Leisa Pangilinan
San Diego, California, 92139
***************@*****.***
OBJECTIVE
Human Resources, where demonstrated strengths will contribute to an organization's ability to maintain the highest level of integrity and ethics in every interaction, with internal and external clients and fellow employees, with the highest level of professionalism and accountability.
BACKGROUND SUMMARY
More than 7 years of successful professional experience in customer/client services and information specialist have included:
Conflict Resolution
Accurately convey information
Account Management
New-Hire Trainer and Mentor
Innovative Web Services Experience
Maintain quality control
Ability to manage clientele
Ability to De-Escalate Interactions
Record Keeping
Adaptable to change
Schedule and conduct interviews
Detail-Oriented
Excellent computer skills and working knowledge of Microsoft
PROFESSIONAL ACCOMPLISHMENTS
Developed a department-wide use of the "Tip of the Day" questionnaire enhancing customer satisfaction by effectively reintroducing potential and common issues to over 300 representatives daily that handle over 20,000 products and services. Efforts resulted in negotiating extensive rehab projects with leadership utilizing persuasive and mediation skills allocating both budget and strategy constraints for years to come.
EDUCATIONAL BACKGROUND
National University - M.A. Global Management 2014-2015
Ashford University - B.A. Human Resources Management 2011-2013
Southwestern College - A.A. General Studies
Professional experience in Microsoft Word, Outlook, Excel, Symitar, PowerPoint, CampusVue, Novell, Optima, SAP, Oracle, Tiger Paw, PeopleSoft and Siebel.
Leisa Pangilinan Page 2
EMPLOYMENT HISTORY
TD Ameritrade Institutional, San Diego, California (2012-Present)
Trading - Corporate Actions
Responsible for providing world-class service to Advisors and their end-clients on a daily basis in reviewing alternative investments for custody, onboarding, purchases, redemptions, and general maintenance as they are extremely in depth and highly complicated products. Our team performs a vital value added service as many advisors utilize non-standard assets to diversify and enhance the returns on their clients’ portfolios.
Account Services - Cash Management
Partner internally with Senior Relationship Managers to ensure the appropriate research and resolution of any issues are completed in a timely manner. Serve as a subject matter expert to two or more back office specialty areas and perform basic functions in all areas. Manage work load to ensure all processing times are met, while protecting the firm from liability. Analyze all paperwork received, accurately updating case files on issues, while working closely with clients to resolve any issue to ensure a successful transaction on behalf of our company and the advisor.
Tech. Service Representative
Resolve Tier 1 advisor and client inquires for TD Ameritrade's internet sites utilizing proper trouble shooting techniques and a variety of online tools. Support our clients using third party software programs that TD Ameritrade clients use to perform daily business. Serve as the liaison between TD Ameritrade Institutional Services and its technology partners.
Bridgepoint Education, San Diego, California (2011-2012)
Admissions Counselor
Counsel prospective students on the admissions process and opportunities available at Ashford University. Supply internet course and program information, including advising students with respect to requirements, processes, and degree options. Schedule and conduct phone interviews. Consistently followed up with students to ensure their success.
HDSupply Inc., San Diego, California (2010-2011)
Customer Care Associate
Responsible for inbound and outbound sales and returns on over 20,000 parts to more than a million corporate and personal accounts. Covering all 50 states, quickly and efficiently handled customer challenges while giving support to our local area reps around the nation with assistance in competitive pricing. Maintain quality control/satisfaction records, constantly sought out new ways to improve customer service.