Customer Service Sales

M ary J. Winfield, MBA

* * * * *** er Shin e Way

Sn e llville, GA 3 0 0 7 8

Cell- (60 1 ) 4 7 0- 0 1 7 6

Winfield m a r y@ya ho o. c o m

Qualifications:

Skilled and dedicated customer service executive with more than 10 combined years of experience in

customer service, sales, coordinating, planning, research, decision making, and supporting daily operational

and administrative functions.

Patient and caring professional committed to providing exceptional customer service. Highly energetic,

hard working and flexible committed to making solid well rounded ethical decisions. Trainable, self starter,

dependable, excellent communication with clients; ability to multi task, knowledgeable about various

insurance plans. Natural ability to develop relationships on a professional basis.

• Highly focused and results oriented in supporting complex, deadline driven operations, able to

identify goals and priorities and resolve issues in initial stages

• Demonstrate capacity to provide comprehensive support for executive level staff; excel in

coordinating events, customer service and manage all essential tasks

• Adept at developing and maintaining audit process that reduce redundancy, improve accuracy and

efficiency and achieve organizational objectives

• Proficient in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)

• Previously MS & AL Life & Health Insurance Licensed

Prof e s s i o n a l Exp eri e n c e :

Independent Financial Services Represent August 2011- June 2013

Insurance Agent

Generated new business opportunities through cold calls, sales genie, existing clients, and referrals.

Conducted meetings with clients and potential clients to customize their financial insurance program to

meet their individual needs. Serviced new and existing clients. Educated policyholder’s on new and

existing insurance products. Maintained a working relationship with new customers, existing customers and

possible customers

• Responsibilities include educating customers on terms and conditions of their policy(s), customize

a program to fit the customer needs and financial goals

• Ensured that customer’s requirements are fulfilled. Obtain and provide information when claims

are made in a timely manner

International Testing Institute September 2012- June 2013

Test Proctor

Instructed and enforced company policies and procedures. Observed candidates during examinations.

Performed clerical duties to process the completed exams to send them back to the company.

• Controlled and maintained security of exam documents

• Monitored test rooms and enforced time limits

Hancock Bank November 2006- July 2011

Compliance Specialist

Assisted in planning of loan documents by reviewing prior work papers, reports, and other items of

engagement. Responsible for identifying areas of weakness in internal loan controls with collateral of

stocks and investment accounts. Provide a high level of compliance support and education to bank officers

regarding Regulatory B, H, and C federal statues. Ensured the prompt loan documentation to respond to

subpoenas. Assisted in preparing non-routine credit requests as directed by management.

Continently monitored E-Oscar, Equifax, Experian, and TransUnion to gather necessary facts to monitor

newly acquired bank customers to ensure early detection of incidents that might negatively impact their

credit quality. Conducted performance audit of stocks and investment accounts to determine loan value

based on company compliance guidelines. Participated in development and execution of efficient and

effective compliance review. Knowledge of RESPA and HOEPA

• Reviewed all denied and withdrawn loan application

• Maintain through knowledge of Hancock Bank’s lending policies, guidelines, and procedures and

utilize sound analytical judgment

• Established and maintained high level of customer satisfaction through efficient/ timely responses

of credit disputes

• Worked on and developed consistent standards for the review response of loan subpoena

documents

• Recorded loan rejections, specifying instruction guidelines and basis for declining a loan

application

• Prepared notices required by federal regulations of specific reasons to why the customer was

denied credit

• Processed daily, weekly, and monthly reports to assure officers stayed in compliance with bank

and federal regulations

• Coordinated documentation required for compliance audits

Express Personnel August 2006-October 2006

Hancock Bank

To assist the bank in the recovery of files and loan documents after Hurricane Katrina. To assist the loan

vault in the filing of documents and loan files. Process titles from new loans and previous loans.

Audited files to assure that all proper documents was in the correct file.

• Processed request for loan files and documents from the loan file

• Assure that all loans where properly checked out and returned to the appropriate location

CPI Group Employment Agency May 2005- July 2006

Pine Belt Mental Health (Insurance Claims Assistant)

Participated with the staff of the Accounting Department of Pine Belt Mental Health in developing and the

logging of Medicaid claims. Assisted the department in the logging of payments billed to Medicaid during

Hurricane Katina to help caught up any rejected or unpaid Medicaid bills. Worked several reports to assure

that all services rendered was paid correctly and coded correctly.

• Maintained adequate and appropriate records to allow assignment, tracking, reporting, and follow-

up of Medicaid claims obtained by the Department

Roses Department Store October 2004- April 2005

Customer Service Manager

Assumed the responsibility of managing the daily operations of the cashiers. Responsible for inventory of

control and counting net sales. Performed quality inspections on merchandise received. Managed customer

service relations

• Lead and managed the cashiers

• Planned, assigned and monitored the work of the cashiers

Walmart.com Call Center September 2003-September 2004

Customer Service Representative

Cross referenced customer orders in order to maintain customer satisfaction. Monitored inventory and

processed merchandise orders. Responsible for maintaining personal information on customer orders.

Answered unlimited customer service inquires

Edu c a ti o n a l Cred e n ti a l s :

William Carey College - Bachelors of Science May 20, 2006

University of Phoenix- Masters in Business Administration- July 31, 2009

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