Customer Service Management
Resume:
Tia Miller
P.O Box *****
Columbus, Ohio ****4
Email: **********@*******.***
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Education
The Ohio State University B.A. English
Literature, Sept98-Aug03
Columbus State Community College Accounting, January
2009 -present
(Training in bookkeeping, general ledger, financial statements, accounts
payable, accounts receivable, QuickBooks, Excel, bank reconciliation)
Experience
Morgan Stanley Smith Barney November 2009 -
present, Columbus, OH
Client Interaction Associate
- Provide account maintenance to clients and Financial
Advisors.
- Debit card and check writing inquiries
- Issue Resolution
- Answer questions about other products and services offered
by Morgan Stanley
- Research and resolve problems with both internal/ external
clients in an accurate and in a timely manner
Chase Bank Feb-June 2009, Columbus, OH
PreForeclosure Rep
- Determine eligibility of and process affidavits,
assignments, substitution of trustees and deeds through
execution
- Research for and document private investor/REMIC trustee
contacts
- Contact companies/attorney/trustees with requests for
status or of need for corrections and then document action
taken
US Bank Aug 2007-Feb2008,
Cincinnati, OH
Trade Service Rep, Wealth Management Services
- Process Security Trades
- Monitor and resolve all unsettled trades
- Purchase and sell cash management services
- Customer maintenance on all financial clients
accounts
5/3 Bank Aug 2006 -June2007,
Cincinnati, OH
Data Entry Analyst
- Entered customer information into 5/3's computer
systems.
Technical Helpdesk Representative
- Performed duties with the majority of the time spent on
customer service, troubleshooting and escalating individual
technical issues
- Troubleshoots technical issues and customer concerns within
assigned areas, referring issues to shift supervisors,
senior technical support and account management teams
- Monitors the workflow of an assigned shift, using multiple
mainframes, system software and databases while ensuring
that production standards are met and maintained
- Solves most complex operational and customer service issues
that escalate beyond staff experience and knowledge
- Escalates unplanned events to the shift supervisor and
staff to ensure effective communication to the end users
and account management teams, as required
- Responsible for employee training, as assigned
- Ensure all service level agreements are achieved and
properly documented during a scheduled shift
Nationwide Ins Headquarters March 05-May06
Columbus, OH
Financial Services Rep
- Receives and responds to incoming
customer/broker/agent/government agency questions
- Communicates with customers, agency/brokerage force,
service centers, internal/external sales support and other
industry companies through oral and written communication
- Assists customers with financial transactions
- Processes monetary transactions according to policy
provisions within assigned limits
- Consults and interprets contract provisions for current and
past products and assumed business for policyholders,
agents/brokers and other Enterprise operating units
- Maintains current knowledge of contract and product
provisions and administration of Nationwide products, and
the processing systems and related federal and state
regulations
- Resolves routine errors requiring corrective processing
- Demonstrates the ability to identify situations that
require advanced technical knowledge or exception
processing, and refers the situation to a lead team member
if necessary
- Reviews, researches, and interprets records and reports to
accurately make decisions
Contact this candidate