Lana Frierson
Vallejo, CA **591
CAREER PROFILE
Bank of America, San Francisco, CA
Customer Service Officer 1998 - 2008
Identified, investigated and resolved a variety of non routine, sometimes complex customer inquiries and operational problems. Resolved problems for customers in regards to failed transmissions; reversals, returns as well as general issues which surface on a daily basis. Worked within the timeframe for standard practices; established procedures, precedents and company policies to resolve problems with direct deposit files.
Bank of America, Oakland, CA
Credit Support Officer 1996 - 1998
Acted as the single point of contact for the Credit Department; receiving all information for new credit requests from Sales, Implementation and other departments. Verify that all necessary information had been received for new and renewal requests; worked with other bank units to obtain additional documentation as needed. Requested customer financial statements which are required for the credit process . Provided training to various departments within the bank as well as other financial institutions on credit policies and procedures as well as the overall credit process for all direct deposit applications.
Bank of America, Concord, CA
Senior Documentation Specialist 1992 - 1996
Maintained customer files in accordance with bank policies; provided efficient computer support to utilize bank services. Verified for accuracy; binding legal documents between the bank and the customer. I assisted the Project Team in reviewing customers’ legal documentation for accuracy during the merge between B of A and Security Pacific Bank.
Achievements
Outstanding Customer Service Award
Teamwork and Leadership Award
Commendation letter on WANDA Project
COMPUTER SKILLS
Windows 98, Windows XP, Word Perfect, Microsoft Word, Data Entry, Internet, E-mail
EDUCATION
Skyline College
Chabot College
Healds Business College – Certificate of Completion