Financial Services Representative - Nationwide Insurance & Financial Services - Columbus, OH
(2026-01 - 2026-06)
- Provided personalized insurance and financial solutions to clients, including life insurance, retirement planning, and investment products.
- Built and maintained strong customer relationships through proactive communication and exceptional service.
- Assessed clients' financial needs and recommended products aligned with their short- and long-term goals.
- Educated customers on policy features, coverage options, and financial strategies to help protect assets and manage risk.
- Processed applications, policy changes, and service requests while ensuring accuracy and compliance with industry regulations.
- Collaborated with team members to achieve sales objectives and deliver a high-quality customer experience.
- Utilized CRM systems and financial tools to manage client accounts, track opportunities, and maintain detailed records.
- Consistently met or exceeded performance goals through consultative selling and relationship management.
Sales Representative - Huntington National Bank - Columbus, OH
(2024-09 - 2025-10)
Answering Incoming calls to persuade customers to sign up for insurance including renters insurance, life insurance, home insurance, and auto insurance in addition to opening bank accounts, money markets, renewing & opening CD accounts, credit card applications, along with applying for personal & auto loans.
Compliance Analyst/Administrative Assistant - Atlas Technical Consultants - Columbus, OH
(2023-11 - 2024-07)
Responsible for supporting environmental compliance management programs; duties such as data entry and analysis, client file maintenance, permit preparation, and communication with clients, contractors and agencies. Review and analysis of information followed by identification and resolution of issues.
Administrative Assistant - Williams Lea - Columbus, OH
(2023-03 - 2023-11)
Performed administrative duties for the Chief Strategy Officer, Chief Risk Officer, Chief Information Officer, and related departments.
- Worked closely with the CEO and directors as well as colleagues for scheduling meetings, and preparing documentation.
- Assisted in running meetings with leadership as necessary (occasionally).
- Maintained vendor relationships with firms as well as lawyers via email. Managed contracts in regards to check requests and time allocation as well as expense reports for clients and their respective firms.
- Occasional input for written policies and procedures.
- Coded and performed data entry for purchase orders and invoices, as well as receipts attached varying in different categories such as taxi and uber expenses, that included calculated mileage as well as adding the difference between the distances. Hotel expenses, lawyer fees, and miscellaneous expenses. Maintained detailed records in Excel as needed.
- Collaborated with colleagues via Microsoft Teams on detailed projects, invoice errors, email errors, quality control mistakes, overall corrections etc.
- Set up audio/video capabilities for meetings as required via Microsoft Teams.
- Help/backup for other administrative staff, such as board mailings, helped with assigning duties known as intake, collaborative projects for big assignments/tasks etc.
- Performed other duties as assigned such as running errands around the office or for special clients and or projects and occasionally the CEO.
Travel Agent/Customer Service - JPMorgan Chase & Co - Westerville, OH
(2022-07 - 2023-01)
- Supported Sr Manager, Customer Rewards Travel Accounts and Advocacy on larger initiatives.
- Facilitated customer calls.
- Built strong relationships within the organization, to create rapport and satisfaction with reward account customers.
- Customer-facing role in building impactful long-term relationships and programs with customers travel needs and account services including rewards regarding their transportation options.
- Managed multiple priorities and deliverables.
- Established cross-functional relationships continually providing updates throughout the organization to meet customer needs.
- Delegated being a mentor for other team members.
Collections Specialist/Customer Service - Teleperformance/Bank of America - Westerville, Ohio
(2019-05 - 2021-11)
Bank of America
- Managed a portfolio of delinquent accounts and implemented collection strategies to recover outstanding balances
- Conducted thorough research and utilized skip-tracing techniques to locate debtors
- Negotiated payment arrangements and settlements with debtors in accordance with company policies and regulations
- Prepared and maintained accurate and detailed documentation of all collection activities
- Collaborated with legal teams and external agencies when necessary to escalate collection efforts
Customer Service Representative - JCPenney - Columbus, Ohio
(2017-10 - 2019-05)
Answer questions regarding product, order status, account questions, and overall general questions regarding JCPenney as a whole.
Customer Service Representative - Safelite Group - Columbus, Ohio
(2016-07 - 2017-09)
Answer inbound calls helping to assist customers with existing or new claims regarding their auto glass repair
