Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Phylicia Given

Gladstone,Oregon

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Sales/Customer Service Solutions Supervisor

Office Depot Inc
05.2023 - Current
  • Established strong relationships with key customers to ensure long-term loyalty and repeat business.
  • Promoted a positive work environment that encouraged teamwork and open communication among staff members.
  • Managed escalated customer concerns effectively, resolving issues promptly and ensuring customer satisfaction.
  • Monitored individual employee performance metrics closely, providing coaching and support as needed to help them excel in their roles.
  • Conducted thorough investigations into reported customer complaints, working diligently to find appropriate resolutions that satisfied all parties involved.

Client Coordinator/Distribution and Loan Expert

The Retirement Plan Company
03.2014 - 02.2024
  • Provided leadership, guidance and support to staff members.
  • Carried out day to day duties accurately and efficiently
  • Resolved problems, improved operations and provided exceptional service in regards to daily processing errors and plan sponsor questions
  • Improved operations through consistent hard work and dedication by evaluating
  • Streamlined communication channels for improved client coordination and project management.

Service and Engagement Team Lead

Target
10.2020 - 05.2023
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Coached team members to improve performance and expectations
  • Enhanced team productivity by effectively delegating tasks and setting clear expectations.
  • Mentored junior team members, fostering professional growth and skill development.

Distribution and Loan Manager

Heintzberger Payne
11.2007 - 08.2014
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Processed loan applications and monitored progress from start to finish.
  • Explained very technical financial information to applicants in easy to understand language.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Ensured compliance with federal regulations by maintaining up-to-date knowledge of lending guidelines and consistently updating company policies.
  • Developed strategies for effective risk assessment, minimizing default rates on loans issued.

Education

High School Diploma -

Gladstone High School
Gladstone, OR
06.2003

Skills

  • Cash Register Operations
  • Personnel Management
  • Customer Retention
  • Corrective Actions
  • Closing Procedures
  • Written and verbal communication
  • Attention to detail
  • Teamwork and Collaboration
  • Dependable and responsible

Certification

Distribution and loan certification from the National Institute of Pension and associates

Timeline

Sales/Customer Service Solutions Supervisor

Office Depot Inc
05.2023 - Current

Service and Engagement Team Lead

Target
10.2020 - 05.2023

Client Coordinator/Distribution and Loan Expert

The Retirement Plan Company
03.2014 - 02.2024

Distribution and Loan Manager

Heintzberger Payne
11.2007 - 08.2014

High School Diploma -

Gladstone High School

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Phylicia Given