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• Conducted thorough research and analysis to provide accurate and timely solutions to customers' financial concerns. • Utilized various resources and tools to resolve complex issues and ensure customer satisfaction. • Communicated with clients via phone to address inquiries and resolve concerns. • Worked closely with team members and other departments to identify and implement process improvements. • Ensuring compliance with industry regulations, policies, and procedures, and providing guidance to the team on best practices to minimize risks and ensure a high level of service quality. • Guiding and mentoring team members to enhance their subject matter expertise and professional development, providing them with regular feedback, coaching, and support to help them excel in their roles.