To obtain a position that would allow me to serve as a asset to the team, in a stable company that would allow me to use my current knowledge and past experience in office management, receptionist, telemarketing, sales, and customer service skills.
Overview
13
13
years of professional experience
Work History
Underwriter
J.p Morgan chase
Strong interpersonal, communication, and consulting skills with the ability to work collaboratively and to develop strong, positive working relationships
Ability to utilize critical thinking and analytical skills regularly to identify issues and trends, and/or recommendations to address root cause
Strong analytical, quantitative and technical skills that enable individual to leverage data to determine an answer
Flexible with the ability to adjust to different tasks on a daily basis
Exceptional judgment, demonstrates ability to make sound decisions in a fast paced, constantly evolving environment and ability to work well under pressure and manage multiple priorities
Knowledge of Chase Consumer Banking incentive plans, products and services with experience in incentive plan administration
Ability to manage production cycle workflow
Self-motivated with ability to manage multiple tasks simultaneously in an organized and efficient manner
Proven ability to identify, and execute on process opportunities to improve overall operational efficiency
Excellent verbal and written communication skills are required
Client Svcs Rep II - Credit Card Gold Rewards
Bank Of America
11.2020 - 01.2023
Work in a professional, fast-paced environment that requires accuracy, multi-tasking, and clearly communicating resolutions in an efficient manner.
Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time.
Understanding how clients engage with us via technology (online and mobile), financial center and contact center and make sure they’re aware of all we can do to make their financial lives better.
Navigating multiple computer applications while interacting with the client.
Listening to, understanding and providing solutions for our clients’ needs.
Ongoing professional development to deepen my skills and optimize my expertise as the industry evolves and changes.
CUSTOMER SERVICE REPRESENTATIVE • TECH SUPPORT SPECIALIST
ADT
07.2017 - 11.2020
Managing large amounts of incoming calls.
Trouble shooting alarm systems.
Taking payments over the phone.
Explaining billing discrepancies over the phone.
Providing a great customer service experience to customers.
Review customers’ accounts.
Providing safety to customer via phone.
Answering questions for customers.
Resolving any customer complaints via phone.
Deescalating calls.
Meeting personal/team targets and call handling quotas.
PHONE BANKER
WELLS FARGO
01.2015 - 01.2017
Performance is measured on the performance of my direct reports in the areas of schedule adherence, sales performance, average handle time, Key Driver Metrics(customer satisfaction surveys), and quality assurance.
Additionally, performance is heavily measured on leadership characteristics.
Become a team player and help assist other bankers with questions regarding customer needs and expectations as well as advise.
Manage performance of Phone Banker receiving escalated incoming calls in the areas of Quality Assurance, Customer Experience, Adherence, and Average Handle Time.
Ensure that internal and external written communication is professional and within compliance.
SALES REPRESENTATIVE
SILVERLEAF RESORT
01.2013 - 01.2015
Receiving incoming calls and outgoing calls
Fostering an on-going positive relationship with time share owners
Deliver exceptional customer service.
Ensure maximum number of calls to converted to tours.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Check to ensure that appropriate changes were made to resolve customers' problems.
Solicit sales of new or additional services or products.
Schedule appointments to resorts.
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Administrative Assistant
PARK MANOR HEALTH CARE
01.2010 - 01.2012
Assisting With Insurance Verification- Medicare, Medicaid/Clerical/Order and Billing Submissions/Care Advocate
Assisting Director with Marketing, Care Team Residents, Receptionist & Administrative Assistant
Assisting Marketing for potential patients/Networking With Partner Companies to out-sort patients
Checkout Patients -re-schedule appointments, medical records, FMLA paperwork, Physician Referrals Inbound and outbound.
Education
Associate of Arts - Business Management
Tarrant County College
Arlington, TX
High school or equivalent - Basics
James Bowie High School
Arlington, TX
09.2025
Skills
PowerPoint
Microsoft
Spreadsheet
Billing and Coding
Time Management
Excel
Problem analysis and problem solving
Organizational skills and customer service orientation
Adaptability and ability to work under pressure
Initiator (6 years)
Customer Care
Customer Service
English
Tech Support
Call Center
Help Desk
EMR Systems
Troubleshooting
Order Entry
Banking
Insurance Verification
Languages
English
Full Professional
Timeline
Client Svcs Rep II - Credit Card Gold Rewards
Bank Of America
11.2020 - 01.2023
CUSTOMER SERVICE REPRESENTATIVE • TECH SUPPORT SPECIALIST