Taylor Lee
Simpsonville,SC
Summary
Client-focused and dependable professional with strong communication, problem-solving, and multitasking skills, pursuing a Client Success Agent role. Brings a calm, empathetic approach to high-stress conversations while guiding clients toward clear, solution-focused outcomes. Quick to learn new systems, and committed to delivering positive client experiences while supporting individuals on their path to financial stability
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Relations Specialist
A&D Mortgage
Florida
05.2022 - 09.2024
- Facilitated client file management for team members upon request.
- Perform estate evaluations, financial assessments, and business analyses for executive team.
- Crafted tailored content to effectively communicate solutions to clients.
- Take detailed notes during client meetings and conference calls; assist with follow-up actions.
- Research existing client files for accuracy and maintain updated records.
Client Care & Support Professional
Smiley Kidz Dental
Fort Lauderdale, FL
03.2020 - 05.2022
- Supported a high-volume clientele by guiding patients and families through treatment processes
- Fostered client trust during emotionally charged situations.
- Explained procedures, timelines, and next steps in clear, client-friendly language
- Maintained accurate digital records and case notes using Eaglesoft
- Delivered compassionate, solution-focused service while meeting daily performance expectations
Customer Service Representative
Walmart
Fort Lauderdale, FL
05.2019 - 03.2020
- Ensured high standards of service for a large customer base.
- Managed financial transactions and customer queries effectively.
- Managed customer concerns while upholding company standards.
- Oversaw cash handling processes ensuring transactional precision.
- Safeguarded sensitive information by following operational guidelines.
Education
Associate of Arts - Arts Education
Broward College
Fort Lauderdale, FL05.2021
Skills
- Attain and maintain high performance expectations once the bar is set
- Work in a fast-paced, high-volume setting
- Use and navigate multiple computer systems with exceptional multi-tasking skill
- Support and de-escalate vulnerable and sometimes difficult clients
- Exceptional written and verbal communication skills
- Empathy & Active Listening
- Attention to Detail
Accomplishments
One accomplishment I’m proud of is how I’ve learned to stay organized, patient, and calm while managing a lot of responsibilities at once as a stay-at-home mom. I’ve had to problem-solve daily, communicate clearly, and handle stressful moments with empathy. Those experiences helped me become a strong listener, adapt quickly, and stay focused on finding solutions. I feel confident bringing that same mindset into this role by supporting clients, staying detail-oriented, and creating a positive experience even during difficult conversations
Certification
- Customer Service Certification (CourseA)
- Microsoft Office / Excel Basics (MicroSoft Learn)
- CPR & First Aid Certified (Broward County Boys & Girls Club)
Timeline
Client Relations Specialist
A&D Mortgage
05.2022 - 09.2024
Client Care & Support Professional
Smiley Kidz Dental
03.2020 - 05.2022
Customer Service Representative
Walmart
05.2019 - 03.2020
Associate of Arts - Arts Education
Broward College