Robin Morris Email & Phone Number

Excellent Customer Service Skills • Sales Support • Data Entry • Incoming Calls • Online Text Chat • Strong Written and Verbal Communication • Time Management • Research and Analysis • Computer Skills • Administrative Support • Excel Reporting • Compliance Management • Software Applications • Client Support • Social Media SOFTWARE/PLATFORMSMicrosoft Word • Microsoft Excel • Microsoft Outlook • Microsoft Teams • CRM/ERP Software • Cloud Computing • Adobe Acrobat • Nextiva • Trinet

• 

  Sales Assistant / Customer Service

  Taycor Financial

  Jul 2017 - Present - United States

  • Wheaten Financial, Inc. was acquired by (Taycor Financial) April 2024.• Answer inbound calls and direct calls to designated Departments or Individuals.• Research all incoming applicants to verify company with Better Business Bureau and articles.• Responsible for catching typos and fraudulent applications.• Verify no errors when submitting new customer applications going to banks for funding.• Run Clear reports on customer and customer business.• High volume of Data Entry in Salesforce CRM, previously ACT CRM.• Set up and activate customer accounts. • Enter GPS Trackers information in to CRM and ship GPS trackers to Truck dealers.• Work closely with angry customers to de-escalate stressful situations.• Pull Daily and Monthly SOS and Safer Report for sales.• Create and run Excel Reports to track of sales. • Task Time to track GPS Tracker