Edward Jones

* Assist in training or retraining  both newer & current Financial Advisors & their BOAs in setting up certain types of financial accounts and finding the correct documentation to help guide them for future reference. 
* Assisting newer & current Financial Advisors & their BOAs when account roles need to be changed along with finding correct documentation for future reference. 
* Assisting Financial Advisors & their BOAs with trouble shooting and explaining procedures  when issues come up on accounts. 
* Understanding when & where to transfer the Branch Teams to other service areas when needed.
* Operating Avaya VOIP phone systems.
Computerized document search and retrieval. 
* Inbound Call Center.
* Work collaboratively with colleagues, support teams & other service areas in order to support larger needs of branch offices. 
* Continuing Education per Finra requirements & regulations. 
* Keeping up to date on any and all changes in processes, procedures & rules.
* Flexibility of working from home.
* Have led team meetings.
* Continued knowledge of Salesforce Lightening.

Service Specialist II (Remote)

ABILITY Network

●	Working in a fast-paced collaborative office setting
●	Responsible for receiving orders for and building preset computer based medical billing and eligibility programs for fulfillment of customer orders. 
● Sandbox environment.
●	Train customers on how to correctly utilize their new programs utilizing Microsoft Teams, Go To Meeting and/or Go To Assist.
● Production with ready to go live.
●	Answer Customer questions via incoming and outgoing emails and phone calls
●	Flexibility to work from home.
●	Operated Cisco VOIP Phone Systems, Computerized document search & retrieval. 
●	Working knowledge of Salesforce Classic & Lightning.
●	Working in a Cloud Based Environment. 
●	Suspensions, cancellations & reactivations of accounts.

RCM Implementation Specialist III

Pearson VUE

●	Scheduling certification/licensure exams 
●	Assisting candidates for registration
●	Utilizing the Avaya Phone system
●	Assisting candidates for log-in credentials for the Pearson VUE website
●	Up trained for new products/clients
●	Assisted with out-bound call ad-hoc projects.
●	Assisting candidates with troubleshooting

Call Center Representative

Pro Staff

●	Temporary data processing or call center work as assigned at various companies.
●	Flexibility of work depending on the assignment and the company in which I am assigned.
●	Adapting to change in a fast-paced office style setting.
Rust Consulting (Temporary Assignment) 				August 2011 – July 2012		
●	Call Center
●	Display multi-tasking skills.  
●	Perform data entry ad intake. 
●	Responsible for data processing
Target Rx Corporate Office (Temporary Assignment) 			June 2011 - August 2011
●	Call Center
●	Responsible for low level trouble shooting.
●	Displayed problem solving abilities.
●	Performed email re-routes.

 Temporary / Contract employment 

Ameriprise Financial Services, LLC

●	Responsible for research and resolution of advisor issues based around compensation, licensing, and client transitions using a variety of proprietary & nonproprietary computer-based programs. 
●	Operated Ameriprise mainframe programs such as Lotus, DOS based programs, pre-programmed Microsoft Excel spreadsheets and other web-based programs. 
●	Obtained product knowledge to provide analysis to answer incoming advisor compensation inquiry calls using a complex set of proprietary rules and procedures. 
●	Worked with financial advisors keeping them updated on their continuing education credits based upon updated rules and regulations. 
●	Operated Cisco VOIP Phone Systems, Computerized document search & retrieval. 
●	Received understanding of financial licensing requirements and advisor compensation requirements.

Call Center Representative - Financial Services	

•	Research, resolution, and adjustments of advisor compensation using computer-based Performed programs in a fast paced, competitive office style setting.
●	Provided product knowledge to provide analysis and/or processing of appropriate compensation adjustments.
●	Utilized computerized document search and retrieval.
●	Performed data processing, 
●	Displayed excellent verbal & written skills.

Customer Service Representative - Financial

Service Specialist II (Remote) at Edward Jones

CAREER HIGHLIGHTS
●	20+ years of experience as a Customer Service Representative 
●	Skilled at working directly with advisors to help fix / answer complex compensation & licensing issues. 
●	Process Improvements and/or updates on different items during my career
●	Awarded for 10 years and 15 years of service.
●	Awarded pin for a creative writing.
●	Perfect Attendance Certificate
●	Professionalism Certificate 
●	Agent of the Month Award (January 2014)
●	Top Performer Award (February 2015)
●	6 years of experience as an Implementations Specialist
●	Awarded for 5 years of service.
●	HIPAA Certified (July 2015 - June 2021)
●	Promotion to Level II (2017)
●	Promotion to Level III (2019)
●	Activities Committee (2017-2018)
●	Values & Service Excellence Award (09/06/2019 & 11/20/2020)

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