SOLOMON R. DAVID
Flemington,New Jersey
Summary
Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues.
Overview
22
22
years of professional experience
Work History
Customer Service Representative
Horizon Financial Services LLC
02.2018 - 03.2023
- Generated new business for the firm by introducing 3rd party auditing services to major banks
- Reviewed client documents to assess accounts receivable and inventory relating to loans
- Gather and record information pertaining to audit using MS Excel
- Conducted asset-based loan audits assistance for companies seeking short term loans
- Generated Excel based reports for the lending bank.
Customer Service Representative
Collabera Inc. Project with Merrill Lynch
Hopewell, NJ
09.2014 - 01.2018
- Updated and adjusted account records for Wealth Management Clients using Data entry methods (60 wpm and high 10-key speeds)
- Assisted Merrill Advisors with account specifics to deliver quality service to clients.
- Maintained death and ownership records for compliance with SEC regulations.
- Updated abandoned property records for quality assurance and compliance.
Business Development/Marketing Representative
QWERTY Concepts Inc.
New Brunsw, NJ
04.2011 - 08.2014
- Developed new marketing strategies to capture market channels with new clients.
- Developed strategies and generated new business for the firm by building corporate relationships with customers within the IT.
- Industry/market
- Utilized sales and marketing tools (Salesforce/Vanillasoft) to create brand awareness in the market
- Brought new processes to firm for its growth, using various marketing strategies and communication skills to brand the firm in the market and attract new clients.
Customer Service Representative
Merrill Lynch
Hopewell, NJ
01.2009 - 04.2011
- Assisted Bank of America and Merrill Lynch clients with merger transition inquiries.
- Provided Investment and Tax solutions when applicable (not in an advisory capacity)
- Satisfied client requests and concerns using quick data entry skills and processes.
- Promoted Total Merrill and Merrill + Visa signature cards to new clients as well as handling inquiries for existing card holders.
Customer Accounts Representative
CitiFinancial
Hamilton, NJ
05.2008 - 01.2009
- Cross-sold mortgages, home equity, vehicle, and personal loans, and credit cards to meet or exceed monthly sales goals.
- Addressed clients' financial inquiries, problems, and concerns to provide them with excellent customer service.
- Conducted sales and marketing campaigns to generate new member segments.
- Placed phone calls to customers to assist in debt collection.
- Analyzed customer accounts to determine delinquencies and charge-offs.
Credit Union Representative
Financial Resources Federal Credit Union
Titusville, NJ
06.2005 - 04.2008
- Cross-sold mortgages, home equity, vehicle and personal loans, and credit cards to meet and exceed monthly sales goals.
- Directed qualified investment referrals to various investment teams within the organization.
- Assisted management with recruitment and training processes for effective customer solutions.
Data Entry Lead
Hibbert Marketing Group
Trenton , NJ
01.2001 - 05.2004
- Managed groups on various data entry processes for effective marketing solutions.
- Delivered effective solutions for process re-engineering within various departments.
- Performed routine office management tasks, such as supervision, quality checks, software maintenance, and reporting.
- Performed quality assurance and total quality management on documents and procedures.
- Processed various marketing materials through data entry at 60 wpm and high 10-key rates.
Education
B.S. FINANCE -
Rider University
Lawrenceville, N. J01.2011
B.S. BUSINESS ADMINISTRATION -
Rider University
Lawrenceville, N. J01.2008
Skills
- Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint)
- Data Entry
- Account updating
- Inbound and Outbound Calling
- Call Management
- Consultative Sales
- Complaint resolution
- Paperwork Processing
- Client Relations
- Credit card payment processing
- Typing proficiency
- Adaptive team player
- Quality Control
Languages
- English
- Spanish (Conversational)
Timeline
Customer Service Representative
Horizon Financial Services LLC
02.2018 - 03.2023
Customer Service Representative
Collabera Inc. Project with Merrill Lynch
09.2014 - 01.2018
Business Development/Marketing Representative
QWERTY Concepts Inc.
04.2011 - 08.2014
Customer Service Representative
Merrill Lynch
01.2009 - 04.2011
Customer Accounts Representative
CitiFinancial
05.2008 - 01.2009
Credit Union Representative
Financial Resources Federal Credit Union
06.2005 - 04.2008
Data Entry Lead
Hibbert Marketing Group
01.2001 - 05.2004
B.S. FINANCE -
Rider University
B.S. BUSINESS ADMINISTRATION -
Rider University
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