Customer Service Representative

Bryan K. Smith

*** ******* ****** ************ ** 19148 215-***-**** **********@*****.***

PROFILE

Dedicated administrative professional with superior work ethics, diligent, independent worker with outstanding

attention to detail, ensuring optimal accuracy and quality of work; exceptional customer service experience

building positive rapport with both internal and external clients.

SUMMARY OF SKILLS

Proficient in computer software including MS Work, Office 2000, Excel Spreadsheets, data entry, 10 key by touch; excellent

communications, interpersonal and organizational capability; strong leadership and decision making qualities, and team

management; exemplary problem solving and time management skills.

EDUCATION

Community College of Philadelphia – AS Business Administration – 1981

South Philadelphia High School – 1978

PROFESSIONAL WORK EXPERIENCE

Loan Support Specialist – PNC BANK – 04/2005 – 03/2013

Processed all document files to be scanned and uploaded into Central Filing Imaging (CFI) System, prepared loan

documents and laser pro documents to be reviewed for processing.

Composed emails to underwriters regarding tax returns and financial statements that were included in the loan

packages.

Scanned financial statements and tax returns to be imaged on the CFI system on a daily basis; archived and

retrieved file records for research projects.

Followed up on all phone requests; copied, faxed and logged in filed loan report sheets.

Records Processing Specialist – Uniscribe Professional Services – 02/2003 – 03/2005

Performed all documented copy assignments; processed mail for distribution; managed phone requests regarding

document processing.

Distributed important documents to all copy center locations; processed purchase orders; received and inventoried

office equipment and supplies.

Customer Service Representative – First Union/Wachovia Bank 04/2001 – 01/2003

Handled high volume calls regarding UPS stock; processed shareholder’s statements for mailing.

Faxed and copied correspondence from customers; reviewed problem accounts on daily activity reports.

Records Management Associate – First Union/Wachovia Bank 07/1999 – 03/2001

Provided efficient phone service; retrieved, updated, scanned and logged in credit report files utilizing Accutrax

filing system.

Handled large volume of document requests and located files; performed duties that involved archiving paid loan

files to data storage.

Securities Operations Specialist – First Union/Wachovia Bank – 10/1993 – 06/1999

Processed funds flow agreements in the CLAS system; filed agreements after their review; performed daily

settlement of all funds flow transfer and distributed DDA reports to staff at all levels.

Additional Work HISTORY

Lockbox Clerk and Mail Operations Clerk

Awards and Accomplishments

Banking Conversion Project – 2008

Outstanding Work Attendance – 2009

Commercial Loans File Project – 2010

Business Banking Customer Service 2012

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