Whitney Crawford
New Philadelphia,OH
Summary
Experienced accounting assistant and customer service representative interested in further advancing career to the next level. Goal oriented, knowledgeable and capable of managing multiple projects and consistently meeting deadlines under pressure.
Overview
8
8
years of professional experience
Work History
Member Service Representative
Dover Phila Federal Credit Union
11.2022 - 03.2024
- Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Resolved customer issues through thorough dispute investigation.
- Responded to customer calls and emails to answer questions about products and services.
- Cross-sold bank services and products to uplift customer investments.
- Verified customer identification and documentation for compliant transactions.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
Member Service Representative
Mariner Finance
07.2019 - 09.2022
- Processed client payments and updated accounts.
- Analyzed accounts for delinquencies and other ongoing issues.
- Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
- Recommended loan approvals and denials based on customer loan application reviews.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Developed strong relationships with customers through high levels of customer service.
- Processed loan applications and monitored progress from start to finish.
Customer Service Representative
Regency Finance
06.2016 - 09.2019
- Earned Employee of the Month on multiple occasions for customer focus and taking initiative.
- Responded to customer requests for products, services, and company information.
- Tracked customer service cases and updated service software with customer information.
- Provided primary customer support to internal and external customers.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Processed customer service orders promptly to increase customer satisfaction.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Education
High School Diploma -
Perry High School
Massillon, United States05.2014
Skills
- Account reconciliation
- Cash flow projections
- Budget analysis/forecasting
- General ledger accounting
- Accounts payable/receivable
- Governmental reporting
- Regulatory Compliance
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Promoted to Lead Teller based on superior performance.
- Repeatedly commended by superiors for excellent customer service.
- Compiled inventory lists and worked with vendors for product pricing and special orders. Handled high volume sales with cash, credit and gift card transactions, balancing cash draw at end of shift with 100% accuracy rate.
- Cashier - Achieved highest Number of new credit accounts opened within one-month period.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
Skills
- Creative problem solving skills.
- Advanced computer skills.
- Works great with others.
- Continuous initiative for process improvement.
- Effective speaking
- Account management
- Account payable & receivables
Timeline
Member Service Representative
Dover Phila Federal Credit Union
11.2022 - 03.2024
Member Service Representative
Mariner Finance
07.2019 - 09.2022
Customer Service Representative
Regency Finance
06.2016 - 09.2019
High School Diploma -
Perry High School
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