Customer Service High School

Taylor Pollard

Defined Contributions Rep II

Euless, TX

***************@*****.*** - 682-***-****

• Seeking an opportunity that will allow me the chance to contribute to their company with my unique skills and

qualifications, also allowing the possibility of advancement within the business.

TECHNOLOGY EXPERTISE

• Windows 95/98/ME/XP, Microsoft Office, MS Word, MS Excel, Power Point, Access, MS Publisher, MS

Outlook, Internet Explorer, Lotus Notes, IMS, Yahoo Messenger, MSN Messenger, wpm 50, 10 key by touch,

Multi-line phone

WORK EXPERIENCE

Defined Contributions Rep II

Fidelity Investments - Westlake, TX - October 2011 to April 2013

Quarterly completion of Anti Money laundering and Risk assessments along with other compliance measures

such as fraud, and excessive trading.

• Educate participants on assessing and maximizing Employers Savings Plan

• Required strong analytical skills, business knowledge and attention to detail

• Process contributions, loans and withdrawals according to the guidelines of specified plan

• Provide options on tax implications and specified transaction timelines.

• Collaborate with team leaders and peers to ensure maximum world-class customer service

• Maintain thorough understanding of account management principles

Financials III Rep

Bank of America Corporation - Fort Worth, TX - February 2010 to May 2011

Servicing home loans regularly by making corrections to year end statements

• Data entry and providing superb customer service to loan carriers and any authorized third party entity.

• Analyzing escrow accounts and verifying certain tax and insurance information.

• Educating the home owner or other authorized third party of their loan agreement and terms.

• Required knowledge of specific loan types and their structures.

• Processing Credit corrections and waiving fees and rearranging funds on accounts as necessary

• Researching missing payments and sending correspondence to homeowners as needed

• Additional duties as assigned by management.

Customer Service Worker

First Cash Financial - Fort Worth, TX - January 2008 to February 2010

Collections

• Manage loan applications for potential customers

• Assist customers with anything they need in order to help them achieve an approved status on their

application

• Contact customers to remind them of their due dates

• Negotiate some type of payment plan when needed for outstanding loans etc.)

EDUCATION

Tarrant County College - Fort Worth, TX

September 2007 to Present

Diploma in General

Eastern Hills High School - Fort Worth, TX

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