Summary
Overview
Work History
Education
Skills
Other Experience And Skills
Accomplishments
Timeline
Generic

Samantha Jade Wafer

Temecula

Summary

Dynamic professional with extensive experience at Charles Schwab, excelling in risk assessment and customer account management. Proven ability to resolve complex issues while maintaining compliance and enhancing client satisfaction. Recognized for exceptional attention to detail and effective team collaboration, consistently achieving metrics and driving operational success.

Overview

13
13
years of professional experience

Work History

Wires Associate

Charles Schwab/TD ameritrade
San Diego
10.2021 - Current
  • Effectively handling and evaluating risk when reviewing client account money movement requests including but not limited to domestic and international currency wires.
  • Assess and resolve client issues that relate to wires, deposits, and transfers.
  • You will assist clients in navigating through money movement solutions and services available at Schwab.
  • Problem solving and conducting research/special requests by internal processing systems, phone, and emails.
  • Identifying situations where escalation is warranted and the ability to act quickly in a high-risk environment.
  • Performing work that is detailed and communicated in a clear, effective manner.
  • Work collaboratively and effectively with others in a fast-paced environment.

Medical billing specialist

Xifin inc.
San Diego
07.2020 - Current
  • Meet or exceed all call center metrics including but not limited to handle rate, talk time, work time, hold time and not ready time.
  • Provide exceptional customer service on every call.
  • Document patient accounts accurately and professionally in alignment with department standards.
  • Resolve problems independently through research with solution based approaches.
  • Escalate unresolved problem to management and follow up accordingly.

Assistant Manager

Dooney & Bourke
Carlsbad
04.2018 - 03.2020
  • Partner with corporate and Store Manager to drive sales and increase store volume.
  • Develop the team in customer relationships, operations, and company standards.
  • Support operational needs of the store.

Customer Service Representative

Builders Surplus Inc
Santa Ana
04.2018 - 05.2018
  • Performed outbound calling to clients that expressed interest in home renovations.
  • Educated customers on the benefits of home renovations and various company products that apply to them.
  • Scheduled in home consultation with service providers.

Manager/ Notary Public

The Ups Store
Laguna Niguel
09.2016 - 03.2018
  • Manage team productivity and ensure team meets or exceeds production quota. Monitor cost control and expenses, and contribute to weekly and monthly reports as well as budgeting.
  • Helped with personnel management, which includes recruiting, training, scheduling, and coaching associates.
  • Input customer information into database and create comprehensive reports for franchise ownership.

Manager/ Notary Public

The Ups Store
Ontario
08.2015 - 09.2016
  • Verify that all packages arrive secure and complete, match items received to description on documents and report any discrepancies to franchise ownership.
  • Answer phones in a courteous and timely manner, assist customers by taking and processing orders.
  • Managed store financials, cleanliness, safety, and organization.

Front End Cashier

Forever 21
Riverside
06.2015 - 08.2015
  • Balance cash drawer daily and ensure that team achieves maximum sales results.
  • Provided excellent customer service while actively cross selling products and services.
  • Exhibited a professional and friendly behavior while ensuring store maintained excellent visual appearance.

Assistant Manager/ Sales Representative

Inmotion Entertainment
San Diego
07.2013 - 02.2015
  • Earned multiple local and regional Top Sales Representative Awards.
  • Conducted store opening duties which included but are not limited to Product Inventory, Counting Tills, and putting up displays.
  • Collaborated with Management staff to determine new product pricing and marketing tactics.
  • Interacted with customers to educate them on company inventory and upsell premium products.

Womens Shoes Sales Representative

Nordstrom
San Diego
08.2012 - 01.2013
  • Greet customers in a timely, professional and engaging manner.
  • Assist customers with a variety of transactions through a seamless and friendly experience.
  • Help design and build displays in women's shoe department.

Education

San Diego Mesa College - Science

San Diego Mesa College
San Diego, CA, USA
01.2015

Kaplan College - Nursing (Certificate)

Kaplan College
San Diego, CA, USA
01.2012

Diploma -

Mission Hills High School
San Diego, CA, USA
01.2008

Skills

  • Risk assessment
  • Money movement solutions
  • Customer account management
  • Compliance adherence
  • Financial reporting
  • Call center metrics
  • Team collaboration
  • Attention to detail
  • Time management

Other Experience And Skills

  • Business Owner/Mobile Notary Public
  • Certified Nursing Assistant
  • HIPAA Certification
  • Habitat for Humanity Volunteer

Accomplishments

  • Awarded TOP GUN multiple times within my department

Timeline

Wires Associate

Charles Schwab/TD ameritrade
10.2021 - Current

Medical billing specialist

Xifin inc.
07.2020 - Current

Assistant Manager

Dooney & Bourke
04.2018 - 03.2020

Customer Service Representative

Builders Surplus Inc
04.2018 - 05.2018

Manager/ Notary Public

The Ups Store
09.2016 - 03.2018

Manager/ Notary Public

The Ups Store
08.2015 - 09.2016

Front End Cashier

Forever 21
06.2015 - 08.2015

Assistant Manager/ Sales Representative

Inmotion Entertainment
07.2013 - 02.2015

Womens Shoes Sales Representative

Nordstrom
08.2012 - 01.2013

San Diego Mesa College - Science

San Diego Mesa College

Kaplan College - Nursing (Certificate)

Kaplan College

Diploma -

Mission Hills High School

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Samantha Jade Wafer