Customer Service Data Entry

Samuel Riddick

Email: ******.*********@*****.*** / Cell: 973-***-**** / Montclair, NJ 07042

Career Summary:

Passionate and detail-oriented professional with 7+ years of experience in operations and relationship management, adept at building and cultivating relationships. Skilled in utilizing technology (CRM systems, Microsoft Office Suite) to streamline processes, maintain efficient operations, and ensure data integrity.

Skills

Jira, Google Suite, Microsoft Office Suite: Word, Excel, PowerPoint, Outlook, Salesforce (CRM), SQL, Python, Compliance & Regulatory Adherence, Process Improvement & Optimization, Financial Reporting & Auditing, Critical Thinking & Problem Solving, Retirement Account Processing, Data Entry & Verification, Customer Service, Multitasking Education

University of Hartford - Bachelor of Science in Business Administration Class of 2015 Work Experience

Keller Williams Prosperity: Realtor June 2022– Present

• Developing and maintaining relationships with clients and stakeholders to facilitate seamless transactions, enhancing overall operational efficiency.

• Utilizing CRM systems for data management and tracking, streamlining communication and transaction processes. NY Life Securities LLC: Service Analyst II June 2021 - July 2023

• Reviewed and processed retirement plan applications for adherence to FINRA guidelines, ensuring regulatory compliance.

• Conducted audits on mutual funds and annuity statements, achieving a 95% compliance rate.

• Managed the preparation of reports for commission payments, ensuring timely and accurate delivery.

• Improved process efficiency by 15% through client communication and resolving document deficiencies. ABS Partners Real Estate LLC: Compliance Analyst March 2019-March 2020

• Processed and verified transactions for over 500+ accounts, achieving a 99% accuracy rate.

• Generated over 30 financial reports and performed thorough audits to ensure data integrity and compliance with internal policies.

• Collaborated with account representatives to resolve client inquiries and disputes, enhancing operational workflows. Lincoln of Paramus: Auto Salesman October 2018-February 2019

• Demonstrated knowledge of products and services to ensure clients had a pleasant experience

• Prospected leads, and matched them up with the salespeople that were compatible matches Signature Bank: Operations Analyst April 2018-September 2018

• Generated over 30 financial reports and performed thorough audits to ensure data integrity and compliance with internal policies.

• Verified transactional integrity for 500+ accounts, achieving a 99% accuracy rate in financial reporting.

• Collaborated with account representatives to resolve client inquiries and disputes, enhancing operational workflows. Bank of America: Customer Service Representative June 2017-November 2017

• Managed over 200 customer inquiries monthly, implementing solutions that improved customer satisfaction by 25%.

• Educated customers on banking products and services, contributing to a 90% adoption rate for new features. New York Metropolitan Transportation Council: Administrative Assistant October 2015-June 2017

• Analyzed traffic patterns and contributed to policy recommendations for the tri-state area, supporting transportation efficiency initiatives.

• Trained over 40 employees on database management and company software, improving operational efficiency by 30%.

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