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Title Customer Service Call Center
Target Location US-MD-Bethesda
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Bi-lingual professional with experience in financial account and clerical management, call center, customer service, community engagement, and customer advocacy and case management; Capable of facilitating collaborative problem-solving forums for multilingual groups.Current Employer  Healthcare Case ManagementDevelop, review, and audit disabled patients healthcare service and care plans and case progress.Educate patients on their clinical status and treatment options.Coordinate client services in collaboration with patients medical team for chronic medical conditions.Advocate for client access to services, resources, and care, ancillary services.Provide patient clerical and technical support for systems and tools necessary to acquire care.Previous Employer  T. Rowe PriceEducated clients on company financial products, services, features and procedures.Researched and resolved escalated and moderately complex operational or client issues.Issued reports and presented status updates on customer account issues to financial teamsProvided technical assistance and implemented process improvements to improve client experience and account management metrics.Intelliswift - ToyotaCoordinate and monitor workflows as well as improve processes for 20-member team to consistently exceed monthly call center volume and customer service goals.Serves as lead responsible for providing translation/interpretation service support and guidance on system updates; deliver customer service systems and navigation training as well as provide staff technical support.Conduct briefings and issue recommendations on account approvals and contract extension actions that require mitigation defense or creative resolution.Manage and process monthly salvage assets and disposition of more than one hundred vehicles per month as part of ongoing auction inventory.Develop and distribute customer and vendor legal correspondence as well as prepare close out reports.SMI - Maryland Child SupportAnalyzed clients' cases to determine effects of life changes, economic changes, or financial performance and inconsistencies that impact or trigger plan reassessment or revision.Managed and coordinated child support cases that required escalated level of active and ongoing management of relationships with clients, Maryland child support program, local and state agencies managers, and other personnel.Provided translation/interpretive support for Spanish speaking and limited English deficient clients.Mariner Finance and KBankEducated customers on loan products and account services as well as provided guidance on account maintenance improvement; provided guidance on loan applications to include processing loan applications and cancelling accounts.Researched customer complaints and identified solutions to include escalating complaints or grievances for resolution.As loan officer and customer account liaison, collected loan payments and deposits, as well as resolved billing issues and end of business day settlement inconsistencies.Served as customer solutions translator/interpreter for Spanish speaking or limited English proficiency customers inquiries that included conveying loan application results and mitigating and resolving loan account issues.Evaluated customer interaction recordings, transaction records, complaints, and resolution actions to improve call center workflow and processes; established new customer service quality goals based on customer interaction analysis.Community Engagement and VolunteerismAs member-at-large, provided caretaker and patient perspectives as well as recommendations that resulted in major revisions to procedures and protocols for University of Maryland campus signage and discharge summaries.Recommended improvement on implementing intake policies and processes that aid caretakers in understanding health care needs post discharge and navigating support resources within University of Maryland system.As community representative, participated in Baltimore County local leader discussion forums and task force groups to resolve community issues that limit community growth; to include conveying community driven solutions to the policing community, county community engagement liaisons, and county council leaders.As treasurer, audited and reconciled over ten years of hardcopy financial records as well as assisted in transitioning record keeping to electronic format; established standardized electronic funds collection protocols, enhanced financial reports, and dual control procedures to streamline management of donations and grants.As vendor partner and sponsorships lead for a multi-community picnic, successfully gained commitment from over fifty businesses to sponsor services or donations for an event hosting more than 400 residents and visiting attendees.Training, Certifications, and AwardsOffice 365 and Web Conferencing Software (MS Teams, Zoom, WebEx, Google Meet, etc.), Multi-line Telephone Systems, Bankruptcy Account Management, Consent Court Document Research and Management, Homeless Shelter Client Protocols, Negotiation and Conflict Management, Toastmasters, IRA and ROTH, Basic Exchanges and Trades, Life and Death Benefits ExchangeCommunity Engagement and VolunteerismOrganizationPositionLocationDatesUniversity of Maryland,Patient Advocacy Family CouncilBoard Member - Member at Large,Patient Rights and Caretaker AdvocacyBaltimore, MD10/18  presentHouse of Otem, LLC.Volunteer  Event ManagementPromotion and Vendor PartnershipsBaltimore, MD03/18  presentGraystone Community Association, Inc.,Baltimore CountyBoard Member - TreasurerBaltimore, MD06/17 - 06/19Night of Peace Family Shelter, Inc.Volunteer - Food ServicesHospitality & Line CoordinationBaltimore, MD10/08  presentEmploymentEmployerPositionLocationDatesT. Rowe PriceAccount RepresentativeOwings Mills, MDIntelliswift, ToyotaICU ClerkOwings Mills, MD01/18 - PresentSMI, Maryland Child SupportAccount RepresentativeOwings Mills, MD06/17 - 08/18Mariner FinanceCustomer Service RepresentativeGwynn Oak, MD04/06 - 05/17K BankResidential Loan Servicing AssociateOwings Mills, MD02/04  03/06EducationPhiladelphia School of Printing and Advertising, Philadelphia, PA

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