Crystal Lee
Clayton
Summary
Organized Coordinator focused on boosting customer satisfaction and service quality. Familiar with documentation, reporting and compliance requirements. Skilled in managing employee documentation and maintaining files and records.
Overview
2
2
years of post-secondary education
19
19
years of professional experience
Work History
Client Facing Coordinator- License and Title
Enterprise Fleet Management
Clayton
07.2023 - Current
- Reviewed, prepared, and processed high-volume vehicle title, registration, and renewal applications in all 50 states.
- Consulted corporate clients on state-specific vehicle licensing laws, enhancing their compliance and operational efficiency.
- Monitored changing state Department of Motor Vehicles (DMV) regulations to ensure continuous fleet compliance.
- Resolved escalated client inquiries regarding missing titles, duplicate registrations, and billing fees.
- Delivered high-touch customer service, resulting in high corporate account retention rates.
- Advised internal and external stakeholders on complex tax holds, insurance lapses, and registration rules.
- Ensured documentation met regulatory and compliance standards for vehicle licensing and titling, minimizing risk of penalties.
Account Fleet Coordinator
Enterprise Fleet Management
Raleigh
09.2021 - 07.2023
- Managed accounts for 30 large enterprise clients, ensuring compliance with fleet and operational regulations.
- Drafted and audited leasing documentation, vehicle registrations, and compliance paperwork, ensuring accuracy and regulatory adherence.
- Drafted and audited complex leasing documentation, vehicle registrations, and compliance paperwork for accuracy.
- Coordinated with internal teams and third-party vendors to mitigate compliance risks and reduce vehicle downtime.
- Used advanced Excel to analyze cost-saving trends and address billing discrepancies.
Sales and Service Representative
First Citizens Bank
Raleigh
07.2016 - 01.2020
- Used cold calling and financial reviews to uncover opportunities and make quality referrals.
- Assisted customers with account inquiries and transaction issues.
- Compiled SAR (Suspicious Activity Report) and CTR (Currency Transaction Report) reports.
- Processed credit applications for personal, auto, and business loans, lines of credit, and mortgages.
- Utilized cold calling and financial reviews to identify opportunities and generate quality referrals.
- Adhered to all regulations, compliance, and Bank policies to manage risk.
- Prepared SAR (Suspicious Activity Report) and CTR (Currency Transaction Report) reports as required.
- Educated clients on banking products and services to enhance customer understanding and engagement.
Operations and Regulatory Compliance Specialist
First Citizens Bank
Raleigh
09.2016 - 02.2018
- Identified and investigated fraudulent items and misuse of general ledgers, mitigating risk of financial loss.
- Processed specialized transactions and managed Payment Processing/Lockbox operations to ensure compliance.
- Mitigated risk of loss by identifying and investigating fraudulent items and misuse of general ledgers.
- Managed Payment Processing/Lockbox operations and processed specialized transactions, ensuring compliance with regulatory standards.
- Resolved discrepancies in deposits, loans, and general ledger accounts, enhancing accuracy and integrity of financial records.
Teller/Lead Teller
Wells Fargo
Raleigh
08.2011 - 10.2014
- Coordinated workflow to enable tellers to achieve referral and sales goals while ensuring compliance with procedures.
- Directed onboarding and training processes for new tellers.
- Planned employee schedules to ensure sufficient staffing levels and manage PTO requests.
- Managed and resolved customer conflicts, adhering to procedures to minimize errors and mitigate fraud risk.
- Processed CTR/SARs reporting in accordance with regulatory requirements.
- Scheduled staff shifts to maintain adequate coverage and manage PTO requests.
Benefits Specialist (Contract)
Atena
Cary
10.2012 - 01.2014
- Reviewed benefit packages to identify coverage options and enhance client understanding.
- Assisted clients with claims and benefits to ensure timely access to services.
- Maintained accurate client contact records for efficient communication.
Assistant Store Manager
SHOE SHOW INC
Knightdale
04.2007 - 08.2009
- Coordinated employee onboarding and training to ensure smooth integration and job readiness.
- Managed weekly scheduling to optimize staff coverage and maintain operational flow.
- Oversaw employee payroll and benefits coordination.
- Monitored inventory levels and coordinated shipments.
- Developed accurate sales projections for quarterly planning.
Education
Human Resource Management -
Barton College
Wilson, NC 08.2007 - 12.2009
Skills
- Regulatory compliance
- Risk management
- Client relationship management
- Customer service
- Organizational skills
- Attention to detail
- Time management
- Problem-solving
- Teamwork
- Professionalism
- Fleet management
Timeline
Client Facing Coordinator- License and Title
Enterprise Fleet Management
07.2023 - Current
Account Fleet Coordinator
Enterprise Fleet Management
09.2021 - 07.2023
Operations and Regulatory Compliance Specialist
First Citizens Bank
09.2016 - 02.2018
Sales and Service Representative
First Citizens Bank
07.2016 - 01.2020
Benefits Specialist (Contract)
Atena
10.2012 - 01.2014
Teller/Lead Teller
Wells Fargo
08.2011 - 10.2014
Human Resource Management -
Barton College
08.2007 - 12.2009
Assistant Store Manager
SHOE SHOW INC
04.2007 - 08.2009