Customer Service Data Entry

Rachel Leung

*** ********** **

Canton, GA *****

Phone: 678-***-****

******.*****@*******.***

Objective -

To seek a position as a Hardship Specialist, utilizing my experience within the organization, within the financial industry, within retail management and within the customer service field.

Skills-

Bilingual in Spanish.

Bookkeeping, data entry, software navigation, building and implementing effective action plans with individual employees or team members,

hiring, training, and developing employees,

Inventory, and asset management control.

Experience-

Empower Retirement /Work from home/ Bilingual Representative

April 2022-Present

- Review plans for Hardships to determine under plan rules if Participant would qualify to speak to a Hardship Specialist or if call is transferable

-Answering Inbound calls, Non-for Profit, Large Mega or JP Morgan calls

-Assisting Participants with Software navigation, Loans, Address changes Personal information updates

-Providing assistance with rollovers or cash out FINRA 4 options

- Check reissues or Stop payment requests

-Creating Service Request tickets for additional research as needed

- Proficient in CSAS, Esay, On Base, Microsoft Office, Microsoft Teams, and Equifax Applications

TTEC- AGENT

Virtual / Canton, Ga Jan 2020- April 2022

-Virtual Customer Service

-Claims Adjuster

-Risk and Fraud Management for Bank of America Prepaid cards

-Manage different applications such as Matter most, TTEC dashboard, AVAYA, HUMANIFY and BOA applications.

Main Street Nail Studio- Nail Technician

Woodstock, Ga 2019-2020

- Book and maintain scheduling of client appointments

- Perform nail services and reflexology services

- Create advertisement campaigns and marketing strategies

- Manage and maintain business social media accounts

- Refer business to other team members

Nails by Rachel- Owner/ Operator/ Nail Technician

Woodstock, Ga 2018-2019

- Manage bookkeeping/ finances

- Product purchasing

- Create all advertisements, sales literature, and social media campaigns

- perform nail services and reflexology services

Life Spa (Lifetime Fitness) - Nail Care Specialist

Woodstock, GA 2013-2018

-Create and maintain a clean friendly, relaxing environment for clients.

-Educate and provide recommendations to clients about products and services.

-Perform nail services and reflexology services.

-Build long lasting relationships with members to increase repeat business.

-Referrals to partners and add-on sales to consistently exceed company goals.

-Develop add Campaigns and sales strategies.

Medical Associates of Georgia- Receptionist

Canton, Ga 2011- 2012

-Manage patient check in and check out.

-Book and confirm all client appointments.

-Process all payments, medical billing, and coding software.

-Ensure accuracy of all electronic medical charts and client information.

-Responsible for opening, closing, and securing facilities.

Physicians Immediate Med- Manager

Alpharetta, GA 2008- 2011

- Training and boarding of new employees.

-Patients check in and check out.

-Data processing, scheduling. Processing all payments.

-Verified accuracy of patient insurance and personal information.

United Americas Bank- Business Specialist-

Buckhead, GA 2007-2009

-Prospected new clients by visiting business and cold calling.

-Grow, service and sustain client relationships by meeting their financial needs.

-Cash handling and asset management by conducting teller activities.

-Employee onboarding and training.

Sales Banker Of the year 2007 & 2008.

Pier 1 Imports - Manager and Sales Associate-

New York, NY 2001- 2007

-Assisted both business and personal clients in meeting their interior decorating needs.

-Created action plans to exceed daily goals

-Implemented all training and tools for my sales staff.

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