Tanya Daniels
Jacksonville
Summary
Detail-oriented professional with extensive experience in customer support and financial services. Known for effective communication and swift problem resolution, committed to enhancing client relationships and driving satisfaction through meticulous account management.
Overview
9
9
years of professional experience
Work History
Client Service Representative
Bank of America
Jacksonville, FL
10.2023 - Current
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
- Utilized CRM software to track client interactions and follow-up activities effectively.
- Maintained knowledge of financial services industry trends to better serve client needs.
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Consistently met or exceeded performance metrics while juggling multiple tasks effectively under tight deadlines.
- Assisted clients with account inquiries, ensuring accurate and timely responses.
- Processed transactions efficiently, maintaining compliance with banking regulations.
HHA
Consumer Direct Network Florida
Jacksonville, FL
03.2019 - Current
- Provided personalized care to clients, ensuring comfort and safety during daily activities.
- Assisted clients with personal hygiene, meal preparation, and medication reminders to promote health and well-being.
- Observed and documented client progress, reporting changes in condition to healthcare professionals promptly.
- Developed strong relationships with clients, fostering trust and communication for improved care outcomes.
Investment Specialist
Merril Lynch/Bank of America
Jacksonville, FL
08.2022 - 03.2023
- Analyzed investment portfolios to optimize asset allocation and enhance client returns.
- Developed comprehensive financial plans tailored to individual client objectives and risk tolerance.
- Conducted market research to identify emerging trends and opportunities for strategic investment.
- Collaborated with financial advisors to implement effective investment strategies across diverse client profiles.
Mortgage Specialist
Selene Finance
Jacksonville, FL
04.2022 - 04.2022
- Evaluated mortgage applications for compliance with lending guidelines and risk assessment protocols.
- Analyzed market trends to inform strategic recommendations for product offerings and pricing adjustments.
Loss Mitigation/Closer/Loan Document Processor
Freedom Mortgage Corporation
Jacksonville, FL
09.2020 - 04.2022
- Managed end-to-end mortgage closing processes, ensuring compliance with regulatory requirements.
- Coordinated communication between borrowers, lenders, and title companies to facilitate smooth closings.
- Reviewed loan documents for accuracy and completeness prior to final approval and signing.
Claims Representative
GEICO, Government Employees Insurance
Macon, GA
09.2017 - 03.2019
- Processed and reviewed insurance claims to ensure compliance with company policies and regulations.
- Communicated effectively with policyholders to address inquiries and resolve issues promptly.
- Evaluated claim documentation for accuracy, identifying discrepancies and recommending necessary adjustments.
- Collaborated with internal teams to enhance claims processing efficiency and improve customer satisfaction.
Education
No Degree - Finance
Edward Waters University
Jacksonville, FL12-2028
Skills
- Customer support
- Call center experience
- Follow-up skills
- Customer focus
- File management
- CRM software
- Account management
Timeline
Client Service Representative
Bank of America
10.2023 - Current
Investment Specialist
Merril Lynch/Bank of America
08.2022 - 03.2023
Mortgage Specialist
Selene Finance
04.2022 - 04.2022
Loss Mitigation/Closer/Loan Document Processor
Freedom Mortgage Corporation
09.2020 - 04.2022
HHA
Consumer Direct Network Florida
03.2019 - Current
Claims Representative
GEICO, Government Employees Insurance
09.2017 - 03.2019
No Degree - Finance
Edward Waters University