Danielle Thompson Email & Phone Number

United States

•Service 20-40 phone calls and inquiries per/day while achieving daily production goals.•Act as liaison between users and SHAZAM, including error resolution, settlement reporting, incoming telephone and e-mail correspondence, and follow-up through resolution of situation.•Assist in providing better operational knowledge of SHAZAM’s system to users through verbal and email correspondence, and explanation of error source to users.• Learn and become familiar with aspects of SHAZAM Client Support operations including, but not limited to routing, financial adjustments, chargebacks, retrievals, disputes, and research.• Proactively seek training from the appropriate team members and departments on less familiar areas.• Develop and maintain strong relationships with both internal and external customers while fostering SHAZAM’s core values.

Des Moines, Iowa, United States

•Service 20-40 phone calls and inquiries per/day while achieving daily production goals.•Act as liaison between users and SHAZAM, including error resolution, settlement reporting, incoming telephone and e-mail correspondence, and follow-up through resolution of situation.•Assist in providing better operational knowledge of SHAZAM’s system to users through verbal and email correspondence, and explanation of error source to users.• Learn and become familiar with aspects of SHAZAM Client Support operations including, but not limited to routing, financial adjustments, chargebacks, retrievals, disputes, and research.• Proactively seek training from the appropriate team members and departments on less familiar areas.• Develop and maintain strong relationships with both internal and external customers while fostering SHAZAM’s core values.

Des Moines, Iowa, United States

•Engaging the client by welcoming them warmly with a pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Chase•Assisting customers and making clients feel appreciated•Helping customers learn how to complete their banking needs whenever, wherever and however they want with self-service options, including the Chase mobile app, Chase.com, and ATMs with expert knowledge in our self-service and digital platformExhibiting strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channels•Proactively collaborating with others to help customersHelping build relationships with customers by connecting them with team members who can help them address their financial needs•Ensuring financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements•Supporting customer with traditional banking needs and complex service transactions putting the customers needs at the center of everything•Providing proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals

Johnston, Iowa, United States

•Assist with mortgage loan processing.•Support the Processing, Closing and Post-Closing team with various functions/tasks.•Obtain Homeowners insurance information.•Verify employment prior to loan closing.•Obtain payoffs, subordination agreements and other needed documentation.•Review/Clear Pre-Closing Conditions.•Stack files for closing department and resolve questions from closing department.•Review and scan closed loan files for delivery to Investors and Credit Unions.•Track closed loan trailing documents for delivery to Investors and Credit Unions.•Assist with administration of canceled, denied and withdrawn mortgage applications.

Des Moines, Iowa Area

Responsible for the intake, research, and resolution of escalated complaints for the B2B Enterprise Treasury Management/Merchant Services Complaints team. Assist management with assessing incoming complaints from the central intake queue to determine next steps in proper pipeline flow. Responsibilities also include prompt and resolute management of the complaints process, and must adhere to regulatory guidelines, internal policies, Risk and Enterprise Compliance. Further, provide support for the critical efforts to strengthen our customer-centric culture and enhance and drive customer excellence through the delivery of more consistent approaches. Work across all Treasury Management and Merchant Services lines of business ensuring timely response and resolution of high risk escalated customer complaints.

Urbandale, Ia

CO-OP Financial Services acquired The Members Group.

Des Moines, Iowa Area

•Manage incoming phone inquiries and requests for cards from financial institutions and their cardholders to ensure the highest level of customer satisfaction. •Analyze and identify caller needs while providing accurate information, initiate research (as necessary) and document all actions taken to ensure complete resolution. •Maintain excellent relationship with internal/external clients. •Review applicable industry publications to ensure that rules, regulations and compliance issues are being followed. •Work with multiple software applications and programs

Des Moines, Iowa

•Aided in classroom lessons and facilitate individual students for success•Guided children with learning activities that encouraged interaction and classroom goals•Demonstrated leadership and cooperation for overall classroom attainment with teacher

Clive, Iowa

•Provided supervision and direction to disabled consumer•Developed appropriate activities for consumer to achieve set community goals•Enhanced consumers' lives with participation in community activities•Encouraged verbal communication skills through conversation and interaction

Des Moines, Iowa

•Responsible for selling services and products to achieve client goals using excellent customer service•Utilized effective sales presentations, maintained product knowledge, and exceeded expectations•Created a positive relationship for clients in all customer contacts•Contributed to the success of the sales team by successfully managed sales projects•Actively listened to clients in order to meet their needs and offer outstanding sales discussions

Des Moines, Iowa Area

•Responsible for greeting office visitors and answering phones•Maintained insurance agent's calendar and customer files•Wrote various correspondence to clients, vendors and other businesses•Contributed to the success of agency by performing cold calls and scheduling appointments•Actively listened to clients in order to meet their needs and offered outstanding discussions• Made copies, scanned or faxed documents, answered phones and performed other office duties

Bachelor Of Arts (Ba), Psychology Major Spanish Minor

Activities and Societies: Psych Club Spanish Club

Associate Of Arts (Aa), Liberal Arts

High School Diploma, General Studies

Activities and Societies: Psych Club Social Studies Club