Experience

Arizona Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Consultant

  • Feb 2022 - Present

  Deliver services and expertise to members by phone with a focus on growing business and empowering members toward self-service options. Maximize each new and existing member contact as an opportunity to create or expand a mutually beneficial relationship. Deliver services and expertise to members by phone with a focus on growing business and empowering members toward self-service options. Maximize each new and existing member contact as an opportunity to create or expand a mutually beneficial relationship.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Savings Specialist

  • Jan 2018 - Nov 2021

  Supporting Marcus customers by answering general questions, assisting customers with their financial needs as it pertains to Savings Products, Guidance assistance with general troubleshooting • Accessing multiple systems at once and documenting steps taken to efficiently and accurately complete Customers request • Meeting established goals for all performance metrics, including call quality, productivity and schedule adherenc, provide an exceptional level of service to prospective and current customers • Involved with several Focus Groups of which I have been engaging and motivated while providing input and positive feedback, resulting in the assistance of growth within Deposits. • Assisted with NPCD Pilot worked side by side with Tech and JIRA helping the point of contact to document our findings AUI WIRE Pilot, Special Projects such as OJT Coach and Case Review Show less



Willis Towers Watson

• Norway
• Financial Services

• Application Specialist

  • Aug 2016 - Jan 2018

  Liaison for Clients assisting them in the management of their health plans • Maintained the most exemplary quality of service consistently receiving a 100%, perfect score on call quality control monthly evaluations • Data processed applications for Clients with replacing group insurance with individual plans that fit their needs • Mentoring and assisting in training peers and new employees (Part Time while at WTW) Hair Stylist Embellysh Salon Dec. 2016-Feb. 2017 Liaison for Clients assisting them in the management of their health plans • Maintained the most exemplary quality of service consistently receiving a 100%, perfect score on call quality control monthly evaluations • Data processed applications for Clients with replacing group insurance with individual plans that fit their needs • Mentoring and assisting in training peers and new employees (Part Time while at WTW) Hair Stylist Embellysh Salon Dec. 2016-Feb. 2017



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Customer Service Representative

  • Apr 2015 - May 2016

  Assisting customers with vehicle titling; lien release; personal loans and lines of credit • Advising banks of required information in regards to customers’ loans, as well as providing banks with loan documents • Documenting loans for several departments, in addition to research and information retrieval • Achieved first call resolution while servicing customers Assisting customers with vehicle titling; lien release; personal loans and lines of credit • Advising banks of required information in regards to customers’ loans, as well as providing banks with loan documents • Documenting loans for several departments, in addition to research and information retrieval • Achieved first call resolution while servicing customers



Bloomingdale's

• United States
• Retail
• 700 & Above Employee

• Customer Service Ambassador

  • May 2012 - Apr 2015

  Hybrid Online Customer Service Ambassador for Bloomingdale's / Customer Service Macy's Hybrid Online Customer Service Ambassador for Bloomingdale's / Customer Service Macy's



Chase

• Netherlands
• IT Services and IT Consulting

• Credit Risk Analyst

  • Apr 2008 - May 2012

  High Touch Portfolio Senior Lender Jan. 2012-May 2012 •Inbound/ Outbound Performed analytical risk evaluations on consumers’ portfolios accounts Respond professionally to inquiries on adverse actions while resolving discrepancies • Mitigate credit risk and overall exposure Ensure accurate and up-to-date philosophies were completed and applied when making or communicating decisions Portfolio Risk Review Lender Aug. 2009- Jan. 2012 •Responsible for communicating and making sound decisions on consumer’s portfolios •Presented analysis to consumers and recommend solutions to optimize consumer resolution while working closely with internal credit underwriters, portfolio risk analysts, inclusive of providing resolve for consumer’s future credit inquiries • Credit Analyst March 2008- Aug. 2009 •Gathered and analyzed credit bureau report information to provide service to consumers •Audited financial information and updated applications as needed to expedite reviews as necessary and determined consumer’s credit eligibility and ability to pay financial obligations Show less