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Name Available: Register for Free
Title Customer Service Financial Services
Target Location US-CO-Ault
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Greeley, CO Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLECustomer Service support, sales professional, offering excellent customer experience, sales and office management skills. Strong planner and solver who readily adapts to change, works independently and exceeds expectations. Able to juggle multiple priorities, and meet tight deadlines without compromising quality.Work ExperienceDirector of Business ManagementGreen CO2 Systems-Fort Collins, COJune 2012 to PresentI currently oversee the accounts receivables and collection departments. My daily duties encompass aging reports for KPIs, system and process development, following new customers setup through installation, billing for final install as well as removals. Working close with sales and service departments. Personal AssistantRoberts Financial Services, Inc-Greeley, COJanuary 2008 to July 2012This company is a financial investment company; my duties are answering phones calls, setting appointments, and filing, setting up new accounts, Fax and Receive approvals for new business, insurance and annuities. Manage all company invoices/bills, enter into QuickBooks. Analyst/Appt Setter/SalesRoberts Financial Services, Inc-Greeley, CONovember 2008 to December 2009This company is a Credit Card processing company. My duties included overseeing my analyst (team of 5) Making outbound calls to companies regarding their credit card business and machine. Would sell them on an appointment for our Sales Executives to meet with them and lower their rates and switching to our company.Adult Self Care GiverAdult Self Care Giver-Greeley, COJanuary 2007 to May 2009Tuesday and Wednesday mornings. I assisted her with cleaning, making her personal appointments, as well as taking her to them. Also helped with her daily living care that she may have needed, including grocery shoppingCustomer Service RepStarTek AT&T BusinessMarch 2006 to May 2007Answering phone for AT&T business and assisting customers in phone data and technical issues, as well as ordering new and replacement devices.Receptionist/Customer ServicePuttin' On the WaxApril 2004 to April 2005Greeting customers, answering phones, setting appointment, cashier, sales and application of Makeup and beauty products, cleaned and prepped all wax rooms. WaitressCables Inn RestaurantAugust 2003 to February 2004Greeting customers, cleaned tables, waited on tables, cashier, to-go orders, etc. Front Desk AttendantHeritage InnJanuary 2003 to August 2003Taking care of all front desk duties, making copies, folding towels, making reservations, taking payments. Customer Care RepMSN-Greeley, COAugust 2002 to January 2003Answering phones for MSN internet, assisting customers with billing issues, paying their bill, setting up new accounts, setting up DSL for new clients.HostessRed LobsterMarch 2000 to March 2001All front desk customer service duties.ReceptionistKosmicki Roberts Financial Center1998 to 2000ReceptionAnswering phones and filing on a part-time basis.EducationHex Beauty Academy2010American Academy of Cosmetology - Topeka, KS2005AIMS Community College2002 to 2003DiplomaGreeley Central High School2002Skills Microsoft Office Microsoft Word Management Communication skills Project management Property management Time management Computer skills Medical office experience Epic CPT coding Microsoft PowerpointCertifications and LicensesDriver's LicenseAdditional InformationKey SkillsCSR: Customer Service Rep for inbound and outbound. Billing/Collection/Inbound, Sales (Credit Card Machines)/outbound, Surveys/outbound, Insurance Agency customer service. Office Skills: Office Management, Scheduling, Front Desk Receptionist, Records Management, Database, Administration.Computer: MS Word, MS Outlook, Windows, MS PowerPoint, Excel, QuickBooks, Outbound inbound software.

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