Customer Service Sales
Resume:
E lizabeth Rodriguez
Phoenix, AZ 85041
Summary : A bi-lingual professional looking for a position within an organization in
which I can further expand my knowledge and skills.
Experience:
Homesite Insurance 07/2011- 03/2013
Insurance Adjuster Texas Property and Casualty Insurance License
* Ask appropriate questions and probe to gather required information necessary to
adjust the loss
* Review policy status, coverage, deductible and other policy information in order to
verify coverage
* Identify, negotiate and convey settlement and coverage decisions
* Manage third party vendors to ensure quality service
* Manage file inventory to timely resolution
* Ability to recognize potential fraud and recovery
* Handle files in compliance within state regulations
• k nowledge of Xactimate software program
•Obtain information and maintain records of accidents or personal property
losses for policyholders and claimants through telephone and written reports.
•Arrange appraisals, review appraisal reports and communicate with
policyholders, claimants, physicians, medical providers, attorneys and repair
shops.
Nationwide Credit, Inc January 2010-May 2010
Collection Rep (Third party)
Contact consumer with respect to outstanding credit card balance
Skip Trace duties of researching information to locate consumers
Negotiate payments and settlements on accounts
Canon Recruiting Group (assignment for Bank of America) Dec, 2008-Dec,2009
Production Specialist III
Performs various production and support functions including: applications
compliance with federal HMDA regulations; interaction with banking center
associates, vendors, and/or customers; indexing documents that have been faxed into
t he File NET imaging system.
Reviewed approved applications for documentation requirements; preparing various
closing documents; monitoring closed loan pipeline to ensure timely funding.
Prepare funding checks and GL tickets; researching and completing more complex
requests for information. Draw approval amount of 20K.
Researched discrepancies in data; assisting on special projects; and serving as a
subject matter expert (SME) to project teams and others.
Responsibilities include basic level reporting, call center support, reviewing and
p rocessing transactions for item processing, sorting using electronic or mechanical or
mechanical equipment, reconciling, statement rendering, MICR/image, float, lock
box, remittance, ATM deposit, and perform other support operations as required.
JP Morgan Chase Bank Nov 2007-July 2008
Bilingual /Sales Telephone Banker II
Responsibility to cross sale fee based products while attending customers on their
accounts ( i.e credit cards, CD IRAS, checking and savings accounts) to both
consumer and small business customers, while taking into consideration the
customers need.
Assisted customers on the phone work in an environment that required to meet both
daily and monthly goals*(production).
Ability to know when to deviate from standard procedures and scripts to find an
appropriate resolution for our customers.
JP Morgan Chase Bank Nov 2005- Nov 2007
Bilingual/sales Financial Advisor II
Assisted customers on the phone, or trough correspondence (faxes and emails),with
questions regarding their credit card accounts.
Also required to market and cross sale multiple bank products. Had the ability to
optimize sales opportunities, while taking into consideration customer satisfaction
and need.* (Goal was 8 sales a day I closed with an average of 9-14 sales)
Execute balance transfers, assisted with disputed items and with fees given by the
bank.
JP Morgan Chase Bank (Project Trainer Assistant )
Responsible for team quality control, call listening to ensure our new hire class was
following bank policy and procedure and providing great customer service. Coached
on areas of opportunity
A lso monitor to make sure associates were attempting to cross sale on 80% of their
calls, Provided sales coaching and feed back. Also assisted with escalated calls with
t he goal to retain business.
Skills:
Effective communication skills both written and verbal. Problem solving and
analytical skills.
Customer service and call center experience. Heavy phone-based customer
i nteraction.
Worked in a sales and heavy production environment .Strong math skills and
reasoning ability.
Experience in consumer lending and knowledge of equity products
Able to adapt to changing environments, situations, and job responsibilities
Education:
Texas Property and Casualty Insurance License
Current Phoenix College Student/ Associates in legal studies
Lampson College/EKG Tech
E *************@*****.***
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