Michelle Ricks Email & Phone Number

The Woodlands, Tx

Coordinate the collection of information to finalize a home sale.• Assist with pre-closing preparation and/or post-closing tasks while supporting the Escrow Officer.• Will maintain the files, record appropriate documentation, send out checks once the closing is complete and transmit documents to the lender.

Houston, Tx

As a Client Service Associate I was responsible for providing reliable customer support in addressing and identifying account errors and issues. I utilized root cause analysis and methodology to handle account concerns and integrate new processes to prevent further mishaps for customers. My role included overseeing all service requests regarding Treasurer Management (TM) products, as well as handled the onboarding of new customers. Additionally, I logged all customer interactions into the company’s CRM system. A key success while in this role included:• Successfully intercepted a $5M ACH payroll file that was accidently sent by the customer with no loss of funds or impact to the customer accounts.

Houston, Texas Area

While in this position, I handled time sensitive transactions for customers, as well as addressing complex problems related to account activity and banking needs. I was responsible for complying with all banking and government regulations regarding customer documents, Know Your Customer requirements, and due diligence for transaction processing. A few key successes while in this role included:• Served as the point of contact for each client within an assigned commercial portfolio. Addressed account questions, resolving issues, providing requests documents, initiating wires, and assisting clients with TM services. • Strategically implemented TM services 50% faster than others in the department based on extensive background and product knowledge related to each individual service and required documentation needed to be collected from the customer. • Proactively review client account statements to identify opportunities to improve services and reduce service fees. Resulted in decreasing client monthly account fees by 35%, while improving cross-sell and retention.

Houston, Texas Area

As a Senior Implementation Consultant, I effectively managed the implementation and inquires related to Treasury Services for wholesale cash management accounts, products, and billings across the company. I collaborated and communicated with Relationship Managers and clients throughout the entire implementation process. Additionally, I answered questions related to product usage and billing fees, as well as reviewed request orders with clients to ensure proper product selection was submitted. A couple of key successes while in this role included: • Implemented TM services 60% faster than other employees due to effective business relationships with internal partners. • Recipient of the Above and Beyond Award based on providing exceptional customer support.