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Taylor Regier
Financial Account Representative
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Taylor Regier

Financial Account Representative
Dedicated professional with demonstrated strengths in customer service, time management, and financial risk assessment. Experienced in troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Shamrock Trading Corporation
University of Kansas
Overland Park, KS, USA

Professional Background

  • Current status
  • Profession
  • Fields
  • Work experience
    1-2 years (Less than 1 year relevant)
  • Management
    I've had experience in managing 1-5 people
  • Skills
    Attention To Detail
    Team Collaboration
    Troubleshooting
    Time Management
    Collaboration
    Communicating
    Resourceful
    Meticulous
  • Languages
    English
    Native or Bilingual
  • Highest level of education
    Master

Job search preferences

  • Desired job type
    Full-time
    Remote Only
  • Desired positions
    Financial Account Representative
  • Desired work locations
  • Freelance
    Non-freelancer

Work Experience

Financial Account Representative

Jul 2021 - Present
Oversaw over $1 million in account receivables, minimizing any aging payments through collection process. Guided clients through compiling important financial histories and documentation for evaluation. Developed analytical and qualitative reports for managers and team members directly interfacing with clients. Delivered industry-leading customer experiences through personalized expertise and collaboration with other departments. Maintained meticulous electronic and physical filing systems with clients' records.

Customer Service Assistant

May 2019 - Aug 2019
4 mos
Delivered exceptional customer service to bolster strong relationships and build positive experiences. Maintained logbooks for surgical floor patients. Provided assistance to physician office staff and patients to complete all check in requirements. Handled phone duties and company correspondence.

Lifeguard

May 2017 - Aug 2017
4 mos
Learned and maintained proficiency in first responder skills such as First Aid and CPR. Protected recreational participants by monitoring activities and correcting behaviors. Improved response times with simulated training using life-like dummies to enhance identification and first aid skills. Managed member attendance and offered friendly assistance. Assisted in on-boarding training, communicating company expectations.

Education

Master of Science (MS)
Bachelor of Science BS Marketing
2017 - 2021