Andrew Gresham Email and Phone Number

Guide individuals through process of creation when utilizing in house software to assemble diversified portfolios or life plan goals.Troubleshoot any failure of operation errors or coded malfunctions that may arise from system updates or server shutdowns.Maintain excellent service skills to build rapport during a conversation during times of succession or frustration.Delivered quick and easy resolutions and provided alternative routes the caller could take in order to satisfy their need. Worked with Financial Advisors and Branch Office Administrators solely to ensure they can serve their clients to the maximum capability.

Controlled inbound and outbound calls when finalizing customer loans for their automobile financing.Established strong relationships with clients to ensure that their loan is stoned in with expert monitors and specialists.Shared quality and appropriate information regarding a customers loan as needed/requested to find that equilibrium point during such doubtful calls.

Manage daily inventory by utilizing Microsoft Dynamics Nav effectively. Use Microsoft Outlook frequently to communicate with Customers & Freight Companies to acquire shipping instructions, Bill of Lading, and any other notes demanded by the consignee. Undertake extensive research to find potential assets and market the company.

Operated Collator and SATO Printing Machines, kept high dexterity to maintain a good quality form while in production. Inspected delicate and fragile forms to prevent sending customers bad forms. Properly disposed of used/excess paper in baler, thus setting up for recycling purposes. Also, assisted fellow operators from time to time. All working with Medical Documents such as; Newborn Screening Documents, STD Testing Cards, Urine Sample Cards, etc.