Customer Service Associate & Shipping Lead Resume Example
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CUSTOMER SERVICE ASSOCIATE & SHIPPING LEAD
PROFESSIONAL SUMMARY
Accounting and Office Administrator adept at building and maintaining vendor and client relationships. Dependable and detail-oriented with the ability to manage multiple tasks and priorities. Recognized for exemplary customer service and team collaboration.
Industry Experience:
Accounting, Office Administration, Customer Service
Functional Experience:
Accounts Payable/Receivable, Purchasing, Data Entry, Inventory Management, Estimating, Database Management
Software Proficiencies:
QuickBooks, SAP, EPPC, Microsoft Office Suite (Word, Excel, and Outlook), Apple
(Pages, Numbers, Mail)
Relevant Skills
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Work Experience
Customer Service Associate & Shipping Lead | 04/2018 to Current
Crane Co. - Middleborough , MA
Crane Co. - Middleborough , MA
- Answer incoming telephone calls, transferring as necessary.
- Provide technical assistance, determine customer needs, assist with order processing and provide product education.
- Resolve billing/logistic customer service issues, process all credits, refunds, or exchanges.
- Enter Accounts Payables bills and Accounts Receivable invoices into Quickbooks.
- Provide daily support and assistant to other departments (including Shipping, Accounting, and Compliance Quality control).
- Provide weekly reports to the Production Manager for updates on current outstanding orders.
- Document conversations with customers to track requests, problems and solutions.
- Maintains and updates records for customer orders, credits, commercial invoices and packing lists with precision and accuracy.
- Organizes daily tasks for the shipping team with accurate and detailed domestic and international shipments via UPS, FEDEX, and other freight shipment companies.
Business Finance Portfolio Manager | 06/2012 to 04/2017
DB Squared, Inc - City , STATE
DB Squared, Inc - City , STATE
- Developed procedural and training manual for account managers, receptionist, and collection team on daily interactions and new software system created for our specific portfolio.
- Lead by example with a high level of professional and exceptional customer service.
- Followed up and gathered the necessary documents to assist customers with completing their application.
- Collected complete application packages keeping financial information secure and private.
- Monitored the performance of the portfolio and took action to collect on accounts or resolve issues as needed.
- Maintained sales pipeline with active new lead generation, serving as a point of contact between prospects and newly sourced funding opportunities
- Educated customers on the variety of loan products and available credit options.
- Maintained productive relationships with existing business owners through exceptional follow-up after sales.
Underwriter & Customer Service | 06/2010 to 06/2012
Moneytree, Inc - City , STATE
Moneytree, Inc - City , STATE
- Answered telephone calls promptly with exceptional customer service.
- Underwriter for every branch in several states for business loan applicants.
- Provided back up technical customer service assistance with all specialty products with varying federal regulations.
- Document intake, review, and processed applications into database.
- Analyzed financial information obtained from business owners to determine their loan application qualifications.
- Maintained and updated confidential, secure customer information.
- Entered information in multiple databases for tracking and reporting including UCC filing.
Branch Manager | 03/1999 to 06/2010
Moneytree, Inc - City , STATE
Moneytree, Inc - City , STATE
- Reviewed employment applications to recruit future hiring talent pool.
- Interviewed, hired and trained new quality customer service representatives.
- Mentored staff to increase sales success and productivity.
- Monitored key performance metrics and would meet monthly one on one with each team member to develop their skills and provide individual training.
- Modeled trends and adjusted branch plans accordingly.
- Improved service quality and increased sales by developing a strong knowledge of company's products and services.
- Designed sales and service strategies to improve revenue and retention, increasing store revenue by 15% in the first year.
- Effectively communicated with team members to maintain clearly defined expectations.
- Developed rapport with the customer base by handling difficult issues with professionalism and creative problem solving.
- Enforced full compliance with company policies and updated government regulations.
- Balanced daily cash, processed bank cash orders, supplied tellers with coin and currency as needed.
- Notary of Public for State of Idaho & Washington (4/99-11/05)
Education and Training
Art Institute of Seattle Seattle - City, State
Associate of Arts
Commercial Photography, 2007
Activities and Honors
Customer Service Store of the Year (Branch Manager) 12/2003
Store of the Year (Branch Manager) 12/2004
Customer Service Award (Underwriter) 12/2011
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Resume Overview
School Attended
- Art Institute of Seattle Seattle
Job Titles Held:
- Customer Service Associate & Shipping Lead
- Business Finance Portfolio Manager
- Underwriter & Customer Service
- Branch Manager
Degrees
- Associate of Arts
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