Business savvy professional with ten years of experience accountable for modernizing financial transactions to create value for both clients and constituents. Maximized complex validations and applied logical and analytical skills. Outstanding skills in prioritizing and executing tasks in fast-paced environments.
Overview
19
19
years of professional experience
Work History
Transaction Processing Associate
Fidelity Investments
Westlake, TX
10.2018 - Current
Reconciled documentation of file to provide accurate transfer of funds.
Received requests to process financial transactions such as wires, checking and transfers among multiple accounts.
Processed entries to make adjustments and post to client accounts.
Created client files in systems to track transactions and create client base.
Performed quality assurance checks and reported issues to management to discuss solutions.
Trained staff on procedures and guidelines to effectively execute daily tasks.
Customer Service Representative
Hub International
Coppell, TX
10.2016 - 05.2018
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Provided primary customer support to internal and external customers.
Developed community reputation through commitment to customer satisfaction and strong client relationships.
Answered constant flow of customer calls with minimal wait times.
Answered customer telephone calls promptly to avoid on-hold wait times.
Consulted with outside parties to resolve discrepancies and create expert solutions.
Offered advice and assistance to customers, paying attention to special needs or wants.
Customer Service Representative
Family And Social Services Of Indiana
Crown Point, IN
08.2008 - 02.2016
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Provided primary customer support to internal and external customers.
Developed community reputation through commitment to customer satisfaction and strong client relationships.
Answered constant flow of customer calls with minimal wait times.
Cross-trained and provided back up for customer service managers.
Answered average of 100 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information.
Line Packer
Dawn Foods
Crown Point , IN
01.2005 - 04.2008
Decontaminated work areas using sprayers to apply cleaning and disinfecting solutions.
Prepared orders by processing requests, pulled materials from warehouse, packed boxes and prepared shipments.
Quickly and properly wrapped and boxed items, maintaining uniformity to meet fulfillment targets.
Maintained safety and efficiency while loading products into packaging equipment.
Updated procedures and measuring guidelines to reduce product and packaging waste.
Improved operations through consistent hard work and dedication.
Created plans and communicated deadlines to ensure projects were completed on time.
Line and Prep Cook
Ruby Tuesday
Hobart, IN
06.2004 - 06.2007
Avoided burns when using hot fryers for preparing food.
Restocked inventory and ingredient items to maintain optimal kitchen efficiency.
Scrubbed grill on customer request due to food allergies to clean food residue and avoid issues with allergens.
Prepared foods to assist cooks with turnaround times on orders.
Suggested actionable improvements to streamline training procedures.
Identified inefficiencies leading to improved productivity.
Prepare Mortgages
Smart Mortgage
Merrillville, IN
01.2004 - 06.2004
Prepared US, multistate and international tax returns for business clients.
Maintained complete records of client tax returns and supporting documentation in secure areas.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.