Senior Shareholder Specialty/Team Lead
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I am a dedicated and detail-oriented professional with progressive experience in leadership and quality control as well as assurance. Recently completed a Mini-MBA in Healthcare Management from University of Arizona, Tucson, AZ and a Healthcare Management Program from Vanderbilt University, Nashville, TN, am currently pursuing a BSc. Business and Healthcare Management degree at Capella University; well-poised to excel in challenging job roles.
Qualifications include but are not limited to.
Senior Shareholder Specialist/Team Lead 2023 – PresentSupervision and Guidance: Spearhead daily team operations, provide comprehensive training and address client concerns to facilitate seamless and efficient task execution.
Goal Setting: Drive clear performance goals and objectives for the team, ensuring alignment with the organization's overall strategy.
Task Delegation: Manage tasks according to team members' strengths and skills, ensuring balanced workloads and adherence to deadlines.
Performance Monitoring: Regularly assess team performance, provide constructive feedback and coaching to help team members improve their skills and productivity.
Conflict Resolution: Address and mediate conflicts within the team, fostering a positive and collaborative work environment.
Communication: Act as the primary point of contact between team members and upper management, ensuring that information flows effectively in both directions.
Training and Development: Identify training needs and facilitate opportunities for team members to develop their skills and advance their careers.
Financial Customer Service Representative 2021 – 2023Manage account transactions and research/maintenance requests to deliver prompt and accurate resolutions. Assess customer requirements and suggest suitable solutions to meet client expectation levels. Support internal/external customers by resolving complex issues via telephone and email communication.
Assist completion of complicated customer requests by fulfilling service needs of internal/external customers and leveraging problem-solving skills. Direct multiple computer applications to ensure smooth interactions and provide top-notch service.
Intermediate Representative 2018 - 2020Identified discrepancies in shareholder accounts and statements to guarantee accuracy. Updated shareholder accounts status and offered advanced technical support to address client-facing queries. Conducted thorough daily reviews of open items to assure follow-up and timely closure. Supplied large quantities of information on financial transactions, account information, and transaction processing to solve customer queries on time.
Customer Service ManagerRecruited, mentored, and motivated employees with a focus on driving service excellence. Fixed technical problems by utilizing new techniques and exploring potential network problems. Established key metrics to monitor chargeback policies and apply corrective actions.
BSc. Business Healthcare Management
Capella University, Minnesota MN
Presidential Member of the National Society of Leadership and Success
Mini Master of Business Administration in Healthcare Management
University of Arizona, Tucson, AZ
Healthcare Management Certificate Program
Vanderbilt University, Nashville, TN