiries by phone, e-mail and web consistent with department and team service levels and goals.
Assisted customers in identifying issues and explained solutions to restore service and functionality.
Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
Collaborated with supervisors to escalate and address customer inquiries or technical issues.
Explained technical information in clear terms to promote better understanding for non-technical users.
Walked individuals through basic troubleshooting tasks.
Used ticketing systems to manage and process support actions and requests.
Deposit Specialist
USAA
04.2018 - 09.2018
Immediately reported discrepancies and assisted in clearing discrepancies.
Maintained confidentiality of bank's customers and adhered to all regulatory requirements.
Handled PIN reorders, new cards and maintenance for debit cards.
Handled various accounting transactions.
Executed wire transfers, stop payments and account transfers.
Assisted customers with banking needs and inquiries.
Monitored and verified suspicious activity on customer accounts.
Maintained friendly and professional customer interactions.
Customer Relationship Specialist
Barclaycard US
10.2017 - 12.2017
Provided excellent customer service and provided answers to client questions within set standards.
Utilized inbound and outbound telephone techniques to solidify and build client relationships.
Worked with multiple screens and programs to resolve customer issues.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Updated account information to maintain customer records.
Responded to customer requests for products, services, and company information.
Processed recurring automated payments and credit card payments.
Assisted customers with questions and inquiries to provide information regarding credit card accounts.
Researched and resolved customer complaints and disputes related to credit card accounts.
Fielded 100 incoming customer calls to deliver high-quality solutions.
Leveraged deep knowledge and understanding of banking industry to handle customer inquiries with increasing complexity.
Reviewed and verified vendor completeness and compliance to rectify billing disputes and fraud cases.
Customer Service Representative
ECig Distributors
05.2017 - 08.2017
Handled customer inquiries and suggestions courteously and professionally.
Monitored online marketplaces for accuracy, product offerings and pricing and influenced data sources to identify gaps and opportunities.
Leveraged customer database to nurture and grow current sales and identify new business opportunities.
Replied to information requests through ZenDesk CRM to foster seamless customer service experience.
Corresponded with online customers to address questions or complaints about products, policies, or shipping methods.
Tracked inventory and reviewed retail trends to make timely and proactive business decisions.
Customer Care Specialist
SolarCity
06.2016 - 04.2017
Took ownership of customers issues to follow problems through to resolution.
Verified accuracy of customer account information and updated when necessary.
Responded to customer needs through competent customer service and prompt problem-solving.
Used exceptional communication to connect with customers, assess needs and present solutions.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
Provided customers with detailed information on company products, services and materials.
Accurately tracked and recorded customer interactions in CRM platform.
Discussed solar benefits with customers and drew comparisons with power company rates and drawbacks.
Skilled at working independently and collaboratively in a team environment.
Furniture Customer Service Representative
Williams-Sonoma
08.2015 - 10.2015
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Answered constant flow of customer calls with minimal wait times.
Answered customer telephone calls promptly to avoid on-hold wait times.
Updated account information to maintain customer records.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Provided primary customer support to internal and external customers.
Investigated and resolved customer inquiries and complaints quickly.
Met customer call guidelines for service levels, handle time and productivity.
Automotive Service Writer
Trophy Performance
04.2014 - 03.2015
Provided customers with estimation of repair costs and reasonable timeline for completion of service.
Accurately diagnosed and recorded service needs on work orders and provided details to technicians.
Answered service department phone and responded promptly to questions and messages.
Assigned jobs to technicians according to experience and knowledge of handling specific repairs.
Responded to customer calls and emails to answer questions about products and services.
Worked effectively with repair staff and parts providers, staying current on availability and service processes.
Presented different repair options to customers to help each person make appropriate choices.
Office Administrator
Image 2000
01.2013 - 11.2013
Interacted with customers by phone, email, or in-person to provide information.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained electronic and paper filing systems for easy retrieval of information.
Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
Prepared and mailed invoices to customers, processed payments, and documented account updates.
Followed up overdue payments and payment plans from clients to establish good cash flow.
Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
Submitted cash and check deposits and generated cash receipts to record money received.
Generated invoices upon receipt of billing information and tracked collection progress.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Tracked financial progress by creating quarterly and yearly balance sheets.
Education
Associate of Arts - Psychology
College of Southern Nevada
Las Vegas, NV
07.2024
Skills
Judgment and Decision-Making
High-Volume Call Environments
Policy and Procedure Adherence
Loan Approval and Denial
Credit and Collections
Strong Client Relations Skill
Loan and Account Monitoring
Certification
PRSSI- Certified Peer Recovery Support Specialist Intern - August 2023
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Experience is a hard teacher because she gives the test first, the lesson after.