Summary
Overview
Work History
Education
Skills
Timeline
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Najwa Majeed

High Point

Summary

Professional customer service specialist with strong background in operations and finance. Skilled in managing customer inquiries, resolving issues, and ensuring high levels of satisfaction. Team player known for adaptability and delivering results in fast-paced environments. Proficient in communication, problem-solving, and utilizing CRM systems.

Overview

7
7
years of professional experience

Work History

Customer Service Officer, Operations Department

Safely Expedite Inc.
01.2024 - Current
  • Maintain accurate records of customer interactions, ensuring seamless handovers and follow-ups when necessary.
  • Play key role in the development of new customer service policies and procedures, ensuring alignment with organizational goals, working directly with management.
  • Respond to customer requests for routes, deliveries, and other company information.
  • Investigate and resolved customer inquiries and complaints quickly.
  • Exhibit high energy and professionalism when dealing with clients and staff.
  • Meet customer call guidelines for service levels, handle time and productivity.
  • Daily follow up with customers about resolved issues to maintain high standards of customer service via phone or email.

Financial Specialist

Pinnacle Financial Partners
06.2022 - 01.2023
  • Responded to client inquiries and satisfactorily resolve client issues, minimizing hand-off
  • Reduced risk to the firm by adhering to Pinnacle guidelines and all applicable federal regulations and state laws for check cashing, Reg
  • CC and new account opening
  • Prioritized general services including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc
  • Responsible for loan onboarding, maintaining my loan database, and updating records for loan modifications
  • Handled questions pertaining to all areas of loan servicing including payments, reserves accounts, and analyze customer issues in order to recommend solutions
  • Knowledgeable about prepayments, payoffs, adjustable-rate loans, credit reporting, and lien perfection
  • Met all of clients’ financial needs, both business and personal, i.e
  • Referring clients to other partner specialty areas such as Trust, Investments, Insurance, Treasury Management, etc
  • As appropriate

Logistics Specialist

Transplace
02.2022 - 06.2022
  • Monitored and coordinate the status of the delivery and liaise with shippers, vendors and carriers; maintain a record and report the status of the requests on a regular basis
  • Managed and resolve daily carrier issues as needed to ensure top quality service performance per company standards
  • Maintained customer profile information and enter loads and returns from customer tenders into the Transportation Management Systems
  • Updated account managers on problem loads and what actions have been taken, update receivers and customers on status of loads via email/phone
  • Routinely reviewed check calls from carriers, ensuring that loads will deliver on time; validate all load data prior to marking loads delivered, for accounting purposes
  • Partnered across teams and providers to ensure efficient and effective execution of processes

Personal Banker

First Bank
08.2020 - 08.2021
  • Took necessary steps to ensure security of confidential information within compliance of Bank procedures.
  • Operated computer terminal to process account activity, determine balances, and monitor customer information
  • Created sales referrals and promoted bank services and products, processed cash withdrawals, cashier’s checks, payments for credit cards, auto loans, mortgages, a line of credit, etc.
  • Gathered and evaluated information for loan applications such as assets, salaries, debts and employment status to fill in information.

Personal Banker I

Wells Fargo
10.2017 - 04.2019
  • Provided unique, customer-centric solutions to customers’ financial needs and deepened relationships through customer outreach and follow-up
  • Always ensured customer concerns or complaints were handled promptly and efficiently to maintain a positive branch and company outlook


Education

Bachelor of Arts and Sciences -

The University of North Carolina at Greensboro
Greensboro, NC
12.2015

Skills

  • Customer Relationship Management (CRM)
  • Conflict Resolution
  • Office Administration
  • Call Center Experience
  • Workforce
  • Data Entry
  • ADP
  • Indeed/LinkedIn
  • Data Analytics
  • Editing and Proofreading
  • MS Office
  • Adobe Acrobat
  • Windows 10
  • Multi-Lingual

Timeline

Customer Service Officer, Operations Department

Safely Expedite Inc.
01.2024 - Current

Financial Specialist

Pinnacle Financial Partners
06.2022 - 01.2023

Logistics Specialist

Transplace
02.2022 - 06.2022

Personal Banker

First Bank
08.2020 - 08.2021

Personal Banker I

Wells Fargo
10.2017 - 04.2019

Bachelor of Arts and Sciences -

The University of North Carolina at Greensboro

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Najwa Majeed