Tracy Branham
San Tan Valley,AZ
Summary
Dynamic Account Coordinator at CBRE with a proven track record in client support and effective communication. Skilled in Microsoft Office and data entry, I excel at resolving complex issues and enhancing customer satisfaction. Recognized for my attention to detail and reliability, I consistently deliver results that exceed expectations.
Overview
13
13
years of professional experience
Work History
Account Coordinator
CBRE/Insight Global
01.2022 - Current
- Work with our customers, service providers, and employees to deliver some combination of facilities maintenance services with the highest level of customer service, both by taking care of facilities issues quickly and completely and by helping clients achieve their maintenance objectives: process, control, cost, information, communications, and quality
- Accountable for successfully managing the work order resolution process
- Coordinates maintenance repair work orders: timely and complete dispatch, scheduling, follow-up, problem resolution, including critical thinking and post-service activities
- Reviews and prioritizes open work orders for follow-up and attention based on age, status, or other factors; performs appropriate follow-up until work order is closed
- Clearly and effectively communicates verbally and in writing with clients and service providers daily to maintain a first-class relationship using phone, email, reports and internal and 3rd-party systems
- Works with internal groups (Support Center, Supply Chain Management, Energy Management System department, Billing, and others) to communicate customer requirements and to resolve any challenges, issues, or new opportunities
- Works with client and service provider personnel to maintain and troubleshoot system access and usability
- Performs other duties, activities, or projects as assigned
Personal Care Assistant
ResCare Home Health
Mesa, USA
04.2012 - Current
- Assisted clients in their home with daily living skills: bathing, cleaning, cooking, and companionship
Customer Service Representative
On Trac
Chandler, USA
10.2021 - 12.2021
- Take inbound customer calls, assist customers with tracking packages, opening service requests, paging drivers for delivery updates
- Made outbound calls to customers to confirm information to get packages delivered correctly
Customer Service Representative
RUI
Chandler, USA
01.2021 - 10.2021
- Answer inbound customer calls, assist customer with Comcast/Xfinity cable, internet accounts, process payments and restore services
- Provide options for their accounts
- Make outbound calls to customers regarding their Comcast/Xfinity account, if past due or when interruption is scheduled
- Offer payment arrangements, schedule payment arrangements, and restore services once payments are processed or once arrangements are scheduled
Legal Law Assistant
Jackson White Law
Mesa, USA
09.2014 - 12.2020
- Greeted potential clients, gather demographic paperwork, interviewed to gather finances for Attorney’s, completed financial paperwork, entered in demographics into Prolaw, copied client’s information, created legal file
- Scheduled appointments for Attorneys
- Assisted Benefits Processors with putting ALTCS binders together, entering demographics and financial information on Application Summary, completed Welcome Letter, third party verifications, sent redetermination letters to clients with fee agreements, followed up with clients with payments, processed money and paperwork on agreements that were returned
Production Manager Assistant/Human Resources Manager
Pacific Financial Group
Tempe, USA
10.2013 - 09.2014
- Assisted Production Manager in portfolio management: assigned debt to agent queues daily, transferred, and reassigned accounts as needed, and monitored accounts for proper procedure and timely follow up
- Tracked and communicated attendance and performance issues, reported payroll, managed personnel folders, recruiting, on-boarding, orientations, interviewing, write-ups, assessments, action plans, and terminations
- Updated and reviewed weekly and monthly revenue reports and production statistics for agents and the office
- Monitored agent calls to ensure adherence to company policy and FDCPA
- Supported Production Manager in special projects and performed any miscellaneous duties requested
- Collection Representative
- Received FDCPA certification, June 2014
- Made 400+ outbound calls daily, following a script to generate an inbound call for payday
- Answered 20+ inbound calls daily, following a script to negotiate payment arrangements on defaulted loans
Education
Associate - business
Rio Salado College
05.2008
Skills
- Microsoft Office
- Excel
- Word
- PowerPoint
- Outlook
- Jwalk
- Claim Trac
- Prowlaw
- Open Collect
- Skip tracing
- CBC
- TLO
- Flash Operator Panel (FOP)
- CISCO phones
- Google Docs
- Chromebox
- Data Entry
- 10-key by touch
- Notary
- 60 WPM
- DocuSign
- Scanning
- CSG
- Einstein
- Tableau
- Communication skills
- Attention to detail
- Client support
- Reliability
- Scheduling
- Interpersonal skills
- Microsoft office
- Active listening
Timeline
Account Coordinator
CBRE/Insight Global
01.2022 - Current
Customer Service Representative
On Trac
10.2021 - 12.2021
Customer Service Representative
RUI
01.2021 - 10.2021
Legal Law Assistant
Jackson White Law
09.2014 - 12.2020
Production Manager Assistant/Human Resources Manager
Pacific Financial Group
10.2013 - 09.2014
Personal Care Assistant
ResCare Home Health
04.2012 - Current
Associate - business
Rio Salado College