Customer Service Financial Services

J anet Lockley

*********@*****.*** 281-***-****

A dynamic Financial Services Associate who has who has a progressive history in

building collaborative relationships with clients and business professionals all while

providing effective solutions to clients with delinquent accounts. Uses collaborative

approaches and techniques to motivate clients to achieve financial goals by first paying

delinquent debts. Educate clients on policies and procedures for repayment and offered

discounts to clients for early payouts and setting up automatic drafts.

CORE COMPETENCIES

Delivers World-Class Financial and Tax Services Builds Rapport with Business

Professionals, Co-Workers, and Clients Develops New Business Architects New

Employee Training Reviews Policies and Procedures for Loans, Tax Credits, and Insurance

Organizes, Maintains, and Updates Client Records and Files Handles Large Volume

Cash & Check Transactions

EDUCATION

ASSOCIATE DEGREE: Business

Draughons Junior College (1979-1981)

CAREER HISTORY

LTD Financial Services 09/2011 – 04/2013

Frontline Collector

Responsible for collecting on clients who owed debt to major creditors by making outbound

phone calls and providing exceptional customer service; followed collection policies

procedures set forth by the FDCPA.

Maintained Up-to-Date Financial Records including client contact information,

payments, pay-outs, delinquent accounts, collection attempts, and payment

arrangements.

Provided Administrative/Office/Accounting Support by organizing files and

records, prepared invoices, agendas, and expense reports, created presentations,

composed correspondence letters/memoranda, and ordered supplies.

Platinum Team Leader & Top Debt Collector for 18 months straight by exceeding

collection quotas by at least $5,000 per month

Provided Exceptional Customer Service & Support to all clients by treating each

client as an individual, being an active listener, and allowing the client to help

determine the best plan to pay off their debt

Law Office of James A. West 07/2007 – 08/2011

Lead Legal Collector

Responsible for collecting on clients who owed debt to major creditors in excess of $20,000

by making outbound calls and receiving inbound calls; followed all collection policies and

procedures set forth by the FDCPA

J anet Lockley

*********@*****.*** 281-***-****

Locate, Monitor, & Maintain overdue and delinquent accounts using technology,

mail, and automated telephone system

Negotiate & Persuade delinquent account holder to bring accounts current or to

commit to pay-off amount

Multiple Gold Star Recipient for being in the top 10% of collectors during monthly

close-out

Employee of the Year for 2009 and 2010

LTD Financial Services 01/2005 – 04/2007

Frontline Collector

Responsible for collecting on clients who owed debt to major creditors by making outbound

phone calls and providing exceptional customer service; followed collection policies

procedures set forth by the FDCPA.

Maintained Up-to-Date Financial Records including client contact information,

payments, pay-outs, delinquent accounts, collection attempts, and payment

arrangements.

Provided Administrative/Office/Accounting Support by organizing files and

records, prepared invoices, agendas, and expense reports, created presentations,

composed correspondence letters/memoranda, and ordered supplies.

Gold Team Leader from 2006-2007 and provided tem training for collection

strategies and led classes on effective collection techniques

Provided Exceptional Customer Service & Support to all clients by treating each

client as an individual, being an active listener, and allowing the client to help

determine the best plan to pay off their debt

United Recovery Systems 03/1998 – 05/2004

Lead Collector

Responsible for collecting on clients who owed debt to major creditors by making outbound

phone calls and providing exceptional customer service; followed collection policies

procedures set forth by the FDCPA.

Locate, Monitor, & Maintain overdue and delinquent accounts using technology,

mail, and automated telephone system

Negotiate & Persuade delinquent account holder to bring accounts current or to

commit to pay-off amount

Employee of the Year 2000, 2002, and 2003

Provided Exceptional Customer Service & Support to all clients by treating each

client as an individual, being an active listener, and allowing the client to help

determine the best plan to pay off their debt

References

Available upon request

J anet Lockley

*********@*****.*** 281-***-****

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