Seeking a Patient Care Coordinator position where my extensive customer service and leadership skills will be further developed and utilized. I Would like to obtain knowledge, continue to grow and succeed in a professional environment.
Overview
5
5
years of professional experience
Work History
Tem Tax Exempt Service Team
Fidelity Investments
Greenwood Village, Co
06.2022 - 06.2026
Supports mission-driven, non profit institutions such as healthcare systems, colleges, and universities maximizing their workplace retirement plans.
Expanded and deepened relationships with existing clients by providing exceptional customer Service.
Serviced accounts, by helping participants view balances, reset passwords, and manage personal information.
Processes contributions changes, fund transfers, withdrawals, and rollover request.
Guided participants through loan initiations, repayments, and hardship withdrawal processes.
explained investments choices, retirement planning concepts, and general plan rules over the phone and digitally.
Administered 401(k) 403(b) 457(b) plans ensuring regulatory compliance and accuracy in participant accounts.
Up-skilled through varies trainings to assist with (cross Vendor) accounts, consisted of running multiple tools through TIAA VANGUARD and CART. to calculate loan and withdrawal availability.
Collection Agent
Santander Consumer USA
Remote
09.2021 - 12.2022
Handled upwards of 150+ calls a day inbound & outbound
Managed multiple delinquent accounts for debt collection efforts
Kept customer information secure and private
Plan course of action to recover outstanding payments
Helped maintain goal to keep account in good standing
Negotiate payoff deadlines or payment plans
Handle questions or complaints
Investigated and resolved discrepancies in payments or accounts
Education
High School Diploma -
P.R.E.P. Scholar Continuing College
Denver, CO
01.2008
Associate - General Studies
Community College of Denver
Denver, CO
01.2011
Skills
Excellent interpersonal/ effective communication skills
Ability to work well with others and build/ develop relationships
Accustomed to working in fast paced environments with the ability to level set and successfully handle difficult situations
<ul>
<li>Evaluated information and implemented corrective actions to enhance efficiency across operations.</li>
<li>Ensured compliance with laws and regulations governing contact center activities.</li>
<li>Interpreted tax law to resolve issues affecting IRS operations.</li>
<li>Applied tax code to clarify taxpayer obligations and rights.</li>
<li>Secured sensitive personal information to guarantee data protection.</li>
<li>Resolved taxpayer disputes using sound judgment and effective strategies.</li>
<li>Maintained accurate documentation of all customer interactions in CRM database.</li>
<li>Answered high volumes of calls daily, utilizing call management systems effectively.</li>
<li>Collaborated with team members to improve customer service processes.</li>
<li>Participated in team meetings to discuss strategies for improving customer experience.</li>
<li>Processed orders for customers using an automated system.</li>
</ul> at Internal Revenue Service<ul>
<li>Evaluated information and implemented corrective actions to enhance efficiency across operations.</li>
<li>Ensured compliance with laws and regulations governing contact center activities.</li>
<li>Interpreted tax law to resolve issues affecting IRS operations.</li>
<li>Applied tax code to clarify taxpayer obligations and rights.</li>
<li>Secured sensitive personal information to guarantee data protection.</li>
<li>Resolved taxpayer disputes using sound judgment and effective strategies.</li>
<li>Maintained accurate documentation of all customer interactions in CRM database.</li>
<li>Answered high volumes of calls daily, utilizing call management systems effectively.</li>
<li>Collaborated with team members to improve customer service processes.</li>
<li>Participated in team meetings to discuss strategies for improving customer experience.</li>
<li>Processed orders for customers using an automated system.</li>
</ul> at Internal Revenue Service