TAMMY T. DAVIS
Joliet,IL
Summary
Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.
Overview
28
28
years of professional experience
Work History
Client Service Analyst
BNY Mellon
03.2021 - Current
- Creating and sending invoices on a monthly basis
- Checking the data input to ensure the accuracy of the final bill
- Tracking payments and ensuring that the cash flow into the company is buoyant
- Work Collaboratively with Client Service Manager to reduce aged receivables invoices
- Update billing system with changes as directed by clients
- Execute due diligence process for completing conflict check to determine whether certain events or conditions for Trust Indenture Act by following the TIA guidelines.
- Acted as lead party for verifying external client Incumbency Certificate
Office Manager/Business Continuity Coordinator
BNY MELLON
04.2018 - 03.2021
- Responsible for keeping the office running smoothly and overseeing administrative support for all departments
- Organize and prioritize client issues and requests
- Provide first level support via email and phone
- Supporting the execution of annual requirements for Business Continuity Lifecycle: Risk Assessment, Strategy, Testing, as well as supplemental activities; Maintenance/Improvement, and Training
- Activating the call trees to notify appropriate staff of actions to be taken per direction of business leaders
- Assist in providing the activities for the office
Administrative Assistant
PERSHING, LLC
03.2008 - 04.2018
- Served as a liaison with other departments and operating units in the resolution of day-to-day administrative and operational duties
- Scheduled and coordinate meetings, interviews, appointments, events and other similar activities for supervisors and Account Managers
- Coordinate travel arrangements vial American Express application
- Responsible for onboarding new hires efficiently
- Created and maintained databases to track and record customer data in Sales Force.
- Facilitated timely delivery of special projects to meet organizational and departmental objectives.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
Donor Management Coordinator
AMERICAN HEART ASSOCIATION
01.2001 - 06.2007
- Managed donor entry process to completion
- Directed donor customers service efforts and donors receipting process
- Managed and order department supplies
- Facilitated computer training for all new staff on Siebel Customer Database
- Supervised Data Entry department which consisted of 5 direct reports
- Managed 950 Organizations that partnered with the American Heart Association
- Handled donor inquiry calls and complaints
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Facilitated monthly training to team members on Sales Force Database
Administrative Assistant
AMERICAN HEART ASSOCIATION
01.2000 - 01.2001
- Assistant to three Youth Market Vice Presidents in all aspect of their daily activities
- Created all Youth Market Directors affiliate ranking reports for 30 staff
- Designed Youth Market cultivation pieces for marketing
- Responsible for entering Market Directors Data into Siebel software
- Responsible for Youth Market Directors customer service inquires and request
- Created and maintained databases to track and record customer data.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Assisted coworkers and staff members with special tasks on daily basis.
Administrative Assistant/Inside Sales, •Assistant, Executive Vice President
AMERICAN SIGHTSEEING
01.1996 - 01.2000
- Received all incoming telephone calls for chartered bus service
- Received all orders from fax machine and e-mails and then processed for final Completion
- Support for Sales & Chartering Department
- Processed payroll for all employees
- Oversee interims and temp employees
Education
Bachelor of Arts - Management and Leadership
Judson University
Elgin, Illinois2018
Degree - undefined
College of DuPage, Glenn Ellyn
2015
Certificate Received 2 | Page - undefined
Charles D. Murdock Institute
Chicago, Illinois1988
Skills
- Microsoft Office
- Customer Inquiries
- Issue and Complaint Resolution
- Operational Efficiency
Timeline
Client Service Analyst
BNY Mellon
03.2021 - Current
Office Manager/Business Continuity Coordinator
BNY MELLON
04.2018 - 03.2021
Administrative Assistant
PERSHING, LLC
03.2008 - 04.2018
Donor Management Coordinator
AMERICAN HEART ASSOCIATION
01.2001 - 06.2007
Administrative Assistant
AMERICAN HEART ASSOCIATION
01.2000 - 01.2001
Administrative Assistant/Inside Sales, •Assistant, Executive Vice President
AMERICAN SIGHTSEEING
01.1996 - 01.2000
Bachelor of Arts - Management and Leadership
Judson University
Degree - undefined
College of DuPage, Glenn Ellyn
Certificate Received 2 | Page - undefined
Charles D. Murdock Institute
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