Experience

Millennium Trust Company

• United States
• Financial Services
• 400 - 500 Employee

• Account Administrator - Traditional Asset Operations

  • Apr 2023 - Present



State Farm

• United States
• Insurance
• 700 & Above Employee

• Investment Planning Services Assistant

  • Feb 2022 - Apr 2023



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Workflow Solutions Associate - Advisor Services

  • Sep 2021 - May 2022

  9/27/2021 - Present • Handles all incoming operational volume for the AS Service Organization. This includes cashiering functions, account maintenance cases, client verification cases, and others. • Reaches out to Advisors on not-in-good order work via the phone or electronic alert requesting corrected paperwork or new paperwork based on various situations. • Consolidates touch points with Advisors into one call-out versus multiple attempts throughout the day. • Manages to a standard of quality in the work that exceeds the expectations of business partners and the Advisors. • Identifies trends i operational paperwork and seek to educate Advisors and colleagues on how to increase efficiency. • Provides accurate, valid, and complete information by using the appropriate online and in-house resources. Show less



State Farm

• United States
• Insurance
• 700 & Above Employee

• Investment Planning Service Assistant

  • Jul 2018 - Sep 2021

  7/14/2018 - 9/6/2021• May perform inbound and outbound mail activities, such as opening and scanning mail, perform check handling, preparing outbound mail, and processes department written communications• Processes customer transactions with a high level of accuracy, following standard policies and procedures• Reviews and verifies new accounts and transactions to ensure the proper processing according to established quality standards and business requirements• Reviews forms to determine good order, following processes and procedures to initiate account updates• Handles incoming checks in a timely manner, abiding by check acceptance guidelines and procedures• Adjusts and/or corrects transactions processed in error, and monitors gains/losses resulting from the backdated trades• Utilizes computer and telecommunications systems to process transactions and assist with responses to inquiries, legal documents, and rejected forms• Assists with the death process, forming communications and performing any necessary follow-up• Communicates with agents or customers when additional information is needed• Participates in larger scale projects and may coordinate less complex projects• Performs other duties, as assigned Show less

• Bank Customer Service Representative

  • Aug 2016 - Jul 2018

  8/22/2016 - 7/13/2018• Provides direct live support of customers and agents in an originations or servicing environment• Responsible for fielding all inbound telephone, Live Chat, e-mail and in language service and support requests from customers, agents, agent team members, internal business partners, and third party callers• Initiates, activates, and services State Farm Bank deposit products, consumer loans, mortgage loans, benefit management accounts, and internet banking• Accurately interprets policy manuals, procedure guides and automated application processing system information to provide support for customers with the application and/or origination process• Contacts customers, other business areas, or vendors to obtain information or resolve problems• Processes and/or routes transactions, requests, and inquiries using established procedures Show less



JCPenney

• United States
• Retail
• 700 & Above Employee

• Operations Associate

  • May 2015 - Jul 2016

  • Customer Service – You’re maneuvering around the store at a fast pace, working with all the latest merchandise, but when a customer stops to ask you a question or request assistance, there’s no one they’d rather be talking to other than you. • Executes pricing and signing – You can change ticket prices and signing on merchandise across the store better and faster than anyone! • Replenish and restock the store: You understand the needs of the customer. When merchandise is getting low, you assist your sales floor peers and leaders by pulling and preparing merchandise to go the floor in order to ensure all of our customers have the styles and sizes they need. • Receive and unload merchandise: You work with your co-workers to unload a truck and prepare the merchandise in the backroom. • Backroom standards: You keep the stockroom safe, clean, and organized. • On-line jcp.com pick up: You may be responsible for finding and fulfilling orders placed online. • Merchandise strategy: You take the plans that have been communicated by leadership on where to place merchandise throughout the store and execute the plan with efficiency and detail. You understand the merchandising standards and work to deliver an outstanding customer experience by maintaining these standards as you flow goods to the sales floor. • Participates in a learning environment: You absorb new information from your peers or training materials on our merchandise or business processes. Show less



Starplex Cinemas Inc

• United States
• Hospitality

• Cashier, Concessionist, and Usher

  • May 2014 - May 2015

  • Cashier - Sell movie tickets and Gift Cards. Also, inform guests about currently featured films, policies, programs and more. • Concessionist - Prepare and serve concession items to guests, clean the concession area and assist with other theatre functions. • Usher - Clean and maintain the auditoriums, restrooms and lobbies while controlling access to the theatre and the auditoriums. • Cashier - Sell movie tickets and Gift Cards. Also, inform guests about currently featured films, policies, programs and more. • Concessionist - Prepare and serve concession items to guests, clean the concession area and assist with other theatre functions. • Usher - Clean and maintain the auditoriums, restrooms and lobbies while controlling access to the theatre and the auditoriums.