Data Entry Real Estate
Resume:
Yolanda Hill-Criddle
Tacoma, WA *****
EMAIL: ***********@***.***
OBJECTIVE: Business Insurances Leadership, Management, Project Coordinating, Real Estate Investing, Lending Financial Investing Services or Business Sales of Entertainment.
SUMMARY OF QUALIFICATIONS:
Business management, training, sales, marketing, and financial services.
Ability to work independently or in a team.
Strong interpersonal communication skills.
Reputation for being well organized, following through completing.
Work project in a timely manner successfully.
RELEVANT EXPERIENCE:
Client Services Associate, Raymond James Financial Investment, NWPS- Puyallup, WA.
02/06/2023-1/3/2024
Collaborate with participants on their accounts of investments, rollovers, cash outs, balances inquiry, password reset, annuity, and insurances. Provides exceptional customer service information regarding 401(k), 403(b) or other qualified plans. Educates participants about their retirement account and features. Data Entry and other administrative tasks while working in Salesforce, Omni Platforms and Excel. Facilitates problem resolution and document processing along with answers in bound calls and transfer to other departments if needed.
Customer Care Coordinator, Unemployment Department Services- Work Source Career Team, Tacoma WA., -12/13/2021-5/31/2022
Coordinated work source center with customer flow with establishing mandated policies and procedures in place. Manage customer to appropriate resource departments along with helping customers find jobs, teach working on the computer systems and requiting. Manage all online scheduling tools by inputting data counts into their data software program system. Assist other departments coordinating projects, attend all ongoing training, meetings maintain a positive image, brand, and reputation of the organization.
Intake Coordinator, Catholic Community Services-VS, Seattle, WA, 10/23/18-7/15/19
Managed all King County intake calls from case manager, social workers, clients and volunteers to the correct assignments of needs. Facilitated all intake assessment with preparing volunteer applications for orientations. Data entry monthly reports with billing to account management. Perform all background and driver record checks on current and all new incoming volunteers with recording in our database program system. Task management in physical filing, office keeping with ordering office supplies. Attended project meetings with program manager and program coordinators.
Marketer, Farmers Insurances, Tacoma, WA. 9/13-3/15
Pre-quotes auto, homeowners and manufacture homes insurances to new and current customers. Set pre-business commercial insurances appointments for the owner to go out and close on leads. Documented information input on farmer software computer system. Coordinate requested marketing projects and promote.
LICENSE/CERTIFACATIONS
Producer/Agent
Washington State Office of The Insurance Commissioner
07-18-2024/07-31-2026
Life, Disability
#1264995
EDUCATION
Bachelor of Science in Business University of Phoenix
Tacoma, WA July 2015-November 2019
Project Management University of Phoenix Tacoma, WA May 2016-October 2016
General Education, Associates Bates Technical College Tacoma, WA Sept 2014- June 2015
COMPUTER SKILLS
Share Point, Word, Excel, Power Point, Microsoft Project, Salesforce
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