Tyler Sterling
Raytown,MO
Summary
Forward-thinking Investor Representative successful at building strong and lasting customer relationships by assessing client needs and addressing financial concerns. Professionally supporting clients with transfer of assets and assisting with information on accounts . Strong organization, time management and communication skills.
Overview
13
13
years of professional experience
Work History
Data Entry Specialist
Aditi Consulting/T-Mobile
05.2023 - Current
- Compiled data and reviewed information for accuracy prior to input.
- Reviewed and analyzed documents submitted by law enforcement, private attorneys, court orders, search warrants, subpoenas, and preservation letters to apply standard practices and policies in naming the document for proper handling.
- Completed and entered Data with efficient typing speed, and ensure the information entered has been routed correctly with attention to detail.
- Case management is a group with T-Mobile's Legal and Emergency Response team that respond to legal demands that are served upon the company for historical customer information.
INDEPENDENT CONTRACTOR
AMAZON
02.2022 - Current
- Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
- Consulted with customers to assess needs and propose optimal solutions.
- Boosted customer experiences by delivering superior customer service, issue resolution and merchandising.
INVESTOR REPRESENTATIVE
DST/SS&C
08.2019 - 12.2021
- Reviews incoming requests through various channels including email, facsimile, and mail to determine intent of writer for processing.
- Processes a variety of routine and complex responses to clients via letter, e-mail, and phone while meeting or exceeding department standards for productivity and quality.
- Review transactions for quality, ensuring accuracy of work entered; accuracy is vitally important in this role as you deal with investments.
- Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers, and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
- Interacts with other departments within DST to resolve problems and answer questions.
- Conduct research to answer questions and handle issues using multiple systems and resources
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Adhered to company policies and scripts to consistently achieve call time and quality standards.
- Answered average of 50 calls, emails, and faxes per day, addressing customer inquiries, solving problems, and providing product information.
- Met customer call guidelines for service levels, and handle time, and productivity.
STORE MANAGER
ADVANCE AMERICA
09.2017 - 08.2018
- Responsible assessment and approval of client loan eligibility by assessing bank account and current income, and using a system to set loan status.
- Build strong relationships with current and prospective customers, in person, in the market and over the phone.
- Lead on case management for delinquent accounts.
- Understand, recommend, and sell financial products and services to customers.
- Manages the entire P&L to meet Revenue, Expenses and CGP.
- Understands budgeted financial expectations and implements a strategy to successfully meet or exceed expectations.
- Instruct and ensure team members are trained and adhere to company policies and procedures.
TRAINING/ASSISTANT MANAGER, SHIFT LEAD
CASH AMERICA PAWN
03.2014 - 03.2017
- Delivered superior training and leadership to teams to boost performance and help team members achieve performance targets.
- Responded to and resolved customer questions and concerns.
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
- Completed store opening and closing procedures and balanced tills.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Established and optimized schedules to keep coverage and service in line with forecasted demands.
- Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
PAWNBROKER
CASH AMERICA PAWN
02.2011 - 08.2013
- Performed sales and loans transactions.
- Communicated legal aspects of transactions to customers loan agreement contracts.
- Responsible for handling cash and negotiable items in accordance with established policies, procedures and practices.
Education
Bachelor of Arts - Accounting And Finance
Post University
Waterbury, CT01.2022
Skills
- Investor relations
- Financial Management
- Reading comprehension
- Written Communication
- Critical thinking
- Good telephone etiquette
- Self-motivated professional
- Customer service
Timeline
Data Entry Specialist
Aditi Consulting/T-Mobile
05.2023 - Current
INDEPENDENT CONTRACTOR
AMAZON
02.2022 - Current
INVESTOR REPRESENTATIVE
DST/SS&C
08.2019 - 12.2021
STORE MANAGER
ADVANCE AMERICA
09.2017 - 08.2018
TRAINING/ASSISTANT MANAGER, SHIFT LEAD
CASH AMERICA PAWN
03.2014 - 03.2017
PAWNBROKER
CASH AMERICA PAWN
02.2011 - 08.2013
Bachelor of Arts - Accounting And Finance
Post University
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