Work From Home Customer Service Agent resume example with 17 years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Positive and upbeat with strong communication and problem-solving abilities. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Smoothly uncovered and solved challenges while promoting company products and maintaining loyal, satisfied customers. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Detail-oriented team player with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Competent in setting up services, transferring funds and helping with complex transactions. Promoting customer engagement with positive attitude and winning smile. Consistently honest with commitment to excellence. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

  • Communication Skills
  • Creative Problem Solving
  • Deposit and Withdrawal Management
  • Accurate Money Handling
  • Product Knowledge
  • Contract Review and Analysis
  • Production Goals
  • Customer Interaction
  • Loans
  • Customer Accounts Management
  • Marketing Techniques
  • Account Retention
  • Underwriting and adjustments
Work History
Bank Teller, 04/2022 - 04/2023
First Hawaiian Bank Kealakekua, HI,
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Turned in excess cash to maintain drawer security.
  • Counted and packaged currency and coins.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Processed customer transactions promptly, minimizing wait times by 98%
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
Account Service Representative, 08/2021 - 03/2022
Amerifirst Financial Denver, CO,
  • Listened to clients and assisted with navigation of complex systems involved in checking, savings, money market, business, credit cards, certificates, and IRA's transactions.
  • Researched options and recommended services to address clients' needs.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Resolved account issues over phone with 50 or more customers daily.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Delivered prompt service to prioritize customer needs.
  • Educated clients on relevant policies and options and answered questions to remedy issues.
  • Identified new opportunities and cultivated leads to consistently meet sales goals and increase business growth.
Mortgage Loan Processor Assistant, 07/2020 - 08/2021
Ibex Holdings Limited Beckley, WV,
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Produced and submitted completed loan packages to title and escrow professionals.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Developed team communications and information for 21 meetings.
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Customer Service Cashier, 06/2014 - 01/2020
Whole Foods Huntsville, AL,
  • Handled approximately 250 daily credit and cash transactions for customers with accuracy and speed.
  • Educated customers on promotions to enhance sales.
  • Maintained reports of transactions and greeted customers when entering and leaving establishment.
  • Counted money in drawers at beginning and end of each shift.
  • Restocked, arranged and organized merchandise in front lanes to drive product sales.
  • Maintained current knowledge of store promotions and highlighted sales to customers.
  • Provided expertise on products, including demonstrating features, answering questions, and redirecting objections to highlight positive aspects.
  • Used POS system to enter orders, process payments, and issue receipts.
  • Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
Home Mortgage Consultant, 08/2003 - 06/2014
Wells Fargo Bank Placentia, CA,
  • Presented, explained and processed home loan documents such as Delinquent Accounts and Payment plans to borrowers
  • Advised clients on loan process and specialized topics in home purchasing such as FHA Loans and Loan Modifications
  • Assessed clients' financial data to determine loan suitability
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Recommended loan approvals and denials based on customer loan application reviews
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
  • Maintained excellent attendance record, consistently arriving to work on time
  • Handled 25-30 calls per day to address customer inquiries and concerns
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
  • Fielded customer complaints and provided solutions
Certification: Medical Assisting, Expected in 10/2018
Brightwood College - San Diego, CA,
Certificate: Phlebotomy, Expected in 11/2014
Family Health And Services - San Diego, CA,
High School Diploma: , Expected in 05/2002
Atlanta High School - Atlanta, TX

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Resume Overview

School Attended

  • Brightwood College
  • Family Health And Services
  • Atlanta High School

Job Titles Held:

  • Bank Teller
  • Account Service Representative
  • Mortgage Loan Processor Assistant
  • Customer Service Cashier
  • Home Mortgage Consultant


  • Certification
  • Certificate
  • High School Diploma

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