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Portfolio ManagementCustomer Service

Location:
Atlanta, GA
Posted:
October 14, 2023

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Resume:

Summary of Qualifications

Over ** years of progressive experience in customer portfolio management for internal and external customers. Most recent experience managing bottler relationship and accounts receivables using SAP, Excel and other internal tools to manage relationship between national customers, bottlers and other shareholders.

PROFESSIONAL EXPERIENCE

UFCW Atlanta, GA

Customer Service Representative April 2018-Present

Assist participants with day-to-day client services.

Investigate and resolve participants inquires in a timely manner.

Demonstrate a high degree of empathy and applies customer service techniques to de-escalate situations.

Execute daily tasks by entering in maintenance.

INSYNC STAFFING/ THE COCA COLA COMPANY Atlanta, GA

Volume Analyst I (Contractor) March 2017- April 2018

Managed assigned portfolio to determine trends, root cause analysis & resolution plans.

Analyzed and validate Regional Producing Bottler (RPB) and Non-Regional Producing Bottler (Non-RPB) volume data.

Collaborated with peers to ensure national customer/bottler/distributor issues are resolved in a timely manner.

Executed daily reports in SAP to manage outstanding receivables for assigned customer portfolio.

Assisted A/R analysts with Portfolio research & remittance issues.

MET LIFE Alpharetta, GA Call Center Representative December2014-January 2016

Provided day-to-day client service and administrative support to retirement-plan sponsors by monitoring and ensuring work is being effectively performed.

Responded to Plan Sponsors requests for information; resolves administrative or service problems, for 250+ pension contracts.

Inputted transactions; reconciliated accounting systems; coordinated fund purchases and sales with little or no supervision.

Ensured annuity cases were accurately installed within MetLife’s payment systems by verifying with Account Managers.

Liaised and assisted Account Managers with any inaccuracies and various issues while training new team members.

LAB CORP Smyrna, GA

Specimen Accessioner/Document Scanner June 2013-December 2013

Provided strict attentiveness during stocking, tracking & recording items with integrity.

Documented outgoing shipments while completing invoices to fulfill purchase orders for clients.

Maintained and created financial and personnel files adhering to confidentiality & audit compliances

Sorted and processed specimen until all data is complete by the end of the business day.

Understood and obliged by strict laboratories.

POLARIS LABORATORIES Duluth, GA

Lead Sample Processor November 2010-January 2012

Maintained files, records, schedules, and calendars required by QC data after every diagnosis.

Performed basic troubleshooting procedures.

Assisted with running reports while adjusting record keeping using the LIMS system.

Verified incoming products with detail orientation checking for quantity or quality issues and reporting such promptly.

Maintained supplies order

Supervised team in my department.

INTERNAL REVENUE SERVICE (IRS) Atlanta, GA

Data Transcriber February 2007- May 2010

Reviewed tax related documents for individuals and businesses and process their current year taxes.

Conducted analysis and verification of taxpayers’ documents.

Applied checks to customers files.

Processed necessary tax documents accordingly.

Identified and reviewed 1040EZ and 1040 PC W2 forms and keyed correct data into federal taxpayer system.

EDUCATION & TECHNICAL PROFICIENCES

Bachelor of Science in Business Administration; pending (06/2023)

CLAYTON STATE UNIVERSITY, Morrow, GA

Technical Skills:

Microsoft Office (Word, Excel, Access, Outlook)

SAP, MicroStrategy, Record Keeping

Accounting (Basic Knowledge of Accounting Principles)

Cash Application Systems

Time Management

Customer Satisfaction



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