Customer Account & Field Representative - Progressive Leasing - San Diego, CA
(2015-08)
- Manage delinquent customer accounts through phone and field-based collection activities.
- Conduct residential field visits to locate customers, discuss account obligations, and resolve outstanding balances.
- Analyze account histories and determine appropriate collection strategies based on customer circumstances.
- Negotiate payment arrangements and settlements while protecting company assets.
- Perform asset recovery activities while maintaining professionalism and compliance with company policies.
- Document all customer interactions, account updates, and field activities accurately using company systems.
- Utilize mobile technology, including iPad, iPhone, and field applications, to manage assignments and maintain records.
- Handle sensitive financial situations with empathy, professionalism, and sound judgment.
- Transport and secure recovered assets while following safety procedures.
- Support training and guidance of team members regarding procedures and customer interactions.
Loan Service Counselor - WFS / Wachovia - San Diego, CA
- Managed high-risk delinquent automotive loan accounts.
- Contacted borrowers to resolve past-due balances and establish repayment solutions.
- Reviewed account information and evaluated the best course of action to minimize losses.
- Conducted skip tracing and investigative activities to locate customers.
- Negotiated settlements, payment arrangements, and account resolutions.
- Maintained detailed account notes and documentation in collection systems.
- Supported repossession and recovery processes while adhering to company policies and legal requirements.
Team Leader - Chase Manhattan Auto Finance Corporation - San Diego, CA
- Led collection efforts for delinquent automotive finance accounts.
- Negotiated resolutions with borrowers while maintaining compliance with company procedures.
- Reviewed account histories and recommended appropriate recovery actions.
- Assisted with field investigations, skip tracing, and loss prevention activities.
- Trained employees on collection procedures, customer communication, and documentation standards.
- Maintained productivity and quality standards while managing challenging accounts.
Community Service Officer - San Diego County Sheriff's Department - Vista, CA
- Conducted field investigations in response to citizen complaints and community concerns.
- Investigated incidents, gathered information, and prepared detailed reports.
- Interacted professionally with members of the public in sensitive situations.
- Enforced regulations, completed official documentation, and followed department procedures.
- Operated assigned vehicles and performed independent field assignments.
Claims Representative - GEICO - Poway, CA
- Investigated insurance claims by reviewing facts, documentation, and policy information.
- Evaluated situations and determined appropriate resolutions.
- Communicated with customers during stressful circumstances while providing professional guidance.
- Maintained accurate records and followed regulatory and company requirements.
- Resolved complex issues through analysis, communication, and problem-solving.
Loss Prevention Officer - AMVETS Department of California Service Foundation - El Cajon, CA
- Conducted investigations involving safety, security, and asset protection matters.
- Completed detailed reports and security documentation.
- Identified risks and recommended corrective actions.
- Protected organizational assets through prevention and enforcement procedures.
- Conducted safety inspections and compliance checks.
