ELIZABETH A. CROWLEY

ad46tf@r.postjobfree.com 480-***-**** Sun City, AZ 85351

Summary

Personable and dedicated Customer Service Representative with vast experience in the Private Fiduciary industry. Solid team player with upbeat, cheerful outlook and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships, and growing businesses.

Skills

Customer Relationship Management Software

Microsoft Office and QuickBooks Software

Customer Service

Prepared Arizona Supreme Court Accounting

Special Administrator/Forensic Auditor

Documentation and Reporting

Problem Resolution

Staff Training

Certifications

MEDALLION SIGNATURE GUARANTEE State of Arizona

State of Arizona LICENSED PUBLIC NOTARY State of Arizona

Experience

Maureen L. Edwards LLC & Second Voice Fiduciaries LLC Sun City, AZ

OPERATIONS MANAGER 01/2015 – Current

Recognized by management for providing exceptional customer service. Approached customers and engaged in conversation through use of highly effective interpersonal and people skills.

A highly organized and detail-oriented accounts payable specialist who is proficient in reconciling both investment statements and bank accounts as well as processing invoices to ensure timely and accurate payments to payers.

Prepare Arizona Supreme Court Accountings.

Completes detailed reviews of financial accounts and prepares all documentation for tax preparation.

Achieved cost-savings by developing functional solutions to problems.

Maintained updated knowledge through continuing education and advanced training.

Used judgment and initiative in handling confidential matters and requests.

Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.

Care Coordinator for clients and assist with placement at AL Communities.

Wells Fargo Bank Sun City, AZ

PERSONAL BANKER 01/2012 – 12/2014

Opened new customer accounts, including checking, savings, and lines of credit. Processed sales referrals and promoted bank services and products, resulting in a seventy percent branch sales increase.

Researched and resolved customer issues on personal savings, checking and lines of credit accounts. Processed loan applications. Maintained confidentiality of bank records and client information.

Received regional branch recognition award for outstanding customer service. Delivered prompt, accurate and excellent customer service.

/Loyalty.

Monitored branch activities for compliance with Bank Secrecy Act and Anti-Money Laundering.

Reviewed and approved transactions above limits and authority levels of teller staff.

Education and Training

Oak Park River Forest High School Oak Park, Illinois

01/1977