Open to opportunities

Whitney Priester

@whitneypriester

Message

Experienced client-focused financial services professional skilled in credit resolution and customer advocacy.

United States

Message

What I'm looking for

I seek a client-focused role in financial services where I can use my dispute-resolution, negotiation, and leadership skills in a compliant, collaborative environment to drive client satisfaction and operational accuracy.

I am a dedicated financial services professional with extensive experience in client advising, collections, and customer service, consistently applying integrity and sound judgment to resolve disputes and delinquency issues. I have handled inbound and outbound client communications across multiple databases, protecting sensitive personal and financial information while delivering accurate documentation and follow-ups.

My background includes leadership as a team lead, identifying cross-sell opportunities, processing financial transactions, and explaining loan programs, with a strong focus on regulatory compliance and empathetic client interactions. I excel at negotiating payment agreements, analyzing client information, and developing unique solutions for complex account issues.

I bring more than a decade of hands-on experience using Microsoft Office tools, database systems, and strong verbal and written communication to drive client satisfaction and operational accuracy, and I approach every role with professionalism and a commitment to both client and company outcomes.

Experience

Work history, roles, and key accomplishments

Current

Client Advisor / Team Leader

Current

Ovation Credit Services

May 2022 - Present (3 years 10 months)

Provide leadership and client advocacy for credit repair services, handling inbound/outbound calls and emails to resolve disputes and delinquency issues while identifying cross-sell opportunities; maintain accurate documentation and ensure regulatory compliance.

Customer Service Cross Selling Call Center Operations Dispute Resolution Database Management Communication Regulatory Compliance

Customer Service Representative

MoneySolver

Nov 2019 - Oct 2020 (11 months)

Assisted members with financial transactions and wage-garnishment inquiries, resolved disputes using sound judgment, protected sensitive information, and maintained accurate database documentation for follow-ups.

Customer Service Database Management Dispute Resolution Communication Regulatory Compliance Data Security

Financial Service Representative I

Bank of America

Nov 2018 - May 2019 (6 months)

Processed member financial transactions and loan applications, explained loan programs and IRA operations, identified cross-sell opportunities, and ensured compliance with government and company policies.

Retail Banking Loan Processing Cross Selling Customer Service & Compliance DataBase Systems Communication

Collections Representative

ADT Security Services

Aug 2017 - Sep 2018 (1 year 1 month)

Located and contacted debtors using multiple systems, negotiated payment agreements through active listening and rapport building, and documented research and agreements accurately in databases.

Collections Negotiation Skip tracing Documentation In Databases Communication Dispute Resolution

Customer Service Representative

ERC Inc

Jan 2014 - Jun 2017 (3 years 5 months)

Managed outbound customer contact for debt collections, adhered to the Fair Debt Collection Practices Act, negotiated resolutions, and maintained timely, accurate documentation of interactions.

Debt Collection Customer Service Negotiation Database Management Documentation Communication