Service Representative Customer

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Cell: 916-***-**** adv8om@r.postjobfree.com

EXPERIENCE

Customer Support Specialist

Clear Capital – Roseville, CA December 2021 to December 2022

In the Customer Support Specialist role I am responsible for resolving customer issues and request on all Clear Capital products while building valued relationships. I interface with business professionals from major lenders, Wall Street firms, Major Government sponsored entities and Loan Servicing Organizations. Key tasks performed in this position include:

Foster positive customer relationships through day-to-day interaction;

Respond to high priority voice, email & chat requests;

Provide status on order updates;

Monitor customer onboarding and process implementations;

Facilitate order completion and correction;

Work with other departments within the organization to help process workflow and ensure customer needs are met

Client Service Partner Specialist

Corporation Service Company – Sacramento, CA March 2020 to October 2021

As a Client Service Partner Specialist, I was responsible for taking and fulfilling orders, as well as managing a portfolio of domain names. Additionally, I work with the Product Manager(s) on various duties as needed. Key tasks performed in the position include:

Building and maintaining client relationships by providing excellent customer service to both internal and external clients.

Providing service support for accounts (handling service issues, invoicing questions and research for individual client requests).

Managing a portfolio of domain names, trademarks and brand protection business to help protect and secure their global internet brands.

Taking and fulfilling orders, partnering with our clients to become their trusted advisor.

Working with vendors to resolve technical issues and identifying new revenue opportunities/enhancements to product offerings.

Cooperatively work with global vendors to complete internal and external customer orders.

Assisting Product Manager(s) with brand launches, problem-solving, product development and troubleshooting.

Understanding and communicating Industry changes and new product offerings to clients. Research and analysis of customer data.

Conducting online demonstrations for clients and sales staff

Police Records Specialist

Sacramento Police Department – Sacramento, CA October 2019 to February 2020

Perform work in the following police records functions transcribe electronic reports submitted by police staff. Compile individual local criminal history by verifying each name entered into the Records Management System (RMS) and attaching it to the proper individual already in the RMS system. Enter missing persons, stolen vehicles and stolen property into state or national databases and then clear entries as necessary. Assist citizens desiring to report crimes either via telephone or in person, determine if facts presented constitute a crime, determine proper report classification and complete the report. Respond to calls from officers in the field via radio and accurately research and transmit appropriate and correct information relating to warrants, criminal history, record checks, etc. Assist citizens at the public counter in assigning court dates, collecting monies for various fees, releasing vehicles and providing general public information. Prepare crime related reports for various sections of the Police Department and District Attorney. Retrieve crime report information according to established law and Police Department policies and procedures for authorized personnel, other police agencies, citizens, insurance companies etc. Purge reports and seal records according to established statues and Police Department policies and procedures regarding police records information. File, retrieve, copy, and/or film records and reports maintained for police records functions. Appear in court and testify when required. Provide exceptional customer service to those contacted in the course of work.

Enrichment Specialist November 2018 to October 2019

Inspire Charter Schools – Sacramento, CA

Inspire Charter Schools offers premier, tuition free, personalized homeschool education choices for families of students ranging from pre-kindergarten through high school levels.

As an Enrichment Specialist I access the school’s internal ordering system to review our homeschool families’ product requests for items such as books, science supplies, and math manipulatives. I purchase those items online or by submitting a purchase order to the appropriate vendor. I work with our homeschool parents and teachers to troubleshoot any issues that arise with orders.

Compliance and Risk Analyst April 2018 to September 2018

Franklin Templeton Investments – Rancho Cordova, CA 4 Month Contract Position

Franklin Templeton Investments is an American holding company that, together with its subsidiaries, is one of the world's largest asset management groups. As the Compliance and Risk Analyst my responsibilities include:

Review and update of Policies and Procedures.

Perform key controls testing.

Coordinate Compliance rules testing.

Assist in the production and maintenance or process testing Policies and Production documentation and training materials.

Liaise with leaders to close out control gaps in accordance with remedial plans.

Coordinate and communicate with senior levels of management in multiple locations.

Provide support to Transfer Agency leaders to all internal audits, external audits and other reviews.

Compliance Manager March 2017 to June 2017

California Charter Schools Association – Sacramento, CA 4 Month Contract Position

The California Charter Schools Association advances the charter school movement through state and local advocacy, leadership on accountability, and resources for member schools. As the Compliance Manager my responsibilities include:

Managing lobbying and campaign expenditure reports in compliance with state and federal law.

Conducting research and special projects to support CCSA mission in conjunction with the Director of Operations.

Senior Social Compliance Analyst January 2003 to September 2016

Kellwood Company - City of Industry, CA

Kellwood Company is one of the leading apparel manufacturers in the United States, providing great fashion for over 50 years. As the Senior Social Compliance Analyst my duties encompassed many areas of expertise including:

Established and managed data reporting systems.

Conducted in-depth analyses and prepared management reports.

Managed audit responses and oversaw compliance actions.

Developed internal and external policies and procedures.

Conducted training for employees as well as vendors and contractors.

Represented management with outside agencies, vendors, and contractors.

Senior Microcomputer Support Analyst September 1986 to January 2003

American Fund Distributors, Inc. - Brea, CA

American Funds is a family of mutual funds from Capital Group that are sold primarily through financial advisors and intermediaries. In my position at American Funds Distributors I performed many functions including some of those highlighted below.

Supervised a team of 6 microcomputer support associates.

Assisted in the development of a proprietary Wholesaler Sales Management System (CRM), a data system to support mutual funds and insurance wholesalers.

Completed weekly data reports for mutual fund and insurance sales team members.

Provided telephone and on-site support for wholesalers and administrative support members.

Oversaw the procurement of hardware and software equipment upgrades.

Developed training materials and conducted on-site training.

Managed inventory control and distribution of hardware and software equipment.

Conducted beta and functionality testing for all WSMS program upgrades.

EDUCATION

California State Polytechnic University, Pomona - Finance, Real Estate and Law

University of Southern California - Business Administration

TECHNICAL SKILLS

MS Office - Word, Excel, PowerPoint

MS Outlook – Calendar

MS Teams

Citrix

Salesforce

Adobe Acrobat

MS Skype

Google - Docs, Calendar

Fair Factories Clearinghouse

Aspen 360 Client Invoice System

COMMUNITY SERVICE

Troop Co-Leader, Girl Scouts Heart of Central California, 2011-2020

California Youth Basketball League, Team Mom, 2011-2020

PTO Member, Vista Del Lago High School, 2020 - present

PTO Member, Folsom Middle School, 2018 - 2020

PTO Member, Folsom High School, 2018 - 2019

PTA Member, Pony Express Elementary, 2011- 2018

CPA Member, John F. Kennedy High School, 2017- 2018

PTA Member, Sam Brannan Middle School, 2015 -2016

Secretary, Tennessee Walking Horse Association of California, 1990-2002

onel Yelverton-Reis

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