Middleburg, Florida, United States
I am a Customer Service professional who has spent most of my career in Financial Services, with over 16 years in banking. Also in Insurance and Retirement Services. I love working with people either over the phone or in person and by helping people everyday either by answering their questions/concerns or by navigating through some of life's tough decisions.
Call Center agent handling 30-35 calls daily of inbound and outbound calls by assisting customers with their banking needs including atm, cd’s, ira’s and traditional banking needs and questions.
Assist customers in servicing of their mortgage. Navigating customers Through the Cares Act. Helping with modifications of mortgages and other assistance programs.
Assignment from Kelly services for pulling and research of mortgage files for U.S. Bank
Assist clients with their retirement accounts and investment choices