Customer Service Representative

JULIE E. JARVIS

818-***-**** West Hills, CA ***** *********@*****.***

CUSTOMER SERVICE REPRESENTATIVE

Energetic Customer Service Representative with more than 25 years of experience resolving complex customer inquiries. Passionate about building strong customer relationships, driving client loyalty, and increasing customer engagement.

- Areas of Expertise –

Contract negotiation – Collections - Commissions – Reconciliation - Cash flow - Supervision & training Accounts Payable & Receivable – Human Resources – Customer Service – Data Entry – Regulatory Compliance Project Management – Microsoft Office Suite – QuickBooks - ERP/EDI Systems Professional Overview

Keller, Fishback, & Jackson, LLP 2021 - 2024

Receptionist/Client Ambassador

Answered all incoming calls and warm transferred to other employees working on-site at the office and remotely both in and out of state. Opened all daily mail, sorted, distributed and scanned received documents. Named and saved to the firm server. Received and distributed all delivered packages. Hosted any clients and visitors to the reception area and attending appointments, meetings or inter- views. Collected rents for management for suite rental at the office suites in the building. Wescom Central Credit Union 2014 – 2020

Member Services Representative

Addressed member inquiries, questions and concerns in all areas including enrollment, claims, benefit interpretation, and referrals/authorizations. Responsible for receiving, responding to, and directing member phone calls, or written questions.

Automobile Club of Southern California 2013 – 2014 Specialist Receiver/Customer Service Representative Listened and responded to customers' needs and concerns. Provided information on products and services offered. Determined charges, and oversaw billings and payments. Reviewed and made changes to customer accounts and handled returns or complaints.

Union Bank of California 2006 – 2012

Senior member Customer Service Representative

Built and maintained business relationships with clients by providing prompt and accurate service so as to promote customer loyalty. Mentored or gave direction to junior team members and provided training with regards to the industry practices.

Washington Mutual Bank 2001 – 2006

Customer Service Management Resolution Team Representative Advised and directed team members to meet customer needs by following banking policies and procedures, making recommendations on how to resolve customer issues, taking orders and facilitating returns, troubleshooting problems and answering complaints.

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