Jasmine Barbour Email and Phone Number

• Handled customer calls and facilitated in account maintenance, answering customer questions and inquiries• Led the customer to drive digital advocating for continual push of utilizing resources found on the Fidelity website• Collaborated with representatives form other business segments such as sales and internal processes daily utilizing Salesforce, XTRAC, Workday• Fidelity shout out ~ Core Path Campion – Call score 4, CEI Survey score 7, and Empowers Others to Make Decisions• Lead as a Culture Cultivator to foster engagement, inclusivity and communication withing teams daily

• Process loans entirely including funding, underwriting and verification of documentation• Act as liaison between loan customers and business partners via outbound phone calls and email• Process data entry for loan information using Google Suite

• Approach escalated problems logically with good judgement to ensure appropriate customer outcome• Document account activities thoroughly and concisely• Review and respond to cardholder inquiries via inbound calls and email• Use critical thinking to provide risk assessment to customer accounts experiencing fraudulent activities

• Customer contact liaison between Fraud/Dispute Investigation and Detection teams• Receive incoming customer call inquiries regarding account debit cards, credit cards and corporate cards• Provide excellent customer service to both internal/external customers while meeting regulatory, production and quality standards• Use critical thinking to provide risk assessment to customer accounts experiencing fraudulent activities

• Research and perform investigation on customer accounts related to billing errors or fraud claims• Use problem solving skills and effective communication to resolve customer conflicts with excellent customer service via outbound calls• Use critical thinking to provide risk assessment to customer accounts experiencing fraudulent activities• Accurately document claims using Excel, Microsoft word and internal systems

• Established new account set-ups for 401k, Roth and Traditional IRAs• Processed financial transactions, including purchases, redemptions, maintenance, transfers, exchanges• Multi-tasked using critical thinking to process work and clerical duties