James Wheeler is seeking a supervisory role utilizing his experience in customer service, administrative duties, and clerical work. He has a background in data entry, cost estimation, training and development, and working in call centers. Notable experiences include working as a financial aid program coordinator at Montana State University where he placed loans and aided students, and as an RE loan assistant at Stockman Bank where he audited paperwork and evaluated issues. Wheeler aims to help colleagues and follows a positive, professional approach. He provides references able to speak to his qualifications.

1. James Wheeler
326 E River Rock rd Belgrade, MT 59714 | 406.551.5982 | jameswheeler81@gmail.com
Objective
I have a genuine desire to join an established company. I’m looking for an opportunity to
challenge my career into a supervisory role.
Career Summary
I am a Customer Service professional with experience in administrative duties and
clerical work. I have experience in handling various types of fax machines, multi-phone
line systems and scanners. I am very quick to volunteer to help my co-workers and
supervisors when I see an opportunity presents itself. I am known for my polite, positive
and professional demeanor.
Critical Skill Set
Office administration Efficient learner
Data entry Cost estimation
Proactive aide Training & Development
Analytical skills Call Center
Professional Experience
Montana State University (Financial Aid Department) Bozeman, MT
08/2016-11/2016 40 hrs/week
Financial Aid Program Coordinator
• Responsible for placing Parent PLUS and Graduate PLUS loans into software system
and verifying accurate payment
• Aided front end staff with line control as well as aided answering basic questions and
reviewing basic documentation during orientation and startup of the school year
• Aided high school seniors with filling out FAFSA application regarding the 17-18 aid year
Stockman Bank Bozeman, MT
02/2016-06/2016 40 hrs/week
RE Loan Assistant
• Auditor of paperwork verifying dates signatures all appropriate boxes filled
• Used analytical skills to evaluate potential issues and resolution to those issues
• Built application packets
• Built closing packets
• Aided in community involvement
Account Control Technology Inc., Bakersfield, Ca
03/2014-01/08/16 40 hrs/week
Collector/Data Processor
• Auditor of paperwork verifying account is accurate and ready to return to the client
• First line of contact for documentation sent out regarding Loan Rehabilitation Program
• Helped start new Documentation Verification department when laws changed rehab rules
in July of 2014
• Focused in getting work done with little to no idle time
• Leader in number of calls made to borrowers, third party etc.
• Known for professional mannerism and someone who follows the “script” constantly

2. First Solutions Insurance Services Bakersfield, Ca
04/2013-01/2014 40 hrs/week
Human Resources Assistant
• First line of contact on phones and aided in general inquiries and enrollment issues
regarding our company using maintained company hard drive. Responsible for making
sure documentation was received by right office personnel.
• Service issues: Aided our clients in lowering the deductible or co pay amount the client
was responsible for in regards to disability bills, dentist bills, hospital visits and clinic or
emergency room bills.
• Enrollments: Aide clients in filling out carrier enrollment forms and then follow up with
each carrier to verify enrollment, changes, or terminations are completed in a timely
manner. Follow up to verify information is received and that no further information is
necessary. Helped maintain up to date information regarding enrollment, termination,
cobra and holding periods in company H drive.
Xerox Inc., Bakersfield, CA
11/2009-03/13 40 hrs/week
Senior Customer Service Representative
• Aided in training new employees having them shadow my work and giving tips as part of
their on the job training as new hires.
• Process paperwork for income based payment plan. Organized and maintained statistics
for team and help organize team at the beginning of each shift. Sent approved paperwork
to right supervisor or manager.
• Received Inbound and made outbound calls to set up payment plans on school loans.
Averaged over 100 calls a day. Considered a top performer on my team on several
occasions.
• Used my crisis management skills to help irate customers change their attitude toward
the company from negative to positive.
• Trained for DMCS system for defaulted calls and assisted co-workers in understanding
and operating the new system. Part of first class that was trained and seen as leader in
problem solving to overcome issues with operating system.
MERCURY INSURANCE, Folsom, Ca
6/2005-3/2009 40 hrs/week
Claims Adjuster
• Applied crisis management skills to aide people through a confusing process and
explained how the company was going to benefit them in their time of need.
• Explained benefit of preferred body shops, preferred rental car companies and
aided clients to get the best financial benefit for their situation.
• Aiding in training of new adjusters, having them shadow my work and giving tips
as part of their on the job training as new hires.
• Explained Insurance policy rules and coverage rights to the insured in a language
they could understand.
• Helped the company get new clients from claimants and also aided the insured
maintain a positive outlook of the company.

3. REFERENCES
Barbara Sander
Assistant Director-Loans
406-994-2845
Demetrius Smith
Admin Manager
661-328-6650
Melissa Buar
Collections Manager I
661-328-6652