Raeyana Greenhouse
Carrollton,TX
Summary
Customer Service Representative bringing excellent skills in oral and written communication, active listening, and analytical problem-solving. Maintain customer satisfaction and contribute to company success. A great team player with an outgoing, positive demeanor. Im looking to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills.
Overview
5
5
years of professional experience
Work History
CAPS Money Out Associate
Fidelity Investments
04.2024 - Current
- Collaborated with other departments to promptly process money out applications.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Gained strong leadership skills by managing projects from start to finish.
- Adaptable and proficient in learning new concepts quickly and efficiently.
American Airlines Designated Team.
Fidelity Investments
04.2023 - Current
- Built strong bonds with AA participants by respecting unique differences and specific.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns for their accounts.
- Cross-trained existing employees to maximize team agility and performance.
- Assisted with employee and manager benefits inquiries and routinely handled complex questions and resolutions.
- Reconciled HSA, FSA and 401K elections against vendor records and reported weekly demographic changes to HR, payroll and 401K vendor.
- Tracked 401K eligibility and managed enrollment and administration of company retirement and financial benefits plans.
- Developed and maintained relationships with customers and suppliers through account development.
Financial Customer Associate
Fidelity Investments
10.2022 - 04.2023
- Engaged customers on phone by greeting them, answering questions on products or services and asking questions to identify needs.
- Recommended items to customers based on specific needs and explained features and benefits.
- Handled incoming payments and outgoing disbursements.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Met with customers to assess needs, financial status and eligibility.
- Strong resource utilization, including OLR, Plan Pro, XTRAC and FPRS.
- Ability to interact in a team environment while maintaining a positive team influence in helping the team to attain departmental goals.
- Self-motivated and works independently; able to manage case work and work items and resolve in a timely manner.
Unlicensed Financial Service Assoicate
TD Ameritrade
03.2022 - 10.2022
- Deliver great client service when answering inbound phone calls by taking ownership and tackling complex issues to resolve the client’s needs, in addition to introducing clients to Schwab and TD Ameritrade’s products and services.
- Using the training you receive at Schwab, along with your expertise and analytical thinking skills, to offer the best possible solution
- Maintained updated records of all financial transactions to support traceability.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Talent Acquisition Specialist
Caine & Weiner
03.2020 - 03.2022
- Enhanced candidate experience by implementing a streamlined application process and timely communication.
- Developed strong talent pipelines by utilizing various sourcing techniques, including social media, job boards, and networking events.
- Improved interview processes through the development and implementation of structured interview guides tailored to each role''s unique requirements.
- Established strong relationships with key stakeholders, ensuring clear communication and alignment on talent acquisition goals and objectives.
- Collaborated cross-functionally with HR colleagues to develop targeted initiatives aimed at enhancing employee engagement, diversity, and inclusion within the organization.
- Provided regular updates on talent acquisition performance metrics to senior leadership, supporting data-driven decision-making and continuous improvement efforts.
- Evaluated resumes, interviewed, and presented qualified candidates to hiring managers and solicited feedback to refine recruiting strategy.
- Created and distributed job postings on job boards, corporate career sites and social media networks to increase reach.
Administrator Coordinator
Caine & Weiner
12.2019 - 03.2020
- Assisted in preparation and processing of payroll to facilitate prompt staff payments.
- Update new accounts with current contact information for new or existing businesses.
- Supported department heads in goal setting activities which led to increased overall performance.
- Assist with daily audit of online credit disputes using vendor and company software.
- Review account status for escalation to Operational Management or Compliance Team.
- Responding to customer inquiries and requests in a timely fashion.
- Maintaining a courteous and understanding manner with each customer
- Organized, facilitated and participated in community service efforts.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
Customer Service Claims Specialist
Results Companies
05.2019 - 12.2019
- Handled customer inquiries and suggestions courteously and professionally.
- Understood requirements for disputes, gathered evidence to support claims and prepared customer cases to handle appeals.
- Communicating service interruptions to Operations so that alternative delivery plan can be made.
- Identifying warrantable repairs and file claims with the appropriate vendor or manufacturer.
- Processing and reconciling invoices for approval.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Settled complex claims fairly by applying critical thinking, negotiation skills, and detailed knowledge of insurance policies.
- Reviewed insurance and claims documents to verify required information and secure any missing data for settlements.
Education
Bachelor of Arts - Mathematics Education
Bellevue University
Bellevue, NE12.2025
Associate of Arts - Department of Education
Dallas Community College
Dallas, TX12.2023
Skills
- FPRS
- ABL
- Proficient in Excel
- Advance knowledge of Microsoft
- Data Collection
- Policy Development
- Public Speaking
- Decision-Making
- Time management abilities
- Team Collaboration
- Professional Demeanor
- Analytical Thinking
Timeline
CAPS Money Out Associate
Fidelity Investments
04.2024 - Current
American Airlines Designated Team.
Fidelity Investments
04.2023 - Current
Financial Customer Associate
Fidelity Investments
10.2022 - 04.2023
Unlicensed Financial Service Assoicate
TD Ameritrade
03.2022 - 10.2022
Talent Acquisition Specialist
Caine & Weiner
03.2020 - 03.2022
Administrator Coordinator
Caine & Weiner
12.2019 - 03.2020
Customer Service Claims Specialist
Results Companies
05.2019 - 12.2019
Bachelor of Arts - Mathematics Education
Bellevue University
Associate of Arts - Department of Education
Dallas Community College
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