Wanda Lynn Whatley
Matthews
Summary
To use my professional and personal experience to seek opportunities for growth with a progressive and growth-oriented company.
Successful at efficiently handling client inquiries, billing and administrative tasks. Familiar with contracts and other documents affecting billing processes. Prepares professional, polished statements, and business correspondence.
Detail-oriented and methodical Customer Relations offering 25 years of experience in related roles. Exceptional abilities in conducting research, problem-solving and prioritizing simultaneous tasks. Leverages resourcefulness, critical thinking skills and superior work ethic for top job performance.
Overview
15
15
years of professional experience
Work History
Client Support Specialist
LPL Financial
06.2024 - 06.2025
- Collaborated closely with cross-functional teams to ensure comprehensive resolutions for clients'' concerns.
- Achieved high levels of customer satisfaction, consistently meeting or exceeding performance metrics.
- Actively participated in weekly team meetings, contributing valuable insights from direct client feedback.
- Delivered outstanding service to clients to not only maintain but to extend relationship for future business opportunities.
- Proactively identified potential issues within client accounts, taking action to prevent escalations or disruptions in service delivery.
- Provided exceptional service to clients by understanding their unique needs and offering tailored solutions.
- Conducted case management activities and services with multidisciplinary team.
Billing Specialist II
Spectrum
07.2023 - 07.2024
- - Mid-level customer service role resolving customer billing inquiries and account issues, adjusting services as requested, and upholding positive customer relationships, resolving customer billing inquiries and account issues, adjusting services as requested, and upholding positive customer relationships.
- Researched and resolved billing discrepancies to enable accurate billing.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Assisted colleagues in resolving complex billing issues, promoting teamwork and knowledge sharing within the department.
Human Resources
AZ Dream Team
01.2023 - 06.2023
- - Responsible for designing recruitment plans, advertising needed positions.
- - Recruit, screen, and interview job applicants and place newly hired workers in jobs.
Move Money
Vanguard
01.2022 - 06.2023
- - Partner with our clients via the phone to assist them with a wide range of inquiries
- - Help every investor feel like they’re our only investor through world-class customer experiences by bringing warmth, energy and knowledge to each conversation
- - Execute foundational requests, develop investment acumen and communication skills
- - Lead with empathy and solutions-oriented mindset to help clients understand the foundational needs of their account
- - Develop through weekly call coaching sessions and licensing support
Personal Shopper Specialist
Belk
04.2016 - 03.2022
- - Building relationships with customers by way of the Lauren Brand
- - Maintaining retention offering Belk’s Rewards Card
- - Providing impeccable customer service through, Pre-sales, Item Locators and fulfillment
Stylist Specialist
Belk
04.2016 - 03.2022
- - Building relationships with customers by way of the Lauren Brand
- - Maintaining retention offering Belk’s Rewards Card
- - Providing impeccable customer service through, Pre-sales, Item Locators and fulfillment
Salon Owner/Stylist
True Beauty Concepts
08.2010 - 03.2022
- - Responsible for managing the styling team of six
- - Encouraging team goal as well as individual development
- - Implementing initiative for customer retention
- - Developing professional relationships between the styling team
- - Clientele, giving impeccable customer service and strong leadership ability.
MetLife
ARS Specialist
11.2017 - 03.2020
- - Collaboration with licensed Property and Casualty agents for completion of quotes and policies.
- - Processing systematic instructions with state(s) compliances.
Education
Bachelor of Arts - Psychology, Minor in Sociology
University of North Carolina at Charlotte
Charlotte, NC01.2014
Skills
- Billing systems and software
- Insurance verification
- Invoice processing
- Customer service
- Claims processing
- Data entry proficiency
- Decision-making
- Claim submission
- Customer engagement
- Month-end closing procedures
- Relationship building
- Team collaboration
- Research and due diligence
- Regulatory compliance
- Problem-solving
- Multitasking and organization
- Attention to detail
- Account reconciliation
Timeline
Client Support Specialist
LPL Financial
06.2024 - 06.2025
Billing Specialist II
Spectrum
07.2023 - 07.2024
Human Resources
AZ Dream Team
01.2023 - 06.2023
Move Money
Vanguard
01.2022 - 06.2023
MetLife
ARS Specialist
11.2017 - 03.2020
Personal Shopper Specialist
Belk
04.2016 - 03.2022
Stylist Specialist
Belk
04.2016 - 03.2022
Salon Owner/Stylist
True Beauty Concepts
08.2010 - 03.2022
Bachelor of Arts - Psychology, Minor in Sociology
University of North Carolina at Charlotte
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