Jonnell PopeBrulee
San Diego
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic and exceptional interpersonal skills. I am a solid team player with an upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success.
Overview
10
10
years of professional experience
Work History
Financial Service Professional
LPL Financial
La Jolla, California
10.2022 - Current
- Assist Financial Advisors with incoming and outgoing transfer request
- Documented customer inquiries and resolutions in a ticketing system
- Collaborated with other staff members to provide excellent customer service experiences for all patrons.
- Displayed strong telephone etiquette, effectively handling challenging calls.
- Assisted financial advisors with Transfer paperwork to help clients with money transfers to and from different Contra Firms
- Assisted with the preparation of making cases to execute transfer request
- Answered 25-40 incoming calls daily
- Managed customer inquiries relating to their accounts in a timely manner.
- Reviewed customer statements periodically for accuracy
- Developed strategies to improve customer experience when processing payments.
- assisted with wire transfers, ACH, check and journals
- Provided support for customers who needed assistance opening new accounts. Ex: retirement accounts
Credit Representative
Macy’s
Mason , OH
09.2019 - 06.2022
- Worked closely with both customers and sales team to reconcile accounts and oversee payment negotiation.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Resolved interpersonal conflicts by listening, finding common ground and building relationships.
- Answer and resolve customer billing issues related to payments, returns, and sales.
- Negotiated payment plans with customers experiencing delinquencies in order to minimize losses.
- Monitored customer accounts for any changes in payment status or account balances.
- Assisted customers with inquiries regarding their accounts, payments, and billing issues.
Accounts Coordinator/Recruiter
Daymon
San Diego, CA
08.2017 - 08.2019
- Review program information with team and management while updating programs to reflect changes and modifications.
- Successfully identify and implement communication needs related to program operations.
- Efficiently confirm staffing and serve as main point of contact to field staff.
- Collaborate with management to develop program materials, presentations, training calls and webinars to facilitate program.
- Build strong relationships with clients through effective communication and partnership.
- Assisted in recruiting, training, and scheduling
- Developed recruiting contacts throughout the region; assisted with recruiting efforts.
- Oversaw recruiting, interviews and new employee hiring.
- Participated in recruiting, hiring employees, and conducting performance evaluations.
Practitioner Recruiter
American Specialty Health
San Diego, CA
08.2016 - 08.2017
- Built rapport with providers through inbound and outbound calling.
- Prepared electronic reports in MS Excel while updating provider’s records in Primus/Promis.
- Researched healthcare providers for clients while managing folders in MS Outlook.
- Responded to providers request in a timely manner.
- Managed the onboarding process for new hires including orientation, paperwork, and training.
- Participated in meetings with management team regarding staffing plans.
- Created job postings, advertisements, and other recruitment materials.
- Reviewed resumes and applications to identify qualified candidates.
- Conducted phone screens and in-person interviews with prospective nurses.
Education
High School Diploma -
Poway High School
Poway, CA2011
Skills
- Managing accounts
- MS Excel
- MS Outlook
- Oracle
- Top tier customer service
- Organizational skill
- Detailed oriented
- Building Rapport
- Scheduling
- Written/verbal communication skills
- Multitasking
- Trouble shooting
Timeline
Financial Service Professional
LPL Financial
10.2022 - Current
Credit Representative
Macy’s
09.2019 - 06.2022
Accounts Coordinator/Recruiter
Daymon
08.2017 - 08.2019
Practitioner Recruiter
American Specialty Health
08.2016 - 08.2017
High School Diploma -
Poway High School