Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brock Harmon

Liberty

Summary

Dynamic professional with a proven track record at SS&C, specializing in data analysis and exceptional customer service. Expertise in AWD and SalesConnect has led to surpassing client expectations while cultivating strong relationships and mentoring peers. Highly skilled in teamwork and problem-solving, consistently achieving targets under tight deadlines. Career aspirations include further enhancing service excellence through innovative data solutions.

Overview

15
15
years of professional experience

Work History

Financial Services Ops Representative I - III

SS&C
Kansas City
12.2020 - Current
  • Proficient in most of our data cleaning systems, including AWD, SalesConnect, and UD (SalesConnect 2.0).
  • Provided immediate and courteous resolutions to customer inquiries.
  • Assisted in training new representatives on product knowledge, best practices, and company policies.
  • Identify, locate, and upload client data using a multitude of communication tools.
  • Test and report on various scripts via Python and other automated systems.
  • Surpassed client-imposed expectations consistently under stringent deadlines.

Customer Service/Account Manager/Data Analyst

Citigroup: Citi Cards
Kansas City
09.2009 - 01.2017
  • Exceeded established service goals while leveraging customer service, sales and employee management best practices.
  • Provided technical support for customers regarding product use and delivery.
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
  • Developed strong customer relationships to encourage repeat business.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Analyze data and report issues in a recovery system developed by Citigroup to enhance the client's ability to repay defaulted loans.

Education

Some College (No Degree) - General

Blue River Community College
Missouri

Skills

  • Team player
  • Data analysis
  • Outgoing calls
  • Excellent communication
  • Smartdesk, some Python testing experience
  • AWD, UD, SalesConnect expertise
  • Data entry proficiency

Timeline

Financial Services Ops Representative I - III

SS&C
12.2020 - Current

Customer Service/Account Manager/Data Analyst

Citigroup: Citi Cards
09.2009 - 01.2017

Some College (No Degree) - General

Blue River Community College
Brock Harmon