Rokeya Williams
Raleigh,NC
Summary
A seasoned financial processing professional with three years of expertise in managing complex financial transactions, analyzing data, and ensuring regulatory compliance. Possesses a robust foundation in meticulous attention to detail, problem-solving, and client relationship management. Aspires to transition into Applied Behavior Analysis (ABA) therapy, leveraging strong analytical skills, empathy, and a passion for making a meaningful impact on individuals' lives. Currently pursuing relevant certifications and training to seamlessly merge financial acumen with therapeutic methodologies. Committed to fostering positive behavioral changes and enhancing the quality of life for individuals with diverse needs through evidence-based interventions and personalized care plans.
Overview
7
7
years of professional experience
Work History
Financial Processor
Vanguard
04.2021 - Current
- Entered data into computer tracking system and filed paperwork according to procedures
- Received and reviewed incoming documents and materials
- Processed financial transactions for clients going through different life events (divorce, death, etc.)
- Reconciled accounts, managed audits and updated financial records with 100% accuracy
Nanny
NannyLane - Raleigh, NC
02.2020 - Current
- Engaged with children on age-appropriate level
- Monitored schedules to maintain sleeping, eating, and school schedules for children
- Bathed, dressed, and helped with teeth brushing as part of bedtime preparation
- Organized extracurricular schedules for sports and classes and provided safe transportation to different events
- Established lasting, professional connections with families and children by encouraging open communication and delivering positive feedback
- Designed individual education plans to encourage student growth according to different learning abilities and needs.
Data Entry/Account Administration Representative
Vanguard
07.2020 - 04.2021
- Performed administrative tasks and aided in executing business solutions
- Successfully entered data into company database and confirmed the accuracy of valuable company information
- Used and analyzed data from automated information aggregators to update the database
- Generated data reports, enter company findings into the database and perform backups
- Supported data entry across departments as asked, switching promptly to new projects.
Customer Service Supervisor
CVS Pharmacy
08.2018 - 07.2020
- Cross trained in multiple departments to know all company needs and train new employees
- Analyzed and updated all necessary changes to Salesforce software
- Processed customer service requests via phone support and email support
- Noted customer correspondence in CRM to track requests, problems, and solutions
- Accurately diagnosed customer needs and proactively educated them about the features and benefits of company products and services
- Audited internal data and processes to identify and manage initiatives, improving business performance
- Recommended metrics and models based on observed trends
- Collaborated with internal teams to understand business needs and changing strategies.
Customer Service Representative
Anthem
01.2017 - 08.2018
- Assisted staff with resolving complex customer issues and implementing targeted solutions
- Cross trained in multiple departments to process customer service requests via phone support, email support or live chat when needed
- Documented customer correspondence in CRM to track requests, problems, and solutions
- Accurately diagnosed customer needs and proactively educated them about the features and benefits of company products and services
- Guided customers through troubleshooting, navigating the company website/mobile app or using the products or service using digital tools
- Aided customers by supplying confirmations, answering questions, and offering general information.
Education
High School Diploma -
Southeast Raleigh Magnet High School
Raleigh, NC05.2014
Skills
- Efficient and Meticulous
- Email Support
- Creative Problem Solving
- Medical Insurance Rep
- Document Management
- Supervisory Experience
- Live Chat Support
- Microsoft Office
- Billing
- Organization
- Educational Support
- Data Collection
Timeline
Financial Processor
Vanguard
04.2021 - Current
Data Entry/Account Administration Representative
Vanguard
07.2020 - 04.2021
Nanny
NannyLane - Raleigh, NC
02.2020 - Current
Customer Service Supervisor
CVS Pharmacy
08.2018 - 07.2020
Customer Service Representative
Anthem
01.2017 - 08.2018
High School Diploma -
Southeast Raleigh Magnet High School
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