Experience

Alerus Retirement Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Call Center Specialist

  • Sep 2015 - Present

  • Answer telephone and email inquiries from retirement participants promptly and courteously • Communicate in a clear, accurate and professional manner • Clearly communicate the transactional use of the website and voice response system • Ability to comprehend plan documents and policies and communicate to participants • Review, document and return third party distribution requests to participants in a timely manner • Answer telephone and email inquiries from retirement participants promptly and courteously • Communicate in a clear, accurate and professional manner • Clearly communicate the transactional use of the website and voice response system • Ability to comprehend plan documents and policies and communicate to participants • Review, document and return third party distribution requests to participants in a timely manner



Yarn Addiction

• Owner creator

  • Dec 2012 - Present

  • Fulfil customer orders for custom crochet items • Attend craft/vendor events to meet new customers while selling premade items and taking new custom orders • Maintain social media page and website to ensure it has updated photos and information • Fulfil customer orders for custom crochet items • Attend craft/vendor events to meet new customers while selling premade items and taking new custom orders • Maintain social media page and website to ensure it has updated photos and information



WDI Inc.

• United States
• Computer Games
• 1 - 100 Employee

• Customer Service - Special Projects

  • Mar 2015 - Jul 2015

  • Responded to customer requests for custom box requests • Assist accounting department with posting vendor invoices and invoicing customer accounts • Enter and submit custom orders to the plant manager with detailed information and instructions on box construction • Responded to customer requests for custom box requests • Assist accounting department with posting vendor invoices and invoicing customer accounts • Enter and submit custom orders to the plant manager with detailed information and instructions on box construction



Independent Partylite Consultant

• Manufacturing
• 300 - 400 Employee

• Independent Consultant

  • Oct 2008 - Dec 2014

  • Recruit, train and support new consultants • Coach and encourage hosts to ensure their show is successful • Maintain personal sales growth – 280% increase from November 2011 to November 2012 • Recruit, train and support new consultants • Coach and encourage hosts to ensure their show is successful • Maintain personal sales growth – 280% increase from November 2011 to November 2012



Kenisl & Associates, Ltd.

• Front Desk Receptionist

  • Jan 2014 - Apr 2014

  This was a temporary piaition to help them out through their busy tax season. • • Provide basic receptionist support to CPA’s. Greet clients, schedule appointments, answer phones, copying and filing, and data entry • Assist with client bookkeeping using various versions of QuickBooks • Manage aged accounts receivables through mail and phone contact This was a temporary piaition to help them out through their busy tax season. • • Provide basic receptionist support to CPA’s. Greet clients, schedule appointments, answer phones, copying and filing, and data entry • Assist with client bookkeeping using various versions of QuickBooks • Manage aged accounts receivables through mail and phone contact



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Customer Service Specialist

  • Jun 2005 - Jul 2013

  Retirement Plan Services Associate 3, Resolution Team 9/2011 – 7/2014 • Work as a liaison between the Call Center and other departments within IRT (Institutional Retirement and Trust) to resolve various participant issues through problem solving, prioritizing and multi tasking • Answer questions from Retirement Services Representative’s including all types of plans to include Defined Benefit, Traditional Pension and Non Qualified plans Retirement Plan Services Associate, RSR 10/2007 – 9/2011 • Assisted plan participants, as well as other team members and departments with questions regarding retirement plans • Provided positive customer experience on inbound and outbound calls assisting participants with all manner of retirement plan questions and transactions • Mentored new hires, Retirement Services Representative’s, and prepared them for taking calls independently Home Mortgage Operations Processor 2 4/2006 – 10/2007 • Triage incoming documents received via fax and mail ensuring documentation for loss mitigation were properly routed to them • Document Third party authorization on mortgage accounts • Resolve research issues submitted by CSR’s Collector 1 Early & Late Stage 6/2005 – 4/2006 • Contacted mortgagors who had fallen behind on their payments to secure payment or work out other payment arrangements to cure their delinquency Show less



RMA

• France
• Marketing Services
• 1 - 100 Employee

• Collector

  • Jan 2004 - Jun 2005

  Geisinger Health, Inbound Collector January 2005 – June 2005 •Answered questions on incoming calls from patients regarding their medical bills. Provided instructions on how to pay the balance or have it re-billed to their insurance provider. Third Party Collections September 2004 – December 2004 •Made outgoing calls through an automatic dialer to account holders who had past due balances with our clients. Negotiated payment arrangements to cure the delinquency as quickly as possible. Inbound Collections Specialist January 2004 – August 2004 •Received incoming calls from cell phone account holders whose service had been interrupted and negotiated for the highest payment possible to re-activate the services. Show less