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Customer Service Project Management

Location:
United States
Salary:
98000
Posted:
March 01, 2017

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Resume:

Beth Zavadis-Delgado

*** ******** *, *********, ** 60404

Phone: 815-***-****

Email: acy2h6@r.postjobfree.com

PROFESSIONAL SKILLS

Client Services / Project Management / Team Lead

Client focused professional offering a progressive career acquired through 18 years of experience in diverse industries. Rich customer service experience includes both telephone and face to face customer account management. Skilled in building and maintaining solid client relationships, leading a successful team, negotiating contract requirements, building "best practices", creating trusted and respected relationships across internal teams and providing superior customer service. CAREER HISTORY

GE Capital - Chicago, IL 2014 - Current

Capital Americas – Operations

Commercial Loan Portfolio Analyst

Manage all servicing activities related to commercial loans; maintenance, advances, payments, accruals, amendments, renewals, conversions, client on-boarding, etc.

Responsible for working extensively with cross functional teams to successfully manage client requests for Healthcare, Sponsor, Franchise, Corporate, and Energy Services

Maintain favorable relationships and participate in special projects to “simplify” processes

Follow all state and federal regulations to ensure regulatory compliance

Review credit agreements comparing loan set up for accuracy in Pricing, P&I Payments, Accruals, Fees and Terms and Conditions

Weekly Metric reporting resolving 99% of metrics within 48 hours JP Morgan Chase - Chicago, IL 2010 - 2013

Treasury & Security Services / Corporate Card Division Implementation Manager (2012-2013)

Responsible for managing Lockbox implementations including coupon testing, custom formatting and programming, Healthcare payment set up, 822 File Formatting and file format testing.

Manage communication between client contact and internal teams through final approval of project.

Coordinate all required commitments from internal and external teams to ensure all scheduled implementation timelines are met.

Transition Specialist (2010-2012)

Manage client transitions from PNet3 to PNet4 platform from the first communication of the change, to the testing and data clean up processes, all the way through to becoming the main point of contact during the transition.

Maintain favorable internal and external client relationships through a combination of problem solving, frequent communication, detailed documentation and determination to provide a positive client experience.

Monitor client progress and use of program during and after migration while reporting updates to appropriate internal partners.

Facilitate rapid escalation of issues when necessary by partnering with appropriate Relationship Team members and a team of Transition Specialists.

Perform UAT testing reporting positive/negative test results; updating test scripts as needed. All The Difference - Western Springs, IL 2009 - 2010 Property Management / Maintenance Company

Customer Relations Manager

Responsible for maintaining communications between homeowners regarding property project updates, notifications, or homeowner requirements.

Scheduling service technicians via daily work orders, setting appointments with homeowners when needed and ensuring each job has been staffed and planned accordingly.

Managing all customer service aspects and attending Trade Shows to represent our Property Management division.

Planning construction projects by bidding on jobs, ordering materials, scheduling staff and vendors on site and maintaining budget for profitability.

Beth Zavadis-Delgado

901 Callaway W, Shorewood, IL 60404 Phone: 815-***-**** Email: acy2h6@r.postjobfree.com Metavante Corporation - Romeoville, IL 2003 - 2009 Card Personalization Vendor

Team Lead - 2008 - 2009

Responsible for contract renewals initiating client negotiations and proactively seeking new product offerings and/or introducing client's to new product developments.

Managed team of employees focusing on development and continued success by implementing

"best practices" as well as internal incentive plan for employees continued enthusiasm.

Reported monthly client forecasting to ensure our division's earnings were accurate and accountable; keeping production informed of influx of projects & scheduling card production by project priority and revenue status.

Maintained customer feedback by visiting client on site or inviting clients to tour our facility while meeting with myself and team to secure relationships and continue to build a solid partnership.

Resolved client escalations or priority project requests internally with all teams contributing to overall client success.

Held post mortems, both internally as well as client participated for each large project implementation to review overall project, current processes and implement new strategies to allow for continued success across teams.

Met weekly with each employee to review current workload, successes & struggles, feedback and project planning

Card Program Specialist / Account Manager (2003 - 2008) Healthcare, Transit, Debit, ATM, Prepaid

Successfully implemented all client projects on time and/or ahead of schedule by keeping open communication across teams as well as developing a successful project management tool shared internally in addition to developing roles for client reporting structure.

Maintained partnerships with clients which allowed for extended contract renewal terms.

Participated in process improvement discussions across teams to ensure internal relationships were valued and open communication was priority aiding in timely & successful project implementations.

Traveled to client sites or led internal client visits to review current account requirements and future project plans; production and scheduling requirements.

Participated in cross functional projects and was a key player on the CPD Team. Lexcom Telecommunications - Aurora, IL 2001 - 2003 Telecom Installation/Test & Turn-Up Vendor

Project Manager

Direct mediator between customer, install vendor, Field Service Engineer, test & turn up vendor and materials management to ensure a timely & accountable equipment delivery, installation and test and turn up of all project requirements.

Developed the process of communication across internal and external teams to ensure all parties were committed to a successful project; running on average 30 projects at a time several with a value of $500K – $10MM each project

Visited sites to resolve any material or install issues while ensuring installation dates are being met; communicating updates daily to clients.

Developed and maintained excellent client and vendor relationships, ensuring all projects completed on time; proving Lexcom to be a successful installation and test and turn up vendor.

Created several process improvements for the materials team, project management team, installation and test and turn up engineers leading to greater accuracy and quality management for each Telecom project in the end saving Lexcom over $1 million in claimed missing material items.



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