Administrative Assistant / First Level Contact Specialist

GERRI BOAZ

I am relocating to the Owasso/Tulsa, OK and I am seeking a position in this area.

QUALIFICATIONS SUMMARY

Highly personable Customer Service Professional experienced in client relationship management, personnel and customer service within the finance, retail, health insurance and entertainment industries.

• Talent for identifying customer needs and presenting appropriate company product and service offerings.

• Demonstrated ability to gain customer trust and provide exceptional follow-up on sensitive health care issues.

• Expertise in resolving escalated customer service issues in the mortgage banking industry.

• Secured numerous company incentive and production awards for delivery of exceptional customer service.

• Computer literate (including Microsoft Word, Microsoft Excel, and Microsoft Outlook®).

PROFESSIONAL EXPERIENCE

Linde Employees Federal Credit Union - Murray Hill, NJ

Customer Service/Administrative Assistant

2004 to 2008

Currently serving as first level contact for small non-profit credit union providing all teller functions, customer service duties, process loan applications providing loan officer with detailed borrower analysis as well as guiding prospective borrower through application process and upon approval issue proceeds or rejection letters, monthly reports for board meetings, send new account packages to prospective members, handle all home banking electronic transactions as well as account setup & pin generation.

Direct Title - Freehold, NJ

Customer Service Associate

2001 to 2004

Served as first level contact for a mortgage banking and title agency handling an extremely active switchboard with an average of 150 calls per day.

• Determined client status via use of a specialized client information database.

• Assembled necessary files and forms for the appropriate client relationship specialist.

• Exercised considerable tact dealing with clients in a highly charged environment.

• Assisted clients on closing days.

• Provided general clerical support as well as perform specialized projects as assigned.

Horizon BCBS of NJ - Neptune, NJ

Member Services Coordinator

1998 to 2001

Recruited to provide world class customer service for health insurance enrollment and administration of benefits. My division was awarded the state contract for health insurance. This multi-task position involved explaining health benefits to members, resolution of patient/provider issues, building customer database, knowledge of ICD9 coding for claims processing, meeting call quotas and having calls monitored by quality assurance. I was initially hired by Horizon for a union based position of data entry in the claims processing division.

• I was promoted from a level 14 union position up to level 21 non-union management position.

• Overtime was often available and I always took advantage of the opportunity to supplement my income and help my division keep their workload manageable.

The Rx Place – Lakewood, NJ

Personnel Supervisor/Customer Service

1990 to 1997

Provided staffing & training of employees, computerized payroll functions, maintenance of personnel files and administration of health benefits.

Responsible for customer service transactions, cash office duties including preparation of daily bank deposits and cashier tills. The store manager and I worked closely as a team to keep the store operating as efficiently as possible.

• Also worked as cashier as necessary for breaks and/or call-outs.

First Jersey Securities – Red Bank, NJ

Administrative Assistant

1985 to 1990

Provided clerical support for approximately 50 brokers for client correspondence, daily & weekly reports to upper management, tallying & submission of daily trades to NASDAQ. Also provided relief for switchboard operator using the Dimension 500 system.

The Med - Somers Point, NJ

General Manager

1984 to 1985

The Med was a nightclub with a 24 hour diner attached and was in financial distress resulting in Chapter 11 Bankruptcy. I was appointed General Manager by the US Trustee. My duties included staffing & supervising approximately 40 employees, auditioning and booking live entertainment, tallying cash as closing, overseeing purchases, maintenance and all necessary functions for the operation.

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