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Customer Service Data Entry

Schertz, TX
$14.00 hr
March 25, 2018

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San Antonio, Texas, USA

Augsburg, Europe, Germany

**/**** ** *******

San Antonio, Texas

**/**** ** **/****

Schertz, Texas



Dynamic and reliable Customer Service Associate with over 10 years of retail banking and customer service experience. Dedicated to providing the highest level of customer service. Outgoing, and efficient with the capacity to multi-task.


Banking and financial services background


Time management

Strong communication skills

Attention to detail

Phone Etiquette

Computer Proficient

Customer Satisfaction

Document processing

Team Player

Aware of legal and ethical standards

Ability to maintain accurate client records

Excellent relationship building skills

File/Records Maintenance


Bachelor of Arts: Psychology

University of Texas/San Antonio

Graduated Cum Laude

Member of Psy Chi, The National Honor Society for Psychology Associate of Arts: Management Studies

University of Maryland


Awarded Scholastic Book Fairs, " Employee of the Month" for 5/2014 Awarded Best of ECC/First quarter/WAMU(2007) Awarded High Five Club for customer surveys Received Beyond the Call of Duty Award/SSFCU (10/05/04, 10/18/04, 01/03/05, 1/07/05) Received 5 Blue Ribbons of Excellence in Customer Service/USAA FSB (1997-2002) Experience

Workers Comp Associate

Texas Med Clinic

Processes workers comp claims by rebilling and resubmitting claims by fax, email, or certified mail. Completes a 30-day follow-up call on outstanding bills and no first report of injury by contacting employers and insurance carriers obtain claim information and bill status. Notates accounts, takes credit card payments, mails out required documents for BRC and CCH hearings. Adds scheduled hearings to the Outlook Calendar. Types, submits, and follows up on subscriber private pay letters. Sorts and distributes mail. Provides clerical/filing support to collectors. Answers phone inquiries from patients, employers, and insurance carriers, and routes calls to appropriate dept.

Part time Warehouse Worker/Product Coordinator

Scholastic Book Fairs

Assist in the production of book fairs, by packing metal cases, boxes, and displays with book and non-book products. Consistently meet minimum required production, accuracy or quality standards for the work performed. 909 Alpino, Cibolo, Texas 78108 H: 210-***-**** C: 210-***-**** 11/2007 to 05/2009

San Antonio, Texas

05/2006 to 07/2007

San Antonio, Texas

11/2003 to 01/2006

San Antonio, Texas

10/2001 to 12/2002

San Antonio, Texas

07/1999 to 10/2001

San Antonio, Texas

05/1997 to 07/1999

San Antonio, Texas

Ensure condition of all outbound cases, boxes, and displays are clean, safe, and in good condition. Assist in the processing of returned book fairs, by unpacking metal cases, boxes, and displays with book and non-book product, according to corporate process and procedure and meeting productivity and quality standards. Monitor inventory levels on applicable component product lines to ensure book fairs can be properly packed. Learn and demonstrate basic scanner proficiency, i.e. item inquiries and requesting replenishment of Pick locations. Assist in the picking, packing, and shipping of customer reorders. Performed seasonal inventory production-line resets. Participate and assist in Physical Inventory functions, including the counting of inventory. Consumer Lending Representative

Frost National Bank

Data entry of all consumer loan applications from all branches statewide. Assisted bankers with questions about loan products and renewals. Reviewed loan package for completion and accuracy prior to sending to underwriting. Imaged and filed documents into Doc Connect. Provided back up phone coverage to underwriters and management. Prepared and sent out PLC renewal letters every month. Customer Service Representative

Washington Mutual

Provided excellent customer service in a high call volume call center by servicing, and selling bank deposit products. Researched and resolved account-related problems. Reset Online banking passwords. Filed ach, debit card, and Online disputes.

Senior Loan Processor

Security Service Federal Credit Union

Processed loans from application to funding. Verified income and collateral. Booked out vehicles, provided pay off quotes. Reviewed loan documents for accuracy and completeness. Answered incoming calls from members, dealers, loan officers, and branches. Researched and resolved problem loans. Coached other loan processors on correct procedures. Worked directly with title clerks to perfect liens. Placed new loans on the system. New Accounts Representative

USAA Federal Savings Bank

Processed new deposit accounts received by the mail, phone, and the Internet. Verified new applicants by conducting a fraud analysis. Processed credit card cash advances and account transfers to fund new accounts. Contacted members by phone for missing documentation or funds. Provided excellent customer service on new account inquiries.

Personal Banker

USAA Federal Savings Bank

Provided face to face customer service for bank lobby customers by counseling, advising, and selling loan and deposit products. Assisted members by opening new deposit accounts. Processed secured and unsecured loan applications, pulled credit reports, recommended loan decisions, and finalized loan closings. Worked as a Team building leader and as a bank representative of the deployment assistance team which traveled to military bases to prepare troops financially for deployment. Received Excellence in Customer Service Awards and high ratings on mystery shops for outstanding customer service. Sales Consultant-Consumer Loans

USAA Federal Savings Bank

Provided excellent customer service in a high volume call center. Processed loan applications and closings through data entry, pulled credit reports, booked out vehicles, recommended loan decisions, provided pay off quotes, cross-sold bank related products.

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