May **** – Present
January 2022 – February 2023
April 2021 – December 2021
Talir Shelby
Cypress Texas, 77429
832-***-**** • *************@*****.***
PROFESSIONAL SUMMARY
Dynamic and results-driven professional with over 4 years of experience in financial customer support, sales, collections, and client relations. Skilled in analyzing account data, resolving complex billing issues, and maintaining data accuracy while delivering exceptional customer experiences. Proven ability to build long-term client relationships, exceed performance goals, and enhance operational efficiency in fast-paced financial and service environments. Experienced in CRM systems, financial account management, and administrative support, with a strong commitment to professionalism and continuous improvement. Work Experience
Financial Customer Support Analyst
Symmetry Energy Solutions
Provide financial and billing support to commercial and residential energy clients. Investigate and resolve billing discrepancies and payment disputes while maintaining compliance. Process payments, credits, and refunds, ensuring financial accuracy and record integrity. Analyze account data to identify and implement process improvements. Collaborate with finance and operations teams to enhance workflow efficiency and client satisfaction. Deliver timely support through CRM systems while maintaining professionalism in all interactions. Sales Representative
Maven Sales Group
Managed inbound and outbound sales campaigns for energy and service solutions. Developed client relationships, increasing repeat business sales. Delivered persuasive presentations and negotiated deals to meet client needs. Collaborated with marketing and finance to align offers and promotions. Exceeded monthly sales goals through proactive lead follow-up and consultative selling. Monitored performance metrics and provided accurate reporting to leadership. Debt Collector Specialist
Southwest Credit Systems
Contacted clients to collect overdue balances and negotiated settlements in compliance with FDCPA. Exceeded recovery goals through strategic negotiation and follow-up. Resolved payment disputes and maintained up-to-date account information. Generated reports and analyzed trends in delinquent accounts. Partnered with internal departments to improve collection efficiency and client communication. Ensured confidentiality and accuracy across all client interactions. Customer Service Specialist
Leading Edge Connections
Delivered exceptional customer support using Zendesk and Shopify platforms. Investigated and resolved customer inquiries regarding orders and refunds. Coordinated with sales and operations teams via Slack and Salesforce to resolve issues. Trained and mentored new representatives to ensure service consistency. Maintained updated internal databases and documented customer interactions accurately. July 2020- March 2021
August 2016 - May 2020
March 2021 – May 2023
Achieved a customer satisfaction through timely and effective problem-solving Intake specialist
Marble law
Conducted client intake and maintained detailed, confidential records for legal cases. Assisted attorneys with scheduling, communication, and document management. Ensured HIPAA and legal compliance in all data handling and client correspondence. Provided excellent administrative and clerical support to improve office operations. Enhanced client onboarding process by streamlining intake procedures. Delivered professional communication to ensure client satisfaction and accuracy. Education
Cypress Springs HighSchool
High School Diploma
Valedictorian of My Graduating Class
Northwest Educational Institute
Certificate in Medical Assistant Studies
Specialized in Cardiology and Lobotomy
Skills
Financial & Customer Support Skills:
Customer Relations
Financial Account Analysis
CRM Systems (Zendesk, Salesforce) Collections & Dispute Resolution
Payment Processing
Data Accuracy
Negotiation
Sales Strategy
Client Retention
Team Collaboration
MEDICAL ASSISTANT SKILLS:
Medical Records Management
Patient Intake & Scheduling
HIPAA Compliance
Insurance Verification
Clinical Documentation
Phlebotomy
Triage
Vital Signs Monitoring
Administrative Support
Basic Medical Terminology