Dedicated Associate with extensive experience collaborating with members, promptly identifying needs and recommending products and services to accomplish members' goals. Strong communicator focused on delivering outstanding customer care.
Overview
13
13
years of professional experience
Work History
Account Resolution Associate III & Loss Mitigation
Meritrust Credit Union
05.2017 - Current
Handled office scheduling and made notes for deadlines, motions, and other important dates.
Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.
Discussed property liquidation options with customers.
Assessed clients' financial data to determine loan suitability.
Helped customers navigate options to maintain homeownership.
Worked with customer to create debt repayment plan based on current financial condition.
Created profitable and efficient solutions.
Explained very technical financial information to members in easy to understand language.
Assessed individual situations and developed effective and appropriate resolutions.
Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
Trained and mentored coworkers on customer service strategies and techniques.
Managed customer relations through communication and helpful interactions.
Achieved performance goals on consistent basis.
Resolved member disputes and disagreements through professional, calm communication to find mutually beneficial solutions.
Worked closely with members to determine goals and recommend appropriate services to maintain long-term relationships with member holders.
Worked both independently and collaboratively in fast-paced environments.
Reviewed documents and data to identify trends and patterns.
Engaged with customers to build rapport and loyalty.
Back Office Assistant
Cox Communications
02.2011 - 05.2017
Provided clerical support to company employees by copying, faxing, and filing documents.
Routed business correspondence, documents, and messages to correct departments and staff members.
Introduced organization systems to keep filed customer documents confidential and increase operational efficiency.
Solved problems timely and effectively, ensuring customer satisfaction.
Assisted with facility scheduling and customer service.
Created purchase orders and tracked invoices to avoid missed or delayed shipments.
Maintained and updated office records, both digital and physical.
Collaborated with various departments to complete assigned tasks.
Managed daily data entry and kept clerical information accurate and up-to-date.
Education
High School Diploma -
Northwest High
Wichita, KS
05.2008
BBA - Business Management
Wichita State University
Wichita, KS
Skills
Maintaining Payment Histories
Mortgage Servicing Understanding
CORE Expertise
Customer Service
Conflict Resolution
Data Analysis
Staff Training
Critical Thinking
MS Office
Legal/Court Processes
Attention to Detail
Financial Advising
Timeline
Account Resolution Associate III & Loss Mitigation
Meritrust Credit Union
05.2017 - Current
Back Office Assistant
Cox Communications
02.2011 - 05.2017
High School Diploma -
Northwest High
BBA - Business Management
Wichita State University
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