My "RTF" Refer the company to a friend was at 114%, and banding my own service at all "E10's" excellent 10s gave me a conversion of 104%
Call handling was at an average of 260 seconds per call.
CSR2
Wells Fargo
03.2010 - 01.2013
Work with customers to resolve their online needs and/or set and access online banking platform
Analyze the customer's portfolio to ensure that the bank was doing the best and/or right thing for the customer through the sales of products and services
Smoothly transition into a "sales conversations" and begin reviewing specific products or services that will compliment the customer's current financial portfolio
Make recommendations for any of those additional products or services you have identified that have the most potential of saving time and money
Having a "sales conversation" on every call and with each customer has only helped me become more financially savvy and familiar with the current products and services being sold and/or offered by Wells Fargo
Having a strong product knowledge allows me to move easily in and out of the several different systems as needed to service the call.
CRS4 Bill Pay Operations Analyst
Wells Fargo
03.2010 - 01.2013
Work with various claim groups throughout the day
Responsibilities were to analyze specific payments and ensure that the bank did not make an error, and confirm that no REG E has taken place
Work directly with the customer and merchants to resolve payment issues, such as misapplied payments and refunds
Log each claim with a resolution
Focus point is to make resolutions, without any adverse actions to a customer's account
As each claim is noted, I would then send the customer a notice recapturing our conversations throughout the investigation.
Lead Specialist
Titanium Solutions
01.2006 - 02.2010
Managed a team of seven plus associates
Interviews, reviews, write ups, team time sheets, processing a monthly work flow, in order to manage the team's production
Plan for the month to come, review and improve the team's capability
Liaison between the Homeowner and the Mortgage Company
Collect homeowner's financial information, and review their credit standings, in order to work out a loan modification that was acceptable by the Mortgage Company and homeowner to avoid foreclosure
Incorporated the federal government HAMP modification program.
Paralegal
Lexington Law Firm
01.2008 - 12.2008
This was a second part time job, in addition to Titanium Solutions
Worked with clients across the country to repair their overall credit standing by disputing negative items on a client's credit report
Analyze the report and send specific disputes to the credit bureaus
Educate the client on their consumer rights, and improve their overall credit standing.