Summary
Overview
Work History
Education
Skills
TRAINING/ COMPUTER COMPETENCIES:
PERSONAL ATTRIBUTES:
Timeline
Generic

SUZETTE BECKFORD-PHILLIP

Customer Service
Orlando,FL

Summary

Over 18 years working experience in credit/financing, credit sales industries. I professionally and ethically execute tasks ensuring adherence to procedures, quality standards and meeting objectives in a timely and efficient manner.

Overview

16
16
years of professional experience

Work History

Credit Card Sales Ambassador

First National Bank Of Omaha
12.2024 - Current
  • Engage and interact with guests in a friendly and approachable manner, offering information about Universal's branded credit card offerings and effectively communicating the features, benefits, and perks of our credit card programs.
  • Act as a knowledgeable resource, addressing guest inquiries and concerns related to credit card applications, rewards, fees, and terms.
  • Collaborate with fellow team members to achieve daily acquisition targets and promote a positive team environment.
  • Assist guests with completing credit card applications and ensure accuracy in collecting required information.
  • Stay current with industry trends, cardholder benefits, and promotions to effectively convey the value proposition of Universal credit cards.
  • Comply with all bank policies, regulations, and laws.

Auditing Specialist

Vanguard Logistics Services
02.2022 - 06.2024
  • Audit files to ensure billing/invoicing are accurate: Verifies and prepare invoices to make sure billed rates meet company guidelines as agreed on each of their specific contract.
  • Create expenses for bill back accounts for freight release.
  • Prepare check requisition for freight release on timely basis.
  • Create expenses as per each credit notes received.

Benefits Advisor (Partime)

AFLAC
12.2021 - 02.2023
  • Life Insurance Producer/Accident & Health Insurance Producer. Advise prospective insured of available benefits that may suit them and their entire family.

External Sales Associate / Loans Officer

Bank Of Nova Scotia (Jamaica)
01.2020 - 06.2020
  • Knowledgeable of bank’s products and services to market sales of (credit cards, personal/business loans, auto loans and mortgages) to increase customers
  • Meet with applicants and Collects data, such as their assets, salaries, debts and employment status
  • Evaluating credit worthiness by processing loans/credit cards applications and documentation within specified limits
  • Interviewing applicants to determine financial eligibility and feasibility of granting loans
  • Responsible for daily/monthly sales targets

Credit & Collections Specialist (Lead)

365 Finance Limited (Jamaica)
05.2016 - 01.2020
  • Responsible for building, servicing and sustaining loan portfolio to drive the company’s growth objectives.
  • Properly motivate the credit and collections staff and liaise relations with the sales team
  • Accept or reject the staff’s credit recommendations Provide for ongoing training of the credit staff
  • Monitor the credit granting and updating process while maintaining corporate credit policy
  • Monitor Credit bureau information platform
  • Managing and maintaining aging report/ arrears portfolio.

Business Development Officer

Access Financial Services (Jamaica)
05.2006 - 09.2015
  • Product Presentations to employees of new and existing companies
  • Ensure satisfactory brand visibility and market presence
  • Assist with ad contracts and placement
  • Plan and execute promotional activities based on marketing plan
  • Market the company’s products and services to its target market to build and maintain loan portfolio
  • Customer retention
  • Assist to minimize arrears through risk management

Education

High School Diploma - CXC, CSEC

Parkington High School
Kingston, JA.
06-2006

Bachelor of Business Administration - Marketing, Banking & Finance

Mona School of Business & Management
01.2013

Skills

  • Ability to Work Under Pressure
  • Problem Solving
  • Customer Service
  • Effective Time Management
  • Leadership

TRAINING/ COMPUTER COMPETENCIES:

Information Technology: Microsoft Word, Excel, Power Point & Database Management

PERSONAL ATTRIBUTES:

Strategically critical thinker, good listener, excellent verbal & written communicator, superb planner and organizer with good time-management skills, results-oriented, customer-focused, exceptional customer service and relationship management tactics, resilient, dynamic, innovative, meticulous, assertive, energetic, dedicated, loyal, honest and trustworthy.

Timeline

Credit Card Sales Ambassador

First National Bank Of Omaha
12.2024 - Current

Auditing Specialist

Vanguard Logistics Services
02.2022 - 06.2024

Benefits Advisor (Partime)

AFLAC
12.2021 - 02.2023

External Sales Associate / Loans Officer

Bank Of Nova Scotia (Jamaica)
01.2020 - 06.2020

Credit & Collections Specialist (Lead)

365 Finance Limited (Jamaica)
05.2016 - 01.2020

Business Development Officer

Access Financial Services (Jamaica)
05.2006 - 09.2015

Bachelor of Business Administration - Marketing, Banking & Finance

Mona School of Business & Management

High School Diploma - CXC, CSEC

Parkington High School
SUZETTE BECKFORD-PHILLIPCustomer Service