Customer Service Data Entry
Resume:
Celia Wenzel
Mesa, Az *****
***********@*******.***
Experience
**/**** – 4/2025 – LPL Financial
Financial Service Professional (no SIE Certification)
Provide service to the advisors and investors.
Taking 20-30 inbound contacts daily, handling everything from account inquiries to supporting complex financial transactions.
New Accounts, Direct Business, Move Money, Account Transfers 9/2024 – 11/2024 – Willis Towers Watson
Customer Service Rep
Inbound call center
Assisting clients with open enrollment questions and concerns 8/2024 – Randstad USA, LLC
Claims Coordinator - Modivcare
Reviewed documents for claims audit
Pulled required documentation and scanned into file 2/2024 – 7/2024 – Robert Half Inc.
Customer Service Rep I - Peckham
Phone-based customer service position supporting the Federal Passport Division.
Answer calls from US citizens to answer general questions about policies, practices, procedures and other data to assist callers.
Follow established policies and procedures to respond and route calls appropriately.
Gather information to determine customers’ needs; apply problem solving skills and resolve the inquiry/request effectively.
Schedule appointments for customers with urgent travel.
Verify and record demographic data with caller and escalate customer issues as appropriate.
Accept other jobs/duties as assigned.
6/2023 – 2/2024 – Ask Consulting
Cost Basis Data Entry - Charles Schwab
Alphanumeric entry from raw data.
Compare data with source documents.
Compile, sort, and verify the accuracy of data before it is entered.
Contact contra firms for cost basis and any additional information when creating/updating client cases.
Making updates in system and outreaching to contacts for information.
Create cases for new accounts.
Currency conversion on incoming assets/shares.
Update inventory report for daily meeting.
1
Celia Wenzel
Mesa, Az 85203
***********@*******.***
3/2022 – 3/2023 – Experthiring
Associate Data Entry Operator - First American Financial
Lien releases for multiple mortgage providers (Caliber, Carrington, Pentagon Federal).
Review documents for errors and correct as needed. 1/2022 – 2/2022 – Medix Staffing Agency
Medical Records Clerk/HIMS Tech Specialist/Information Governance - Sonora Quest Laboratories
Review forms patients have filled out to request their medical records.
Archive medical records and requests.
Reviewing new and old records, deciding if the new records should be connected to an existing patient and in that case they would merge the records.
Extractions of medical records, creating folders in the database and upload PDFs to it. 9/2021 – 12/2021 – Spectraforce Technologies, LLC
Data Entry Operator - Charles Schwab
Approving/rejecting financial consultant requests to add/remove client accounts.
Wrote training guide on process for clearing client accounts.
Scrubbed internet for incorrect listing for branches nationwide.
Completed multiple projects that involved updating databases, creating documents, transferring multi-million dollar client accounts.
7/2021 – 8/2021 – Insight Global Employment Agency Senior Processing Specialist - Verra Mobility (contract position) – Mesa, AZ
Balancing invoices from clients to correctly bill drivers for toll violations.
Data entry of balanced invoices for multiple clients. 1/2019 – 7/2021 – Zwicker & Assoc., P.C.
Document Services Assistant - Tempe, AZ
Data entry of affidavits.
Retrieving documents from internal sources or clients.
Generate bi-weekly report for specific client.
Processing reports and document requests.
Cross training co-workers in process for specific clients.
Electronic filing.
9/2018 – 12/2018 – Insight Global Employment Agency Client Support - National General Insurance – Mesa, AZ
Review home loans for adequate insurance coverage.
Contact carriers/agents as needed for current coverage documentation.
Work daily reports to resolve any open tasks.
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Celia Wenzel
Mesa, Az 85203
***********@*******.***
7/2018 – 8/2018 – PDS Employment Agency - Phoenix, AZ Customer Service Rep at Fiserv
Inbound call center, averaging 25-30 calls per day for over 250 banks/credit unions.
Review debit and credit card accounts for possible fraudulent transactions.
Submit details for fraud and non-fraud claims.
9/2017 – 6/2018 – Centene – Tempe, AZ
Customer Service Rep I
Inbound call center, averaging 10-20 calls per day.
Assist customers with questions regarding health insurance, Medicaid, Medicare.
Resolve billing issues/accept payments.
Review claims.
4/2017 – 9/2017 – BCForward Employment Agency – Indianapolis, IN - 866-***-**** Fraud Analyst II at Bank of America
Inbound call center, averaging 10-20 calls per day.
Assist customers with debit card fraud disputes. 9/2016 – 3/2017 – Cenlar – Tempe, AZ – 609-***-**** Customer Service Rep II
Inbound call center, averaging 50-60 calls per day reviewing mortgages. 12/2006 – 9/2016 - Wells Fargo – Chandler, AZ & Mesa, AZ Fraud Specialist II/III (promoted 2/2008)/Financial Crimes Specialist IV (promoted 3/2013)
Final review of fraud/non-fraud claims for possible challenges
Do special projects as needed (tracers, stips, repre’s)
Re-debit customer or chargeback merchants based on results of investigation.
Assist with training new employees by doing side-by-sides. Software/Systems
Access, DAT, Hogan/MODEL, FDR, VROL, Peoplesoft, Lexis Nexus, Tsys, Compliance 360, RMS, Sharepoint, RMS, DocStar, Convoke, Client Central, Salesforce, AutoLims, Microsoft Office, Microsoft Teams, Adobe, Enlighten, Oasis, Legacy, SPARKS, OnDemand, Client Central, CAS, Teleopti 3
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