Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
9
9
years of professional experience
Work History
US System Access Ops
R1 RCM
10.2022 - Current
Global onboarding and offboarding duties (US & India)
Documentation preparation and process execution
Access Management as universal lifecycle manager
Provide technical support for various systems between Providence and R1
Employee research and training scheduling
Follow compliance guidelines for medical and legal procedures
Remaining within HIPPA Guidelines
Oversee and assist with providing needed access to new hires as well as department transfers
Following trend reports to ensure accuracy
Act as communication liaison between the client and R1Access Team
Grasping a deep understanding of our clients and their needs to better assist with accuracy and sharing that knowledge with my team to provide a smooth onboarding experience
Receiving feedback and implementing recommendations that would better support the onboarding process
Working with multiple teams to ensure all requests are met with precision and completed within a timely manner
Oversee and maintain proper written communication as well as docusign and electronic communications
Understanding and implementing client requirements throughout the entire access community to ensure full visibility and transparency for each client
Collaborated with cross-functional teams to develop innovative solutions that improve operational flow and reduce errors or inefficiencies.
Monitored progress by establishing plans and measuring results.
Assessed current systems for potential improvements
Identified areas of deficiency and performed root-cause analysis to solve problems.
Formed and sustained strategic relationships with clients.
Business Banking Consultant Team Lead
PNC Bank
, Remote
12.2020 - 10.2022
Acquisition project team lead providing technical and customer assistance on front and backend consultants
Obtain missing items or personal feedback for the unsuccessful conversion of new customers
Ensure an easy integration of platforms for newly acquired customer during conversion
Keep up to date on possible setbacks and ensure protocol is followed by hosting daily conference calls with acquisition team members
Screening and hiring new employees across departments
Exit interview and survey screening
Manage team consisting of 30 direct reports
Complaint and claim investigations; reporting on complaint and claim investigations
Mediation and support for appropriate incidents
Providing conflict resolution and next steps for future success
Monitor and report on KPI’s
Holding biweekly huddles to ensure the entire team receives the support each business banking rep may need and keeping an open line of communication for direct support
Hold weekly 1:1 meetings with employees to ensure goals are met and we are within KPI standards
Offering incentives to team members in order to initiate drive and passion for exceeding expectations
Coachings held regularly to ensure employee development takes place
Provide moral support with open line of communication with all employees
Maintain open communication between various teams to ensure we are all on one accord
Oversee and maintain proper written communication as well as docusign and electronic communications
Answer phones for escalated issues within specified amount of time in a professional manner for customer and technical support consultants
Aide in the professional development and growth of care center consultants
Ensure team maintains high call qualities and exceeds monthly metrics
Host weekly quick start meetings to keep communication open go over new policies and procedures to ensure high quality and impact
Conduct monthly and quarterly engagement one on one meetings to ensure consultants are meeting goals and educate them on next steps if they should fall below required metrics
Evaluate accounts and provide expertise in business banking development
Ensure the financial needs of businesses have been met, provide strategic resources to meet said needs should they change
Resolve customer and internal requests via email and chat within a specified time by using knowledge and optimized resources
Provide Tier III assistance for technical and banking issues
Accept and resolve escalations submitted by Tier I and II consultants
De-escalate irate customers in a timely and professional manner
Provide necessary feedback to help correct and elevate current processes and procedures
Meet and or exceed required monthly metric scores
Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Implemented strategies to meet sales targets for banking products, including loans, credit cards, and savings accounts.
Modified, opened and closed customer accounts.
Coordinated with internal departments to streamline operational processes and improve customer service.
Advised customers on bank products, services and financial planning options.
Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
Informed customers of procedures for depositing checks and applying for ATM cards.
Technical Support Representative
Comcast Business Telecommunications
, Hybrid-Remote
05.2016 - 11.2020
Answering phones in a timely and professional manner
Conduct technical support for small to medium businesses with their networking and communication needs while also providing recommendation for new or upgraded services
Tier 2 Contingency
New hire training floater
Field Tech call back escalations team
Troubleshooting issues with personal as well as Comcast telephone switches and internet networks
Dispatching technicians when appropriate for networking and hardware issues
Assisting customers with making payments and keeping their accounts up to date
Answering questions regarding repairs and/or equipment as well as billing inquiries
Walked customers through tests and solutions
Read and understood technical manuals and repair trees
Updated customer accounts with details of interactions, set up repair appointments and processed payments for new services
Took inbound and made outbound calls to resolve customer account and technical issues
Looked beyond testing scripts to check software for interconnected problems not covered by established specifications
Read technical manuals or attended conferences and seminars to maintain knowledge of hardware and software.
Assisted customers with various types of technical issues via email, live chat, and telephone.
Used remote login tools to assist clients with technical and product questions.
Troubleshot customer inquiries related to software and hardware issues.
Participated in special projects as assigned by management team.
Documented customer complaints and inquiries for use in technical documentation and bug tracking.
Implemented feedback from customer satisfaction surveys to improve service quality.
Conducted research into product-related issues, identified solutions, and provided accurate information to customers.
Resolved escalated customer service issues in a timely manner.
Conducted remote diagnostics to identify and solve technical problems.
Assisted customers with installation of new hardware and software applications.
Documented all customer interactions and resolutions in the ticketing system for future reference and reporting.
Trained new support representatives on troubleshooting techniques and company support protocols.
Oversaw daily performance of computer systems.
Collaborated with the technical team to discuss recurring customer issues and develop long-term solutions.
Served as first point of contact for incoming technical service calls and emails.
Assisted in the development and updating of technical documentation and support guides.
Supported customers with online billing, access, and account issues.
Senior Associate HR (TA + People Ops) at Kuku FM (Mebigo Labs Private Limited)Senior Associate HR (TA + People Ops) at Kuku FM (Mebigo Labs Private Limited)