Organized and dependable candidate successful at managing multiple priorities with a positive attitude to deliver the most thoughtful decisions to customers and the company while influencing process change along the way. Devoted to customer relations and reliable in delivering expert clerical support to team members.
Work History
Banking Assistant
3 Years 7 Months
Capital One | 02.2023 - Current
Maintain confidentiality of private banking information with discretion, diplomacy and professionalism.
Conduct complex account research to problem solve and understand what caused the complaint or issue
Educate customers on online banking and mobile banking applications.
Ensure compliance to policies and procedures
Assistant Project Manager
1 Year
Cotman Construction | 01.2023 - 01.2024
Developed and maintained project documentation for reliable records.
Delivered high level of service to clients to both maintain and extend relationship for future business opportunities.
Supported senior managers and department leaders by completing projects and problem resolution under tight budgets and schedule demands.
Mortgage Coordinator
2 Years 9 Months
Teleperformance | 05.2020 - 02.2023
Updated loan files, mortgage software platform and tracking system as necessary
Used Microsoft Word, Excel, Powerpoint, and Outlook to document and present information.
Interacted with customers in a professional manner, on the phone or via secured email
Identified trends and training needs to improve customer experience
Accounts Receivable Specialist
1 Year 4 Months
Cotman Construction | 04.2020 - 08.2021
Processed regular payroll information on a weekly basis, as well as bonuses and off-cycle checks when necessary.
Identified and resolved customer issues related to slow pay or non-payment of invoices through pro-active communication with clients and the sales team.
Coordinated and escalated slow or non-pay accounts with sales organization and AR management support.
Data Entry Clerk
1 Year 3 Months
Life Protect 24/7 | 03.2019 - 06.2020
Collected and stored data on sales numbers, market research, and logistics
Processed confidential data and information according to guidelines
Transferred data from paper formats into computer files or database systems using keyboards, data recorders or optical scanners