Summary
Overview
Work History
Education
Skills
Timeline
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Zoesha Arnold

AZ

Summary

Proven Passport Specialist at Peckham with a track record of enhancing customer satisfaction and improving service delivery. Excelled in document verification and policy knowledge, achieving high resolution rates and customer retention. Demonstrated strong problem-solving abilities and effective communication, contributing to team success and fostering positive relationships.

Overview

10
10
years of professional experience

Work History

Associate Analyst

LPL Financial
09.2024 - 03.2025
  • Handle inbound calls and the team mailbox to support inquiries from advisors, internal and external parties
  • Effectively and confidently communicate with other internal departments as well as external 3rd parties including, but not limited to, contra brokers, transfer agents, issuers, vendors, and partners.
  • Optimized company-wide reporting processes by identifying inefficiencies and suggesting improvements and validation of transactions.
  • Review dividend inventory and fractional accounts to ensure they are liquidated per industry guidelines.
  • Researched and replied to inquiries from advisors and service team. Research and process service requests that are created by service teams.

Passport Specialist

Peckham
09.2023 - 09.2024
  • Verified applicant identities through meticulous examination of supporting documents, ensuring accuracy in passport issuance.
  • Continuously sought opportunities to enhance professional knowledge and skills, attending trainings and workshops as necessary.
  • Assisted customers with complex cases, resolving issues promptly and professionally.
  • Served as a reliable point of contact for both applicants and colleagues, fostering positive working relationships.

Customer Relations Specialist-Remote

Accenturecare
09.2021 - 09.2023
  • Improved customer satisfaction by addressing concerns promptly and providing effective solutions.
  • Conducted regular performance reviews for continuous improvement in customer service delivery.
  • Led a team responsible for addressing escalated complaints, resulting in higher resolution rates.
  • Analyzed customer feedback and implemented strategies to improve customer experience.

Data Entry Specialist

JP Morgan Chase
09.2018 - 09.2021
  • Maintained strict confidentiality of sensitive information, adhering to established guidelines and protocols.
  • Completed data entry tasks with accuracy and efficiency.
  • Compiled data and reviewed information for accuracy prior to input.
  • Contributed to team success by consistently meeting or exceeding performance targets in speed, accuracy, and output volume.

Mortgage Specialist

Valon Mortgage
09.2015 - 09.2018
  • Enhanced client trust in the organization through transparent communication and consistent delivery on commitments.
  • Achieved high customer retention rate through exceptional relationship management and personalized service.
  • Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
  • Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.

Education

Respiratory Therapy - Respiratory

Gateway Community College
Phoenix, AZ

High School Diploma - General Studies

Skyline High School
Mesa, AZ
05.2014

Skills

  • Application processing
  • Filing systems
  • Document Verification
  • Policy Knowledge

Timeline

Associate Analyst

LPL Financial
09.2024 - 03.2025

Passport Specialist

Peckham
09.2023 - 09.2024

Customer Relations Specialist-Remote

Accenturecare
09.2021 - 09.2023

Data Entry Specialist

JP Morgan Chase
09.2018 - 09.2021

Mortgage Specialist

Valon Mortgage
09.2015 - 09.2018

Respiratory Therapy - Respiratory

Gateway Community College

High School Diploma - General Studies

Skyline High School

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Zoesha Arnold