Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting client financial goals through astute investment guidance.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Customer Service Account & Finance Advisor
Post University
05.2022 - 12.2024
Led a team of 12+ customer service agents in a collections and finance department, ensuring the efficient collection of overdue payments and resolution of customer billing inquiries
Developed and implemented strategies to reduce outstanding debt, improve collections processes, and enhance customer satisfaction while maintaining a high level of professionalism
Managed the preparation and execution of financial collections communications, ensuring compliance with company policies and industry regulations
Worked closely with the finance team to analyze accounts, identify trends, and proactively address payment delays
Provided training and coaching to team members on debt recovery processes, negotiation skills, and customer handling in difficult situations
Utilized Microsoft Excel for reporting on collections metrics, payment trends, and account statuses, ensuring accurate financial forecasting
Customer Success Lead
Cvs Health
08.2020 - 05.2022
Lead and manage a team of 10+ customer success representatives, overseeing daily operations and ensuring the highest levels of service delivery
Develop and implement customer success strategies to enhance retention and customer satisfaction
Act as the primary point of contact for high-value customers, offering tailored solutions and ensuring a seamless experience
Collaborate with product and development teams to provide feedback and drive continuous improvement
Monitor key performance indicators (KPIs) and provide regular reporting to leadership on customer health and success metrics
Utilize Microsoft Office Suite and Facets software to analyze customer data and generate reports to identify trends and actionable insights
Team Lead, Customer Service
Verizon Wireless
North Charleston and Columbia, SC
12.2015 - 02.2019
Supervised a team of 15+ customer service agents, ensuring productivity, quality, and adherence to company policies
Trained and mentored new hires, creating training materials and resources to improve onboarding and performance
Managed escalated customer issues, resolving complex inquiries with professionalism and efficiency
Implemented process improvements that resulted in a 20% reduction in response time and a 15% increase in customer satisfaction
Led weekly team meetings to discuss performance metrics, address challenges, and brainstorm solutions
Senior Customer Service Representative
Iqor
North Charleston
01.2014 - 12.2015
Provided exceptional customer service to clients across multiple channels, including phone, email, and live chat
Addressed customer inquiries, resolved issues, and provided product recommendations, ensuring a positive customer experience
Collaborated with internal departments to resolve product issues and ensure timely resolution
Utilized Microsoft Office Suite and Facets software to track customer interactions, document issues, and create service reports
Customer Service Representative
Blue Cross Blue Shield
Florence, SC
03.2010 - 01.2014
Delivered high-quality service and support to a diverse client base, maintaining professionalism and empathy in all interactions
Managed customer orders, processed returns, and handled service inquiries, consistently meeting or exceeding performance targets
Worked with teams to troubleshoot and resolve product issues, improving customer retention rates
Developed strong knowledge of Microsoft Office tools to support daily tasks and improve workflow efficiency
Education
Bachelors of Science - Early Childhood Education
Francis Marion University
05.2008
Skills
Customer Service Leadership
Team Management & Development
Customer Success Strategies
Training & Coaching
Process Improvement & Optimization
Microsoft Office Suite
Facets Software
CRM Software
Conflict Resolution
Data Analysis & Reporting
Customer Relationship Building
Project Management
Cross-functional Collaboration
Microsoft Office Suite: Advanced proficiency in Excel, Word, PowerPoint, Outlook
Facets: Proficient in using Facets for customer data management and reporting
CRM Platforms: Salesforce, Zendesk, HubSpot
Data Analytics & Reporting: Excel (pivot tables, v-lookups, advanced formulas)