SHERRY FAIRLY
Finance Customer Service Representative
Lemon Grove,CA
Summary
I am a Customer Service Representative with over 5 years of experience. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
13
13
Certifications
10
10
years of professional experience
Work History
Seeking Employment
09.2020 - Current
- Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Vervent Financial Advisor
San Diego, CA
05.2020 - 09.2020
- Advising debtors of the possible consequences of non-payment.
- Communicating with clients via telephone.
- Contacting people who owe money to the company.
- Securing payment form debtors.
- Investigating claims of financial difficulties.
- Keeping administrative records up to date.
- Ensuring all contact is in line with the regulatory requirements.
- Making up to 60 phone calls every day to clear up outstanding debts.
- Handling a variety of customer service calls from people of all backgrounds.
PCA Personal Care Assistant
Seeking Employment
03.2020 - 05.2020
- Provided assistance in daily living activities by dressing, grooming, bathing and toileting patients.
- Maintained clean, safe and well-organized patient environment.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Cleaned house, ran errands, managed laundry and completed weekly grocery shopping.
- Administered medication as directed by physician.
- Planned, prepared and served meals and snacks according to prescribed diets.
Triple C's
Las Vegas, NV
04.2019 - 03.2020
- Assisted with personal care.
- General healthcare and health monitoring.
- Mobility Assistance.
- Personal supervision during outings.
- Transportation to and from all medical/non-medical appointment.
- Emotional support and companionship.
- Care for the disabled and elderly.
- Administered medication prescribed by a physician.
- Purchased, prepared, and monitored all meals.
- Performed light housekeeping duties.
- Roadside Assistance Dispatcher.
CornerStone Staffing/ Quest Software
Las Vegas, NV
08.2019 - 10.2019
- Answered inbound Claims Service calls, collecting information, and completing numerous dispatched calls.
- Processed outbound calls and Dispatching.
- Dispatched Service Providers to customers that had disablement issues with their vehicles and utilized Map Quest, Internet,etc.
- Communicated professionally with Insurance Providers while verifying client coverage.
- Maintained compliance with company policies and procedures.
- Met and maintained goals within the contact center.
Call Center Representative SSRS
Las Vegas, NV
07.2018 - 03.2019
- Utilizes a CATI systems to generate outbound calls to numerous households.
- Knowledge of Timekeeper Program.
- Attend daily briefings.
- Meet required production rate of daily outbound calls.
- Data entry and updating client list.
Caregiver
12.2017 - 07.2018
- Built strong relationships with clients to deliver emotional support and companionship.
- Consulted with supervisors to assess cases and plan strategies for enhancing care.
- Provided transportation to doctor's appointments, grocery stores, salons and barbershops.
- Engaged patients in meaningful conversation, socialization and activity while providing personal care assistance.
- Established nutritious meal plans and prepared daily offerings to meet patient dietary needs.
- Shopped for groceries regularly in order to keep house stocked with necessities.
Fresno County Dept. of IHSS
Fresno, CA
11.2011 - 12.2017
- Monitored & managed health & welfare of client, vital signs.
- Scheduling, deliveries & pickups.
- Provided transportation.
- Monitored & administered medications.
- Meal preparation.
- Assessed, recorded, & reported daily activities & issues.
Education
A.A - Social Work
Fresno City College
Skills
Insurance decisions
undefinedCertification
Administrative Support (3 years)
Timeline
Seeking Employment
09.2020 - Current
Vervent Financial Advisor
05.2020 - 09.2020
PCA Personal Care Assistant
Seeking Employment
03.2020 - 05.2020
CornerStone Staffing/ Quest Software
08.2019 - 10.2019
Triple C's
04.2019 - 03.2020
Call Center Representative SSRS
07.2018 - 03.2019
Caregiver
12.2017 - 07.2018
Fresno County Dept. of IHSS
11.2011 - 12.2017
A.A - Social Work
Fresno City College
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