Summary
Overview
Work History
Education
Skills
Timeline
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Regina Whitfield

Conyers,GA

Summary

Dedicated Customer Service professional with over 10 years of customer service expertise, adept at excelling in collaborative team settings and working autonomously. Demonstrated ability to effectively resolve customer issues with a composed and empathetic approach, even in challenging situations.

Overview

7
7
years of professional experience

Work History

Property & Casualty Licensed Agent

Ttec ( USAA)
01.2022 - Current
  • Provided specialized insurance services to military members nationwide, expertly understanding and meeting their unique needs.
  • Managed approximately 40 calls nationwide, issued and bound policies to ensure members received the best possible coverage.
  • Followed up on customers' inquiries to assess satisfaction with provided solutions.
  • De-escalated and resolved customers' complaints with punctual, polite and professional service.
  • Verified and improved quality standards by analyzing customer service metrics.
  • Implemented effective time management strategies, prioritizing tasks to ensure prompt completion of all responsibilities without compromising quality or accuracy.

AML Compliance Investigator

USAA Bank
12.2019 - 01.2022
  • Conducted comprehensive AML investigations, resulting in the identification of suspicious activity and timely submission of SARs.
  • Audited and examined financial records, checking for accuracy and compliance with established regulations.
  • Gathered data and prepared financial reports for management review.
  • Maintained a high level of independence, organization, and time management.
  • Updated client data, performed regulatory checks on accounts, and collaborated with multiple downstream teams to ensure compliance with regulatory requirements.
  • Identified and implemented effective methods for examining and analyzing financial documents.

Administrative Assistant

Jibe Staffing
11.2017 - 12.2019
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.

Education

State License - Property & Casualty License

Kaplan College
12.2019

Certificate - Licensed Pharmacy Technician

Training For Life Learning System
Augusta,GA

High School Diploma -

Burke County High School
Waynesboro, GA
05.2002

Skills

  • Effective Communication
  • Public Speaking
  • Sales Strategies
  • Policy analysis
  • Lexis Nexis World Compliance
  • Company Assets protection
  • Call Management
  • Enhanced Due Diligence
  • Suspicious Activity Reporting
  • Legal Research
  • AML Compliance
  • Compliance Training
  • Audit Support
  • Customer Service
  • Microsoft Office Suite
  • Data Entry
  • Computer Skills
  • Office Administratio
  • Microsoft Office Suite

Timeline

Property & Casualty Licensed Agent

Ttec ( USAA)
01.2022 - Current

AML Compliance Investigator

USAA Bank
12.2019 - 01.2022

Administrative Assistant

Jibe Staffing
11.2017 - 12.2019

State License - Property & Casualty License

Kaplan College

Certificate - Licensed Pharmacy Technician

Training For Life Learning System

High School Diploma -

Burke County High School

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Regina Whitfield