Savannah Carlson
Port Neches,TX
Summary
I am an organized, punctual individual with great attention to detail. I have an array of customer service experience in the financial services industry. A few of my strong suits are problem solving, remaining calm in stressful situations, and helping customers truly feel listened to & taken care of.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Virtual Teller
5Point Credit Union
05.2022 - 03.2023
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
Collections Specialist
5Point Credit Union
02.2019 - 08.2020
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Processed payments and applied to customer balances.
- Maintained high volume of calls and met demands of busy and productive group.
- Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.
- Used skip tracing and other techniques to locate debtors.
- Listened to customers and negotiated solutions that met creditor and debtor needs.
Teller
5Point Credit Union
11.2015 - 02.2019
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
High School Diploma -
Nederland High School
Nederland, TX05.2012
Skills
- Financial Analysis
- Drawer Balancing
- Regulatory Compliance
- Outbound Calling
- Issue Investigation
- Call Center Experience
- Credit and Collections
- Goals and Performance
- Risk Management
Certification
- Real Estate License - November 2022
Timeline
Virtual Teller
5Point Credit Union
05.2022 - 03.2023
Collections Specialist
5Point Credit Union
02.2019 - 08.2020
Teller
5Point Credit Union
11.2015 - 02.2019
High School Diploma -
Nederland High School
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