Open to opportunities

Courtney User

@courtneyuser11

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Customer-focused credit and financial services agent who resolves inquiries fast, improving response times and loyalty.

United States

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What I'm looking for

I’m looking for a role where I can deliver fast, accurate customer support in financial services or advocacy. I want to use CRM/data to resolve issues, stay compliant, and help customers feel confident—while continuously improving processes and response times.

I’m a customer-focused Credit Card Agent and financial services representative who thrives in fast-paced environments. I assist customers with credit card features, billing, and rewards, and I guide responsible credit use to strengthen financial literacy.

In my most recent role, I resolved credit card inquiries and transaction issues while streamlining processes with CRM software. I improved response times by 20%, supported customer retention through targeted follow-up calls, and maintained compliance through regulatory training.

Before that, I handled disaster relief registration intake with accurate data collection and tailored support, and I served as a Medicare Advocate educating beneficiaries on plan coverage while managing client inquiries. Earlier roles also strengthened my customer service and operations skills—consistently delivering high satisfaction (95%) and accuracy (98%), along with cash reconciliation improvements (15%).

Experience

Work history, roles, and key accomplishments

Current

Medicare Advocate Agent

Current

Omnicare365

Sep 2023 - Present (2 years 10 months)

Educated beneficiaries on Medicare plan options and managed/resolved client inquiries to support customer satisfaction. Maintained up-to-date knowledge of Medicare products and services through continuous education.

Client Inquiries Customer Satisfaction Continuing Education

Transportation Agent

ModivCare Solutions LLC

May 2023 - Sep 2023 (4 months)

Coordinated communication between clients and carriers to ensure timely and efficient service. Managed transportation operations, including booking reservations for doctor appointments/pharmacy rides and prescription pickup support.

vendor relationship management Transportation Operations Reserving Scheduling

Financial Representative

Advanced Call Center Technologies

Oct 2022 - Apr 2023 (6 months)

Developed and maintained customer relationships to improve satisfaction and loyalty. Assisted clients with financial products/services and processed account transactions while ensuring compliance with regulatory requirements and company policies.

Customer Relationship Management Regulatory Compliance Customer Satisfaction Compliance Policies

Lead Bartender

Glass (NightClub)

Feb 2017 - Dec 2019 (2 years 10 months)

Oversaw daily bar operations and maintained exceptional customer service and beverage quality. Ensured health and safety compliance, processed transactions via POS, and managed customer inquiries and complaints.

Bar Operations Management Customer Service POS systems Health and Safety Compliance Cocktail Preparation Transaction Processing Complaint Resolution Customer Loyalty

Waitress

Rock & Brews

Oct 2015 - May 2017 (1 year 7 months)

Provided prompt, attentive customer service in a fast-paced environment while managing multiple tables. Used point-of-sale systems for accurate transactions and upsold specials and menu items to increase average customer spend.

Customer Service Fast Paced POS systems Cash Handling Upselling Menu Specials Promotion Attention To Detail Order Taking

Lead Cashier

Crest Foods

Oct 2014 - Jul 2015 (9 months)

Provided timely customer support by addressing inquiries and resolving issues to support a positive shopping experience. Processed transactions using point-of-sale systems, maintained cash accuracy, and ensured compliance with company policies and procedures.

Customer Service Transaction Processing POS systems Cash Handling Compliance Policies Cash Credit Transactions Stock Customer Rapport

Cashier

Harbor Freight Tools, Inc

Jul 2012 - Jun 2014 (1 year 11 months)

Ensured accurate and efficient processing of customer transactions while maintaining a balanced cash drawer. Handled returns and exchanges, resolved customer complaints professionally, and supported online order processing and pickups.

Cash Drawer Balancing Transaction Processing Customer Service Returns and Exchanges Conflict Resolution Training New Cashiers

Head Cashier

Homeland Grocery

Mar 2011 - May 2013 (2 years 2 months)

Oversaw daily cash operations, ensuring accuracy and compliance with financial policies. Led end-of-day cash reconciliation, implemented cash handling procedures that reduced discrepancies, and ensured compliance with state and federal cash-handling and financial transaction regulations.

Cash Operations Management Cash Reconciliation Cash Handling Compliance Customer Complaint Resolution

Registration Intake Specialist

Legacy Support Stafng

Sep 2024 - Present (1 year 10 months)

Facilitated registration for disaster relief beneficiaries, ensuring timely and accurate data collection. Used database management software and conducted assessments to provide tailored support, while implementing feedback mechanisms to improve the intake process.