Customer Service Representative

Karen M Hall

** ****** **. ********, ** *****

********@***.*** 508-***-****

Achievements:

Certificate in Office Technology Management

Customer Service Cross Training Certificate

Completed Consultative Sales Training Program

Strengths:

Over 15 years in banking, finance, and education finance

Strong work ethic with focus on communication, problem solving, and leadership

Demonstrated strengths in building relationships with internal and external clients, including financial aid

personnel, students, and families

Excellent customer service skills utilizing a consultative approach

Able to easily adapt to rapid changes in the business environment

Team player, self-motivator, fast learner who works with enthusiasm and diligence

Experience using Microsoft Office 2010, Microsoft Access, Oracle, QuickBooks, Publisher, In Design, Lotus

Notes, GroupWise, Novell

Employment:

Flint Uniform & Supplies Fall River, MA 2014-2015

Accounts Payable/Receivable

Coordinate with internal departments as appropriate to resolve any discrepancies. Manage banking and

financial transactions.

Perform accounts payable and receivables duties

Process payroll and maintain employees information as needed

Provide administrative support with high quality customer service

Schedule pickups for packages to be delivered

Answering all vendor and customer calls and assisting the sales team

Sallie Mae /Academic Management - Swansea, MA 2000-2011

Client Service Representative/Call Center Representative

Educated students and families in the financial aid process by introducing payment options and assisting

customers on all aspects of federal loans, private loans and tuition payment plans. Duties included:

Fostering partnerships with customers and school financial aid office personnel to provide excellent customer

service and minimize complaints

Utilizing cross-selling techniques to develop customized payment solutions for customers

Initiating and originating appropriate payment solutions based on customer needs, including processing

federal or private loan applications and establishing monthly payment plan accounts

Providing credit approvals for AMS/ Sallie Mae customers

Updating customer records and account information and resolving clients needs

Home Depot - Seekonk, MA 2005-Present

Customer Service Representative/Cashier

Special service desk associate expediting special orders for customers, clearing out reports of balance due and

receiving calls for customer pick ups. Duties include:

Inspecting special orders for customer pick up

Overseeing return orders for proper credit

Building quotes in the Home Depot data base for possible sales

Assisting customers in all departments

Fleet Mortgage - East Providence, RI 1991-1998

Held the following positions within Fleet Bank owned companies:

Loan Disbursement Clerk

Provided required loan documentation to pre-closing Audit Staff and designated Closing Agents. Duties

included:

Processing closing packages and check requests

Initiating workflow and distributing information effectively in order to maintain department productivity

Assistant Loan Processor (Option One Mortgage Company for Fleet Bank)

Managed and maintained loans in a detailed format and contributed in the process to assist the team. Reviewed

and prioritized files to complete the loan process. Duties included:

Providing updates to customers regarding the status of loan applications

Managing the loan process by meeting deadlines

Supporting team members in coordinating and organizing their workflow

Bank Teller- (Fleet Bank, Fall River Branch)

Provided excellent customer service and introduced new banking products. Duties included:

Processing all transactions accurately and efficiently

Auditing money order sales

Developing familiarity with multiple aspects of the banking industry

Building professional relationship with customers

Education:

Bristol Community College-Fall River, MA

Joseph Case High School -Swansea, MA

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