Center Associate Service Representative
Resume:
Kristi Elfstrom
San Antonio, TX 78232
adwvik@r.postjobfree.com
Summary
Results oriented Administrative Professional with extensive experience delivering results in a fast paced organization. Strong customer focus, excellent work ethics, produces quality outcomes on time all the time. Well developed communication skills, both verbal and written. Organized, hardworking team player. Strong problem solving skills. Work well independently and in a team environment. Additional capabilities include:
● Microsoft family ● Project Management
● Multi-Tasker ● Dependable
● Dealing with Change ● Analytical
Responsibilities & Accomplishments
RBFCU, San Antonio, Tx 2015-2023-
Member Service Senior Specialist 2022-2023
Member Service Specialist III 2021-2022
Member Service Specialist II 2015- 2021
Responsible for creating an exceptional member experience.
•Use cognitive judgment to identify, analyze and address members’ needs.
•To improve our member’s economic well-being and quality of life, provide consultation on products, services and solutions.
•To safeguard member and credit union interests, practice advanced fraud detection techniques.
•Assist and fulfill general member transactions and inquiries on behalf of various departments. For example, process consumer loan applications for personal, credit card and line of credit, provide debit and credit card usage, and balance inquiries, and complete opening/updating on existing accounts.
•Meet or exceed department goals and objectives through key performance indicators and core values.
•Accountable for maintaining an in-depth working knowledge of RBFCU Member Handbook, applicable policy and procedure and topical knowledge for all credit union areas.
•To create a seamless member interaction, orchestrate multiple software applications such as Base 2000, Portfolio Viewer Onbase, WireXchange, DNA, Loans PQ, FIS, DNA Publisher, Workday, Avaya, DSI Avaya Marque, Calabrio, Newtek, Rightfax, and DocuSign.
•Job requires teamwork and dedication to developing strong relationships with coworkers.
•All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice). The Hartford Insurance Company, San Antonio, Tx 1998-2015 T-2 Billing Representative- 2012-2015
Prepare legal/Confidential documents for customers; research & resolve customer issues; serve as a resource for the team
● Part of the Escalation Team
● Negotiated Payment arrangements
● Processed Billing Payments
● Helped Customers with any Billing needs they may have
● Provided Verbal Breakdowns of Billing Invoices to help customer understand
● Updated Bill Plan Changes upon request
Professional Support Associate (2005-2012)
File Clerk in The Document Center
● Ordering Motor Vehicle Registration / Loss Runs
● Processed Undeliverable Mail
● Assembling Insured/Agent Policies/ Recreates
● Assembling Blue & White / Policies needing Extra forms
● Assembling Manual & OHC Policies
● Printing & Distributing of Nonrenewal/Torts/Reinstatements/Cancellations
● Trainer For New Hires
● Processed Department Of Motor Vehicles Filings for the states of NV, NY & MA
● Recognized by Management as “Employee of the Year” 2012
● Also Assisted with the Billing team
Billing Coordinator (2001-2005)
Prepare legal/Confidential documents for customers: research & Resolve Customer issues: serve as a resource for the team
● Developed strong customer skills through dedication to resolving their issues
● Recognized by management as “ Employee of the Month” and by peers for teamwork and performance and “Above and Beyond”
● Known for strong technical skills and for being an astute problem solver
● took lead in organizing work of team and ensuring timely completion
● Recognized by Management as being helpful with completing reports and coordination team… Seen as an influence on others to work towards team objectives
Customer Service Representative -2000-2001
Handling Resolutions for Customers
● Promoted To Billing Coordinator
Document Center Associate (1998-2000)
Sorted and filed Documents
● Promoted to Customer Service Representative
Uptmore Custom Homes, San Antonio, Texas 1996-1998 Secretary
● Scheduled appointments for warranty & inspections for new homes that were being built
● Assisted in the Accounts Payable and Accounts Receivable
● Answer Phones and Greeted Clients
Courtyard by Marriott, San Antonio, Texas 1994-1996 Front Desk Associate
Responsible for managing the front desk including cash handling, customer relations, phone handling and making reservations
● Supervised Night Front Desk
● Handled All Night Auditing Functions
● Greeting Customers and Checking them in
Education
Business Certificate, Business Administration, National Education Center San Antonio, Texas
Graduate, Roosevelt High School San Antonio, Texas
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