Settlements Agent Resume Example Wells Fargo

SETTLEMENTS AGENT

Career Overview

I am an experienced Customer Service Representative looking for a position in a reputed company, to lead by example and utilize my talents and education. I want to be able to maximize my customer service abilities in a challenging environment to achieve corporate goals set by superiors. I manage timely activities and schedules very acceptably and would be able to provide necessary resources to accomplish any task. Apart from that I am a motivator for a team environment and very accommodating in problem solving areas.

Core Strengths

Strong organizational skills
Seasoned in conflict resolution
Sharp problem solver
Active listening skills

Courteous demeanor
Energetic work attitude
Telephone inquiries specialist
Customer service expert

Accomplishments

Customer Assistance

Worked with company systems such as Live Support and diligently completed all assigned tasks, working overtime as needed.

Customer Service

Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.

Database Maintenance

Assisted in the managing of the company database and verified, edited and modified members' information.
Accounting Reviews
Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, FAS 109 provisions, and quarterly estimates prepared by associates.
General Ledger Accounts
Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions.
Accounting Skills
Operated computers programmed with accounting software to record, store, and analyze information.

Work Experience

Settlements Agent, 07/2011 to 09/2012Wells Fargo － El Monte , CA

Work in the Home Depot department provided by Convergys.
Assisted with the start up of a new installer updated list and added all new fees per installers, which representatives did not have access to beforehand.
Have made all quality marks and have also received employee of the month since working for Home Depot.
Currently I work for the Home Depot Corporate department doing settlements for HVAC vendors.

Escalations Representative , 10/2001 to 10/2006Finger Lakes Community College － Victor , NY

Customer Service Escalation Department, 04/02 - 10/06.
Worked as a regular customer service agent until 04/02 then promoted to escalation calls.
I revamped the complete shipping procedures that were handled by our ERG department.
This initially saved the company a lot of money and created a higher customer satisfaction rating, rather than the old procedure.
During this time frame I began coaching new hires and was in charge of overseeing new agents under my title level.

Bookkeeper, 02/2000 to 10/2001Brackner Company － City , STATE

Bookkeeper and Payroll, Worked as a bookkeeper and payroll employee.
Also did all inventory for the company, including shipping a receiving.
Handled all customer accounts and legal actions regarding too bad checks and used QuickBooks and several other finance programs to perform all required tasks I was responsible for.
Entered data for payroll and business finances on the computer and also paper ledgers for back up records.
Did all collections for the company, including prosecuting people that wrote bad checks to the company and collections from vendors, that where affiliated with the operations of the company.

Educational Background

Associate of Arts:Management,1998Cleveland State Community College － City, State, USA

Obtained 64 credit hours toward degree.

Resume Overview

School Attended

Cleveland State Community College

Job Titles Held:

Settlements Agent
Escalations Representative
Bookkeeper

Degrees

Associate of Arts : Management , 1998

Settlements Agent Resume Example

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