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Patricia Green
Albuquerque
Summary
Experienced professional with strong customer service, administrative, and support skills. Proven ability to resolve issues efficiently and improve processes. Background in financial services, childcare, and quality assurance.
Overview
15
15
years of professional experience
1
1
year of post-secondary education
1
1
Certification
Work History
Financial Services Officer
Lending Solutions Inc.
Albuquerque
05.2024 - 12.2025
- Providing exceptional customer service in financial transactions
- Assessing and analyzing clients' financial situations
- Offering personalized financial solutions to clients
- Maintaining accuracy and confidentiality in financial records
- Staying updated on industry trends and market changes
Client Service Administrator
Fidelity Investments
Albuquerque
05.2022 - 06.2023
- Enhanced client satisfaction through prompt inquiry resolution and issue resolution
- Streamlined office processes to improve efficiency and client service delivery
- Managed high volume of client accounts with accuracy and attention to detail
- Utilized CRM system to track client interactions and maintain accurate records
- Provided personalized support to clients to meet their specific needs and preferences
- Increased client engagement through proactive communication and relationship-building efforts
Health Savings Account Specialist II
Fidelity Investments
Albuquerque
07.2020 - 05.2022
- Demonstrated proficiency in managing Health Savings Accounts to ensure compliance with IRS regulations
- Collaborated with clients to educate and empower them on how to maximize their HSA benefits
- Utilized strong problem-solving skills to investigate and resolve complex account issues
Customer Service Representative
Fidelity Investments
Albuquerque
11.2018 - 05.2020
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information
- Streamlined call center processes for improved efficiency and reduced wait times
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business
Learning Specialist/Peer Mentor
Sitel
Albuquerque
04.2015 - 09.2018
- Enhanced student retention through personalized learning strategies and lesson plans
- Shared best practices to enhance teaching effectiveness
- Collaborated with colleagues to create a positive learning environment
Assistance Queue Escalations Team Support
Sitel
Albuquerque
06.2014 - 04.2015
- Implemented new communication tools to improve team efficiency
- Provided extensive support to team members for enhanced performance
- Facilitated escalations for quick resolution
Quality Analyst
Sitel
Albuquerque
06.2013 - 04.2014
- Implement quality assurance procedures
- Provide feedback and coaching to agents
- Participate in calibration sessions with team members
- Review and evaluate call recordings
- Identify areas for improvement in customer service
Customer Service Representative
Sitel
Albuquerque
01.2011 - 04.2013
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information
- Streamlined call center processes for improved efficiency and reduced wait times
- Utilized active listening skills to understand customer needs and concerns fully
- Demonstrated strong problem-solving abilities to address customer issues effectively
- Consistently met or exceeded performance metrics related to customer service goals
Education
Associate of Applied Science - Paralegal Studies
Charter College
Anchorage, AK 04.1997 - 06.1998
Certification - Tourism And Travel Management
The Travel Academy
Anchorage, AKSkills
- Industry Standards
- Time Management
- Continuous Improvement
- Rigorous Testing
- Scheduling Appointments
- Multitasking
- Cash Management
- Customer Service Delivery
- File Management
- Active Listening
- Strategic HR
- Develop Best Practices
- Diversity Recruiting
- Increase Profitability
- CrossFunctional
Certification
- Diversity Recruiting, 12/01/23, LinkedIn
- Resume Makeover, 12/01/23, LinkedIn
- Optimize Your Resume for Applicant Tracking Systems, 11/01/23, LinkedIn
- Talent Sourcing, 11/01/23, LinkedIn
Traits
- Confident
- Honest
- Ambitious
- Dependable
- Caring
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteSalary Range
$45000/yr - $200000/yrTimeline
Financial Services Officer
Lending Solutions Inc.
05.2024 - 12.2025
Client Service Administrator
Fidelity Investments
05.2022 - 06.2023
Health Savings Account Specialist II
Fidelity Investments
07.2020 - 05.2022
Customer Service Representative
Fidelity Investments
11.2018 - 05.2020
Learning Specialist/Peer Mentor
Sitel
04.2015 - 09.2018
Assistance Queue Escalations Team Support
Sitel
06.2014 - 04.2015
Quality Analyst
Sitel
06.2013 - 04.2014
Customer Service Representative
Sitel
01.2011 - 04.2013
Associate of Applied Science - Paralegal Studies
Charter College
04.1997 - 06.1998
Certification - Tourism And Travel Management
The Travel Academy