Customer Service Manager
Resume:
Fuatino Robertson
Paramount, CA 90723
****.*********@*****.***
__________________
Objective
To acquire a position with the potential for advancement where I can
utilize my knowledge and experience.
Relevant Skills
- Possesses strong verbal and communication skills.
- Excellent internal and external customer service skills.
- Detail Oriented.
- Exceptional reading, writing, and mathematical skills.
- Able to adapt quickly and positively to policy changes and workplace
restructuring.
- Able to quickly access problems and resourceful enough to solve them.
- Able to work with upper management and others.
- Knowledge of and experienced with Wincmss, Promerit, and Analytics.
- Proficient with Excel and Lotus Notes.
- Experienced with Microsoft Office Tools. (Word, Power point, Excel,
Access, and Outlook)
- Ability to work in a fast pace environment.
- Ability to follow instructions and flexible enough to adjust to quick
changes.
- Typing: 55wpm
Employment History
The Bank of New York Mellon, Cypress, CA
Client Liaison/Data Entry 2007 - 2010
Responsible for disseminating accurate collateral activity to the Client
and Relationship Manager. Made sure that the deals are eligible to close
pursuant to the Custodial Agreement. Exception reports are generated and
submitted prior to closing. Trust receipts are issued and borrowing base
values are reported on time and without fail. Writing and revising desktop
procedures for other Client liaisons. Assisted in writing training
materials for American Dream project. Currently working on Client inquiries
and training in managing various aspects of Accounts. Helped perform
Quality Control on other associates work. Assisted with clearing
exceptions, contacting clients via e-mail and telephone of exceptions and
working with clients diligently on clearing exceptions. Member of the
Employee Engagement Committee, helping organize events to keep staff
involved and engaged in their workplace. Worked closely with the New York
Doc custody team thus resulted with a smooth transitioning of NY accounts
to Cypress without any negative client impact. Ensured all tasks and
valuations on the C-bass borrowing base account were well documented that
resulted with 0% findings by the control group. Worked diligently on Vault
Certification accounts and worked closely with Relationship Managers,
Clients, and File Room and was able to complete certifications ahead of
schedule.
Helpmates, Cerritos, CA
Client Administrator/Customer Service/Data Entry, 2005-2007
Accountable for importing and releasing loan information in Wincmss and
Promerit. Entering heavy volumes of loan information daily utilizing MS
Excel and MS Word. Coordinating receipt of collateral and collateral
reviews. Worked closely with manager on borrowing base and issuing trust
receipts to client and Relationship manager. Customer service functions
including, but not limited to: Posting trailing documents, Processing
Client release and copy requests, communicating with clients via telephone
and E-mail, and preparing corporate assignments for recordation. Played a
large role in transitioning the Release process to the File Room. Reviewed
processes to determine areas in need of restructuring to improve
efficiencies. Regularly trained incoming associates on posting Trailing
Documents and Customer Service functions. Also, provided excellent general
office support, filing, data entry, copying, scanning, labeling and
mailing.
Achievements
August 2007 - Employee of the Month at the Bank of New York Mellon.
Education
2000 Diploma, Paramount High School.
2003 -2005, Long Beach City College - Completed General Education courses
(reading, writing, math)
2008 - Participated in various training classes at the Bank of New York
Mellon such as Microsoft Excel and Business Writing.
2008 - 2009, Cerritos City College, Pursuing an A.A in Accounting.
Present, QC School of Event Planning (The IWEP - International Event and
Wedding Planning Professional)
Contact this candidate