SAMUEL PATTERSON

ad3pd0@r.postjobfree.com

267-***-****

CUSTOMER SERVICE

Summary

Have achieved a variety of financial skills in a variety of qualifying financial fields from institutions mentors’ webinars and degrees. I specialize in client relations, tax, retire, estate planning literacy a finance. Master communication skills being able to use leads acquired to generate gross for companies. In the AI certification being able to integrate AI with B2B businesses to automate and perform tasks more efficiently. Experience

Asipre Partners

Customer service representative/2021-12/2023

Cappladder

Credit service representative/2020 – 5/2021

Certification

Skills

Stay up to date with my financial training.

Find new qualifying leads, manage multiple project accounts. Use business intelligence and data analysis to complete a variety of tasks including A.I automation Establishing client relationships for a variety of financial advisory, literacy and products. Closely monitored mail processing equipment to observe progress and identify issues. Outsource, inbound checks an client services

Pulls rejected checks to be sent for physical deposit to the bank. Operate a punctual powerful credit analysis which data will be used to execute a positive credit plan. Manage a multitude of projects, facilitate or lead meetings, find leads, teamwork. Perform payroll duties including ACH transactions. Received, sorted and distributed incoming mail.

Operated mail processing equipment and manually sorted mail. Certified customer service

Data analys

Financial advisor

Payroll

Client relations, facilitation

Deposit

Transactions

MS office Suit (Word, excel, outlook)

Education Background

Harris school of business corporation management Completed in 2016. speilman HBCU

Masters is Computerized Businesses Entrepreneurship Completed in 2012

Contact this candidate