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Executive Assistant Customer Service

Dallas, TX
March 28, 2018

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Chandra McPhearson

*** *. ***** ** #****, Dallas, TX 75201 469-***-**** Qualifications

• Over fifteen years of broad experience in all aspects of banking and financial services

• Excellent communication and ability to maintain high level confidentiality

• Flexible organized, creative problem solver

• Experience working in fast-paced high demand customer facing and internal work environment

• Proficiency with Windows based office applications

• State of Texas Certified Notary Public

Employment History

Karilyn Sanders Photography - NYC, NY October 2015- June 2016 Office Manager

• Field incoming calls/emails from

prospective clients.

• Monitor business calendar, maintain client

session progress.

• Manage client orders and order progress

through delivery.

• Managed, planned and executed social

media and online marketing activities.

• Perform finance duties including

bookkeeping and tracking of financial

records, goals and invoices.

Citi Group - Irving, TX November 2013- August 2014 Collections/Citi Risk Representative

• Locate and notify customers of delinquent

accounts by phone in order to solicit


• Confer with customers by phone to

determine reasons for overdue payments

and to review the terms of contracts

• Persuade customers to pay amounts due on

credit accounts and assist in setting up

auto drafts for future payments

• Receive payments and post amounts paid to

customer accounts

• Perform various administrative functions for

assigned accounts, such as recording address

changes and purging records

• Advise customers of necessary actions and

strategies for debt repayment

Dallas First Church - Dallas, TX March 2013 – November 2013 Executive Assistant to Children’s Pastor

• Planned, coordinated, and implemented

special events, identifying and utilizing

community resources to recruit and

encourage volunteerism in all departments

• Produced information as a assistant by

transcribing, formatting, inputting, editing,

retrieving, copying, transmitting text, data

and graphics for Associate Pastor

• Fielded/Responded to calls and emails

from clients, vendors and congregants

• Perform general office duties such as

ordering supplies, maintaining records

management systems, basic bookkeeping

work and personal duties as requested

• Welcomed guests and clients and vendors by

greeting them in person or by telephone;

answering or directing inquiries

• Complete assigned business as well as

personal tasks in professional, prompt and

timely manner

Chandra McPhearson

300 N. Akard St #2206, Dallas, TX 75201 469-***-**** LibertyOne Credit Union - Dallas, Texas August 2000-March 2013 Collections/Member Services - August 2009-March 2013

• Responsible for making calls and

collecting on auto, signature and

delinquent mortgage loans payments

• Managed workflow and business

functions to ensure customer service

standards are met

• Tasked with serving collection

documents and conducting vehicles


• Ensured procedures were current and

in compliance with Government and

Bank Collection regulations

• Analyzed collection

policies/procedures and recommended

changes as necessary

• Created and maintained collections

documents and reports

• Processed Mastercard payments

• Responsible for new associate


• Met and counseled with clients

regarding delinquent accounts

• Processed loan rewrites

(Reviewing/Loading/Closing on


• Assisting with incoming Customer

Service calls including; ordering of

checks; ATM Cards and Online

Banking and bill payments research

Loan Assistant/Personal Service Assistant - August 2008-August 2009

• Assisted in loan processing

(Reviewing/Loading/Closing on


• Established correspondence and title

work with dealerships

• Process title work and loan


• Responsible for Mastercard


• Tasked with assigned new accounts,

IRAs, Certificates of Deposit, Market

Index Certificates, Savings,

Christmas Club and Checking

Accounts to Loan officers

Executive Assistant to President June 2007-August 2008

• Maintained Executive schedule, meetings

and travel plans

• Field and responded to calls and emails from


• Complete the assigned tasks in professional

prompt and timely manner

• Completed office management tasks

including office personnel timesheets

processing and maintaining PTO logs

• Conducted market and region research to

assist in making marketing and location


• Ensured client satisfaction with

organizations services filtering unnecessary

affairs to more appropriate personnel

Various roles with increasing responsibilities August 2000 - June 2007 I successfully fulfilled and promoted into many roles with LibertyOne from 2000 through 2007 including Senior Teller, member services until 2007 when I promoted to executive assistant to the bank President.


Everest College - Dallas, TX 2005

• Studied Business Administration and Management


• Available upon request

Contact this candidate