Service Representative Customer

Kelsey Whelan

**** ***** ***· Santa Rosa, CA ****1 • *************@*****.*** • 818-***-****

Education and Training

****-**** ****** ***** ********** BA- Communication Studies

****-**** ***** **me High School- General Education

Skills and Abilities

• Interpersonal, management, and business communication skills

• Flexible team player/confident motivator

• Independently driven and ambitious

• Time efficient and responsible

• Fluent in Microsoft Office, Salesforce, Avaya Office, Ring Central, and Docusign

Employment History

A Law Firm, Claims Manager: Responsible for helping the Law Firm’s clients complete their claims.

First American Home Warranty, Claim Resolution Specialist: Acted as a communications liaison between Homeowners and Technicians to help quickly resolve difficult claims. Systems Management Entity: Responsible for testing the system when the company implemented new processes and procedures to check for failures.

Social Finance (SoFi), Communications: Primary duties include proficiency management, efficient and accurate transaction management, data maintenance, compliance, relationship management (internal and external), pricing analysis, research and customer account analysis. Consumer Loan Reviewer: Together with the Operations team, manage member relationships by executing sound and consistent origination decisions within established credit authority and approval guidelines, in compliance with SoFi policies and procedures.

VinoPRO Inc, Winery Account Manager: Telecommunication and sales for winery clientele. Responsible for the company's social media management including LinkedIn, Facebook, Pinterest, and Twitter. Contributor to the company inclusion on the INC 500 list in 2012 and 2013, and the North Bay Business Journal's "Best Places to Work".

References

Available upon request

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