Customer Service Training

MATHEW PADILLA **** Gadsby Ct Elk Grove, CA ***** Home Phone 916-***-****

Email ***************@*****.***

SUMMARY OF QUALIFICATIONS

** ***** ** ********** ** the Mutual Fund Industry.

* ***** of operations data processing

11 years of extensive call center customer service experience.

Effective leader with excellent organizational and problem solving skills.

Strong ability to handle multiple responsibilities, set priorities, communicates ideas.

Responds positively to demanding situations.

2009 – Present TASTE NUTRITION SERVICES - Sunnyvale, CA.

Assist cooks and kitchen staff with various tasks as needed

Portion and wrap the food, place it in designated containers for service to patrons

Receive and store food supplies, equipment, and utensils in refrigerators, cupboards, and other storage areas

Mix ingredients for green salads, molded fruit salads, vegetable salads, and pasta salads

SERVESAFE certification*** Expired but willing to be recertified

1991-2009 FRANKLIN RESOURCES, San Mateo, CA - Rancho Cordova, CA

Senior Associate, Franklin Templeton Mutual Funds

Servicing external and internal customers with various account requests while providing excellent customer service.

Control and assist with various projects in order to enhance department efficiency with shareholder data systems, subsystems, and review the system databases for reporting accuracy.

Provide training to Customer Service and Operations departments for tax laws.

Dealer Service Specialist, Franklin Templeton Mutual Funds

Review training materials for new hires assisted with acclimating them to the department.

Categorized statistical information of incoming phone calls in order to better staff the department.

Provide technical support to the Training and Development Department in the development of new hire employees.

Assistant Supervisor, Franklin Templeton Dealer Coding

Provide technical guidance to staff of 12 for aspects of employer plan deposits and transfers

Assist staff and internal customers with file upload to shareholder accounting system daily

Supply management with production reports and employee performance appraisals

Dealer Service Representative, Dealer Service Department

Servicing Shareholders and Stock Brokers via telephone

Identified and addressed customers needs with efficiency, solved problems in a diplomatic manner.

Initiated investigations regarding account discrepancies in order to research, analyze, and resolve complex problems.

EDUCATION 1984 Associate Arts Degree General Education - College of San Mateo, San Mateo CA

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