Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
8
8
years of professional experience
Work History
Senior Process Associate
Infosys Mccamish
06.2024 - Current
Service whole life, term life, and universal life and annuity products
Assist clients with policy conversions, payments, document fulfillment, illustrations and claims.
Researching client questions and policy updates while providing exceptional customer service over the phone.
Navigating multiple windows and systems at once to complete tasks.
Server
Coopers Hawk Winery and Restaurant
08.2023 - Current
Provide an upscale full service dining experience
Complete regular trainings on new menu items, beverages, and company policies
Cash and credit card handling
Senior Document Specialist
Sammons Financial Group
01.2022 - 08.2023
Input data on company website
Finalizing documents/ensuring accuracy
Underwriting assistance
Collaborate with case managers and other teams both internal and external
Loan Specialist
Wells Fargo
08.2021 - 01.2022
Proficiently manage special cases requiring attention to detail and discretion.
Experienced Notary adept at handling legal documentation.
Skilled in utilizing coding systems for efficient organization and retrieval of information.
Experienced in handling loan and forbearance documents with precision and confidentiality.
Collaborates effectively with mail teams to ensure timely and accurate correspondence.
Thoroughly verify documents to ensure compliance with established standards and regulations.
Facilitate customer escalation processes for settlement inquiries, ensuring prompt resolution and customer satisfaction.
Customer Experience Coordinator
Marshalls
08.2017 - 06.2021
Supervise up to 14 cashiers concurrently, overseeing their performance and ensuring operational efficiency.
Provide assistance to customers during credit card transactions, offering support and resolving any issues.
Exercise discretion in implementing special sales initiatives to optimize revenue generation.
Conduct ongoing training sessions for cashiers, focusing on register operations, workspace maintenance, and meeting credit card sales quotas.
Regularly review cashier performance metrics and provide additional training as necessary to enhance proficiency.
Create and manage daily break schedules to maintain adequate store coverage and optimize employee productivity.