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Customer Service Project Management

Location:
Charlotte, NC
Salary:
18.00
Posted:
April 23, 2024

Contact this candidate

Resume:

MM Marquise Mcintyre

Charlotte, NC ***** 704-***-****

ad47zp@r.postjobfree.com

PROFESSIONAL

SUMMARY

High-energy, well organized, multi-tasked individual that learns quickly, and is capable of working independently with little to no supervision. Proven track record of leadership skills, stellar background in customer service, team leadership, production, and project management as well as legal processing knowledge. Demonstrated commitment to operational integrity, policies, procedures, and regulatory banking requirements. Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement. SKILLS Skills/Objectives

Basic Microsoft Office skills

Strong analytical skills with high

attention to detail and accuracy

Excellent verbal, written, and

interpersonal communication skills

Ability to execute in a fast paced,

high demand, environment while

balancing multiple priorities

Ability to achieve high production

and quality standards

Ability to work effectively under

direct supervision and follow

specific guidelines

Familiar with Wells Fargo

accounting policies and

procedures

Experience researching with

Common Hogan, CSTAR and

pulling documentation from

various shared drives within

Corrections and Reconcilement

Interpersonal skills to build and

maintain professional

relationships with co-workers

Ability to handle confidential

material in a professional, highly

ethical manner

Moderate EXCEL and working

with Pivot Tables

Experience meeting high

production and quality standards

Project Management

Systems Implementations

Adobe Creative Suite

Business Administration

Microsoft Office Suite Expertise

Microsoft Office Expertise

Data Evaluation

Management

Leadership

WORK HISTORY PARKING ATTENDANT OVERNIGHT MANAGER 12/2022 to 3/2024 Kimton Tryon Park Hotal Charlotte, NC

Turn in all ticket stubs and money to the supervisors at the end of the shift Provide excellent customer service Greet customers with positive attitude Ensure safety of customers and vehicles

Provide hotel guess, employee workers and others with parking, cash handling and customer service

Greet customers and open doors for them Park and survey customer vehicles Retrieve customer vehicles handle fee transactions Drive guest vehicles to designated parking area of garage for valet parking and return guest vehicle for guest pick-up when needed Completed nightly emails to all levels of management about customer employee relations that occurred daily

Cleaning and maintaining front entrance of Hotel and valet office Maintain professional composure in high stress situations in order to make last minute change

LEGAL ASSISTANT 06/2022 to 01/2023

Well's Fargo Charlotte, NC

Support various operational tasks relating to subpoenas, levies and other legal documents representing

Seek ways to improve customer service experience and determine proper course of action based on customer needs

Perform moderately complex administrative, operational and customer support tasks

Negotiate with external customers to assure resolutions and deadlines are met

Provide training to less experienced Operational Legal Specialists Receive direction from supervisor and escalate non-routine questions Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Interact with internal customers

Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirement.

Organized documents to manage paper and electronic filing systems of clients.

Filed court documents and legal pleadings with court clerk on behalf of attorneys.

Completed electronic filings, initiated billing statements, and managed firm administrative matters.

Created spreadsheets to track client progress and document billable hours. Analyzed deeds of trust to verify grantor, grantee, trustee and loan amounts for executive leadership.

Conducted legal research, compiled and organized evidence and identified relevant legal articles and statutes to use for legal proceedings. SENIOR OPERATIONS ANALYST 06/2016 to 02/2017

Wells Fargo Charlotte

Responsible for serving high net worth clients in problem-solving their issues to en complex transactions process smoothly, accurately, and efficiently

Reviewing reports, daily reconcillation and participate in special projects with met Escalating client Issues or requests that may involve service partners to complete transactions

Responsible for handling time sensitive and crucial issues within different time zom

5 clients

Reviewing/ analyzing documentation following back office procedures for new/exist when opening the business, personal, and ed accounts and mitigate know your cu!

(KYC) along with customer identification program (CIP) Processing /verifying Incoming and outgoing wires transfers Including wire returns

Guard, non-post, loan payments, advances, research, and adjustments Ensuring required documentation retrieval for completion of transactions SharePoint, GFS, Scanplus data systems

Paternity Leave

Reviewed process failures and determined root causes. Analyzed and coordinated operations for Type business with Number employees.

