
Experienced with customer service and communication, ensuring client needs are met promptly. Utilizes problem-solving skills to address and resolve inquiries effectively. Knowledge of maintaining positive client experience through attention to detail and consistent service quality.
Facilitated timely processing of financial transactions for Maryland529 college savings account holders, resulting in efficient handling of benefit claims, rollovers, cancellations, and refunds. Achieved compliance with IRS guidelines by effectively monitoring automated system processes and locating accounts for checks in suspense folders.