Anna Perez
Glendale
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Lead Account Specialist
Discover
01.2023 - Current
- Responsible for handling routine telephone customer service inquiries and problems through effective communication and problem-solving skills.
- Assist customers with initiating and resolving billing disputes.
- Met customer call guidelines for service levels, handle time, and productivity.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Addressed customer account discrepancies and concerns.
Mortgage Closer
Wells FARGO
01.2021 - 05.2022
- Prepare final documentation and mortgage-closing packages
- Responsible for managing a pipeline of work from assignment to completion
- Communicating effectively with Settlement Agents, customers and/or 3rd parties
- Entering loan information into the system.
Personal Banker
Wells FARGO
07.2015 - 12.2020
- Recommending and explaining banking services and products to clients based on their financial needs
- Responsible for opening and closing accounts
- Provide excellent customer service
- Resolving customer issues about their banking accounts and service.
Lead Teller
Wells FARGO
01.2013 - 07.2015
- Responsible for managing a cash drawer
- Cash handling
- Completing operational tasks as needed
- Provided guidance and support to less experienced Tellers.
Teller
Wells FARGO
10.2008 - 12.2012
- Responsible for maintaining and balancing a cash drawer
- Provided customer service
- Offered various financial products and services to customers
- Always followed company identification policies
- Completed account transactions.
Education
Associate of Arts -
Gateway Community College
Phoenix, AZ05-2024
High School Diploma -
Trevor G. Browne High School
05.2008
Skills
- Goal oriented
- Adaptable
- Self-starter
- Flexible
- Critical thinking
- Team player
- Organizational
Languages
Spanish
Native or Bilingual
Certification
- CNA - Certified Nurse Assistant
- American Heart Association Basic Life Support (BLS) – American Heart Association.
Timeline
Lead Account Specialist
Discover
01.2023 - Current
Mortgage Closer
Wells FARGO
01.2021 - 05.2022
Personal Banker
Wells FARGO
07.2015 - 12.2020
Lead Teller
Wells FARGO
01.2013 - 07.2015
Teller
Wells FARGO
10.2008 - 12.2012
High School Diploma -
Trevor G. Browne High School
- CNA - Certified Nurse Assistant
- American Heart Association Basic Life Support (BLS) – American Heart Association.
Associate of Arts -
Gateway Community College
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