Demonstrated experience with Client Intake.
Demonstrated experience with Financial Education.
Demonstrated experience with Guiding Clients.
Demonstrated experience with Record-Keeping.
Sitel (Capital One)
Handled client intake financial inquiries with empathy and professionalism, Guided financial education to the members with the BT (Balance transfer) offers, Managed high-volume calls efficiently
Sitel (Capital One CORE)
Managed client intakes with accuracy and strong communication skills, Ensured precise record-keeping, Resolved disputes professionally, Collaborated with teams to enhance client outcomes
Sitel (Equifax)
Managed client intakes with accuracy and strong communication skills, Resolved disputes professionally, Collaborated with teams to enhance client outcomes, Sales and member services
Foundever (UnitedHealthcare)
Progressed from Customer Care Advocate to Mentor and Subject Matter Expert (SME), Provided expert support to agents, trainers, and coaches, Assisted in training over 140 new hires, Optimized workflows and ensured policy adherence, Specialized in handling complex insurance cases, Managed claims and authorizations, Delivered high-quality customer service to retired members and individuals with disabilities
High School bachelor
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Demonstrated experience with Dispute Resolution.