Consulted with book of over 1000 customers to assess needs and propose optimal solutions.
Trained and motivated employees to perform daily business functions.
Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
Created and monitored promotional approaches to increase sales and profit levels.
Reconciled daily sales, returns and financial reports in QuickBooks.
Remained up-to-date on current trends and attended industry trade shows and markets to view and order inventory.
Devised processes to boost long-term business success and increase profit levels.
Technical Support Specialist
Fiserv/Summit Information Systems
Corvallis, OR
08.1999 - 02.2001
Assisted customers in identifying issues and explained solutions to restore service and functionality.
Explained technical information in clear terms to non-technical individuals to promote better understanding.
Responded to support requests from end users and patiently walked individuals through basic troubleshooting tasks.
Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
Collaborated with supervisors to escalate and address customer inquiries or technical issues.
Recorded and maintained relevant notes for over 20 clients daily along work orders.
Resolved 15 technical support inquiries per day
Financial Service Consultant
Central Willamette Credit Union
Albany, OR
03.1991 - 08.1999
Educated and worked with clients on ROI terms to find accurate solutions.
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Discussed financial options with clients and provided informed suggestions.
Gathered customer information and maintained in CRM database.
Submitted loan applications to underwriter for verification and recommendations.
Originated, reviewed, processed, closed and administered customer loan proposals.
Maintained strict confidentiality of bank records and client information.
Recommended loan approvals and denials based on customer loan application reviews.
Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Explained very technical financial information to applicants in easy to understand language.
Education
High School Diploma -
Frankfurt American High School
Frankfurt, Germany
06.1988
Skills
Executive Leadership
Industry Expertise
Process Improvement
Work Planning and Prioritization
Staff Management
Customer Service
Verbal and Written Communication
Integrity and Transparency
New Business Development
Driven and Determined
Attention to Detail
Professional Networking
Adaptable and Flexible
Hazardous Chemicals
Timeline
Owner/Manager
Premier Systems Carpet & Upholstery Care
02.2001 - Current
Technical Support Specialist
Fiserv/Summit Information Systems
08.1999 - 02.2001
Financial Service Consultant
Central Willamette Credit Union
03.1991 - 08.1999
High School Diploma -
Frankfurt American High School
Summary
Motivated business professional bringing 21 years of entrepreneurial experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating and supporting staff members. Strong track record of providing outstanding customer service skills.
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