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Customer Service Representative

Location:
Chicago, IL
Posted:
April 09, 2019

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Resume:

Mary Z. Slater

ac81ou@r.postjobfree.com

312-***-****

PROFESSIONAL EXPERIENCE

Wells Fargo Advisors, Chicago,Il

**/**** - *******

Operations Specialist

•Process deposits and disbursements of client and employee funds and/or securities;ensuring good delivery and accurate processing.

•Responsible for entering payments, disbursements and orders into the system, preparing receipts.

•Responsible for ensuring that financial transactions are completed in a timely manner to reduce financial exposure to the client and firm.

•Preparing and processing order errors and trade corrections in timely accurate manner.

•Data entry/processing of all confidential documents (OFAC, backgrounds checks etc.), checks, receipts etc.

•File documents and correspondences for accurate amount of time and in orderly fashion.

•May open and distribute mail received and disseminate morning reports.

•Responsible for maintaining accurate records per Corporate and Securities Regulations, while meeting daily deadlines for bank deposits, order entry and system cutoffs. Ceannate Corp. Rolling Meadows, IL 05/2013 - 02/2014 Customer Service Representative/Collector/Auditor

•Managed calls to defaulted student loan holders and requested payment on outstanding balance in full

•Advised account holder of payment options if balance could not be paid in full

•Helped debtor understand bill and programs offered

•Followed up with account holders once payment plans have been established

•Processed payments using check by telephone, credit and debit cards

•Documented all activity on accounts thoroughly

•Reviewed recorded calls to ensure customer service representatives were compliant Harris & Harris, Chicago, IL 12/2011 - 04/2013

Account Representative/Collector

•Answered calls from delinquent account holders via telephone

•Obtained payments on outstanding balances

Informed account holder of payment options to pay debt

•Followed up with account holders once payment plans have been established

•Processed payments using check via telephone, credit or debit cards, Western Union, or walk in.

•Documented all collection activity on accounts.

Regional Transit Authority, Chicago, IL 04/2010 - 12/2011

•Customer Service Representative/Administrative Assistant

•Answered inbound telephone calls

•Helped customers get to desired destination

•Obtained an accuracy score of 99.81% and 100% in customer service Built rapport with client

EDUCATION

University of Phoenix

Business/HealthCare Administration- Bachelors

CERTIFICATIONS

Certified Nursing Assistant, CPR, Phlebotomy, and EKG SKILLS

•Knowledge of Microsoft Word, Excel and •PowerPoint etc.

•Excellent communicator

•Excellent writer



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