Danielle Nelson Email & Phone Number

Portland, Oregon, United States

United States

Developed and maintained client relationships by problem-solving and providing customer service via email and occasionally over the phone. Made appropriate account corrections to resolve customers’ questions and problemsPerformed verification on investing entities (trusts, companies, and individuals) following KYC/AML guidelines by running background and.

Reconciled annuity statements with internal systems and recordsProcessed annuity surrender fee credits and applied credits to client accountsSolved problems related to annuity surrenders and transfer discrepanciesCommunicated and coordinated with clients and annuity companies via phone and emailCreated weekly reports in Excel for the department

Camas, Washington

Served as the point of contact for clients for all documentation and transfer processes including establishing and clearing accountsFound and created efficient solutions to everyday operational needsCoordinated with clients and custodians to fulfill operational responsibilities, resolved documentation and transfer issues, and established and cleared.

Ellensburg, WA

Supported the financial aid office and counselors with processing and day-to-day customer service via email and phoneWrote and updated copy for the CWU Financial Aid Work-Study websiteIssued and revised financial aid awards, determined eligibility of students, and assisted with student applicationsVerified and processed applicant data, reviewed and.

Richland/Kennewick/Pasco, Washington Area

I worked here during the summer of 2014 and again from January 2015 to August of 2015 before returning to college.Responsibilities:Cashiered and provided customer service on the sales floorCreated merchandise displaysPhotographed furniture, antiques, and other itemsPosted items on CraigslistAssisted in social media management Designed flyers and other.

Newberg, Oregon

I worked here part-time during college semesters and full-time during summer 2017.My administrative duties included: Answered phone calls and provided customer service to students, faculty, staff, parents, and the public Resolved issues over the phone, in person, and through email according to university policies and procedures Received, sorted and triaged.

Mcminnville, Oregon

Managed Twitter accountCreated and edited copy for blog content creation Communicated with clientsParticipated in brand analysis and strategy meetings Constructed a WordPress website and a flyer for a client.

Kennewick, WA

Assisted with reconciling, billing, and invoicingSupported scheduling radio and television commercials with stationsAnswered phone calls Handled first office contact with clients.

Assisted answering the College of Engineering phone and emailProvided customer service for the College of Engineering: greeted visitors and answered questionsAssisted faculty with special projects as needed