To work in an environment where I can contribute my leadership and development skills while continuing to grow and challenge myself. Passionate about working for a company where career advancement and integrity are a priority.
Overview
19
19
years of professional experience
Work History
Operations Resolution Consultant
LPL Financial
11.2023 - Current
Act as a liaison with service partners to triage complex inquiries from our Advisors to guide, support and resolve requests on restricted accounts while delivering a world-class client experience
Provide business partners and advisors with accurate information to resolve issues, and education for future requests
Support internal and external partners regarding remediation projects, attending meetings, and reviewing and contributing insight on discrepancies reported to Operations to drive the business forward
Service Professional
LPL Financial
01.2022 - 11.2023
Handle incoming calls from Financial Advisors and internal partners to review and approve documents needed to open various investment accounts
Take ownership and research complex scenarios while setting expectations for actions needed to resolve the scenario
Provide world class customer service by focusing on attention to detail and first call resolution
Route cases to ensure proper processing or escalation of inquiries
Transitional Operations Manager
Continuum Global Solutions
06.2020 - 08.2020
Managed multiple teams while the company transitioned from one contract to another
Managed payroll, scheduling, call states, and ensured business goals were met during this time
Assisted with agent placement on new projects
Senior Supervisor II
Continuum Global Solutions
03.2019 - 06.2020
Chosen as Special Project supervisor to manage a staff of 15 outbound phone specialists to proactively call new customers and address network, device and/or billing concerns
Implemented improved processes for optimum customer satisfaction
Daily compliance review
Weekly coaching in the areas of Quality, Customer Satisfaction, Calls per Hour and Schedule Adherence to drive performance
Supervisor I
Xerox/Conduent/Continuum Global Solutions
01.2015 - 03.2019
Company Overview: Acquisition from Sprint
Support, manage and motivate a staff of 12 to 18 inbound customer service phone specialists to elevate the customer service experience through customer journey discovery and engagement when necessary
To identify and solve underlying needs of potential churn risk while securing customer loyalty
Utilize Go Coaching Model to coach and develop specialist to consistently provide one call issue resolution while promoting the Sprint Brand
Identify call drivers resulting in improved system functions and increased customer satisfaction
Facilitated weekly meetings to ensure team’s understanding of current business goals
Acquisition from Sprint
Customer Service Agent
Sprint
01.2006 - 01.2015
In-bound calls
Handled complex customer inquiries regarding bill, device, and coverage
Deescalated angry/upset customers with outside of the box resolutions
Worked in a fast-paced, multisystem, multi-line environment