Experience

SaveDaily®

• United States
• Financial Services
• 1 - 100 Employee

• Office Manager

  • Aug 2014 - Present

  -Maintain office efficiency by maintaining appearance of common areas, organizing procedures, handling correspondence, managing filing systems, overseeing supplies and equipment and facility & maintenance requests -Provide direct administrative support, including scheduling appointments, meetings, and events, booking travel, maintaining filing system, mailing and shipping packages, and updating contact database and employee list -Oversee and maintain office equipment for uninterrupted function, identify and fulfill office supply needs, maintain and manage vendors, and coordinate food delivery as needed -Manage relationships with vendors and service providers ensuring that all items are invoiced and paid on time -Support in HR duties such as recruitment, compliance, policies and onboarding procedures -Plan and oversee internal and external office events, conferences, meetings and gatherings Show less



Tower Holdings Group

• United States
• Construction
• 1 - 100 Employee

• Senior Customer Service Executive

  • Jul 2011 - Aug 2014

  -Built and maintained business relationship with clients by providing prompt and accurate service so as to promote customer loyalty -Answered high volume of telephone calls with emphasis on providing white-glove service to high value customers -Assisted premium finance institution companies with billing, cancellation & refund inquiries Provided verification of coverage for mortgage companies; experience with sensitive & private data information -Researched and corrected billing and payment discrepancies and responded to commission inquires Resolving escalations providing appropriate solutions and alternatives; following up to ensure resolution Show less



Capital Group

• United States
• Financial Services
• 700 & Above Employee

• Senior Account Representative

  • Aug 2004 - Aug 2010

  -Interpreted and responded to internal and external inquires related to the establishment and maintenance of shareholder records via phone, in person and in writing – with minimal supervision. -Researched and resolved complex, non-routine and unclear financial inquires -Advanced knowledge of customer service and mutual fund industry principals -Trained and reviewed work of less experienced customer service representatives -Interpreted and responded to internal and external inquires related to the establishment and maintenance of shareholder records via phone, in person and in writing – with minimal supervision. -Researched and resolved complex, non-routine and unclear financial inquires -Advanced knowledge of customer service and mutual fund industry principals -Trained and reviewed work of less experienced customer service representatives