Customer Service Data Entry

Erica Robinson

Northglenn, CO ***** **********.*****@*****.***

Professional Summary

Dedicated customer service and administrative professional with 10+ years of experience in high-volume, fast-paced environments, including finance, government, and mortgage services. Proven track record in resolving complex customer issues, managing sensitive financial transactions, and optimizing workflow efficiency. Skilled in CRM systems, Microsoft Office Suite, and multi-platform navigation. Recognized for accuracy, attention to detail, and delivering exceptional client experiences.

Core Competencies

Customer Relationship Management (CRM)

High-Volume Call & Email Handling

Financial Transaction & Payment Processing

Data Entry & Document Management Problem Resolution & Escalation Handling

Cross-Functional Collaboration

Training & Onboarding Support

Microsoft Office Suite & Multi-System Navigation

Professional Experience

Customer Service Representative US. Treasury Jan 2024-Present

Manage high-volume inbound calls and emails, meeting or exceeding response time and resolution metrics.

Investigate and resolve complex billing and service inquiries, ensuring compliance with federal guidelines.

Assist customers with financial assessments to determine affordable payment plans.

Maintain accurate CRM documentation for all customer interactions.

Handle escalated cases with professionalism and empathy, safeguarding brand reputation.

Support onboarding of new hires through best practice sharing and mentorship.

Wire Investigator Wells Fargo Jan 2019-Sep 2023

Researched, traced, and resolved domestic and international wire transactions, including amendments, recalls, and foreign currency adjustments.

Collaborated with bankers and foreign institutions to address discrepancies and ensure timely resolution.

Maintained compliance with financial regulations while delivering efficient customer service.

Clerical Assistant Fairway Independent Mortgage Company Jun 2016-Dec 2018

Performed data entry and document verification to maintain accurate mortgage files.

Ensured compliance by flagging missing or incorrect documentation.

Demonstrated high attention to detail in managing sensitive financial records.

Administrative Assistant

Office Team Feb 2015-Jan 2016

Processed tax documentation for clients, including self-employed truck drivers.

Organized and maintained physical and digital filing systems.

Teller

Academy Bank-Denver, CO Nov 2007-May 2010

Opened and maintained business and personal accounts.

Trained new tellers, verified large checks, and balanced high-value transactions.

Delivered exceptional customer service in a regulated banking environment.

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