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Financial Services Customer Experience

Location:
Fort Worth, TX
Posted:
March 03, 2024

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Resume:

Lauri Cindulla

**** ****** ** ***. ****

Fort Worth, TX 76109

817-***-****

ad327a@r.postjobfree.com

OBJECTIVE

A fast paced position in an organization that will benefit from my initiative, capabilities, and contribution. I am especially interested in a position with the potential for advancement and increased decision-making responsibilities.

Infinite Electronics (Show Me Cables), May 2022- Current

Acts as a customer’s primary representative of Infinite’s vision, as they can be the first contact for email, phone and physical visitors. The CSR’s primary responsibilities include supporting the Sales & Service team with request for quotes, quote follow up, order processing, and some customer contact in a way that creates a Superior Customer Experience through innovative service, technology, and engaging communication.

Mercedes-Benz Financial Services, February 2022- May 2022

Program Advisor

Responsible for the controlled disposal of leased vehicles that have reached the end of the fixed term. As a lease approaches maturity, customers must determine their desire to either return their car or purchase the vehicle. Communications with our customers regarding the lease-end options and our processes are handled by the Pre-Term Remarketing team before lease termination.

Truist Financial, Arlington, TX May 2021- March 2022

Client Service Specialist

Provided industry leading, personalized service to all clients by building rapport and providing timely solutions and/or alternatives. Assisted clients with inquiries and/or problem resolution in a professional and composed manner.

Provided banking solutions for clients expressed and unexpressed needs. (Banking solutions could include changing of account types, the opening of new accounts such as demand deposits, time deposits, credit cards, balance transfers, new loans/lines of credit e.g., mortgage referrals, secured and unsecured lending or refinancing existing loans for more competitive rates or payments, etc.)

Continued training in multiple lines of business to be able to work in multiple skill sets simultaneously.

Followed a daily set schedule that will require having efficient time management skills as well as a careful attention to detail.

Emist, Fort Worth, TX September 2020- March 2021

Servicing Specialist

Responsibe for all incoming calls, describing products in detail and upselling where available. Researching payments and issuing refunds when applicable. Creating Return Authorizations. Trouble shooting with warranty and repair.

West Fork, Weatherford, TX September 2019- January 2020

Administrative Assistant

Responsible for coordinating and managing office functions for the Community and providing assistance to the Executive Director as well as functioning as the receptionist.

Receive invoices and ensure accuracy of invoice of goods purchased Code invoices and obtain proper authorization. Enter invoices into computer timely and accurately. Maintain vendor files. Develop and maintain vendor relationships

Process new hire information, terminations and changes. Computer hours from time and attendance device, audit information, and enter into payroll reporting software

Ensuring that all employees are providing excellent customer service to internal and external customers

Sagora Senior Living, Fort Worth, TX April 2019- September 2019

Customer Retention Specialist

Responsible for answering incoming sales inquiries and move out calls for all Sagora communities.

Qualifying leads while scheduling tours and coordinating with each community.

Discuss questions, suggestions, concerns or needs of all current or potential residents and coordinate with the appropriate teams to address next steps

Perform a quality assurance survey over the phone to discover any suggestions or needs the resident may have

HCA, Fort Worth, TX January 2018-April 2019

Front Desk Coordinator

Play a pivotal leadership role in ensuring patients have a great experience from the moment they walk through the door to when they leave the office

Coordinator and oversee the operations of the front office and administrative processes necessary for patients to secure needed care. Payroll processing

Monitors patient flow to ensure clinic is operating efficiently including monitoring wait times and the Web Check-in process

Assist with management of daily clinic operations including ensuring the clinic is opened and closed in appropriately and in a timely manner

Supervise and train front desk staff to ensure that all financial policies, timekeeping/attendance, established practices, and standards are followed

Assist with managing individual or team performance including managing visitor issues or complaints and providing necessary follow-up training to staff when needed

Create a work schedule for all patient representatives based on clinic needs

Partner with marketing to correctly implement and maintain marketing programs

Prepare for and successfully completes clinic audits, reviews, and surveys

Monticello Diagnostic Imaging, Burleson, TX February 2017 – September 2017

Operations Manager

Hired and trained administrative staff

Authorizations for new patients and procedures

Monitored and evaluated staff performance

Scheduled staff to meet operational requirements

Establish office policies and procedures

Implemented and monitored office policies and procedures

Managed insurance contracts and ensured compliance with contracts

Responsible for facility cleaning, hygiene, safety and maintenance

Controlled removal of medical waste in compliance with regulatory requirements

Supervised patient scheduling

Registration of patients

Supervised medical coding, medical billing and banking

Provided education material to patients

Communicated with patients regarding inquiries and complaints

Ensured patient satisfaction

Daily Marketing, building relationships with referring physicians

Touchstone Imaging, Fort Worth, TX December 2015 – February 2017

Assistant Manager

Assisted the manager in organizing, planning and implementing strategy

Coordinated operations

Processed authorizations

Ensured schedules and objectives were met

Created reports, analyze and interpreted data

Secured adherence to company’s policies and guidelines

Responsible recruitment process and training & development

Supported the Front Office with high volumes

Bank of America, Irving, TX April 2007 – September 2014

AVP; Fulfillment Support Manager

Primary contact responsible for all loan closing processing activities within a designated market.

Responsible for a team of 8 Closing associates

Connected people to team goals that were aligned with the goals of the company

Eliminated roadblocks to achieving goals

Made associates aware of how their work fits into larger processes that impact our customers

Made the associates and customers central to how success is measured

Ability to manage at a high level of detail while maintaining awareness of overall process



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