Sherri McAtee

Irving, TX

469-***-****

ad4ahq@r.postjobfree.com

Results-driven professional: Detail-oriented problem-solver with more than 20 years of providing exceptional customer service and support. Outstanding ability to perform research and analysis with a proven record of achieving results. Highly organized with excellent written and oral communication skills. Demonstrates integrity with the ability to collaborate with colleagues closely and effectively as well as Senior Management.

Professional Experience

Charles Schwab, Dallas, TX September 2023 – October 2023

Bank Operations Agent (Contract)

●Transfer money/funds from Schwab to charitable donations by processing checks.

●Journal wire transfer, stop payments on checks for the wrong address and amount.

●Validate signature on checks and review LOA and SLOA for accounts on file.

●Sold trades for Schwab account holder.

●Assist with the day-to-day operations concerning Customer Investments

●Interacted with all levels of management in order to complete daily responsibilities.

●Answered Inquiries: Respond to incoming calls, emails, or chat messages from customers, addressing their inquiries, providing information, and assisting with their concerns.

●Collaborate with my peers/team to provide professional customer service support and problem resolution via email, phone, and software system.

RealManage, Dallas TX June 2023 – August 2023

Call Center Representative (Contract)

●Answering Inquiries: Respond to incoming calls, emails, or chat messages from customers, addressing their inquiries, providing information, and assisting with their concerns.

●Customer Assistance: Help customers with product or service information, troubleshooting issues, and resolving complaints or problems in a courteous and professional manner.

●Order Processing: Process customer orders, track shipments, and ensure accurate and timely delivery of products or services.

AT&T Inc., Richardson, TX March 2001 – November 2021

Service Representative, Access Service Center

●Lead representative responsible for reviewing and processing Specials Access Service Request (ASR’S) submitted by the Competitive Local Exchange Carriers (CLEC) requesting facilities within AT&T eligible structures.

●Assist with the day-to-day operations managing a team of 15 service representatives.

●Collaborate with my peers/team to provide professional customer service support and problem resolution via email, phone, and EXACT software system.

●Perform extensive research for billing disputes.

●Type New install, disconnect, and record orders for the Southeast, West and Midwest regions.

●Accept escalation calls for customer review for coin customers.

●Type provisioned orders for several regions in the Southwest, Southeast, West and Midwest areas

●Utilize proprietary CABS software to ensure accurate and timely billing. Train service representatives on company and service best practices

●Interacts with all levels of management.

●Utilize TIRKS, WFA, BOCABS, SOCS

Bank One, Irving, TX June 1997 – March 2001

Collection &Customer Service Representative

●Collect on Repossessed automobiles, mobile homes & boats.

●Skip tracing on automobiles, mobile homes & boats

●Reviewed and processed customer claims for property and causality customers

●Performed extensive financial research and analysis on claims submitted for billing disputes.

●Issued credits or debits to accounts as needed.

●Reconciled insurance claims and accounts.

●Audited customer claims while gathering and reporting data.

●Hosted conference calls and worked with internal and external customers.

●Performed extensive internal audits on customer accounts and running office reports.

●Administered account balancing procedures according to financial guidelines.

●Performed extensive internal audits on customer accounts.

●Analyzed issues and solved problems.

Education

Texas A&M Commerce, Commerce, TX

Technical Skills

Proficient in Microsoft Office, Blue Zone, Client Central, Ops Central, Workday

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