Customer Service Manager

Location:

Posted:

June 13, 2015

Kevin M. Simon

Experienced professional with a proven track record of success seeks a position where financial education and drive can

be utilized to further organizational growth. Enjoy challenging assignments, able to learn new concepts quickly and

manage multiple priorities with accuracy and efficiency. Career focused, highly dedicated with a strong work ethic.

E ducation

Walsh College Troy, MI

Master of Business Administration, Specializing in Finance 6/2008-6/2011

GPA: 3.72/4.0

University of Michigan Ann Arbor, MI

Bachelor of Arts in Psychology 9/2004-12/2006

E xperience

Dart Container, Account Manager, Mason, MI 11/2012-Present

Independently manage 30+ national accounts with annual sales totaling more than $100M

Oversee essential account activity including promotions, pricing requests, print changes, production timelines,

and quality and service issues

Analyze market conditions to develop account pricing with annual revenue implications as high as $1M

Evaluate and make decisions on requests for promotional expenditures reaching over $30K

Successfully headed several major projects associated with the implementation of SAP

GreenPath Debt Solutions, Farmington Hills, MI 12/2009-7/2012

Certified Financial Counselor, Promoted 1/2012

Reviewed client finances and provided expertise on financial planning, budgeting, bankruptcy, retention and

non-retention housing options, and programs available to assist with consumer debt

Created customized action plans for overcoming financial hardship based on client budget and goals

Set clients up on payment programs designed to assist them with achieving their financial goals

Account Maintenance Coordinator, Promoted 6/2010-1/2012

Worked in a team environment to manage over 15K financial accounts in a highly regulated industry

Assigned a specialized role within department to monitor the allocation of funds to ensure distributions were in

compliance with all applicable state laws

Assisted peers with handling accounts at risk of not meeting legal requirements for continuing on a program

Thomson Reuters, Product Support Representative, Ann Arbor, MI 10/2007-4/2008

Provided product support for elaborate tax software, related computer systems, and basic tax law

Rated 1st among 35+ interns in overall productivity; ranked within top 3 in total calls taken, calls per hour, and

customer contact percentage while maintaining a perfect customer service rating

C omputer Skills a nd Certifications

Proficient in PowerPoint, OneNote, Excel, Outlook, Lotus Notes, SharePoint, Hyperion Essbase, and SAP

Attained financial counselor certification through the National Foundation of Credit Counseling