Contributed to pre-release logistical analyses for planned launches of Product or Service.

Utilized Software extensively for macros, spreadsheets and models. Supported supervisor and associated team members to maintain system functionality.

Scanned system for frequent technical issues, employing troubleshooting techniques for resolution.

LEGAL ASSISTANT 05/2019 to 02/2020

Bank Of America Charlotte, NC

Analyzed legal documents and identified pertinent issues for clients. Directed and supported staff with business registrations and other legal requirements.

Monitored state and federal regulations to keep company up to date with changing laws.

Prepared and filed pleadings, motions and other legal documents in court proceedings.

Organized documents to manage paper and electronic filing systems of clients.

Filed court documents and legal pleadings with court clerk on behalf of attorneys.

Completed electronic filings, initiated billing statements, and managed firm administrative matters.

Prepared and drafted correspondence and legal forms to maintain smooth communications.

CARETAKER 11/2017 to 05/2019

Taking care of new-born baby.

LEGAL ASSISTANT 07/2017 to 11/2017

Discovery Ready Charlotte, NC

Organized documents to manage paper and electronic filing systems of clients.

Filed court documents and legal pleadings with court clerk on behalf of attorneys.

Prepared and drafted correspondence and legal forms to maintain smooth communications.

Managed accounts and client records of clients, observing confidentiality, and extreme discretion.

Completed electronic filings, initiated billing statements, and managed firm administrative matters.

PARALEGAL SPECIALIST 1 LEGAL PROCESSOR 08/2017 to 09/2017 James McElroy& Diehl Charlotte, NC

Gather and analyze research data, such as statutes, decisions, and legal articles, codes, and documents

Gather materials to be filed from departments or entering into data base system

Keep records of materials filed or removed, using logbooks or computers and generate computerized reports

Add new material to file records or create new records as necessary Track materials removed from files to ensure that borrowed files are returned

Place materials into storage receptacles, according to classification and identification information.

Maintained law and administrative library, as well as department files and records.

OPS LEGAL SPECIALIST 1 & 2– LEGAL ORDER 06/2016 to 02/2017 PROCESSING

Wells Fargo Charlotte

Prepared documents, such as legal correspondence, and organize and maintain documents in paper or electronic filing system Gathered and analyzed research data, such as statutes, decisions, and legal articles, codes, and documents

Scanned and read incoming materials to determine how and where they should be classified or filed

Input data, such as file numbers, new or updated information, or document information codes into computer systems to support document and information retrieval

Found, retrieved, and made copies of information from files in response to requests

OPS PROCESSOR 2 – LEGAL ORDER PROCESSING; 06/2016 to 02/2017 SUMMONS

Wells Fargo Bank Charlotte, NC

Double-checked customer orders and information before filling out order forms to prevent unnecessary delays and errors.

Processed and handled customer complaints, answering questions and providing alternative solutions.

Communicated with customers to verify information, fill out appropriate paperwork and carry out specified requests.

Utilized customer service software to accurately enter customer data, process orders and update customer records.

PRINTING PRODUCTION SPECIALIST – INVESTMENT 02/2012 to 09/2014 BANKIN

Jefferies & Company Charlotte, NC

2– Legal Order Processing; Summons & Subpoenas

Read, interpret titles, and research legal documents and provide accurate analysis for research of bank records

Review legal documents such as titles, as needed to ensure and provide records within scope of legal order and redact anything outside of scope Communicate team progress on all metrics to senior leadership and ensuring reports are delivered to internal/external customers timely and accurately

Monitor work in progress making adjustments as needed to ensure that goals are met on a monthly basis

Provide input for and assist in the creation of project plans, work assignments, target dates and other aspects of assigned projects Read and assess legal documents, validate accuracy and take requisite action; identification and resolution of data or content discrepancies through utilization of internal and external resources in a timely manner. Planned, designed, and scheduled phases for large projects. Developed and initiated projects, managed costs, and monitored performance.

Prepared and submitted project invoices for review and approval. LOAN PROCESSOR 04/2010 to 02/2012

Wells Fargo Bank Charlotte, NC

Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.

Prepared documents for underwriting by verifying client income, credit reports, and other information.

Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.

Set up and completed loan submission packages.

EDUCATION Associates Business Administration

Central Piedmont Community College, Charlotte, NC



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