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Customer Service Financial Services

Location:
Danville, VA
Salary:
46,000
Posted:
November 06, 2023

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Resume:

MARQUITA L. CLEMENTS

*** ******* ***** ********, ** 24540 434-***-**** ad0wf5@r.postjobfree.com

Summary

Ms. Clements is a college graduate that has over ten (11) plus years experiences working in various industries. She is a self-motivator, with the ability to prioritize and manage a work load efficiently meeting production standards. Ms. Clements is detail-oriented and highly organized and has experience working proactively and independently to analyze problems and provide recommendations.

Key Skills

Prepare Professional Memos

Computer Savvy

Report & Document Preparation

Verbal and Interpersonal Skills

Internet Research

Office Management

Experience

Allied Mortgage Corporation, Danville VA January 2023 to Present

Loan Assistant

Assistant Loan Officer with loans

Scan, copy, email and fax documents

Answers phones and provides first contact resolution through asking probing questions and effective listening, to accurately, responsively, and professionally provide quality customer service

Contact clients, via email or by phone

Build and maintain professional relationship with clients

Specific vision, paying attention closely to details

First Integrity Title National Solutions, Danville VA February 2021 to June 2022

Escrow Officer /Cash Management Officer

Build and maintain professional relationship with customers

Handles hundreds of transaction throughout the closing process daily

Prepare Lender CD’s & settlement/fee sheets

Maintain Client Relations (Customer Service) to ensure client SLA’s are exceeded daily/weekly/monthly

Communicate with Supervisor and coworkers on workload and scheduled closings

Pre-Close audit loan packages to ensure proper documentation for closing

Handling of funds and wire transfers, and cure out balances issues before funding

Specific vision, paying attention closely to details

Virginia Department of Taxation; Danville VA October 2012 to January 2021

Financial Services Specialist

Answers phones and provides first contact resolution through asking probing questions and effective listening, to accurately, responsively, and professionally provide quality customer service

Assists taxpayers by providing comprehensive information related to their account questions

Provides taxpayers with detailed information related to Virginia’s tax laws

Displays a high level of effort and commitment to public service while protecting and maintaining the interest of a taxpayer's confidential information

Balance agency goals with taxpayer’s interest; readily readjust priorities to respond to pressing and changing customer demands

Establish effective working relationships among team members, and participate in solving problems and making decisions

Uses TAX systems to store and access taxpayer data, and TAX repositories to store and access state tax law, policy, rules and regulations

Processes incoming/filing mail

Maintains in-home usage of office equipment

NCO; Greensboro, NC

July 2010 to May 2012

Customer Service Representative

Received callers providing exceptional listening skills to determine the nature of their call in order to clearly and precisely address their inquiries in a professional manner

Answered phones

Typed memos, correspondence, reports and other documentation including follow-up letters to customers

Maintained up-to-date client records at all times to meet compliance

Maintained quality control seeking new ways to improve customer service.

Promptly and effectively solve customer challenges.

One Source Documents; Greensboro, NC April 2010 to July 2010

Computer Operator

Maintained client records

Prepared equipment for operations by loading paper into printers and plotters; preparing for output, etc.

Resolved user problems by answering questions and requests.

Maintained supplies inventory

Maintains client confidence and protects operations by keeping information confidential.

Maintained office equipment

Belk; Roanoke, VA December 2007 to April 2010

Sales Associate

Greeted customers

Responded to questions

Operated cash registers

Managed financial transactions

Balanced drawers

Maintained and organized merchandise while providing outstanding customer service

Developed Inventory Reports

Carilion Rehabilitation; Roanoke VA March 2008 to August 2008

Rehabilitation Assistant

Assisted therapists with patients

Implemented the rehabilitation program as directed by therapist

Oversaw patients' activities

Instructed patients in the use of equipment

Documented patients' progress in reports

Managed patients' activities

Apple Market; Danville, VA October 2006 to August 2007

Cashier

Greeted customers and determined their specific needs by following up and generating repeat business by encouraging customers to return

Maintained an accurate cash drawer

Maintained clean and orderly checkout areas

Calculated total payments received during a time period, and reconcile this with total sales.

Ensured that each customer received outstanding service by providing a friendly environment

Developed Inventory Reports

Education

Bridgewater College; Bridgewater VA

May 2006

Bachelor of Science; Allied Health Sciences:

Specializing in skills and knowledge that would enhance mobility.

Liberty University; Lynchburg VA May 2016

Masters of Art; Human Services Counseling: Health and Wellness:

Specializing in skills and knowledge in to help others.

Certifications

Mandatory Confidentiality and Safe Guarding of Federal Tax Information (Completed annually)

Cyber Security Awareness (Completed annually)



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