Senior CSR & Business Relationship Expert | Project Management | Financial Opera

Overview

Looking for full-time work (8 hours/day)

at $9.15/hour ($1,760.00/month)

Bachelor's degree

Last Active

May 17th, 2026 (41 days ago)

Member Since

March 15th, 2018

Profile Description

With over 10 years of professional experience, I have developed a versatile expertise that bridges the gap between Financial Operations and High-Level Customer Support. Most recently, I served as a Surplus Funds Recovery Specialist, where I managed the end-to-end process of helping clients reclaim lost assets through strategic cold calling, SMS outreach, and diligent multi-channel follow-ups.


Throughout my career, I have held pivotal roles such as Accounts Receivable Deduction Specialist, Business Relationship Expert, and Customer Support Analyst for global leaders like PayPal and SiteMinder. My background spans diverse sectors—including Fintech, Real Estate, E-commerce, and Telecommunications—where I have consistently excelled at resolving complex technical issues, optimizing billing workflows, and increasing operational effectiveness.

Whether I am managing B2B account restrictions or navigating vendor portals, my goal is always to deliver top-notch service while fostering organizational success.

•Customer Service & Technical Support

*Business Relationship Management: Overseeing B2B accounts, billing disputes, and policy enforcement.
*Email & Live Chat Support: Managing multi-channel inquiries with high accuracy and professional documentation.
*Technical Support: Diagnosing software issues and facilitating customer onboarding for platform solutions.


•Surplus Funds & Real Estate

*Asset Recovery Assistance: Contacting potential claimants to assist in the recovery of surplus funds.
*Lead Generation & Appointment Setting: Utilizing specialized scripts to assess interest and schedule consultations for surplus fund claims and real estate.

*Multi-Channel Follow-up: Executing persistent outreach via phone, SMS, and email to ensure high conversion rates.

•Shopify & E-commerce

*Order Management: Full lifecycle handling including processing, shipping labels, cancellations, and refunds.

*Store Optimization: Creating discounts, collections, and conducting in-depth Amazon product research.
*Marketing Content: Designing branded visual content via Canva for Instagram and Pinterest.


•Financial & Administrative Skills

*Accounts Receivable: Administering remittances, auditing general ledgers, and resolving payment discrepancies.

*Compliance & Risk: Trained in Anti-Money Laundering (AML) and Data Privacy and Protection.

•Tools, Dialers, & Portals

*CRMs & Communication: Salesforce, GoHighLevel, Slack, MS Outlook, and Google Workspace.

*Dialers: Dialpad, Mojo Dialer, Batch Dialer, and Aircall.

*Vendor Portals: Target, C&S, KeHe Connect, Freshdesk, Kroger, Meijer, and Dot Foods Portals.