Tooa Seiuli
West Jordan
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
10
10
years of professional experience
Work History
Case Advocate
Apree Health
Sandy, UT
10.2025 - Current
- Conducted compliance audits to identify risks and ensure adherence to regulations.
- Collaborated with cross-functional teams for the successful implementation of new compliance initiatives.
- Analyzed customer satisfaction data to identify trends and areas for improvement.
- Streamlined reporting processes to ensure timely dissemination of feedback insights.
- Resolved customer inquiries efficiently using CRM systems to enhance satisfaction and retention.
Wealth Management
Asset Staffing (Morgan Stanley)
Salt Lake City, UT
12.2023 - 06.2025
- Processed new trust funds submitted to the firm to ensure that all customer information is true and avoid fraudulent activity.
- Processed legal documentations for Trust and Will Applications
- Ensure that all customers applications received remain safely secure and confidential due to sensitivity of data held within the documents
- Participated in ongoing professional development, staying current with industry trends and best practices for wealth management services.
Customer Service Manager
Sentient Lasers
Park City, UT
05.2021 - 06.2023
- Supply clients with safety protocols regarding medical device that is sold to ensure strong safety precautions
- Led cross-functional teams to enhance customer onboarding processes and improve satisfaction rates.
- Analyzed customer feedback to identify trends, informing product improvements and service enhancements.
- Collaborated with sales and marketing teams to align customer success initiatives with growth objectives.
- Developed and implemented customer success strategies to drive product adoption and retention.
Coach in Collections and Loans
Discover Financial Services
West Valley, UT
06.2016 - 04.2021
- Oversee a team of 13 loan processors to manage performance to achieve great customer experience to diverse customers
- Documented and improved individual performances by coaching, counseling and implementing corrective actions.
- Coordinated safety measurement of the team by overseeing fire exit drills and earthquake drills
Education
Diploma -
Dimond High School
Anchorage, AKSkills
- Active listening
- Task prioritization
- Deadline and results-oriented
- Insurance fraud
- Customer service
- Administration and reporting
- Business analysis and reporting
- Complex Problem-solving
- Performance management
- Computer skills
- Client relations
Timeline
Case Advocate
Apree Health
10.2025 - Current
Wealth Management
Asset Staffing (Morgan Stanley)
12.2023 - 06.2025
Customer Service Manager
Sentient Lasers
05.2021 - 06.2023
Coach in Collections and Loans
Discover Financial Services
06.2016 - 04.2021
Diploma -
Dimond High School
COMMUNITY WORK
- TukTuk Restaurant, Volunteer Server
- The Church of Jesus Christ and Latter Day Saints, Youth Mentor
- Polynesian Days, Cultural Volunteer Service