Susan Tate
Financial Services Specialist at BB&T- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
BB&T
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Services Specialist
-
Jun 2021 - Present
-
-
-
-
Customer Service Specialist/Teller
-
Feb 2020 - May 2021
-
-
-
Priority One Security
-
United States
-
Security and Investigations
-
1 - 100 Employee
-
Operations Coordinator
-
Aug 2018 - Feb 2020
-
-
-
Anderson Federal Credit Union
-
United States
-
Financial Services
-
1 - 100 Employee
-
Teller
-
Aug 2017 - Jul 2018
-
-
-
Security Finance
-
United States
-
Financial Services
-
700 & Above Employee
-
Assistant Manager
-
Nov 2016 - Aug 2017
- Maintain office cash with accuracy and security- Minimize delinquent debt through collection activities- Ensure compliance with state and federal lending regulations and company policies- Process new and current loans, payments, and insurance claims - Maintain office cash with accuracy and security- Minimize delinquent debt through collection activities- Ensure compliance with state and federal lending regulations and company policies- Process new and current loans, payments, and insurance claims
-
-
-
TitleMax
-
Financial Services
-
700 & Above Employee
-
Customer Service Representative
-
May 2015 - Nov 2016
- Handled customer transactions while ensuring exceptional customer service is provided at all times- Managed and controlled cash drawer and determine when bank deposit was needed- Minimize delinquent accounts by collections activities including field work- Work out payment plan options, have approved by GM/SM - Handled customer transactions while ensuring exceptional customer service is provided at all times- Managed and controlled cash drawer and determine when bank deposit was needed- Minimize delinquent accounts by collections activities including field work- Work out payment plan options, have approved by GM/SM
-
-
-
SPINX
-
United States
-
Retail
-
200 - 300 Employee
-
Customer Service Representative
-
Apr 2014 - Jan 2015
- Handled customer transactions while ensuring exceptional customer service is proved at all times- Balance cash drawer. Could also include counting safe.- Lottery and Money Order - Handled customer transactions while ensuring exceptional customer service is proved at all times- Balance cash drawer. Could also include counting safe.- Lottery and Money Order
-
-
-
American Credit Acceptance
-
United States
-
Financial Services
-
500 - 600 Employee
-
Account Manager
-
Sep 2012 - Apr 2013
- Minimize delinquent debt through phone collections to reach company goals- Ensure compliance with state and federal regulations- Delivering exceptional customer service - Minimize delinquent debt through phone collections to reach company goals- Ensure compliance with state and federal regulations- Delivering exceptional customer service
-
-
Education
-
Piedmont Technical College
Associate's degree, Administrative Office Technology-Medical -
Kerr Business College
Associate's degree, Accounting -
Piedmont Technical College
Associate's degree, Administrative Office Technology-Medical Coding and Billing