Sales Customer Service

Emily Kronick

**** * ***** ** *** ***, Tucson, AZ 805-***-**** *********@*****.***

Objective

Hard working professional with proven management, financial services, and team work skills. I can be relied on by your company to help achieve your goals.

Education

05/2011 SKY VIEW HIGH SCHOOL

High School Diploma

Experience

PARTNER SERVICES LIASION JD MELLBERG FINANCIAL 01/2018 - PRESENT

Direct point of contact for 150 advisors across the United States.

Build and maintain Financial Advisors, assist in keeping current appointments and managing new clients on an ongoing basis.

Recommend strategies to aid Financial Advisors to achieve in achieving sales goals and objectives, including recommendations in such areas as proper product training, sales training and directing to appropriate internal departments.

Strong management skills pertaining to future potential clients, written business of current clients, effective sales discussions, and communication skills involving account related information.

Prepare reports, memos, letters, financial documents, insurance product related case design, financial statements and other documents using word processing, excel, spreadsheets, databases and presentation software.

Assisting Account Executives, Team Leads and Sales Managers with communication and issues regarding financial advisors to achieve monthly company goals.

Oversee logistics and lead flow appointments.

Collaborate the sales floor, quality assurance team, sale managers, marketing and other departments in the firm to generate solutions to increase profit, efficiency and overall company success.

Create profiles and calendars for outside Financial Advisors, and assist with the onboarding process to our firms program.

QUALITY ASSURANCE JD MELLBERG FINANCIAL 02/2017 – 01/2018

Screen all appointment calls placed from the sales floor to ensure quality requirements will be fulfilled

Assist directly in correcting uprising issues, and improving performance across the sales floor

Preparing and implementing quality assurance policies and procedures

Identifying and resolving workflow and production issues

Documenting quality assurance activities and creating audit reports

ACCOUNT REPRESENTATIVE COLLECTIONS GC SERVICES 03/2015– 02/2017

Perform debt collection procedures on defaulted student loans

Efficient in effective skip-tracing techniques to locate borrowers’ current residence and employment information

Negotiate balance-in-full payments, payment arrangements, or legal referrals Collect assigned monthly budget as applicable

Document all collections activity in a concise and accurate manner

ACCOUNT REPRESENTATIVE COLLECTIONS CITI BANK 02/2012– 03/2015

Negotiate payment plans to resolve delinquencies with cardholders

Help a client avoid credit damage/bankruptcy

Support my team in achieving our monthly repayment and service targets

Excellent communication and negotiation skills. Strong understanding of collection fundamentals and FDCPA laws

ASSISTANT FRONT END MANAGER ALBERTSONS 01/2009– 02/2012

Provide top-quality customer service in accordance with our Company’s customer service standards and policies and procedures

Communicate company, department, and job specific information to associates

Establish performance goals

Follow through on all customer questions and requests

Skills:

Customer Service, Case Design, Collections, Communication Skills, Management, Microsoft Office Platforms, SalesForce, Sales, Quality Assurance, Case Management, Five9, Problem Resolution, Financial Terminology, Data Entry, CRM Based Systems.

Contact this candidate